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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4626 |
4626
Wealth Effects
Boston,
Massachusetts
| $203M | -$24.7M | -11% | 8.7% | 235% | 208 | 8.17% | 1.4 |
|
| 4627 |
4627
Azarias Capital Management
Berwyn,
Pennsylvania
| $202M | +$82.8M | +69% | 19% | 58.2% | 22 | 9.09% | 1.4 |
|
| 4628 |
4628
Praetorian PR
Rincon,
Puerto Rico
| $202M | +$35.6M | +21% | 8.68% | 80.3% | 32 | 21.88% | 0.3 |
|
| 4629 |
4629
West Oak Capital
Westlake Village,
California
| $201M | -$4.43M | -2% | 2.39% | 110% | 326 | 2.45% | 5.7 |
|
| 4630 |
WC
4630
Weil Company
San Diego,
California
| $201M | -$23.4M | -10% | 4.24% | 71.7% | 154 | 19.48% | 2.8 |
|
| 4631 |
4631
Davidson Capital Management
Corpus Christi,
Texas
| $201M | +$719K | +0.4% | 3.06% | 79.4% | 86 | 8.14% | 2.1 |
|
| 4632 |
4632
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| $201M | +$29.4M | +17% | 1.8% | 44.1% | 49 | 16.33% | 1.4 |
|
| 4633 |
TPWM
4633
Twelve Points Wealth Management
Concord,
Massachusetts
| $201M | +$12.9M | +7% | 2.65% | 50.7% | 176 | 9.66% | 1.5 |
|
| 4634 |
4634
Finepoint Capital
Boston,
Massachusetts
| $201M | -$88.3M | -31% | 12.5% | 27.4% | 39 | 28.21% | 1.2 |
|
| 4635 |
SHFP
4635
Second Half Financial Partners
Sebring,
Florida
| $201M | -$237M | -54% | 2.82% | 36.8% | 157 | 76.43% | 1.1 |
|
| 4636 |
4636
Allred Capital Management
Dallas,
Texas
| $201M | -$3.08M | -2% | 2.52% | 73.5% | 161 | 6.83% | 3.8 |
|
| 4637 |
4637
Atlantic Investment Management
New York
| $201M | -$2.41M | -1% | 2.77% | 28.8% | 11 | 36.36% | 1.6 |
|
| 4638 |
4638
Vesey Street Capital Partners
New York
| $201M | -$52.2M | -21% | 20.6% | 47.8% | 1 | 0% | 1.8 |
|
| 4639 |
4639
Chase Investment Counsel
Charlottesville,
Virginia
| $200M | +$2.14M | +1% | 0.16% | 350% | 133 | 45.86% | 1.3 |
|
| 4640 |
4640
Adirondack Trust Company
Saratoga Springs,
New York
| $200M | -$13.6M | -6% | 3.29% | 96.7% | 496 | 9.27% | 5.4 |
|
| 4641 |
4641
ABLE Financial Group
Scottsdale,
Arizona
| $200M | +$6.86M | +4% | 3.39% | 64.2% | 160 | 25.63% | 0.4 |
|
| 4642 |
4642
Strong Tower Advisory Services
Minneapolis,
Minnesota
| $200M | -$11.2M | -5% | 2.24% | 155% | 91 | 4.4% | 1.7 |
|
| 4643 |
4643
Intergy Private Wealth
Colorado Springs,
Colorado
| $200M | -$4.28M | -2% | 3.68% | 73.8% | 76 | 10.53% | 1.3 |
|
| 4644 |
HRC
4644
Hoertkorn Richard Charles
| $200M | -$7.74M | -4% | 3.29% | 172% | 86 | 6.98% | 6.7 |
|
| 4645 |
4645
Colton Groome Financial Advisors
Asheville,
North Carolina
| $200M | -$13.6M | -6% | 3.77% | 65.8% | 126 | 20.63% | 1.8 |
|
| 4646 |
4646
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| $200M | -$5.89M | -3% | 4.46% | 62.6% | 104 | 4.81% | 1.4 |
|
| 4647 |
4647
Long Path Partners
Stamford,
Connecticut
| $200M | -$27.8M | -12% | 3.79% | 9.18% | 20 | 55% | 1.2 |
|
| 4648 |
4648
GoalVest Advisory
New York
| $200M | +$5.82M | +3% | 3.56% | 94.8% | 486 | 27.78% | 0.9 |
|
| 4649 |
4649
Rede Wealth
Charlottesville,
Virginia
| $199M | -$11.2M | -5% | 0.05% | 84.4% | 100 | 21% | 2.1 |
|
| 4650 |
4650
Tempus Wealth Planning
Irvine,
California
| $199M | -$22.2M | -10% | 3.29% | 95% | 196 | 20.41% | 2 |
|