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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4701 |
4701
Grand Wealth Management
Grand Rapids,
Michigan
| $223M | – | – | 3.43% | 54.1% | 59 | – | 0 |
|
| 4702 |
4702
J. Arnold Wealth Management
Youngstown,
Ohio
| $223M | +$15.5M | +7% | 10.9% | 46.2% | 70 | 34.29% | 1.1 |
|
| 4703 |
4703
Addison Capital
Conshohocken,
Pennsylvania
| $223M | +$7.12M | +3% | 2.91% | 59.7% | 140 | 16.43% | 3.3 |
|
| 4704 |
CHA
4704
Carmichael Hill & Associates
Gaithersburg,
Maryland
| $223M | +$21.4M | +11% | 9.77% | 39.7% | 852 | 8.45% | 1.9 |
|
| 4705 |
TA
4705
TrueWealth Advisors
Birmingham,
Alabama
| $223M | +$45M | +25% | 5.99% | 60.9% | 181 | 24.86% | 0.6 |
|
| 4706 |
4706
AREX Capital Management
New York
| $223M | +$8.42M | +4% | 1.65% | 36.2% | 21 | 28.57% | 0.7 |
|
| 4707 |
4707
Access Financial Services
Minneapolis,
Minnesota
| $222M | +$816K | +0.4% | 5.66% | 44.8% | 127 | 24.41% | 2.1 |
|
| 4708 |
4708
Tinicum
New York
| $222M | $0 | 0% | 0.35% | 21.1% | 2 | 0% | 5.6 |
|
| 4709 |
4709
Titus Wealth Management
Larskpur,
California
| $222M | +$31.7M | +17% | 7.55% | 26.6% | 179 | 14.53% | 2 |
|
| 4710 |
4710
Brand Asset Management Group
Chesterfield,
Missouri
| $222M | +$14.9M | +7% | 4.64% | 70.2% | 79 | 6.33% | 3.1 |
|
| 4711 |
4711
Builders Union
London,
United Kingdom
| $222M | -$33M | -13% | 9.25% | – | 13 | 38.46% | 0.6 |
|
| 4712 |
4712
Madison International Realty Holdings
New York
| $222M | +$19.5M | +10% | 10.7% | – | 3 | 0% | 3.9 |
|
| 4713 |
4713
OUP Management Company
Bala Cynwyd,
Pennsylvania
| $222M | – | – | 3.43% | – | 16 | – | 0 |
|
| 4714 |
4714
Rench Wealth Management
Denton,
Texas
| $222M | +$20.4M | +10% | 12.5% | 106% | 41 | 0% | 6 |
|
| 4715 |
4715
Kestrel Investment Management
San Mateo,
California
| $222M | +$11.5M | +5% | 8.75% | 99.8% | 44 | 15.91% | 1.6 |
|
| 4716 |
4716
Providence First Trust
Scottsdale,
Arizona
| $222M | +$9.8M | +5% | 6.13% | 68.4% | 89 | 10.11% | 2 |
|
| 4717 |
MG
4717
Meditor Group
Hamilton,
Bermuda
| $221M | -$69.8M | -24% | 17.4% | 41.1% | 4 | 0% | 6 |
|
| 4718 |
4718
Bridge Advisory
Pasadena,
California
| $221M | +$18.1M | +9% | 3.75% | 6.7% | 101 | 20.79% | 0.7 |
|
| 4719 |
XXIP
4719
Xiamen Xinweidachuang Investment Partnership
Xiamen,
China
| $221M | – | – | 22.1% | 66.6% | 1 | – | 0 |
|
| 4720 |
4720
Ridgemont Partners Management
Charlotte,
North Carolina
| $221M | – | – | 15.9% | 45.6% | 1 | – | 0 |
|
| 4721 |
4721
Smith & Howard Wealth Management
Atlanta,
Georgia
| $221M | +$9.19M | +4% | 4.24% | 43.8% | 75 | 17.33% | 3.4 |
|
| 4722 |
4722
Birch Grove Capital
New York
| $221M | +$8.73M | +4% | 1.95% | 2.66% | 55 | 23.64% | 0.7 |
|
| 4723 |
4723
Pinnacle Family Advisors
Springfield,
Missouri
| $221M | -$2.7M | -1% | 12.7% | 85.8% | 155 | 41.94% | 1.3 |
|
| 4724 |
WAM
4724
Westport Asset Management
Southport,
Connecticut
| $221M | +$15.1M | +7% | 8.76% | 64.2% | 77 | 3.9% | 4.6 |
|
| 4725 |
4725
Palantir Technologies
Aventura,
Florida
| $221M | – | – | 16.7% | – | 13 | – | 0 |
|