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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4576 |
4576
Flynn Zito Capital Management
Garden City,
New York
| $181M | +$63.2M | +54% | 12.9% | 97.3% | 125 | 83.2% | 0.2 |
|
| 4577 |
4577
KFA Private Wealth Group
Tysons,
Virginia
| $181M | -$18.6M | -9% | 12.9% | 62.8% | 71 | 5.63% | 2 |
|
| 4578 |
4578
Riverview Capital Advisers
Boston,
Massachusetts
| $181M | -$36.3M | -17% | 15.7% | 84.8% | 106 | 32.08% | 0.4 |
|
| 4579 |
4579
Brown, Lisle/Cummings
Providence,
Rhode Island
| $181M | -$27.5M | -13% | 12.5% | 82.3% | 504 | 10.52% | 0.5 |
|
| 4580 |
4580
Graybill Wealth Management
Elmhurst,
Illinois
| $181M | -$24.4M | -12% | 13.3% | – | 50 | 2% | 4.7 |
|
| 4581 |
4581
Secure Asset Management
Troy,
Michigan
| $181M | -$41.3M | -19% | 13.9% | 97.2% | 227 | 37.44% | 1.4 |
|
| 4582 |
TFA
4582
Triad Financial Advisors
Greensboro,
North Carolina
| $181M | -$6.47M | -3% | 12.6% | – | 117 | 17.09% | 0.5 |
|
| 4583 |
4583
RBA Wealth Management
Newport Beach,
California
| $180M | -$27.7M | -13% | 11.5% | 77.7% | 108 | 17.59% | 0.9 |
|
| 4584 |
4584
FSB Premier Wealth Management
Waterloo,
Iowa
| $180M | -$19.1M | -10% | 11.2% | 53.9% | 137 | 8.76% | 1.1 |
|
| 4585 |
4585
Godsey & Gibb Inc
Richmond,
Virginia
| $180M | -$82.8M | -31% | 15% | 87.5% | 176 | 84.09% | 0.1 |
|
| 4586 |
4586
Selway Asset Management
| $180M | -$26.2M | -13% | 13.6% | 36.5% | 84 | 25% | 4.3 |
|
| 4587 |
4587
Roman Butler Fullerton & Co
St Louis,
Missouri
| $180M | -$36M | -17% | 12.9% | 121% | 202 | 17.82% | 2.4 |
|
| 4588 |
ARIS
4588
Advanced Research Investment Solutions
Los Angeles,
California
| $180M | -$59.3M | -25% | 17.5% | 13.1% | 194 | 34.54% | 0.9 |
|
| 4589 |
4589
Calton & Associates
Tampa,
Florida
| $180M | -$157M | -47% | 12.5% | 73.9% | 369 | 41.19% | 2.9 |
|
| 4590 |
4590
ForthRight Wealth Management
Alpharetta,
Georgia
| $180M | -$13.6M | -7% | 11.8% | 44.6% | 49 | 18.37% | 1.1 |
|
| 4591 |
4591
Kaydan Wealth Management
Fenton,
Michigan
| $180M | -$46.7M | -21% | 0.11% | 58% | 106 | 16.98% | 0.5 |
|
| 4592 |
4592
Abound Wealth Management
Franklin,
Tennessee
| $180M | +$40.9M | +29% | 13% | 58.6% | 132 | 30.3% | 0.4 |
|
| 4593 |
4593
Kabouter Management
Chicago,
Illinois
| $180M | -$40.4M | -18% | 17.5% | 12.9% | 10 | 20% | 1.1 |
|
| 4594 |
4594
Reston Wealth Management
Reston,
Virginia
| $180M | -$15.4M | -8% | 12.3% | 60.7% | 65 | 20% | 2.2 |
|
| 4595 |
4595
Acuta Capital Partners
Redwood City,
California
| $179M | -$34.5M | -16% | 13.7% | 7,269% | 55 | 47.27% | 1.1 |
|
| 4596 |
4596
HM Capital Management
Clayton,
Missouri
| $179M | -$95.6M | -35% | 9.58% | 29.6% | 64 | 18.75% | 3.9 |
|
| 4597 |
4597
Heritage Financial Services
Westwood,
Massachusetts
| $179M | +$26.5M | +17% | 13.7% | 38.3% | 547 | 86.11% | 0.1 |
|
| 4598 |
4598
LPWM LLC
Minneapolis,
Minnesota
| $179M | -$21.5M | -11% | 14.5% | 59.4% | 69 | 15.94% | 2 |
|
| 4599 |
4599
PYA Waltman Capital
Knoxville,
Tennessee
| $179M | -$23.7M | -12% | 13.4% | 62.4% | 221 | 6.33% | 0.7 |
|
| 4600 |
4600
Applied Fundamental Research
Cambridge,
Massachusetts
| $179M | -$42.8M | -19% | 12.5% | 44.6% | 11 | 9.09% | 1.3 |
|