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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 |
RFG
4576
RFP Financial Group
Atlanta,
Georgia
| $256M | +$12M | +5% | 5.77% | 53.2% | 985 | 22.34% | 0.9 |
|
| 4577 |
4577
Allred Capital Management
Dallas,
Texas
| $256M | +$26.1M | +11% | 9.65% | 73.5% | 175 | 8% | 3.7 |
|
| 4578 |
4578
AlpInvest Partners
Amsterdam,
Netherlands
| $256M | -$182M | -42% | 14.8% | 178% | 22 | 36.36% | 1.2 |
|
| 4579 |
4579
TFG Advisers
Auburn Hills,
Michigan
| $256M | +$17.2M | +7% | 8.97% | 61.8% | 209 | 7.18% | 3.8 |
|
| 4580 |
4580
Passive Capital Management
Baltimore,
Maryland
| $256M | +$9.27M | +4% | 2.77% | 37.7% | 59 | 8.47% | 1.7 |
|
| 4581 |
4581
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $255M | +$13.8M | +6% | 7.79% | 83% | 118 | 2.54% | 5.8 |
|
| 4582 |
4582
Vienna Insurance Group
Warsaw,
Poland
| $255M | +$37.9M | +17% | 12.3% | 230% | 97 | 8.25% | 1.2 |
|
| 4583 |
4583
Fiduciary Family Office
Boca Raton,
Florida
| $255M | +$26.4M | +12% | 8.03% | 97.3% | 238 | 22.27% | 0.2 |
|
| 4584 |
4584
Oxler Private Wealth
Rye Brook,
New York
| $255M | +$135M | +112% | 14.9% | 119% | 87 | 17.24% | 2.4 |
|
| 4585 |
4585
ABLE Financial Group
Scottsdale,
Arizona
| $255M | +$23.2M | +10% | 6.72% | 64.2% | 165 | 15.76% | 0.7 |
|
| 4586 |
4586
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| $254M | -$10.8M | -4% | 8.82% | 71.1% | 103 | 24.27% | 3.7 |
|
| 4587 |
4587
Cutler Capital Management
Worcester,
Massachusetts
| $254M | +$12.9M | +5% | 0.08% | 39.7% | 118 | 18.64% | 3 |
|
| 4588 |
4588
Sectoral Asset Management
Montreal,
Quebec, Canada
| $254M | +$22.2M | +10% | 10.9% | 168% | 116 | 31.03% | 2.3 |
|
| 4589 |
LFGO
4589
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
| $254M | +$24.8M | +11% | 6.86% | 64.2% | 75 | 9.33% | 1 |
|
| 4590 |
4590
Three Bridge Wealth Advisors
Los Altos,
California
| $254M | -$35.4M | -12% | 15.1% | 162% | 99 | 13.13% | 1.6 |
|
| 4591 |
4591
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| $254M | +$16.5M | +7% | 19.2% | 215% | 204 | 27.45% | 1.2 |
|
| 4592 |
4592
Centurion Wealth Management
Mclean,
Virginia
| $254M | +$19.7M | +8% | 8.58% | – | 198 | 17.17% | 0.9 |
|
| 4593 |
SC
4593
Schiavi & Co
Wilmington,
Delaware
| $254M | +$13.1M | +5% | 5.05% | 41.4% | 36 | 11.11% | 1.3 |
|
| 4594 |
4594
Elevatus Welath Management
Victor,
New York
| $254M | +$33.4M | +15% | 20.2% | 270% | 111 | 30.63% | 0.4 |
|
| 4595 |
4595
Silver Heights Capital Management
Toronto,
Ontario, Canada
| $253M | -$6.36M | -2% | 7.52% | 39.8% | 5 | 0% | 6.6 |
|
| 4596 |
4596
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| $253M | +$14.5M | +6% | 6.58% | 83.8% | 123 | 8.94% | 3 |
|
| 4597 |
NME
4597
Notis-McConarty Edward
| $253M | +$2.4M | +1% | 11.3% | 91.2% | 93 | 8.6% | 7.6 |
|
| 4598 |
4598
Iron Horse Wealth Management
Johston,
Iowa
| $253M | +$24.3M | +11% | 5.33% | 29.1% | 523 | 15.68% | 1.4 |
|
| 4599 |
4599
Kinsale Capital Group
Richmond,
Virginia
| $253M | +$51.3M | +25% | 10.2% | 75.2% | 35 | 5.71% | 1.1 |
|
| 4600 |
CHA
4600
Carmichael Hill & Associates
Gaithersburg,
Maryland
| $253M | +$11.4M | +5% | 8.09% | 39.7% | 826 | 7.51% | 3.2 |
|