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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 |
HA
4701
Hamel Associates
Chatham,
New Jersey
| $332M | +$6.56M | +2% | 4.8% | 59.4% | 88 | 18.18% | 6.6 |
|
| 4702 |
4702
One Advisory Partners
Overland Park,
Kansas
| $332M | +$5.34M | +2% | 0.6% | 58.3% | 74 | 12.16% | 2 |
|
| 4703 |
4703
Intergy Private Wealth
Colorado Springs,
Colorado
| $331M | +$11.8M | +4% | 2.26% | 73.8% | 122 | 15.57% | 2.3 |
|
| 4704 |
4704
Creative Capital Management Investments
San Diego,
California
| $331M | +$18.5M | +6% | 2.01% | 53.6% | 319 | 20.06% | 1.7 |
|
| 4705 |
4705
ARP Global Capital
Dubai,
| $331M | – | – | 3.48% | – | 28 | – | 0 |
|
| 4706 |
4706
Hobbs Group Advisors
Columbia,
South Carolina
| $331M | +$10.1M | +3% | 2.55% | – | 180 | 21.67% | 1.3 |
|
| 4707 |
4707
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| $331M | +$8.49M | +3% | 2.27% | 78% | 197 | 9.14% | 2.5 |
|
| 4708 |
4708
Keystone Financial Services (Colorado)
Loveland,
Colorado
| $331M | +$8.59M | +3% | 2.3% | 66% | 136 | 16.91% | 2.1 |
|
| 4709 |
4709
Baker Boyer National Bank
Walla Walla,
Washington
| $331M | +$30.2M | +10% | 2.57% | 49.3% | 94 | 14.89% | 4.9 |
|
| 4710 |
4710
PFW Advisors
Atlanta,
Georgia
| $331M | -$7M | -2% | 0.85% | – | 133 | 12.03% | 5 |
|
| 4711 |
4711
Brigade Capital Management
New York
| $331M | -$484M | -59% | 11% | 42.7% | 25 | 32% | 1.5 |
|
| 4712 |
4712
360 Financial
Wayzata,
Minnesota
| $331M | +$20M | +6% | 1.62% | 82.5% | 94 | 27.66% | 3.2 |
|
| 4713 |
4713
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| $331M | +$6.83M | +2% | 3.05% | 128% | 182 | 9.89% | 1.7 |
|
| 4714 |
4714
Foresite Capital Management VI
Larkspur,
California
| $331M | +$72M | +28% | 25.2% | – | 15 | 40% | 0.6 |
|
| 4715 |
4715
Glassy Mountain Advisors
Bethesda,
Maryland
| $331M | -$1.48M | -0.4% | 3.01% | 91.5% | 83 | 12.05% | 1.7 |
|
| 4716 |
4716
Harbor Advisory Corp
Portsmouth,
New Hampshire
| $331M | -$7.58M | -2% | 3.91% | 63.2% | 83 | 9.64% | 4.7 |
|
| 4717 |
CCM
4717
Consolidated Capital Management
Burbank,
California
| $331M | +$48.2M | +17% | 2.48% | 166% | 86 | 46.51% | 2 |
|
| 4718 |
4718
Riverview Capital Advisers
Boston,
Massachusetts
| $330M | -$15.3M | -4% | 1.29% | 84.8% | 101 | 12.87% | 2.3 |
|
| 4719 |
4719
Squire Investment Management Company
Orem,
Utah
| $330M | +$23.5M | +8% | 2.92% | 62.4% | 74 | 8.11% | 1.6 |
|
| 4720 |
4720
Shayne & Jacobs LLC
Nashville,
Tennessee
| $330M | +$7.31M | +2% | 3.35% | 79.4% | 97 | 3.09% | 4 |
|
| 4721 |
AFS
4721
Aft Forsyth & Sober
Valrico,
Florida
| $330M | +$7.62M | +2% | 1.45% | 94.6% | 59 | 6.78% | 4.6 |
|
| 4722 |
4722
Carmel Capital Management
Carmel,
California
| $330M | +$1.04M | +0.3% | 5.73% | 247% | 25 | 8% | 3.9 |
|
| 4723 |
4723
Hixon Zuercher
Findlay,
Ohio
| $330M | +$1.27M | +0.4% | 2.94% | 101% | 92 | 9.78% | 3.3 |
|
| 4724 |
YRHAM
4724
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| $330M | -$159M | -32% | 23.5% | 2,310% | 33 | 66.67% | 0.3 |
|
| 4725 |
4725
Gill Capital Partners
Denver,
Colorado
| $330M | +$2.46M | +0.8% | 1.54% | 59% | 146 | 10.96% | 3.8 |
|