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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4526 |
4526
Newport Wealth Strategies
Irvine,
California
| $109M | +$9.37M | +9% | 3.53% | 51.5% | 82 | 12.2% | 1.2 |
|
| 4527 |
4527
Trust Company
Manhattan,
Kansas
| $109M | -$62.9M | -37% | 3.48% | 40.6% | 351 | 19.66% | 2.8 |
|
| 4528 |
4528
Excalibur Management
Waltham,
Massachusetts
| $108M | +$2.45M | +2% | 4.3% | 81.7% | 64 | 9.38% | 4.4 |
|
| 4529 |
4529
Baldrige Asset Management
Allentown,
Pennsylvania
| $108M | +$6.05M | +6% | 2.76% | 43.5% | 79 | 7.59% | 0.2 |
|
| 4530 |
SRCM
4530
Swift Run Capital Management
Charlottesville,
Virginia
| $108M | $0 | 0% | 1.62% | 9.9% | 41 | 2.44% | 3 |
|
| 4531 |
4531
Sanctuary Wealth Management
Pocatello,
Idaho
| $108M | +$11.6M | +12% | 1.98% | – | 29 | 20.69% | 0.9 |
|
| 4532 |
BP
4532
Barker Partnership
Grand Cayman,
Cayman Islands
| $108M | +$27.3M | +34% | 33.7% | – | 2 | 0% | 1.5 |
|
| 4533 |
4533
Claro Advisors
Boston,
Massachusetts
| $108M | +$7.28M | +7% | 3.88% | 85.5% | 168 | 16.07% | 0.4 |
|
| 4534 |
4534
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| $108M | +$4.11M | +4% | 4.1% | 61.1% | 109 | 6.42% | 3.6 |
|
| 4535 |
4535
Grandview Asset Management
Harrisburg,
Pennsylvania
| $108M | -$455K | -0.4% | 5.37% | 200% | 106 | 18.87% | 0.4 |
|
| 4536 |
RHDIC
4536
R.H. Dinel Investment Counsel
Los Angeles,
California
| $108M | +$6.88M | +7% | 7.96% | 55.9% | 47 | 0% | 4.9 |
|
| 4537 |
4537
Mork Capital Management
Healdsburg,
California
| $108M | +$394K | +0.4% | 2.04% | 61.9% | 109 | 11.01% | 1.8 |
|
| 4538 |
4538
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $108M | +$4.22M | +4% | 3.23% | 130% | 97 | 14.43% | 1.1 |
|
| 4539 |
4539
Madrona Financial Services
Everett,
Washington
| $108M | +$16.5M | +18% | 3.52% | 75.4% | 59 | 37.29% | 1.9 |
|
| 4540 |
4540
Fairhaven Wealth Management
Oak Brook,
Illinois
| $108M | +$2.44M | +2% | 1.72% | – | 85 | 15.29% | 0.5 |
|
| 4541 |
4541
Providence Wealth Advisors
Frankfort,
Illinois
| $107M | +$1.16M | +1% | 3.2% | 112% | 85 | 12.94% | 1.1 |
|
| 4542 |
4542
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
| $107M | -$11.9M | -10% | 21.1% | 172% | 7 | 42.86% | 0.2 |
|
| 4543 |
4543
Rainey & Randall Wealth Advisors
Celebration,
Florida
| $107M | -$35M | -25% | 3.17% | 47.8% | 45 | 53.33% | 1 |
|
| 4544 |
4544
Moseley Investment Management
Bradenton,
Florida
| $107M | +$11.2M | +12% | 3.36% | 96.6% | 131 | 9.92% | 0.2 |
|
| 4545 |
4545
IRON Financial
Northbrook,
Illinois
| $107M | -$50.9M | -32% | 5.11% | 51.4% | 105 | 22.86% | 1.9 |
|
| 4546 |
4546
Legacy Financial Strategies
Overland Park,
Kansas
| $107M | -$9.9M | -8% | 3.11% | 76.7% | 60 | 18.33% | 1.1 |
|
| 4547 |
4547
Kapitalo Investimentos
Sao Paulo,
Brazil
| $107M | -$66.6M | -38% | 9.09% | 66.5% | 21 | 76.19% | 0.1 |
|
| 4548 |
4548
1492 Capital Management
Milwaukee,
Wisconsin
| $107M | -$11.2M | -10% | 2.27% | 332% | 106 | 43.4% | 1.3 |
|
| 4549 |
MCM
4549
Maxim Capital Management
San Francisco,
California
| $107M | -$518K | -0.5% | 1.51% | – | 29 | 13.79% | 0.4 |
|
| 4550 |
4550
Ategra Capital Management
Vienna,
Virginia
| $107M | +$4.59M | +4% | 3.42% | 114% | 101 | 14.85% | 0.2 |
|