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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4551 |
4551
Graybill Wealth Management
Elmhurst,
Illinois
| $203M | +$296K | +0.1% | 1.29% | – | 57 | 17.54% | 4.2 |
|
| 4552 |
4552
Clarity Wealth Advisors
San Jose,
California
| $203M | +$10.5M | +5% | 0.23% | 94.1% | 65 | 12.31% | 1.4 |
|
| 4553 |
HIS
4553
Horizon Investment Services
Hammond,
Indiana
| $203M | -$658K | -0.3% | 2.15% | 250% | 124 | 18.55% | 2.6 |
|
| 4554 |
SLA
4554
Silver Lake Advisory
Cottonwood Heights,
Utah
| $203M | -$5.88M | -3% | 0.81% | 76.7% | 108 | 5.56% | 4.1 |
|
| 4555 |
4555
Bridge Advisory
Pasadena,
California
| $203M | +$6.87M | +4% | 0.86% | 6.7% | 90 | 10% | 0.6 |
|
| 4556 |
BIA
4556
Bigelow Investment Advisors
Portland,
Maine
| $203M | -$3.17M | -2% | 0.24% | 75.7% | 147 | 8.84% | 2.9 |
|
| 4557 |
4557
Aull & Monroe Investment Management
Mobile,
Alabama
| $203M | -$7.49M | -4% | 1.87% | 98.3% | 136 | 3.68% | 6 |
|
| 4558 |
4558
Genesee Capital Advisors
Auburn,
New York
| $203M | -$557M | -73% | 0.92% | 107% | 153 | 98.04% | 0.1 |
|
| 4559 |
4559
Secure Asset Management
Troy,
Michigan
| $203M | +$5.43M | +3% | 0.22% | 97.2% | 203 | 20.69% | 1 |
|
| 4560 |
4560
Townsend & Associates
Westminster,
Colorado
| $203M | +$31.4M | +18% | 0.24% | 58% | 73 | 12.33% | 2.1 |
|
| 4561 |
4561
Madison International Realty Holdings
New York
| $202M | -$21.5M | -10% | 3.04% | – | 5 | 40% | 3.7 |
|
| 4562 |
4562
Intrepid Capital Management
Jacksonville Beach,
Florida
| $202M | +$13.1M | +7% | 2.4% | 70.2% | 73 | 9.59% | 1.6 |
|
| 4563 |
4563
Fulcrum Asset Management
London,
United Kingdom
| $202M | -$36M | -15% | 1.52% | – | 187 | 0% | 0.3 |
|
| 4564 |
4564
US Financial Advisors
Braintree,
Massachusetts
| $202M | -$3M | -1% | 0.53% | 12.6% | 77 | 10.39% | 1.9 |
|
| 4565 |
4565
JSF Financial
Los Angeles,
California
| $202M | +$32.2M | +19% | 0.63% | 91% | 119 | 25.21% | 1.5 |
|
| 4566 |
CHA
4566
Carmichael Hill & Associates
Gaithersburg,
Maryland
| $201M | +$4.53M | +2% | 0.35% | 39.7% | 833 | 8.52% | 1.7 |
|
| 4567 |
4567
Northwest Wealth Management
Spencer,
Iowa
| $201M | +$12.5M | +7% | 1.21% | 68.2% | 135 | 19.26% | 2.8 |
|
| 4568 |
4568
Rench Wealth Management
Denton,
Texas
| $201M | +$1.07M | +0.5% | 0.51% | 106% | 41 | 2.44% | 5.7 |
|
| 4569 |
BM
4569
Bislett Management
Palo Alto,
California
| $201M | -$2.29M | -1% | 0.2% | 19.8% | 15 | 0% | 5.7 |
|
| 4570 |
LR
4570
Library Research
Hong Kong
| $201M | +$85.5M | +74% | 19.4% | 22.4% | 8 | 37.5% | 0.5 |
|
| 4571 |
4571
Murchinson
Toronto,
Ontario, Canada
| $201M | -$77.1M | -28% | 6.57% | 107% | 163 | 52.15% | 0.2 |
|
| 4572 |
AP
4572
Agilis Partners
Waltham,
Massachusetts
| $201M | +$20M | +11% | 0.83% | 8.47% | 28 | 10.71% | 2.3 |
|
| 4573 |
4573
Reliant Investment Management
Memphis,
Tennessee
| $201M | -$16.6M | -8% | 1.96% | 129% | 64 | 20.31% | 2.2 |
|
| 4574 |
4574
Towerpoint Wealth
Sacramento,
California
| $201M | -$489K | -0.2% | 1.07% | 67.7% | 83 | 9.64% | 2.3 |
|
| 4575 |
4575
Lagoda Investment Management
New York
| $201M | -$13.9M | -6% | 6.5% | 250% | 39 | 2.56% | 3.8 |
|