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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
Ceeto Capital Group
Coral Gables,
Florida
| $207M | -$11.6M | -5% | 5.39% | 94.4% | 165 | 10.91% | 3.9 |
|
| 4577 |
KA
4577
Kailix Advisors
Fort Lauderdale,
Florida
| $207M | +$26.3M | +15% | 9.13% | 16.3% | 9 | 22.22% | 0.5 |
|
| 4578 |
4578
Terril Brothers
St. Louis,
Missouri
| $206M | -$20.1M | -9% | 4.25% | 94.4% | 61 | 13.11% | 3.9 |
|
| 4579 |
4579
SimplyRich
Carlsbad,
California
| $206M | -$74.3M | -26% | 1.26% | 98.3% | 179 | 21.79% | 3.4 |
|
| 4580 |
4580
Long Road Investment Counsel
Kalamazoo,
Michigan
| $206M | -$8.5M | -4% | 4.27% | 53.8% | 69 | 4.35% | 7.3 |
|
| 4581 |
4581
S.R. Schill & Associates
Mercer Island,
Washington
| $206M | -$14.2M | -6% | 5.86% | 42.7% | 86 | 16.28% | 3.4 |
|
| 4582 |
4582
WJ Wealth Management
Glendale,
Arizona
| $206M | -$5.6M | -3% | 1.84% | 90.6% | 66 | 12.12% | 1.5 |
|
| 4583 |
4583
LGT Fund Management
Vaduz,
Liechtenstein
| $206M | -$11.9M | -5% | 1.74% | 121% | 132 | 31.82% | 1.2 |
|
| 4584 |
4584
Provident Wealth Management
Brentwood,
Tennessee
| $206M | +$2.56M | +1% | 3.89% | 61.1% | 92 | 9.78% | 2.4 |
|
| 4585 |
4585
CJM Wealth Advisers
Falls Church,
Virginia
| $206M | +$8.53M | +4% | 3.22% | 76.8% | 55 | 5.45% | 1.4 |
|
| 4586 |
4586
Ashburton (Jersey)
St Helier,
Jersey
| $205M | $0 | 0% | 0.01% | – | 55 | 0% | 3.2 |
|
| 4587 |
4587
Veery Capital
Wilmington,
Delaware
| $205M | -$6.55M | -3% | 3.75% | 63.4% | 87 | 8.05% | 2.1 |
|
| 4588 |
4588
Quaker Wealth Management
Moorestown,
New Jersey
| $205M | -$16.2M | -7% | 3.29% | – | 56 | 17.86% | 1.6 |
|
| 4589 |
4589
Thomas Story & Son
Culver,
Indiana
| $205M | -$13.9M | -6% | 2.1% | 101% | 54 | 7.41% | 6.6 |
|
| 4590 |
4590
SRH Advisors
Salina,
Kansas
| $205M | +$17.3M | +9% | 3.23% | 55.7% | 307 | 9.12% | 5.9 |
|
| 4591 |
4591
Beddow Capital Management
Jackson,
Wyoming
| $205M | +$8.23M | +4% | 4.73% | 50.7% | 56 | 7.14% | 4.5 |
|
| 4592 |
4592
Graybill Wealth Management
Elmhurst,
Illinois
| $205M | -$5.62M | -3% | 3.3% | – | 55 | 5.45% | 5.2 |
|
| 4593 |
4593
GSG Advisors
Mount Laurel,
New Jersey
| $205M | – | – | 3.65% | 88% | 84 | – | 0 |
|
| 4594 |
FNWM
4594
Financial Network Wealth Management
Draper,
Utah
| $205M | -$11.5M | -5% | 4.36% | – | 107 | 11.21% | 2 |
|
| 4595 |
4595
Omega Financial Group
Santa Barbara,
California
| $205M | -$13.7M | -6% | 4.07% | 47% | 82 | 6.1% | 3.4 |
|
| 4596 |
FSA
4596
Financial Services Advisory
Rockville,
Maryland
| $205M | -$37.3M | -15% | 2.92% | 82.5% | 58 | 44.83% | 0.7 |
|
| 4597 |
4597
Prostatis Group
Hanover,
Maryland
| $205M | -$10.3M | -5% | 2.26% | 72.9% | 261 | 61.3% | 1.2 |
|
| 4598 |
LA
4598
LFL Advisers
Evanston,
Illinois
| $205M | -$12.7M | -6% | 0.71% | 83% | 11 | 0% | 5.3 |
|
| 4599 |
4599
Juncture Wealth Strategies
Scottsdale,
Arizona
| $205M | -$9.06M | -4% | 2.15% | 76.5% | 122 | 14.75% | 3 |
|
| 4600 |
4600
Insight Folios
Charlotte,
North Carolina
| $205M | -$34M | -14% | 3.4% | 32.9% | 117 | 7.69% | 2.1 |
|