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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
Gill Capital Partners
Denver,
Colorado
| $327M | +$16.5M | +5% | 5.74% | 59% | 151 | 12.58% | 3.6 |
|
| 4577 |
4577
True Wealth Design
Akron,
Ohio
| $327M | +$43.4M | +15% | 5.58% | 57% | 2,918 | 19.16% | 1 |
|
| 4578 |
4578
All-Stars Investment
Hong Kong
| $327M | +$29.2M | +10% | 12.1% | 41.7% | 4 | 25% | 1.9 |
|
| 4579 |
4579
HT Partners
Centerbrook,
Connecticut
| $327M | -$167K | -0.1% | 7.56% | 71.1% | 52 | 5.77% | 5.8 |
|
| 4580 |
FP
4580
Fiduciary Planning
Englewood,
Florida
| $327M | +$24.8M | +8% | 7.85% | 71.4% | 89 | 20.22% | 1.9 |
|
| 4581 |
4581
Family Legacy Inc
Greenville,
South Carolina
| $327M | +$19.6M | +6% | 7.98% | 89% | 122 | 0.82% | 5.8 |
|
| 4582 |
MS
4582
Madden Securities
Dallas,
Texas
| $327M | +$28.9M | +10% | 5.61% | 108% | 118 | 14.41% | 2.5 |
|
| 4583 |
AA
4583
Alta Advisers
London,
United Kingdom
| $327M | +$45.9M | +16% | 9.16% | 129% | 254 | 5.51% | 2 |
|
| 4584 |
4584
Silverleafe Capital Partners
Germantown,
Tennessee
| $327M | +$39.7M | +14% | 7.79% | 87.7% | 103 | 25.24% | 2.1 |
|
| 4585 |
4585
Henry James International Management
New York
| $327M | +$22.7M | +7% | 9.27% | 125% | 100 | 8% | 5.5 |
|
| 4586 |
4586
Drummond Knight Asset Management
Crows Nest, NSW,
Australia
| $327M | +$13.1M | +4% | 14.8% | – | 15 | 40% | 0.4 |
|
| 4587 |
4587
Flagstar Advisors
New York
| $327M | -$34.5M | -10% | 6.23% | 81.9% | 209 | 19.14% | 2.9 |
|
| 4588 |
4588
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| $327M | +$31M | +10% | 12.5% | 199% | 81 | 13.58% | 2.3 |
|
| 4589 |
CWM
4589
Cedar Wealth Management
Walnut Creek,
California
| $326M | +$31.1M | +11% | 6.98% | 68.1% | 254 | 13.39% | 3.6 |
|
| 4590 |
4590
New Republic Capital
Charlotte,
North Carolina
| $326M | +$43.9M | +16% | 8.11% | 91.4% | 272 | 11.76% | 1.7 |
|
| 4591 |
4591
One Advisory Partners
Overland Park,
Kansas
| $326M | +$26.8M | +9% | 6.18% | 58.3% | 70 | 17.14% | 1.9 |
|
| 4592 |
4592
Manske Wealth Management
Houston,
Texas
| $326M | +$23.8M | +8% | 7.83% | – | 209 | 7.66% | 0.7 |
|
| 4593 |
4593
One Degree Advisors
San Diego,
California
| $326M | +$45.1M | +16% | 5.73% | – | 78 | 19.23% | 1.3 |
|
| 4594 |
4594
Red Wave Investments
Dillsburg,
Pennsylvania
| $326M | +$21.8M | +7% | 6.05% | 58% | 112 | 6.25% | 3.5 |
|
| 4595 |
4595
Colton Groome Financial Advisors
Asheville,
North Carolina
| $326M | +$30.8M | +10% | 7.1% | 65.8% | 141 | 7.09% | 2.5 |
|
| 4596 |
4596
CJM Wealth Advisers
Falls Church,
Virginia
| $325M | +$25M | +8% | 7.69% | 76.8% | 77 | 14.29% | 2.5 |
|
| 4597 |
4597
Aragon Global Management
Miami,
Florida
| $325M | +$76.7M | +31% | 14.8% | – | 32 | 46.88% | 0.7 |
|
| 4598 |
4598
Graybill Wealth Management
Elmhurst,
Illinois
| $325M | +$19.1M | +6% | 8.83% | – | 85 | 10.59% | 4.6 |
|
| 4599 |
4599
Vance Wealth
Santa Clarita,
California
| $325M | +$28.8M | +10% | 8.02% | 66.4% | 123 | 9.76% | 2.4 |
|
| 4600 |
HA
4600
Hamel Associates
Chatham,
New Jersey
| $325M | +$29.9M | +10% | 7.46% | 50.6% | 86 | 11.63% | 6.3 |
|