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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
Narus Financial Partners
Salt Lake City,
Utah
| $184M | +$11.2M | +6% | 4.76% | 85.3% | 121 | 14.05% | 3 |
|
| 4777 |
4777
Client 1st Advisory Group
Dunedin,
Florida
| $184M | +$13.3M | +8% | 5.51% | 64.5% | 96 | 10.42% | 1.9 |
|
| 4778 |
4778
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| $184M | +$86.3M | +88% | 7.42% | 106% | 230 | 48.7% | 0.7 |
|
| 4779 |
4779
DHJJ Financial Advisors
Naperville,
Illinois
| $184M | +$9.9M | +6% | 6.63% | 62.5% | 139 | 5.04% | 1.8 |
|
| 4780 |
4780
Sterling Financial Planning
Sparta,
New Jersey
| $184M | +$16.7M | +10% | 4.58% | 59.3% | 95 | 5.26% | 1.8 |
|
| 4781 |
4781
Highland Financial Advisors
Wayne,
New Jersey
| $184M | +$14.4M | +8% | 5.38% | 70% | 49 | 18.37% | 0.6 |
|
| 4782 |
4782
Total Clarity Wealth Management
St. Charles,
Illinois
| $184M | -$12.2M | -6% | 3.26% | 73.2% | 255 | 43.53% | 1.5 |
|
| 4783 |
PK
4783
Pflug Koory
Omaha,
Nebraska
| $184M | +$4.1M | +2% | 4.11% | – | 428 | 2.1% | 4.6 |
|
| 4784 |
EAM
4784
Eukles Asset Management
Cincinnati,
Ohio
| $184M | +$12.6M | +7% | 10.3% | 87.9% | 227 | 0.44% | 3.2 |
|
| 4785 |
4785
Atom Investors
Austin,
Texas
| $184M | -$16.3M | -8% | 2.68% | 83.4% | 336 | 61.9% | 0.4 |
|
| 4786 |
4786
Hitchwood Capital Management
New York
| $184M | -$549M | -75% | 35.8% | 275% | 31 | 74.19% | 0.5 |
|
| 4787 |
4787
Goodman Advisory Group
Needham,
Massachusetts
| $184M | +$11.8M | +7% | 7.8% | 101% | 182 | 31.32% | 0.7 |
|
| 4788 |
CNBT
4788
Cornerstone National Bank & Trust
Palatine,
Illinois
| $184M | +$4.5M | +3% | 4.45% | 38.5% | 60 | 8.33% | 2.9 |
|
| 4789 |
4789
Bond Capital Management
San Francisco,
California
| $184M | +$41.4M | +29% | 40.2% | 47.5% | 5 | 0% | 1 |
|
| 4790 |
4790
TPB Wealth Advisors
San Antonio,
Texas
| $183M | -$11.2M | -6% | 6.65% | – | 49 | 30.61% | 1.3 |
|
| 4791 |
4791
Shayne & Jacobs LLC
Nashville,
Tennessee
| $183M | +$3M | +2% | 1.72% | 79.4% | 37 | 8.11% | 5.7 |
|
| 4792 |
4792
Arista Wealth Management
Las Vegas,
Nevada
| $183M | +$24.9M | +16% | 4.82% | 67% | 66 | 9.09% | 0.2 |
|
| 4793 |
4793
Houlihan Financial Resource Group
Ashburn,
Virginia
| $183M | +$10M | +6% | 5.18% | 50.6% | 92 | 5.43% | 2.6 |
|
| 4794 |
TCM
4794
Trybe Capital Management
Greenwich,
Connecticut
| $183M | +$79.2M | +76% | 39% | 681% | 13 | 30.77% | 1.4 |
|
| 4795 |
GWM
4795
Gray Wealth Management
Bangor,
Maine
| $183M | +$10.7M | +6% | 4.76% | 22.1% | 127 | 11.81% | 2.2 |
|
| 4796 |
4796
TPG Financial Advisors
Portland,
Oregon
| $183M | +$18.2M | +11% | 3.96% | – | 50 | 14% | 2.5 |
|
| 4797 |
4797
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $183M | +$6.71M | +4% | 10.2% | 152% | 89 | 3.37% | 3.7 |
|
| 4798 |
4798
Tiemann Investment Advisors
Menlo Park,
California
| $183M | +$12.2M | +7% | 8.48% | 77% | 197 | 6.6% | 5.9 |
|
| 4799 |
4799
RDST Capital
Seattle,
Washington
| $183M | +$19.2M | +12% | 10.9% | 43% | 18 | 16.67% | 1 |
|
| 4800 |
4800
Eagle Bay Advisors
New York
| $183M | +$4.27M | +2% | 5.87% | 85% | 991 | 8.58% | 1 |
|