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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
Platform Technology Partners
New York
| $214M | +$1.23M | +0.6% | 2.45% | – | 228 | 16.23% | 2.5 |
|
| 4502 |
4502
Prudent Investors Network
Lake Forest,
California
| $214M | +$1.49M | +0.7% | 2.59% | – | 38 | 15.79% | 2.1 |
|
| 4503 |
SHFA
4503
SS&H Financial Advisors
Troy,
Michigan
| $214M | – | – | 2.98% | – | 117 | – | 1.4 |
|
| 4504 |
4504
Retirement Capital Strategies
San Jose,
California
| $214M | -$3.81M | -2% | 2% | 59% | 77 | 49.35% | 2 |
|
| 4505 |
4505
Field & Main Bank
Henderson,
Kentucky
| $214M | +$34.1M | +19% | 2.69% | 107% | 265 | 10.19% | 5.3 |
|
| 4506 |
BFM
4506
Blacksheep Fund Management
Co. Dublin,
Ireland
| $213M | -$101M | -32% | 1.08% | 71.5% | 4 | 0% | 2.4 |
|
| 4507 |
PH
4507
Pinnacle Holdings
Tulsa,
Oklahoma
| $213M | -$10.6M | -5% | 2.07% | 79.6% | 215 | 11.63% | 5.1 |
|
| 4508 |
4508
Detalus Advisors
St. Louis,
Missouri
| $213M | -$9.9M | -4% | 3.84% | 75.7% | 156 | 16.03% | 2.4 |
|
| 4509 |
4509
Eos Management LP
New York
| $213M | -$1.57M | -0.7% | 4.14% | 149% | 47 | 17.02% | 3.1 |
|
| 4510 |
4510
Copperwynd Financial
Scottsdale,
Arizona
| $213M | -$1.72M | -0.8% | 2.7% | 90% | 145 | 18.62% | 3 |
|
| 4511 |
4511
OLIO Financial Planning
Mclean,
Virginia
| $213M | +$2.03M | +1% | 3.85% | 52.9% | 55 | 18.18% | 1.2 |
|
| 4512 |
4512
TFG Advisers
Auburn Hills,
Michigan
| $213M | -$7.17M | -3% | 3.58% | 61.8% | 201 | 5.97% | 3.7 |
|
| 4513 |
4513
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| $213M | -$2.95M | -1% | 4.28% | 81.6% | 74 | 13.51% | 2.7 |
|
| 4514 |
4514
L2 Asset Management
Wayland,
Massachusetts
| $213M | +$8.15M | +4% | 0.84% | 128% | 225 | 35.11% | 0.9 |
|
| 4515 |
4515
Red Lighthouse Investment Management
New York
| $212M | -$6.44M | -3% | 3.13% | 63.4% | 96 | 3.13% | 0.7 |
|
| 4516 |
4516
Strategic Advocates
Logan,
Utah
| $212M | – | – | 4.08% | 103% | 141 | – | 0 |
|
| 4517 |
4517
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $212M | -$10.7M | -5% | 3.48% | 104% | 270 | 4.81% | 7.3 |
|
| 4518 |
4518
Phraction Management
Colchester,
Connecticut
| $212M | +$9.48M | +5% | 4.25% | 106% | 51 | 11.76% | 1.3 |
|
| 4519 |
4519
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $212M | -$18.1M | -8% | 4.82% | 44.2% | 121 | 28.93% | 1.8 |
|
| 4520 |
4520
Robertson Opportunity Capital
Dallas,
Texas
| $212M | +$4.89M | +2% | 3.17% | 93.4% | 24 | 0% | 6.5 |
|
| 4521 |
4521
Syntrinsic
Denver,
Colorado
| $212M | – | – | 3.49% | – | 79 | – | 0 |
|
| 4522 |
4522
Roman Butler Fullerton & Co
St Louis,
Missouri
| $212M | -$6.04M | -3% | 2.17% | 134% | 201 | 16.92% | 3.1 |
|
| 4523 |
FP
4523
Fiduciary Planning
Englewood,
Florida
| $212M | -$5.38M | -2% | 2.94% | 71.4% | 65 | 40% | 1.4 |
|
| 4524 |
4524
Oak Family Advisors
Chicago,
Illinois
| $212M | +$403K | +0.2% | 2.42% | 81.9% | 118 | 8.47% | 1.9 |
|
| 4525 |
4525
Wolf Group Capital Advisors
Fairfax,
Virginia
| $211M | +$10.9M | +5% | 2.38% | 28.2% | 110 | 10.91% | 3 |
|