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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 |
SA
4526
Shilanski & Associates
Anchorage,
Alaska
| $211M | +$23.4M | +12% | 5.79% | 84.2% | 123 | 22.76% | 1 |
|
| 4527 |
ACM
4527
AREX Capital Management
New York
| $211M | +$40.7M | +24% | 3.84% | 36.2% | 20 | 50% | 0.5 |
|
| 4528 |
XSC
4528
X-Square Capital
Guaynabo,
Puerto Rico
| $211M | -$5.77M | -3% | 12.7% | 158% | 146 | 25.34% | 1.3 |
|
| 4529 |
LP
4529
Lexington Partners
New York
| $211M | +$14.3M | +7% | 7.16% | 1.27% | 4 | 25% | 1.6 |
|
| 4530 |
AMIM
4530
Aull & Monroe Investment Management
Mobile,
Alabama
| $210M | +$5M | +2% | 3.43% | 98.3% | 137 | 4.38% | 5.7 |
|
| 4531 |
SHWM
4531
Smith & Howard Wealth Management
Atlanta,
Georgia
| $210M | +$11.2M | +6% | 5.08% | 40.4% | 65 | 7.69% | 3.4 |
|
| 4532 |
DLG
4532
Daniel L. Goodwin
| $210M | +$18.4M | +10% | 8.77% | 72.6% | 116 | 14.66% | 3 |
|
| 4533 |
GTAM
4533
Global Trust Asset Management
West Palm Beach,
Florida
| $210M | +$28.8M | +16% | 7.05% | 168% | 458 | 19.21% | 2.1 |
|
| 4534 |
TGI
4534
TRV GP IV
Boston,
Massachusetts
| $210M | -$61.4M | -23% | 22.1% | 1,102% | 4 | 0% | 1.6 |
|
| 4535 |
4535
IFG Advisors
St. Louis,
Missouri
| $210M | +$27.1M | +15% | 6.64% | 78.7% | 101 | 8.91% | 1.2 |
|
| 4536 |
FDS
4536
Freedom Day Solutions
Houston,
Texas
| $210M | +$21.6M | +11% | 9.28% | 84.6% | 121 | 21.49% | 1.6 |
|
| 4537 |
RS
4537
Retirement Solution
Redmond,
Washington
| $210M | +$43.5M | +26% | 6.98% | 65.2% | 45 | 17.78% | 0.4 |
|
| 4538 |
BFWA
4538
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| $209M | +$26.2M | +14% | 5.97% | 70.6% | 70 | 15.71% | 1.4 |
|
| 4539 |
SCI
4539
Stableford Capital II
Scottsdale,
Arizona
| $209M | +$11.7M | +6% | 7.21% | 66.9% | 124 | 12.9% | 1.1 |
|
| 4540 |
QC
4540
Quantedge Capital
Singapore
| $209M | +$82.8M | +65% | 11.5% | 110% | 229 | 73.8% | 0.1 |
|
| 4541 |
LFA
4541
Landmark Financial Advisors
Bowling Green,
Kentucky
| $209M | +$23.4M | +13% | 5.19% | 11.8% | 77 | 14.29% | 3.8 |
|
| 4542 |
SLA
4542
Silver Lake Advisory
Cottonwood Heights,
Utah
| $209M | +$12.5M | +6% | 4.61% | 70.9% | 106 | 8.49% | 3.9 |
|
| 4543 |
JWM
4543
Jupiter Wealth Management
Glendale,
Colorado
| $209M | +$10.9M | +6% | 12.5% | 99.2% | 95 | 17.89% | 1.2 |
|
| 4544 |
LWA
4544
Lowe Wealth Advisors
Columbia,
Maryland
| $209M | +$10M | +5% | 5.99% | 63.3% | 299 | 5.35% | 4 |
|
| 4545 |
VST
4545
Van Strum & Towne
San Francisco,
California
| $209M | +$10.7M | +5% | 6.78% | 62.2% | 100 | 6% | 3.8 |
|
| 4546 |
4546
Legacy Financial Strategies
Overland Park,
Kansas
| $209M | +$19.6M | +10% | 6.56% | 76.7% | 65 | 7.69% | 2.4 |
|
| 4547 |
APSP
4547
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| $208M | -$9.02M | -4% | 5.56% | 62.1% | 76 | 6.58% | 4.8 |
|
| 4548 |
4548
Ovata Capital Management
Hong Kong
| $208M | +$47.6M | +30% | 0.5% | 69.1% | 68 | 50% | 0.4 |
|
| 4549 |
WTFG
4549
Wells Trecaso Financial Group
Akron,
Ohio
| $208M | +$18.3M | +10% | 6.89% | 108% | 94 | 12.77% | 2.2 |
|
| 4550 |
RG
4550
Retirement Group
San Diego,
California
| $208M | -$12.5M | -6% | 6.1% | 33.7% | 812 | 20.07% | 1.1 |
|