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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
4751
Marathon Asset Management (New York)
New York
| $224M | +$32.7M | +17% | 31.9% | 490% | 13 | 46.15% | 2.2 |
|
| 4752 |
KA
4752
Kooman & Associates
Altoona,
Pennsylvania
| $224M | +$25.9M | +13% | 9.32% | 66% | 43 | 11.63% | 0.9 |
|
| 4753 |
4753
Kaye Capital Management
El Segundo,
California
| $224M | +$5.39M | +2% | 7.88% | – | 41 | 19.51% | 0.7 |
|
| 4754 |
HH
4754
HWG Holdings
Houston,
Texas
| $223M | +$39.3M | +21% | 16% | – | 155 | 27.74% | 2.1 |
|
| 4755 |
4755
David Kennon
Sarasota,
Florida
| $223M | +$14.6M | +7% | 8.47% | 52.4% | 27 | 0% | 1.1 |
|
| 4756 |
4756
Helen Stephens Group
Fort Worth,
Texas
| $223M | +$29.9M | +15% | 8.15% | 53.4% | 75 | 13.33% | 1.5 |
|
| 4757 |
4757
Veery Capital
Wilmington,
Delaware
| $223M | +$17.7M | +9% | 9.73% | 63.4% | 93 | 16.13% | 2 |
|
| 4758 |
4758
Nixon Capital
Austin,
Texas
| $223M | +$42.9M | +24% | 20% | 118% | 24 | 20.83% | 1.4 |
|
| 4759 |
4759
Innealta Capital
Austin,
Texas
| $223M | -$3.6M | -2% | 9.69% | 69.8% | 100 | 35% | 1.4 |
|
| 4760 |
4760
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| $223M | +$63.7M | +40% | 13.1% | 34.5% | 27 | 11.11% | 2.4 |
|
| 4761 |
WCM
4761
Wunderlich Capital Managemnt
Memphis,
Tennessee
| $222M | +$19.8M | +10% | 11.2% | 33.6% | 101 | 10.89% | 4.5 |
|
| 4762 |
BOC
4762
Barbara Oil Co
Chicago,
Illinois
| $222M | +$11.1M | +5% | 10.3% | 76.9% | 84 | 7.14% | 7.4 |
|
| 4763 |
4763
Quaker Wealth Management
Moorestown,
New Jersey
| $222M | +$16.9M | +8% | 8.53% | – | 59 | 22.03% | 1.6 |
|
| 4764 |
4764
Arosa Capital Management
Miami Beach,
Florida
| $222M | -$100M | -31% | 2.12% | 536% | 57 | 66.67% | 0.6 |
|
| 4765 |
4765
GC Wealth Management RIA
Cambridge,
Massachusetts
| $222M | – | – | 10.6% | 91.5% | 222 | – | 0 |
|
| 4766 |
4766
Retirement Planning Company of New England
Warwick,
Rhode Island
| $222M | +$42.4M | +24% | 14.9% | 125% | 232 | 12.07% | 1.5 |
|
| 4767 |
4767
Seven Springs Wealth Group
Brentwood,
Tennessee
| $222M | +$13.3M | +6% | 8.23% | 59.2% | 63 | 15.87% | 2.7 |
|
| 4768 |
HRC
4768
Hoertkorn Richard Charles
| $222M | +$22M | +11% | 11.1% | 182% | 84 | 4.76% | 6.8 |
|
| 4769 |
4769
Taylor Hoffman Wealth Management
Richmond,
Virginia
| $222M | +$27.5M | +14% | 13.9% | 47.8% | 113 | 7.96% | 4.2 |
|
| 4770 |
4770
Monterey Private Wealth
Monterey,
California
| $222M | +$22.6M | +11% | 10% | 29.8% | 108 | 15.74% | 2.7 |
|
| 4771 |
ITIM
4771
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $221M | +$23.5M | +12% | 11.9% | 114% | 470 | 11.7% | 1.9 |
|
| 4772 |
4772
Boothe Investment Group
Dover,
Delaware
| $221M | +$22.8M | +11% | 9.17% | 75.6% | 37 | 8.11% | 1.9 |
|
| 4773 |
4773
Truvestments Capital
Sarasota,
Florida
| $221M | +$29.4M | +15% | 12.3% | 131% | 825 | 20.61% | 1.6 |
|
| 4774 |
4774
Columbia Trust
Portland,
Oregon
| $221M | +$49M | +28% | 12.2% | 36% | 148 | 14.19% | 2.9 |
|
| 4775 |
BCH
4775
Berkshire Capital Holdings
San Jose,
California
| $221M | +$17.2M | +8% | 33.2% | 2,748% | 91 | 17.58% | 2.8 |
|