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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4701 |
HS
4701
Horan Securities
Cincinnati,
United States
| $94.3M | +$8.63M | +10% | 9.72% | 50.1% | 247 | 11.74% | 6.2 |
|
| 4702 |
JCM
4702
Jayhawk Capital Management
Shawnee,
Kansas
| $94.2M | +$4.73M | +5% | 8.84% | – | 1 | 0% | 5 |
|
| 4703 |
SIAG
4703
Signet Investment Advisory Group
Providence,
Rhode Island
| $94.1M | +$4.96M | +6% | 11.5% | 59.6% | 203 | 64.53% | 1 |
|
| 4704 |
MG
4704
Mitchell Group
Houston,
Texas
| $94M | -$31.5M | -25% | 22.5% | 0.96% | 44 | 29.55% | 12 |
|
| 4705 |
TWM
4705
TLW Wealth Management
Indian Rocks Beach,
Florida
| $93.7M | -$3.03M | -3% | 13.9% | 82.9% | 46 | 97.83% | 0 |
|
| 4706 |
HWMG
4706
Hurlow Wealth Management Group
Bloomington,
Indiana
| $93.2M | +$10.3M | +12% | 13.1% | 55.8% | 98 | 10.2% | 0.9 |
|
| 4707 |
EGPO
4707
EnTrust Global Partners Offshore
New York
| $93.1M | -$48M | -34% | 14.9% | – | 91 | 50.55% | 1.7 |
|
| 4708 |
DI
4708
DFPG Investments
Sandy,
Utah
| $93.1M | +$17.6M | +23% | 12.6% | 38.2% | 145 | 21.38% | 0.8 |
|
| 4709 |
GIM
4709
Greenwich Investment Management
Norwalk,
Connecticut
| $93M | +$11.7M | +14% | 11.3% | – | 66 | 12.12% | 8.2 |
|
| 4710 |
MCIA
4710
Mountain Capital Investment Advisors
Westminster,
Colorado
| $92.9M | +$21M | +29% | 11.9% | 63.3% | 48 | 39.58% | 3.2 |
|
| 4711 |
CCI
4711
Credit Capital Investments
Livingston,
New Jersey
| $92.9M | +$19.2M | +26% | 19.3% | 481% | 39 | 17.95% | 5.4 |
|
| 4712 |
FU
4712
Fairfield University
Fairfield,
Connecticut
| $92.9M | +$10.3M | +12% | 12.4% | 61.9% | 4 | 0% | 7.5 |
|
| 4713 |
DI
4713
DAGCO Inc
Westlake,
Ohio
| $92.8M | +$12.2M | +15% | 11.7% | 66.5% | 93 | 6.45% | 0.9 |
|
| 4714 |
IWA
4714
Independence Wealth Advisors
Mclean,
Virginia
| $92.7M | +$9.5M | +11% | 9.52% | 34.1% | 21 | 9.52% | 4.5 |
|
| 4715 |
FG
4715
FSI Group
Cincinnati,
Ohio
| $92.7M | +$14.2M | +18% | 8.55% | 44.1% | 38 | 42.11% | 3.5 |
|
| 4716 |
CCM
4716
Cox Capital Management
Andover,
Massachusetts
| $92.6M | +$7.23M | +8% | 12% | 106% | 68 | 7.35% | 2.7 |
|
| 4717 |
SCA
4717
Strategic Capital Advisers
Denver,
Colorado
| $92.5M | -$708K | -0.8% | 13.8% | 51.4% | 60 | 23.33% | 4.1 |
|
| 4718 |
CRA
4718
Circle Road Advisors
New York
| $92.5M | -$12.7M | -12% | 10.7% | – | 30 | 73.33% | 1.8 |
|
| 4719 |
PPW
4719
Pasadena Private Wealth
Pasadena,
California
| $92.4M | +$17.6M | +24% | 13% | 53% | 54 | 61.11% | 0.5 |
|
| 4720 |
HBWM
4720
Hollow Brook Wealth Management
Katonah,
New York
| $92.2M | -$1.41M | -2% | 12.8% | 92.8% | 50 | 14% | 13 |
|
| 4721 |
VSWA
4721
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| $92.1M | -$42.4M | -32% | 12.5% | 70.1% | 84 | 40.48% | 8.1 |
|
| 4722 |
CCM
4722
Crabel Capital Management
Los Angeles,
California
| $91.9M | -$2.52M | -3% | 7.01% | 13.9% | 86 | 77.91% | 0.9 |
|
| 4723 |
FP
4723
FFL Partners
San Francisco,
California
| $91.9M | -$46.6M | -34% | 5.69% | 36.1% | 2 | 50% | 5 |
|
| 4724 |
WA
4724
WP Advisors
San Francisco,
California
| $91.9M | -$9.58M | -9% | 11.1% | 95.5% | 177 | 67.23% | 2.6 |
|
| 4725 |
AWMS
4725
Advocacy Wealth Management Services
Atlanta,
Georgia
| $91.8M | -$40.9M | -31% | 7.18% | 48.3% | 185 | 40% | 9.7 |
|