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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
Hanover Advisors
Seneca,
South Carolina
| $238M | +$33.5M | +16% | 6.77% | – | 95 | 11.58% | 0.2 |
|
| 4777 |
4777
Sandbox Financial Partners
Bethesda,
Maryland
| $238M | +$25M | +12% | 7.44% | 69.6% | 104 | 22.12% | 1.8 |
|
| 4778 |
4778
3G Capital Partners
New York
| $238M | +$74.1M | +45% | 13.6% | 351% | 14 | 64.29% | 0.4 |
|
| 4779 |
4779
Atlas Private Wealth Management
Albany,
New York
| $238M | +$25.2M | +12% | 6.04% | 19.8% | 122 | 6.56% | 3.1 |
|
| 4780 |
4780
Vert Asset Management
Sausalito,
California
| $238M | +$5.97M | +3% | 0.3% | 43.1% | 42 | 2.38% | 2 |
|
| 4781 |
4781
Quantedge Capital
Singapore
| $238M | +$33.1M | +16% | 8.04% | 110% | 140 | 42.86% | 1 |
|
| 4782 |
4782
Perry Creek Capital
New York
| $238M | -$20.7M | -8% | 8.21% | 51.2% | 14 | 7.14% | 3.1 |
|
| 4783 |
4783
Ruedi Wealth Management
Champaign,
Illinois
| $238M | +$25.7M | +12% | 5.94% | 44.9% | 274 | 16.42% | 1 |
|
| 4784 |
4784
OLIO Financial Planning
Mclean,
Virginia
| $238M | -$1.11M | -0.5% | 5.32% | 52.9% | 52 | 0% | 1.7 |
|
| 4785 |
4785
Fortis Capital Advisors
Prairie Village,
Kansas
| $238M | +$50.5M | +27% | 14.1% | 127% | 178 | 47.19% | 0.6 |
|
| 4786 |
4786
RFG Holdings
Argyle,
Texas
| $238M | +$40.9M | +21% | 7.09% | 74.2% | 45 | 44.44% | 0.9 |
|
| 4787 |
4787
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $237M | -$2.2M | -0.9% | 6.68% | 63.9% | 135 | 5.93% | 5.5 |
|
| 4788 |
4788
Graybill Wealth Management
Elmhurst,
Illinois
| $237M | +$11.4M | +5% | 9.15% | – | 61 | 14.75% | 5.3 |
|
| 4789 |
4789
ClearAlpha Technologies
Greenwich,
Connecticut
| $237M | -$28.3M | -11% | 7.88% | – | 352 | 64.2% | 0.1 |
|
| 4790 |
4790
Mount Capital
London,
United Kingdom
| $237M | +$6.16M | +3% | 2.62% | 34.4% | 17 | 0% | 2 |
|
| 4791 |
4791
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| $237M | +$36.2M | +18% | 8.08% | 75.2% | 111 | 36.04% | 0.8 |
|
| 4792 |
4792
Your Advocates Ltd
Houston,
Texas
| $237M | -$11.6M | -5% | 4.54% | 53.6% | 255 | 15.69% | 2.2 |
|
| 4793 |
4793
Advisor Resource Council
Dallas,
Texas
| $237M | -$622M | -72% | 8.55% | 84.8% | 548 | 68.98% | 0.9 |
|
| 4794 |
4794
Thomas Story & Son
Culver,
Indiana
| $237M | +$23.9M | +11% | 10.7% | 101% | 53 | 3.77% | 6.8 |
|
| 4795 |
4795
Innealta Capital
Austin,
Texas
| $237M | +$13.8M | +6% | 5.29% | 69.8% | 118 | 28.81% | 1.4 |
|
| 4796 |
4796
Divergent Planning
Bethesda,
Maryland
| $237M | +$29.6M | +14% | 5.71% | 43.3% | 31 | 25.81% | 1.8 |
|
| 4797 |
BOC
4797
Barbara Oil Co
Chicago,
Illinois
| $237M | +$14.5M | +7% | 8.08% | 76.9% | 80 | 6.25% | 7.7 |
|
| 4798 |
4798
Hixon Zuercher
Findlay,
Ohio
| $236M | +$21.1M | +10% | 12.5% | 101% | 69 | 18.84% | 3 |
|
| 4799 |
4799
Letson Investment Management
Atlanta,
Georgia
| $236M | +$21.3M | +10% | 8.75% | 56.7% | 95 | 3.16% | 0.2 |
|
| 4800 |
4800
Leeward Financial Partners
Bellevue,
Washington
| $236M | +$29.4M | +14% | 8.66% | 97.9% | 99 | 19.19% | 1.3 |
|