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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4776 |
4776
Hel Ved Capital Management
Central,
Hong Kong
| $177M | +$46.9M | +36% | 2.21% | 1,351% | 18 | 38.89% | 0.8 |
|
| 4777 |
AFP
4777
Advus Financial Partners
Winter Park,
Florida
| $177M | +$35.5M | +25% | 6.57% | 56.5% | 67 | 22.39% | 0.8 |
|
| 4778 |
4778
Scott Capital Advisors
Portland,
Oregon
| $177M | +$30M | +21% | 7.46% | 50.9% | 47 | 27.66% | 0.7 |
|
| 4779 |
4779
Deepwater Asset Management
Minneapolis,
Minnesota
| $176M | – | – | 2.34% | 142% | 25 | – | 0 |
|
| 4780 |
4780
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $176M | -$15.6M | -8% | 0.37% | 152% | 90 | 6.67% | 3.5 |
|
| 4781 |
4781
Portland Investment Counsel
Burlington,
Ontario, Canada
| $176M | +$20.8M | +13% | 6.47% | 108% | 40 | 12.5% | 3.3 |
|
| 4782 |
4782
Fullen Financial Group
Columbus,
Ohio
| $176M | +$19.1M | +12% | 6.38% | 28.4% | 60 | 5% | 2.3 |
|
| 4783 |
4783
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $176M | +$3.72M | +2% | 8.67% | 207% | 53 | 7.55% | 3.8 |
|
| 4784 |
MAM
4784
Mystic Asset Management
Warwick,
Rhode Island
| $176M | +$19.9M | +13% | 13.2% | 114% | 152 | 5.92% | 0.9 |
|
| 4785 |
4785
Tabor Asset Management
New York
| $176M | +$33.6M | +24% | 13.6% | 214% | 43 | 51.16% | 0.6 |
|
| 4786 |
4786
Hall Private Wealth Advisors
Waxhaw,
North Carolina
| $176M | +$2.22M | +1% | 7.76% | – | 50 | 24% | 1.1 |
|
| 4787 |
4787
Mendel Money Management
Northbrook,
Illinois
| $176M | +$15.4M | +10% | 9.88% | 75.4% | 121 | 7.44% | 2.8 |
|
| 4788 |
4788
Aspire Capital Advisors
Seattle,
Washington
| $176M | +$49.5M | +39% | 8.51% | 59.3% | 54 | 18.52% | 0.7 |
|
| 4789 |
4789
X-Square Capital
Guaynabo,
Puerto Rico
| $176M | +$18.2M | +12% | 13.5% | 158% | 160 | 11.25% | 2.3 |
|
| 4790 |
4790
Westshore Wealth
Newport Beach,
California
| $176M | +$30.2M | +21% | 6.73% | 58.8% | 113 | 26.55% | 1.4 |
|
| 4791 |
4791
Oldfather Financial Services
Kearney,
Nebraska
| $175M | +$15.9M | +10% | 8% | 60.8% | 63 | 12.7% | 2.5 |
|
| 4792 |
PCM
4792
Perritt Capital Management
Chicago,
Illinois
| $175M | +$18.5M | +12% | 12.6% | 80.9% | 310 | 43.87% | 2.5 |
|
| 4793 |
4793
Richmond Hill Investments
New York
| $175M | +$19.3M | +12% | 13.2% | 55.2% | 5 | 0% | 4.4 |
|
| 4794 |
SI
4794
Saxon Interests
Houston,
Texas
| $175M | +$11.2M | +7% | 9.31% | 81.2% | 175 | 21.14% | 0.7 |
|
| 4795 |
4795
Wealth Effects
Boston,
Massachusetts
| $175M | +$11.7M | +7% | 10.6% | 235% | 209 | 21.05% | 0.8 |
|
| 4796 |
4796
Vista Investment Management
Pittsburgh,
Pennsylvania
| $175M | +$12.7M | +8% | 6.79% | 54.4% | 168 | 11.31% | 3.5 |
|
| 4797 |
4797
Stiles Financial Services
Edina,
Minnesota
| $175M | +$10.3M | +6% | 8.17% | 144% | 191 | 19.37% | 0.8 |
|
| 4798 |
4798
Fi3 Financial Advisors
Indianapolis,
Indiana
| $175M | +$65M | +59% | 9.52% | 83.1% | 74 | 37.84% | 0.9 |
|
| 4799 |
4799
Centennial Bank
Conway,
Arkansas
| $175M | – | – | 10.3% | 69.9% | 341 | – | 0 |
|
| 4800 |
4800
Madrona Financial Services
Everett,
Washington
| $175M | +$12.8M | +8% | 5.64% | 85.1% | 86 | 24.42% | 2.6 |
|