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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4676 |
4676
Holistic Financial Partners
Indianapolis,
Indiana
| $116M | +$19.4M | +20% | 17.7% | 95.7% | 110 | 17.27% | 1 |
|
| 4677 |
4677
Loudon Investment Management
West Lebanon,
New Hampshire
| $116M | +$20.3M | +21% | 22.6% | 61.6% | 85 | 17.65% | 4.1 |
|
| 4678 |
GWM
4678
Gray Wealth Management
Bangor,
Maine
| $116M | +$24.7M | +27% | 17.1% | 22.1% | 93 | 12.9% | 0.2 |
|
| 4679 |
WFA
4679
Wade Financial Advisory
Campbell,
California
| $116M | +$15.5M | +15% | 19.2% | 15.9% | 69 | 14.49% | 0.4 |
|
| 4680 |
4680
Baymount Management
Miami,
Florida
| $116M | – | – | 24.4% | – | 21 | – | 0.1 |
|
| 4681 |
4681
JSF Financial
Los Angeles,
California
| $116M | +$17M | +17% | 23.7% | 91% | 68 | 20.59% | 1.1 |
|
| 4682 |
4682
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| $116M | +$15.2M | +15% | 18.5% | 58.7% | 45 | 11.11% | 1.2 |
|
| 4683 |
4683
O'Keefe Stevens Advisory
Rochester,
New York
| $115M | – | – | 27% | 208% | 36 | – | 2.5 |
|
| 4684 |
4684
Armor Investment Advisors
Raleigh,
North Carolina
| $115M | +$17.5M | +18% | 16.6% | 56.6% | 145 | 12.41% | 2.9 |
|
| 4685 |
4685
Cordant Inc
Portland,
Oregon
| $115M | +$17.8M | +18% | 11.2% | 47% | 59 | 10.17% | 0.5 |
|
| 4686 |
4686
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $115M | +$16.5M | +17% | 17.3% | 67.8% | 128 | 7.03% | 5.1 |
|
| 4687 |
WPEP
4687
Walnut Private Equity Partners
Omaha,
Nebraska
| $115M | +$29.2M | +34% | 29.9% | 48% | 22 | 18.18% | 4.5 |
|
| 4688 |
4688
Donald L. Hagan LLC
Sarasota,
Florida
| $115M | +$3.58M | +3% | 14.7% | 47.9% | 89 | 19.1% | 1.8 |
|
| 4689 |
4689
Global Financial Private Client
Sarasota,
Florida
| $115M | +$20.5M | +22% | 16% | 100% | 555 | 13.15% | 0.5 |
|
| 4690 |
4690
Colorado Capital Management
Boulder,
Colorado
| $115M | +$7.03M | +7% | 17.5% | 60.4% | 76 | 3.95% | 3.5 |
|
| 4691 |
4691
Westhampton Capital
Winston-Salem,
North Carolina
| $115M | +$18.5M | +19% | 19.1% | 95.6% | 107 | 12.15% | 0.9 |
|
| 4692 |
4692
Pavion Blue Capital
Newport Beach,
California
| $115M | +$18.3M | +19% | 16% | 77.6% | 81 | 11.11% | 0.4 |
|
| 4693 |
4693
Grandview Asset Management
Harrisburg,
Pennsylvania
| $115M | +$105M | +1,149% | 39.9% | 200% | 92 | 89.13% | 0.2 |
|
| 4694 |
4694
Jefferies Financial Group
New York
| $115M | +$39.6M | +53% | 211% | 135% | 9 | 33.33% | 1.4 |
|
| 4695 |
4695
Northwest Wealth Management
Spencer,
Iowa
| $115M | +$15.8M | +16% | 16.8% | 63.4% | 97 | 9.28% | 2.3 |
|
| 4696 |
4696
Pinnacle Family Advisors
Springfield,
Missouri
| $115M | +$31.4M | +38% | 27.8% | 85.8% | 96 | 61.46% | 0.8 |
|
| 4697 |
4697
Ascension Capital Advisors
Houston,
Texas
| $114M | +$19.2M | +20% | 22% | 59.3% | 45 | 24.44% | 0.4 |
|
| 4698 |
ARI
4698
Applied Research Investments
Wilmington,
Delaware
| $114M | – | – | 34.6% | – | 38 | – | 0 |
|
| 4699 |
4699
Beddow Capital Management
Jackson,
Wyoming
| $114M | +$5.69M | +5% | 19% | 50.7% | 51 | 7.84% | 4.1 |
|
| 4700 |
VC
4700
Vision Capital
Toronto,
Ontario, Canada
| $114M | +$56.2M | +97% | 20.9% | 19.8% | 9 | 55.56% | 0.4 |
|