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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
Palo Duro Investment Partners
Chicago,
Illinois
| $303M | -$28.1M | -8% | 0.79% | 62.8% | 23 | 8.7% | 0.9 |
|
| 4577 |
4577
VSM Wealth Advisory
Hunt Valley,
Maryland
| $303M | +$24.5M | +9% | 8.28% | – | 547 | 14.81% | 0.4 |
|
| 4578 |
4578
Shayne & Jacobs LLC
Nashville,
Tennessee
| $303M | -$104M | -26% | 3.04% | 79.4% | 97 | 7.22% | 3.6 |
|
| 4579 |
4579
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| $302M | +$37.6M | +14% | 9.98% | 81.6% | 120 | 20.83% | 2.5 |
|
| 4580 |
LJHT
4580
Laurie J. Hall Trustee
| $302M | +$22.1M | +8% | 12% | 105% | 115 | 6.96% | 8.6 |
|
| 4581 |
ITIM
4581
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $302M | +$26.2M | +9% | 12.3% | 114% | 497 | 8.65% | 3 |
|
| 4582 |
FP
4582
Fiduciary Planning
Englewood,
Florida
| $302M | -$1.2M | -0.4% | 10.4% | 71.4% | 80 | 10% | 1.9 |
|
| 4583 |
4583
Manske Wealth Management
Houston,
Texas
| $302M | +$37.6M | +14% | 5.83% | – | 200 | 11% | 0.4 |
|
| 4584 |
4584
Norman Fields Gottscho Capital Management
New York
| $302M | +$5.05M | +2% | 3.53% | 96.9% | 65 | 12.31% | 5.9 |
|
| 4585 |
4585
Anfield Capital Management
Irvine,
California
| $302M | +$31.3M | +12% | 11.5% | 65.3% | 542 | 18.08% | 0.9 |
|
| 4586 |
4586
McMill Wealth Management
Norfolk,
Nebraska
| $302M | +$24.5M | +9% | 5.36% | – | 50 | 0% | 0.5 |
|
| 4587 |
4587
Goldstream Capital Management
Central,
Hong Kong
| $302M | +$76.6M | +34% | 35.3% | 686% | 56 | 23.21% | 1.1 |
|
| 4588 |
LI
4588
LHM Inc
Sandy,
Utah
| $302M | +$137K | +0% | 7.9% | – | 25 | 24% | 0.9 |
|
| 4589 |
4589
Syquant Capital SAS
Paris,
France
| $302M | +$161M | +114% | 16% | 160% | 25 | 84% | 0.1 |
|
| 4590 |
FFA
4590
Florida Financial Advisors
Tampa,
Florida
| $302M | +$48M | +19% | 14.7% | – | 282 | 21.63% | 0.8 |
|
| 4591 |
4591
Redwood Grove Capital
Palo Alto,
California
| $301M | +$22.5M | +8% | 10.1% | 79.8% | 24 | 12.5% | 2.4 |
|
| 4592 |
4592
Lifelong Wealth Advisors
Arden Hills,
Minnesota
| $301M | +$88M | +41% | 10.3% | – | 82 | 20.73% | 0.4 |
|
| 4593 |
4593
East Coast Asset Management
Essex,
Massachusetts
| $301M | +$19.1M | +7% | 13.9% | 153% | 73 | 10.96% | 8 |
|
| 4594 |
NC
4594
Nokomis Capital
Dallas,
Texas
| $301M | +$20.1M | +7% | 11.7% | 145% | 62 | 27.42% | 1.9 |
|
| 4595 |
4595
Tiger Pacific Capital
New York
| $301M | +$23.6M | +9% | 6.61% | 84.5% | 11 | 36.36% | 2.7 |
|
| 4596 |
4596
Pecaut & Co
Sioux City,
Iowa
| $301M | +$7.33M | +2% | 3.64% | 62.8% | 84 | 10.71% | 3.8 |
|
| 4597 |
PWMG
4597
Private Wealth Management Group
Princeton,
New Jersey
| $301M | +$30M | +11% | 8.53% | 63.2% | 1,624 | 17.24% | 1.2 |
|
| 4598 |
WIM
4598
WIM Investment Management
Hong Kong
| $301M | +$61.3M | +26% | 30.5% | – | 21 | 42.86% | 0.4 |
|
| 4599 |
4599
BridgePort Financial Solutions
Fairfield,
Iowa
| $301M | +$79.2M | +36% | 8.67% | – | 202 | 23.27% | 0.4 |
|
| 4600 |
4600
Vishria Bird Financial Group
Memphis,
Tennessee
| $301M | +$6.5M | +2% | 8.76% | 74.3% | 94 | 17.02% | 3 |
|