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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
True Wealth Design
Akron,
Ohio
| $341M | +$13.9M | +4% | 2.8% | 57% | 2,879 | 17.02% | 1.3 |
|
| 4627 |
4627
Missouri Trust & Investment Company
Springfield,
Missouri
| $341M | +$2.39M | +0.7% | 0.32% | 81.6% | 420 | 6.19% | 3.2 |
|
| 4628 |
4628
Argonautica Private Wealth Management
Wellesley,
Massachusetts
| $341M | -$1.97M | -0.6% | 4.93% | 167% | 199 | 16.08% | 2 |
|
| 4629 |
4629
Focused Alpha LLC
Denver,
Colorado
| $340M | – | – | 4.36% | – | 243 | – | 0 |
|
| 4630 |
4630
Bridge City Capital
Lake Oswego,
Oregon
| $340M | -$34.2M | -9% | 5.51% | 120% | 115 | 12.17% | 4.3 |
|
| 4631 |
4631
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $340M | +$41.7M | +14% | 1.17% | 34.2% | 48 | 16.67% | 5.7 |
|
| 4632 |
CAGAS
4632
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $340M | +$18.8M | +6% | 2.66% | 54.8% | 186 | 11.29% | 2.9 |
|
| 4633 |
IP
4633
Indigo Partners
Phoenix,
Arizona
| $340M | +$45.6M | +15% | 16.1% | 2.56% | 2 | 0% | 4.5 |
|
| 4634 |
4634
Parkwoods Wealth Partners
Syracuse,
New York
| $340M | +$46.8M | +16% | 3.32% | – | 109 | 12.84% | 0.6 |
|
| 4635 |
4635
Veracity Capital
Atlanta,
Georgia
| $340M | +$26.2M | +8% | 4.75% | 149% | 256 | 12.5% | 2.8 |
|
| 4636 |
4636
Stolper & Co
Tulsa,
Oklahoma
| $339M | +$9.46M | +3% | 2.99% | 77.1% | 89 | 0% | 4.2 |
|
| 4637 |
4637
Lexington Partners
New York
| $339M | +$9.04M | +3% | 1.19% | 24.5% | 6 | 50% | 1 |
|
| 4638 |
4638
Knuff & Co
Foster City,
California
| $339M | -$5.9M | -2% | 1.99% | 108% | 137 | 16.06% | 4.2 |
|
| 4639 |
ITIM
4639
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $339M | +$10.4M | +3% | 4.22% | 114% | 491 | 8.76% | 3.4 |
|
| 4640 |
4640
Newton One Investments
Newark,
Delaware
| $339M | +$1.33M | +0.4% | 1.2% | 42% | 121 | 1.65% | 2.3 |
|
| 4641 |
4641
Graybill Wealth Management
Elmhurst,
Illinois
| $339M | +$13.6M | +4% | 3.79% | – | 84 | 5.95% | 4.9 |
|
| 4642 |
4642
Elmind Capital
New York
| $339M | – | – | 51.2% | – | 34 | – | 0 |
|
| 4643 |
4643
Sweeney & Michel
Chico,
California
| $339M | +$41.3M | +14% | 4.01% | – | 146 | 9.59% | 2 |
|
| 4644 |
4644
Omnia Family Wealth
Aventura,
Florida
| $339M | +$30.7M | +10% | 3.81% | 80.6% | 111 | 17.12% | 3.9 |
|
| 4645 |
LLWM
4645
Life Line Wealth Management
Beverly Hills,
California
| $339M | +$10.6M | +3% | 3.9% | – | 38 | 2.63% | 1.3 |
|
| 4646 |
4646
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| $338M | -$7.07M | -2% | 7.1% | 245% | 375 | 48.8% | 0.7 |
|
| 4647 |
4647
Manske Wealth Management
Houston,
Texas
| $338M | +$12.4M | +4% | 3.09% | – | 217 | 7.83% | 0.8 |
|
| 4648 |
KA
4648
Kooman & Associates
Altoona,
Pennsylvania
| $338M | +$13.8M | +4% | 2.66% | 66% | 55 | 9.09% | 2.1 |
|
| 4649 |
4649
Verger Capital Management
Winston-Salem,
North Carolina
| $338M | +$29.6M | +10% | 2.28% | 58.3% | 14 | 0% | 7.6 |
|
| 4650 |
4650
Mendon Capital Advisors
Key Largo,
Florida
| $338M | +$76.9M | +30% | 12.2% | – | 79 | 31.65% | 1.6 |
|