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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
Affiance Financial
St. Louis Park,
Minnesota
| $189M | -$57.8M | -23% | 5.72% | 57.8% | 437 | 78.72% | 4.6 |
|
| 4702 |
MS
4702
Madden Securities
Dallas,
Texas
| $189M | -$693K | -0.4% | 8.55% | 108% | 396 | 77.78% | 2.4 |
|
| 4703 |
4703
Davis Investment Partners
Charlotte,
North Carolina
| $189M | -$9.37M | -5% | 7.4% | 97.8% | 115 | 8.7% | 0.2 |
|
| 4704 |
4704
Allred Capital Management
Dallas,
Texas
| $189M | +$6.57M | +4% | 5.22% | 73.5% | 161 | 8.7% | 3.3 |
|
| 4705 |
4705
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $189M | +$7.12M | +4% | 5.76% | 44.2% | 119 | 41.18% | 1.7 |
|
| 4706 |
4706
Team Hewins
Redwood City,
California
| $188M | +$4.01M | +2% | 2.49% | 60.5% | 28 | 17.86% | 0.2 |
|
| 4707 |
4707
Centennial Wealth Advisory
Traverse City,
Michigan
| $188M | +$9.3M | +5% | 3.79% | 63% | 137 | 21.9% | 1 |
|
| 4708 |
4708
Newbridge Financial Services Group
Boca Raton,
Florida
| $188M | +$15M | +9% | 15.6% | 189% | 1,504 | 10.44% | 1.8 |
|
| 4709 |
4709
Sculati Wealth Management
Bloomfield Hills,
Michigan
| $188M | +$10.3M | +6% | 7.56% | 80.3% | 116 | 9.48% | 2.4 |
|
| 4710 |
4710
GGV Capital
Menlo Park,
California
| $188M | -$85.7M | -31% | 10.5% | 49.3% | 12 | 8.33% | 1.1 |
|
| 4711 |
SSCM
4711
Summit Street Capital Management
New York
| $188M | +$29.7M | +19% | 6.51% | 217% | 30 | 0% | 4.7 |
|
| 4712 |
TM
4712
Tiger Management
New York
| $188M | -$76.2M | -29% | 20.1% | – | 40 | 35% | 0.6 |
|
| 4713 |
4713
SRH Advisors
Salina,
Kansas
| $188M | +$7.52M | +4% | 3.36% | 55.7% | 310 | 7.42% | 5.6 |
|
| 4714 |
4714
Boothe Investment Group
Dover,
Delaware
| $188M | +$84.3M | +81% | 6.57% | 75.6% | 36 | 16.67% | 1.5 |
|
| 4715 |
4715
Bell & Brown Wealth Advisors
Newport Beach,
California
| $188M | +$5.9M | +3% | 10.4% | 125% | 72 | 8.33% | 4.2 |
|
| 4716 |
4716
Truvestments Capital
Sarasota,
Florida
| $188M | +$10.4M | +6% | 5.04% | 131% | 976 | 36.78% | 1.3 |
|
| 4717 |
4717
Sweeney & Michel
Chico,
California
| $188M | – | – | 5.09% | – | 102 | – | 0 |
|
| 4718 |
4718
3Chopt Investment Partners
Richmond,
Virginia
| $188M | +$4.66M | +3% | 4.14% | 128% | 271 | 49.82% | 0.2 |
|
| 4719 |
4719
Snider Financial Group
Bellevue,
Washington
| $188M | +$6.71M | +4% | 8.81% | 87% | 61 | 34.43% | 1.2 |
|
| 4720 |
4720
Fi3 Financial Advisors
Indianapolis,
Indiana
| $187M | +$12.6M | +7% | 7.25% | 83.1% | 81 | 16.05% | 1 |
|
| 4721 |
4721
Veery Capital
Wilmington,
Delaware
| $187M | +$18.2M | +11% | 6.5% | 63.4% | 86 | 22.09% | 1.6 |
|
| 4722 |
4722
Investors Asset Management of Georgia
Atlanta,
Georgia
| $187M | -$4.57M | -2% | 2.59% | 118% | 178 | 8.43% | 5.5 |
|
| 4723 |
CA
4723
Continental Advisors
Park City,
Utah
| $187M | -$3.8M | -2% | 2.01% | 73.6% | 63 | 22.22% | 4.8 |
|
| 4724 |
4724
Solas Capital Management
Darien,
Connecticut
| $187M | +$20.5M | +12% | 6.16% | 62.5% | 31 | 32.26% | 1.2 |
|
| 4725 |
4725
Aristides Capital
Louisville,
Kentucky
| $187M | -$9.47M | -5% | 3.25% | 126% | 275 | 46.91% | 1.3 |
|