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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
3Chopt Investment Partners
Richmond,
Virginia
| $280M | -$47.9M | -15% | 7.06% | 128% | 183 | 61.75% | 1.3 |
|
| 4552 |
SFA
4552
Spectrum Financial Alliance
Nicholasville,
Kentucky
| $279M | -$158K | -0.1% | 0.58% | 187% | 19 | 21.05% | 2.8 |
|
| 4553 |
4553
Brophy Wealth Management
Bedford,
New Hampshire
| $279M | – | – | 6.74% | – | 212 | – | 0 |
|
| 4554 |
4554
Gill Capital Partners
Denver,
Colorado
| $279M | +$20.8M | +8% | 5.44% | 59% | 133 | 7.52% | 3.5 |
|
| 4555 |
4555
Strategic Advocates
Logan,
Utah
| $279M | +$27.2M | +11% | 5.93% | 103% | 136 | 25% | 0.7 |
|
| 4556 |
WM
4556
Wishbone Management
Chicago,
Illinois
| $279M | -$30.5M | -10% | 2.1% | 58.7% | 5 | 0% | 1.3 |
|
| 4557 |
4557
Jeppson Wealth Management
Manhattan Beach,
California
| $279M | +$17M | +6% | 7.9% | 107% | 215 | 9.3% | 2.8 |
|
| 4558 |
4558
Hobbs Group Advisors
Columbia,
South Carolina
| $279M | +$16.2M | +6% | 5.21% | – | 677 | 14.77% | 0.6 |
|
| 4559 |
FNWM
4559
Financial Network Wealth Management
Draper,
Utah
| $279M | +$16.5M | +6% | 5.39% | – | 114 | 7.89% | 1.2 |
|
| 4560 |
LA
4560
LFL Advisers
Evanston,
Illinois
| $279M | +$24.8M | +10% | 6.48% | 83% | 11 | 9.09% | 6.5 |
|
| 4561 |
4561
Narus Financial Partners
Salt Lake City,
Utah
| $279M | +$30.8M | +12% | 11.3% | 85.3% | 156 | 13.46% | 3.2 |
|
| 4562 |
4562
Mattson Financial Services
Kentwood,
Michigan
| $279M | -$1.83M | -0.7% | 5.57% | – | 270 | 0% | 0.3 |
|
| 4563 |
4563
Yakira Capital Management
Westport,
Connecticut
| $279M | +$4.01M | +1% | 4% | 74.1% | 330 | 35.76% | 1.1 |
|
| 4564 |
4564
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| $278M | +$18.5M | +7% | 3.43% | 70.6% | 100 | 15% | 2.6 |
|
| 4565 |
CWM
4565
Cordatus Wealth Management
Newtown,
Pennsylvania
| $278M | +$11.7M | +4% | 7.88% | 108% | 125 | 7.2% | 0.7 |
|
| 4566 |
4566
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $278M | +$20.6M | +8% | 9.25% | 87.3% | 376 | 14.1% | 2.4 |
|
| 4567 |
4567
Portland Investment Counsel
Burlington,
Ontario, Canada
| $278M | +$858K | +0.3% | 10.7% | 108% | 59 | 25.42% | 2.8 |
|
| 4568 |
4568
Richard W. Paul & Associates
Novi,
Michigan
| $278M | +$19.3M | +7% | 6.01% | 65.2% | 528 | 10.04% | 1.4 |
|
| 4569 |
4569
First United Bank & Trust
Oakland,
Maryland
| $278M | +$9.6M | +4% | 7.3% | 78% | 406 | 7.39% | 2.9 |
|
| 4570 |
TC
4570
Teilinger Capital
Houston,
Texas
| $278M | +$48.6M | +21% | 12.1% | 30.2% | 27 | 77.78% | 0.5 |
|
| 4571 |
4571
TFG Advisers
Auburn Hills,
Michigan
| $278M | +$20.3M | +8% | 7.21% | 61.8% | 207 | 5.8% | 4.1 |
|
| 4572 |
4572
Altrafin AG
Zurich,
| $278M | +$6.94M | +3% | 2.57% | 97.6% | 61 | 19.67% | 2.2 |
|
| 4573 |
4573
Empower Annuity Insurance Company
Hartford,
Connecticut
| $278M | +$14.4M | +5% | 5.47% | 0.86% | 1 | 0% | 1.8 |
|
| 4574 |
4574
TNF
Billings,
Montana
| $278M | +$5.99M | +2% | 4.99% | 21.3% | 128 | 7.03% | 2.1 |
|
| 4575 |
4575
Northwest Capital Management
Lake Oswego,
Oregon
| $278M | +$3.42M | +1% | 4.89% | 57% | 472 | 4.24% | 1.8 |
|