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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
Nicollet Investment Management
Minneapolis,
Minnesota
| $225M | -$23.5M | -9% | 3.22% | 104% | 67 | 13.43% | 3.4 |
|
| 4527 |
4527
Founders Financial Alliance
Raleigh,
North Carolina
| $225M | -$23.5M | -9% | 2.09% | 84.9% | 493 | 12.98% | 1.3 |
|
| 4528 |
4528
Abacus Wealth Partners
Santa Monica,
California
| $225M | -$58M | -20% | 2.75% | 46% | 128 | 35.16% | 1 |
|
| 4529 |
4529
Investment Management Associates
Greenwood Village,
Colorado
| $225M | +$4.76M | +2% | 3.23% | 50.4% | 53 | 18.87% | 1.1 |
|
| 4530 |
4530
Invus Financial Advisors
New York
| $225M | -$104M | -32% | 27.3% | 29.5% | 9 | 22.22% | 1.3 |
|
| 4531 |
4531
Hollow Brook Wealth Management
Katonah,
New York
| $225M | +$29.6M | +15% | 3.62% | 97.8% | 90 | 27.78% | 2.8 |
|
| 4532 |
4532
Wells Trecaso Financial Group
Akron,
Ohio
| $225M | -$5.53M | -2% | 2.04% | 108% | 102 | 15.69% | 2.7 |
|
| 4533 |
4533
Insight Folios
Charlotte,
North Carolina
| $224M | +$11M | +5% | 8.68% | 32.9% | 149 | 26.17% | 1 |
|
| 4534 |
4534
Rhino Investment Partners
West Conshohocken,
Pennsylvania
| $224M | +$13.1M | +6% | 1.26% | 110% | 51 | 35.29% | 0.6 |
|
| 4535 |
FCP
4535
Fosse Capital Partners
London,
United Kingdom
| $224M | +$19.5M | +10% | 6.08% | 80% | 4 | 0% | 1.3 |
|
| 4536 |
4536
Cardinal Point Wealth Management Partners
Irvine,
California
| $224M | -$6.36M | -3% | 5.07% | – | 55 | 18.18% | 0.2 |
|
| 4537 |
4537
ION Crossover Partners
Herzliya Pituach,
Israel
| $224M | -$161M | -42% | 39.7% | – | 4 | 0% | 0.6 |
|
| 4538 |
4538
CTC (Chicago Trading Company)
Chicago,
Illinois
| $224M | -$10.3M | -4% | 7.52% | 192% | 316 | 31.96% | 0.9 |
|
| 4539 |
4539
Wilshire Advisors
Santa Monica,
California
| $224M | -$37.1M | -14% | 5.14% | 118% | 15 | 40% | 1.2 |
|
| 4540 |
LA
4540
LFL Advisers
Evanston,
Illinois
| $224M | -$18.6M | -8% | 7.82% | 83% | 11 | 0% | 3.8 |
|
| 4541 |
4541
Virtus ETF Advisers
New York
| $223M | -$41.4M | -16% | 4.68% | 177% | 420 | 21.67% | 1.9 |
|
| 4542 |
4542
Silverleafe Capital Partners
Germantown,
Tennessee
| $223M | -$55.4M | -20% | 0.12% | 87.7% | 101 | 42.57% | 1.6 |
|
| 4543 |
4543
Accurate Wealth Management
Wesley Chapel,
Florida
| $223M | +$101M | +82% | 1.55% | 101% | 199 | 40.7% | 0.5 |
|
| 4544 |
4544
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
| $223M | -$38.9M | -15% | 14.4% | 105% | 17 | 17.65% | 1 |
|
| 4545 |
4545
Geo Capital Gestora de Recursos
S?o Paulo,
Brazil
| $223M | +$13.1M | +6% | 4.58% | 30.7% | 45 | 0% | 1.6 |
|
| 4546 |
4546
Cambridge Financial Group
Columbus,
Ohio
| $223M | -$31.7M | -12% | 2.61% | – | 36 | 22.22% | 3.7 |
|
| 4547 |
TA
4547
TrueWealth Advisors
Birmingham,
Alabama
| $223M | $0 | 0% | 3.46% | 60.9% | 178 | 0% | 0.9 |
|
| 4548 |
4548
NewGen Asset Management
Toronto,
Ontario, Canada
| $223M | +$57.9M | +35% | 10.9% | 402% | 54 | 77.78% | 0.3 |
|
| 4549 |
4549
Long Road Investment Counsel
Kalamazoo,
Michigan
| $223M | -$29.4M | -12% | 7.71% | 53.8% | 80 | 17.5% | 6 |
|
| 4550 |
SC
4550
Sawyer & Company
Boston,
Massachusetts
| $222M | -$9.41M | -4% | 1.74% | 111% | 187 | 11.76% | 3.2 |
|