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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
VIA
4601
Vantis Investment Advisers
Miami,
Florida
| $121M | +$96.8M | +408% | 21.5% | 39.6% | 19 | 94.74% | 0 |
|
| 4602 |
4602
360 Financial
Wayzata,
Minnesota
| $121M | +$25.2M | +26% | 21.2% | 82.5% | 70 | 25.71% | 0.4 |
|
| 4603 |
4603
Demars Financial Group
Spokane Valley,
Washington
| $121M | +$24.8M | +26% | 14.6% | 69.1% | 69 | 36.23% | 0.3 |
|
| 4604 |
4604
Auxano Advisors
Bellevue,
Washington
| $120M | +$10.8M | +10% | 25.8% | 85.4% | 42 | 11.9% | 0.2 |
|
| 4605 |
4605
Moseley Investment Management
Bradenton,
Florida
| $120M | +$35.3M | +41% | 30.9% | 96.6% | 136 | 22.06% | 0.9 |
|
| 4606 |
4606
Watchman Group
Plano,
Texas
| $120M | +$23.4M | +24% | 24.9% | 54% | 84 | 20.24% | 0.4 |
|
| 4607 |
GTP
4607
Global Thematic Partners
New York
| $120M | -$1.12B | -90% | 40.6% | 47.4% | 62 | 75.81% | 3.3 |
|
| 4608 |
4608
venBio Partners
San Francisco,
California
| $120M | +$2.93M | +2% | 22.1% | 564% | 6 | 33.33% | 1.6 |
|
| 4609 |
4609
Exeter Financial
Scottsdale,
Arizona
| $120M | +$13.9M | +13% | 16.5% | 59.1% | 68 | 2.94% | 2.3 |
|
| 4610 |
4610
Cougar Global Investments
Toronto,
Ontario, Canada
| $120M | -$423K | -0.4% | 9.56% | 17.4% | 24 | 50% | 1.7 |
|
| 4611 |
4611
Searcy Financial Services
Overland Park,
Kansas
| $120M | +$49.5M | +70% | 18.3% | 60.2% | 15 | 26.67% | 1 |
|
| 4612 |
4612
Lagoda Investment Management
New York
| $120M | +$35.6M | +42% | 43.1% | 250% | 30 | 10% | 3.8 |
|
| 4613 |
4613
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $120M | +$30.7M | +34% | 17% | 86.2% | 69 | 10.14% | 1.7 |
|
| 4614 |
4614
Benjamin Edwards Inc
Clayton,
Missouri
| $120M | +$23.5M | +24% | 15.7% | 66.5% | 402 | 18.66% | 0.8 |
|
| 4615 |
4615
Kiley Juergens Wealth Management
Olympia,
Washington
| $120M | +$22.8M | +24% | 21.1% | 106% | 49 | 16.33% | 1.7 |
|
| 4616 |
HIC
4616
Harbor Island Capital
Topsfield,
Massachusetts
| $120M | +$16M | +15% | 22.4% | 218% | 17 | 11.76% | 2.1 |
|
| 4617 |
4617
Ayrshire Capital Management
Westport,
Connecticut
| $120M | +$20.4M | +21% | 22.9% | 84.8% | 66 | 13.64% | 0.5 |
|
| 4618 |
4618
Harvest Group Wealth Management
Waltham,
Massachusetts
| $120M | +$20.4M | +21% | 17% | 28.1% | 967 | 26.06% | 0.8 |
|
| 4619 |
4619
Concorde Asset Management
Ann Arbor,
Michigan
| $120M | +$22.3M | +23% | 14.5% | – | 136 | 36.76% | 1.7 |
|
| 4620 |
4620
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| $119M | +$10.1M | +9% | 15.8% | 51.7% | 386 | 15.28% | 0.4 |
|
| 4621 |
4621
J. Arnold Wealth Management
Youngstown,
Ohio
| $119M | +$85.2M | +249% | 31.1% | 46.2% | 69 | 56.52% | 0.2 |
|
| 4622 |
4622
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| $119M | +$36.1M | +43% | 13.8% | 44.1% | 19 | 21.05% | 2.3 |
|
| 4623 |
4623
Fourthstone LLC
St Louis,
Missouri
| $119M | +$9.35M | +9% | 2.97% | 104% | 71 | 57.75% | 0.2 |
|
| 4624 |
SSCM
4624
Summit Street Capital Management
New York
| $119M | +$26.9M | +29% | 28% | 217% | 36 | 11.11% | 2 |
|
| 4625 |
4625
Yaupon Capital Management
New York
| $119M | +$56.5M | +90% | 34.3% | 122% | 37 | 48.65% | 0.6 |
|