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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
Montanaro Asset Management
London,
United Kingdom
| $334M | -$24.5M | -7% | 0.28% | 49.6% | 48 | 27.08% | 2.6 |
|
| 4627 |
4627
Pine Harbor Wealth Management
Silver Spring,
Maryland
| $334M | +$8M | +2% | 1.03% | – | 112 | 14.29% | 1.7 |
|
| 4628 |
4628
Claris Advisors
St. Louis,
Missouri
| $334M | +$6.03M | +2% | 1.66% | 65.7% | 72 | 8.33% | 2.6 |
|
| 4629 |
4629
Sandy Cove Advisors
Hingham,
Massachusetts
| $334M | -$3.54M | -1% | 2.14% | 78% | 153 | 13.07% | 2.5 |
|
| 4630 |
4630
Prudent Man Advisors
Naperville,
Illinois
| $334M | +$59.2M | +22% | 0.5% | 92.5% | 142 | 10.56% | 3.8 |
|
| 4631 |
4631
Valley Forge Investment Consultants
Audubon,
Pennsylvania
| $334M | -$10.2M | -3% | 1.62% | 67.9% | 87 | 12.64% | 3.4 |
|
| 4632 |
AW
4632
Atlas Wealth
Cincinnati,
Ohio
| $334M | +$4.32M | +1% | 1.04% | 43.5% | 117 | 9.4% | 1.9 |
|
| 4633 |
ACMC
4633
AyurMaya Capital Management Company
Portsmouth,
New Hampshire
| $334M | +$186M | +126% | 126% | 32.2% | 1 | 0% | 1.8 |
|
| 4634 |
4634
Tilson Financial Group
New Providence,
New Jersey
| $333M | +$8.26M | +3% | 0.42% | 39.3% | 84 | 7.14% | 1.9 |
|
| 4635 |
4635
Hoxton Planning & Management
Shepherdstown,
West Virginia
| $333M | -$1.25M | -0.4% | 2.04% | 77.8% | 233 | 14.16% | 2.1 |
|
| 4636 |
4636
Independence Financial Advisors
Franklin,
New Hampshire
| $333M | -$30.6M | -8% | 0.7% | – | 57 | 14.04% | 0.9 |
|
| 4637 |
4637
Aurdan Capital Management
Wayne,
Pennsylvania
| $333M | +$8.91M | +3% | 0.7% | – | 90 | 6.67% | 1.1 |
|
| 4638 |
WHGC
4638
Wealth High Governance Capital
Sao Paulo,
Brazil
| $333M | -$8.16M | -2% | 20.4% | 622% | 69 | 66.67% | 0.2 |
|
| 4639 |
4639
Westend Capital Management
Sausalito,
California
| $333M | -$23.7M | -7% | 12.8% | – | 284 | 27.11% | 1.6 |
|
| 4640 |
4640
Family Legacy Inc
Greenville,
South Carolina
| $333M | -$1.2M | -0.4% | 2.3% | 89% | 125 | 4% | 6 |
|
| 4641 |
4641
Baker Boyer National Bank
Walla Walla,
Washington
| $333M | +$1.58M | +0.5% | 0.37% | 49.3% | 97 | 9.28% | 5.2 |
|
| 4642 |
4642
Harbor Advisory Corp
Portsmouth,
New Hampshire
| $333M | +$2.2M | +0.7% | 0.48% | 63.2% | 82 | 8.54% | 4.7 |
|
| 4643 |
MCG
4643
McCollum Christoferson Group
Amherst,
New York
| $333M | -$12.9M | -4% | 0.88% | 59.4% | 83 | 18.07% | 4.3 |
|
| 4644 |
4644
MSA Advisors
Santa Monica,
California
| $333M | -$66.7M | -17% | 11.1% | – | 54 | 50% | 1 |
|
| 4645 |
4645
Bear Mountain Capital
Seattle,
Washington
| $333M | +$22.8M | +7% | 0.86% | 43% | 206 | 7.77% | 1.7 |
|
| 4646 |
MS
4646
Madden Securities
Dallas,
Texas
| $333M | +$4.55M | +1% | 1.7% | 108% | 127 | 20.47% | 2.6 |
|
| 4647 |
4647
Sara-Bay Financial
Sarasota,
Florida
| $333M | -$1.86M | -0.6% | 1.93% | 233% | 91 | 23.08% | 3 |
|
| 4648 |
LA
4648
LFL Advisers
Evanston,
Illinois
| $332M | +$27.6M | +9% | 6.58% | 83% | 9 | 11.11% | 7.1 |
|
| 4649 |
4649
Rench Wealth Management
Denton,
Texas
| $332M | -$16.3M | -5% | 0.93% | 106% | 62 | 9.68% | 5.3 |
|
| 4650 |
AB
4650
Atlas Brown
Louisville,
Kentucky
| $332M | -$4.2M | -1% | 1.67% | 115% | 235 | 7.66% | 6.7 |
|