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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4726 |
4726
Team Hewins
Redwood City,
California
| $366M | +$29M | +9% | 10.6% | 60.5% | 41 | 2.44% | 2.1 |
|
| 4727 |
4727
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| $366M | $0 | 0% | 10% | 70.3% | 147 | 0% | 5 |
|
| 4728 |
4728
Vert Asset Management
Sausalito,
California
| $365M | +$50.4M | +16% | 12.7% | 43.1% | 45 | 2.22% | 3.7 |
|
| 4729 |
4729
Darwin Wealth Management
Tampa,
Florida
| $365M | +$44.2M | +14% | 14.3% | 56.8% | 794 | 10.45% | 1.5 |
|
| 4730 |
4730
25 LLC
St. Louis,
Missouri
| $365M | +$40.8M | +13% | 9.85% | 48.7% | 82 | 18.29% | 1.9 |
|
| 4731 |
4731
Elevated Financial Group
Indianapolis,
Indiana
| $365M | +$57.3M | +19% | 17.9% | – | 146 | 22.6% | 0.4 |
|
| 4732 |
HNH
4732
Hopwood Nicholas Hunter
| $365M | +$50M | +16% | 11.5% | – | 138 | 17.39% | 0.4 |
|
| 4733 |
4733
Greenlea Lane Capital Management
Weston,
Connecticut
| $364M | +$19.9M | +6% | 5.55% | 99.7% | 10 | 10% | 3.6 |
|
| 4734 |
4734
Keating Investment Counselors
Delray Beach,
Florida
| $364M | -$39.6M | -10% | 6.71% | 50% | 63 | 12.7% | 6.9 |
|
| 4735 |
4735
Baker Boyer National Bank
Walla Walla,
Washington
| $364M | +$31.3M | +9% | 9.49% | 44.7% | 100 | 15% | 5 |
|
| 4736 |
EFH
4736
Eaton Financial Holdings
Coral Springs,
Florida
| $364M | +$58.7M | +19% | 16.2% | – | 142 | 17.61% | 1.3 |
|
| 4737 |
4737
Engle Capital Management
Greenwich,
Connecticut
| $364M | +$70.6M | +24% | 56.2% | 398% | 25 | 32% | 0.8 |
|
| 4738 |
4738
Wilson Asset Management
Sydney,
Australia
| $364M | +$10M | +3% | 10% | 58% | 52 | 46.15% | 1.5 |
|
| 4739 |
SFMG
4739
Sage Financial Management Group
Mclean,
Virginia
| $364M | +$38.6M | +12% | 9.51% | 47.3% | 62 | 9.68% | 1.8 |
|
| 4740 |
4740
Elevated Capital Advisors
Sandy,
Utah
| $364M | -$33.7M | -8% | 9.98% | 46% | 870 | 5.52% | 1.2 |
|
| 4741 |
4741
Tilson Financial Group
New Providence,
New Jersey
| $364M | +$30.4M | +9% | 8.69% | 39.3% | 87 | 10.34% | 2 |
|
| 4742 |
4742
Reliant Wealth Planning
Louisville,
Kentucky
| $364M | +$32.7M | +10% | 8.09% | 39.4% | 54 | 5.56% | 1.6 |
|
| 4743 |
AIA
4743
AIMZ Investment Advisors
Los Altos,
California
| $363M | +$39.9M | +12% | 16.8% | 81.3% | 156 | 12.82% | 6.5 |
|
| 4744 |
4744
GFG Capital
Miami,
Florida
| $363M | +$50.4M | +16% | 36% | 152% | 105 | 20.95% | 2.5 |
|
| 4745 |
4745
Glynn Capital Management
Menlo Park,
California
| $363M | +$154M | +74% | 71.7% | 252% | 49 | 26.53% | 2.7 |
|
| 4746 |
4746
Raub Brock Capital Management
Larkspur,
California
| $363M | -$31.7M | -8% | 11.5% | 54.7% | 50 | 24% | 3 |
|
| 4747 |
4747
Purus Wealth Management
Newport Beach,
California
| $363M | +$49.6M | +16% | 23.9% | 174% | 175 | 12.57% | 2.9 |
|
| 4748 |
UFAC
4748
Urban Financial Advisory Corp
Chicago,
Illinois
| $363M | +$80M | +28% | 12.2% | – | 58 | 10.34% | 1.8 |
|
| 4749 |
4749
Westbourne Investment Advisors
Annapolis,
Maryland
| $363M | +$19.6M | +6% | 11.1% | 107% | 124 | 10.48% | 3.7 |
|
| 4750 |
HA
4750
Hamel Associates
Chatham,
New Jersey
| $363M | +$12.1M | +3% | 2.44% | 50.6% | 94 | 15.96% | 5.9 |
|