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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4451 |
FP
4451
Financial Perspectives
Minneapolis,
Minnesota
| $288M | +$17.7M | +7% | 7.16% | 87.8% | 692 | 2.6% | 3.7 |
|
| 4452 |
4452
Silverleafe Capital Partners
Germantown,
Tennessee
| $288M | -$3.66M | -1% | 0.93% | 87.7% | 92 | 27.17% | 2.1 |
|
| 4453 |
4453
Legion Partners Asset Management
Los Angeles,
California
| $288M | -$35.8M | -11% | 3.09% | 206% | 16 | 31.25% | 2.6 |
|
| 4454 |
4454
Investment Advisory Group
Hanover,
Massachusetts
| $288M | +$29.4M | +11% | 6.52% | 61.6% | 176 | 10.8% | 1.9 |
|
| 4455 |
4455
Adamsbrown Wealth Consultants
Wichita,
Kansas
| $288M | +$31.3M | +12% | 5.16% | 60.6% | 94 | 11.7% | 1.8 |
|
| 4456 |
4456
Cornell Pochily Investment Advisors
Ithaca,
New York
| $288M | +$25M | +10% | 7.84% | 97% | 177 | 7.34% | 4.5 |
|
| 4457 |
4457
Centerpoint Advisors
Needham,
Massachusetts
| $288M | +$10.1M | +4% | 5.82% | 74.2% | 500 | 13% | 3 |
|
| 4458 |
4458
Allegiance Financial Group Advisory Services
Vienna,
Virginia
| $287M | +$26.1M | +10% | 5.8% | 62.6% | 82 | 15.85% | 1.4 |
|
| 4459 |
4459
Lion Street Advisors
Austin,
Texas
| $287M | +$17M | +6% | 8.7% | 38% | 282 | 14.89% | 1.6 |
|
| 4460 |
4460
Oxler Private Wealth
Rye Brook,
New York
| $287M | +$16.8M | +6% | 4.97% | 119% | 87 | 5.75% | 2.8 |
|
| 4461 |
VM
4461
VPR Management
Houston,
Texas
| $287M | +$19.4M | +7% | 7.84% | 54.5% | 57 | 12.28% | 3.3 |
|
| 4462 |
4462
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $287M | +$34.9M | +14% | 5.51% | 36.2% | 141 | 13.48% | 2.6 |
|
| 4463 |
4463
Henry James International Management
New York
| $287M | +$4.35M | +2% | 5.42% | 125% | 102 | 4.9% | 4.9 |
|
| 4464 |
4464
Hendley & Co
Zanesville,
Ohio
| $287M | +$8.28M | +3% | 4.9% | 64.9% | 57 | 12.28% | 5.5 |
|
| 4465 |
4465
Red Wave Investments
Dillsburg,
Pennsylvania
| $287M | +$15.7M | +6% | 5.67% | 58% | 112 | 9.82% | 2.7 |
|
| 4466 |
4466
Buska Wealth Management
Wausau,
Wisconsin
| $287M | +$35.8M | +14% | 5.23% | – | 63 | 20.63% | 0.4 |
|
| 4467 |
4467
Valley Forge Investment Consultants
Audubon,
Pennsylvania
| $287M | +$22.4M | +8% | 6.67% | 61.9% | 90 | 11.11% | 2.6 |
|
| 4468 |
4468
Coyle Financial Counsel
Glenview,
Illinois
| $287M | +$7.05M | +3% | 5.07% | 67.3% | 80 | 20% | 3.4 |
|
| 4469 |
4469
Greenstone Partners & Co
Larkspur,
California
| $287M | +$47.2M | +20% | 25.8% | 527% | 9 | 0% | 3.1 |
|
| 4470 |
4470
Missouri Trust & Investment Company
Springfield,
Missouri
| $287M | +$21.2M | +8% | 6.96% | 65.1% | 413 | 6.78% | 2.3 |
|
| 4471 |
4471
Post Oak Energy Holdings
Houston,
Texas
| $286M | -$81.9M | -22% | 15.7% | 64.6% | 2 | 50% | 1.8 |
|
| 4472 |
4472
Passive Capital Management
Baltimore,
Maryland
| $286M | +$17.1M | +6% | 7.15% | 37.7% | 68 | 7.35% | 1.9 |
|
| 4473 |
4473
Augustine Asset Management
Jacksonville,
Florida
| $286M | +$27.4M | +11% | 12.9% | 316% | 100 | 5% | 4 |
|
| 4474 |
4474
Westbourne Investment Advisors
Annapolis,
Maryland
| $286M | +$10.2M | +4% | 3.83% | 107% | 91 | 5.49% | 4 |
|
| 4475 |
4475
Eos Management LP
New York
| $286M | +$29.3M | +11% | 16.3% | 149% | 44 | 6.82% | 2.9 |
|