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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4651 |
4651
Harvest Investment Services
Oakbrook Terrace,
Illinois
| $249M | +$31.7M | +15% | 22.3% | 282% | 219 | 42.92% | 1.5 |
|
| 4652 |
PH
4652
Pinnacle Holdings
Tulsa,
Oklahoma
| $249M | +$5.85M | +2% | 5.83% | 79.6% | 244 | 27.05% | 4.8 |
|
| 4653 |
4653
Colton Groome Financial Advisors
Asheville,
North Carolina
| $249M | +$19.6M | +9% | 6.67% | 65.8% | 127 | 11.02% | 1.9 |
|
| 4654 |
4654
Channel Wealth
Santa Barbara,
California
| $249M | +$36.9M | +17% | 8.09% | 68.1% | 193 | 18.13% | 0.8 |
|
| 4655 |
4655
Red Lighthouse Investment Management
New York
| $249M | +$10.1M | +4% | 5.48% | 71.1% | 103 | 4.85% | 1.1 |
|
| 4656 |
4656
Team Hewins
Redwood City,
California
| $248M | +$17.8M | +8% | 6.73% | 60.5% | 28 | 7.14% | 0.5 |
|
| 4657 |
PA
4657
Paragon Advisors
College Station,
Texas
| $248M | +$11.6M | +5% | 15.1% | 138% | 105 | 35.24% | 1.5 |
|
| 4658 |
4658
Mudrick Capital Management
New York
| $248M | -$198M | -44% | 5.04% | 212% | 10 | 10% | 2.1 |
|
| 4659 |
ITIM
4659
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $248M | +$26.6M | +12% | 12.6% | 114% | 491 | 12.83% | 2 |
|
| 4660 |
4660
Bourne Lent Asset Management
Pawling,
New York
| $248M | +$1.58M | +0.6% | 3.03% | 95.1% | 64 | 7.81% | 6 |
|
| 4661 |
4661
West Branch Capital
Amherst,
Massachusetts
| $248M | +$35.2M | +17% | 15.6% | 156% | 454 | 9.25% | 2.8 |
|
| 4662 |
4662
AA Financial Advisors
Columbus,
Ohio
| $248M | +$97.6M | +65% | 6.67% | 68.8% | 153 | 58.82% | 0.1 |
|
| 4663 |
4663
Next Capital Management
New York
| $248M | +$12.8M | +5% | 8.8% | 61.3% | 151 | 21.19% | 2.4 |
|
| 4664 |
4664
Gill Capital Partners
Denver,
Colorado
| $248M | +$10.2M | +4% | 7.08% | 59% | 132 | 9.85% | 3.3 |
|
| 4665 |
CA
4665
Continental Advisors
Park City,
Utah
| $248M | -$8.76M | -3% | 9.82% | 73.6% | 49 | 10.2% | 5.4 |
|
| 4666 |
4666
Mirabaud Asset Management
London,
United Kingdom
| $247M | +$14.3M | +6% | 18.2% | – | 56 | 25% | 0.2 |
|
| 4667 |
4667
Camarda Financial Advisors
Fleming Island,
Florida
| $247M | +$15.3M | +7% | 10.8% | 196% | 91 | 34.07% | 1.4 |
|
| 4668 |
4668
Gold Investment Management
Edmonton,
Alberta, Canada
| $247M | +$13.8M | +6% | 7.87% | 117% | 219 | 6.85% | 0.2 |
|
| 4669 |
4669
Webs Creek Capital Management
Dallas,
Texas
| $247M | +$30M | +14% | 14.8% | 133% | 15 | 53.33% | 0.6 |
|
| 4670 |
4670
Delap Wealth Advisory
Lake Oswego,
Oregon
| $247M | +$26.6M | +12% | 10.9% | 73% | 274 | 70.07% | 0.3 |
|
| 4671 |
4671
Peachtree Investment Partners
Indian River Shores,,
Florida
| $247M | +$3.68M | +2% | 10.5% | 111% | 110 | 16.36% | 3.1 |
|
| 4672 |
4672
RIA Advisory Group
Des Moines,
Iowa
| $247M | +$7.44M | +3% | 7.88% | – | 222 | 81.08% | 0.2 |
|
| 4673 |
4673
Adamsbrown Wealth Consultants
Wichita,
Kansas
| $247M | +$17.3M | +8% | 8.18% | 60.6% | 88 | 12.5% | 1.6 |
|
| 4674 |
4674
Quaker Wealth Management
Moorestown,
New Jersey
| $247M | +$25M | +11% | 3.84% | – | 67 | 31.34% | 1.5 |
|
| 4675 |
4675
Insight Folios
Charlotte,
North Carolina
| $247M | +$15.9M | +7% | 4.48% | 32.9% | 126 | 10.32% | 2.4 |
|