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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
Forager Capital Management
Birmingham,
Alabama
| $161M | -$48.6M | -23% | 18.5% | 52.6% | 14 | 14.29% | 0.7 |
|
| 4727 |
4727
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
| $161M | +$14.7M | +10% | 5.21% | 31.6% | 107 | 35.51% | 0.5 |
|
| 4728 |
4728
Eastover Investment Advisors
Charlotte,
North Carolina
| $161M | -$3.42M | -2% | 4.43% | 105% | 46 | 4.35% | 2 |
|
| 4729 |
4729
Mendel Money Management
Northbrook,
Illinois
| $160M | -$7.44M | -4% | 5.3% | 75.4% | 119 | 9.24% | 2.7 |
|
| 4730 |
4730
Allred Capital Management
Dallas,
Texas
| $160M | +$1.74M | +1% | 4.51% | 73.5% | 162 | 11.11% | 3 |
|
| 4731 |
FNWM
4731
Financial Network Wealth Management
Draper,
Utah
| $160M | -$6.71M | -4% | 5.04% | – | 95 | 8.42% | 1.5 |
|
| 4732 |
4732
Quantum Private Wealth
Tampa,
Florida
| $160M | -$9.6M | -6% | 2.8% | 240% | 197 | 13.2% | 0.7 |
|
| 4733 |
4733
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $160M | -$8.1M | -5% | 4.96% | 103% | 41 | 12.2% | 4.1 |
|
| 4734 |
4734
Total Clarity Wealth Management
St. Charles,
Illinois
| $160M | -$33.3M | -17% | 5.09% | 69.7% | 1,055 | 79.53% | 1.4 |
|
| 4735 |
4735
Sentinus LLC
Oak Brook,
Illinois
| $160M | – | – | 5.94% | – | 114 | – | 0 |
|
| 4736 |
4736
Adaptive Financial Consulting
Beachwood,
Ohio
| $160M | -$1.63M | -1% | 5.14% | 33.4% | 16 | 0% | 2.7 |
|
| 4737 |
4737
Harbour Investment Management
Edmonds,
Washington
| $160M | -$6.45M | -4% | 3.87% | 58.8% | 75 | 13.33% | 6.5 |
|
| 4738 |
AAG
4738
Avalon Advisory Group
Wexford,
Pennsylvania
| $160M | -$8.89M | -5% | 5.84% | 46% | 10 | 10% | 2.1 |
|
| 4739 |
4739
Oldfather Financial Services
Kearney,
Nebraska
| $160M | -$15.7M | -9% | 4.48% | 60.8% | 65 | 13.85% | 2.4 |
|
| 4740 |
4740
CTC (Chicago Trading Company)
Chicago,
Illinois
| $160M | -$4.21M | -3% | 9.67% | 192% | 314 | 16.88% | 1.3 |
|
| 4741 |
4741
Lipe & Dalton
Syracuse,
New York
| $159M | -$11.4M | -7% | 6.11% | 101% | 104 | 7.69% | 4.5 |
|
| 4742 |
4742
WJ Wealth Management
Glendale,
Arizona
| $159M | +$18.7M | +13% | 3.14% | 90.6% | 56 | 23.21% | 1.3 |
|
| 4743 |
4743
Riverview Capital Advisers
Boston,
Massachusetts
| $159M | -$21.4M | -12% | 2.94% | 84.8% | 81 | 9.88% | 0.7 |
|
| 4744 |
CCM
4744
Consolidated Capital Management
Burbank,
California
| $159M | -$7.51M | -5% | 4.73% | 166% | 72 | 48.61% | 2.1 |
|
| 4745 |
4745
Bordeaux Wealth Advisors
Menlo Park,
California
| $159M | +$14M | +10% | 2.78% | 141% | 93 | 23.66% | 1.2 |
|
| 4746 |
4746
Oak Management Corp
Wilton,
Connecticut
| $159M | +$13.2M | +9% | 63.4% | 96.4% | 4 | 25% | 0.9 |
|
| 4747 |
DI
4747
DAGCO Inc
Westlake,
Ohio
| $159M | -$34.9M | -18% | 5.08% | 75% | 97 | 11.34% | 3.1 |
|
| 4748 |
4748
Platinum Equity
Beverly Hills,
California
| $159M | +$18.2M | +13% | 3.02% | 52.7% | 8 | 12.5% | 0.4 |
|
| 4749 |
4749
Watchman Group
Plano,
Texas
| $159M | -$3.21M | -2% | 3.09% | 54% | 74 | 16.22% | 1.9 |
|
| 4750 |
4750
Corundum Group
Colorado Springs,
Colorado
| $159M | +$10.9M | +7% | 5.73% | 80.5% | 108 | 11.11% | 3 |
|