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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
4826
Midwest Heritage Bank
West Des Moines,
Iowa
| $353M | +$41.1M | +13% | 11.1% | 52.2% | 54 | 7.41% | 3 |
|
| 4827 |
4827
AXS Investments
Port Chester,
New York
| $353M | +$105M | +42% | 31.3% | 107% | 209 | 17.22% | 2 |
|
| 4828 |
4828
JVL Associates
Wyoming,
Michigan
| $352M | +$54.2M | +18% | 17.7% | 81% | 81 | 24.69% | 3.5 |
|
| 4829 |
FP
4829
FFG Partners
Fort Lauderdale,
Florida
| $352M | +$100M | +39% | 49.2% | 277% | 51 | 47.06% | 0.9 |
|
| 4830 |
4830
Seven Post Investment Office
San Francisco,
California
| $352M | +$42.7M | +14% | 9.58% | 44.4% | 42 | 14.29% | 4 |
|
| 4831 |
4831
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
| $352M | +$57.5M | +20% | 15% | 72.1% | 87 | 8.05% | 2.6 |
|
| 4832 |
4832
Centerpoint Advisors
Needham,
Massachusetts
| $352M | +$44.9M | +15% | 16.3% | 74.2% | 443 | 10.61% | 4.1 |
|
| 4833 |
4833
Sunpointe
St. Louis,
Missouri
| $352M | +$46.7M | +15% | 20.1% | 122% | 307 | 21.82% | 1.4 |
|
| 4834 |
4834
Financial Life Advisors
San Antonio,
Texas
| $352M | +$30.7M | +10% | 10.3% | 47% | 62 | 19.35% | 3 |
|
| 4835 |
SIM
4835
SW Investment Management
Telluride,
Colorado
| $352M | -$99.1M | -22% | 0.78% | 143% | 8 | 37.5% | 2.8 |
|
| 4836 |
PIP
4836
Palisades Investment Partners
Santa Monica,
California
| $352M | +$96.5M | +38% | 46.9% | – | 59 | 23.73% | 1.3 |
|
| 4837 |
4837
Colonial River Investments
Midlothian,
Virginia
| $352M | +$72.3M | +26% | 28.5% | 156% | 268 | 21.64% | 2 |
|
| 4838 |
4838
Everpar Advisors
Tulsa,
Oklahoma
| $352M | +$61.1M | +21% | 22.5% | – | 326 | 20.86% | 1.5 |
|
| 4839 |
KHCM
4839
Kirtland Hills Capital Management
Bratenahl,
Ohio
| $351M | +$36.5M | +12% | 20.6% | – | 167 | 7.19% | 1.5 |
|
| 4840 |
GBFG
4840
Gerald Baker Financial Group
Arlington,
Texas
| $351M | +$35.7M | +11% | 11.3% | – | 127 | 11.02% | 0.2 |
|
| 4841 |
4841
Whitegate Investment Counselors
Concord,
New Hampshire
| $351M | +$36.7M | +12% | 10.4% | 51% | 78 | 15.38% | 5.8 |
|
| 4842 |
4842
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| $351M | +$38.4M | +12% | 7.88% | 35.4% | 51 | 17.65% | 2.5 |
|
| 4843 |
4843
Tree Line Advisors
Central,
Hong Kong
| $351M | +$119M | +51% | 94% | 670% | 3 | 0% | 2.2 |
|
| 4844 |
4844
Spectrum Wealth Advisory Group
Granite Bay,
California
| $351M | +$82.2M | +31% | 15.5% | 76.1% | 543 | 89.32% | 0.3 |
|
| 4845 |
4845
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
| $351M | +$52.3M | +17% | 12.7% | 52% | 113 | 17.7% | 2.1 |
|
| 4846 |
4846
Yakira Capital Management
Westport,
Connecticut
| $351M | +$9.29M | +3% | 2.32% | 74.1% | 262 | 48.09% | 0.8 |
|
| 4847 |
PAM
4847
Pegasus Asset Management
Montebello,
New York
| $351M | +$38.2M | +12% | 14.2% | 101% | 77 | 15.58% | 4.9 |
|
| 4848 |
AFP
4848
Advus Financial Partners
Winter Park,
Florida
| $351M | +$86.9M | +33% | 11.2% | 56.5% | 147 | 56.46% | 1.3 |
|
| 4849 |
4849
StrongBox Wealth
Lee's Summit,
Missouri
| $351M | +$38.4M | +12% | 9.31% | 63.9% | 267 | 64.04% | 1.3 |
|
| 4850 |
FCM
4850
Fieldview Capital Management
Niles,
Michigan
| $351M | +$8.13M | +2% | 14.3% | – | 748 | 69.65% | 0.2 |
|