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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4851 |
4851
Bison Wealth
Atlanta,
Georgia
| $196M | +$24.5M | +14% | 2.32% | 37.4% | 422 | 29.62% | 2.8 |
|
| 4852 |
4852
Wealth CMT
Cherry Hill,
New Jersey
| $196M | +$1.26M | +0.6% | 5.49% | 25% | 23 | 8.7% | 0.4 |
|
| 4853 |
PCMK
4853
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $196M | -$2.6M | -1% | 1.31% | 87.5% | 65 | 21.54% | 4.7 |
|
| 4854 |
4854
Kemper
Chicago,
Illinois
| $196M | -$274M | -58% | 5.93% | 28.6% | 22 | 81.82% | 2.1 |
|
| 4855 |
4855
Kadensa Capital
Central,
Hong Kong
| $196M | -$131M | -40% | 11.2% | 191% | 28 | 67.86% | 0.3 |
|
| 4856 |
4856
Fortis Capital Management
Bellevue,
Washington
| $196M | +$2.86M | +1% | 9.07% | 82% | 101 | 33.66% | 1.1 |
|
| 4857 |
4857
Burrus Financial Services
Salt Lake City,
Utah
| $196M | – | – | 4.88% | 31.3% | 11 | – | 0 |
|
| 4858 |
4858
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
| $196M | -$59.8M | -23% | 5.83% | 53.8% | 68 | 17.65% | 0.2 |
|
| 4859 |
4859
Peregrine Asset Advisers
Portland,
Oregon
| $196M | -$50.2M | -20% | 1.02% | 182% | 149 | 40.27% | 2.2 |
|
| 4860 |
4860
Strong Tower Advisory Services
Minneapolis,
Minnesota
| $195M | +$7.86M | +4% | 1.68% | 155% | 117 | 19.66% | 0.4 |
|
| 4861 |
4861
Websterrogers Financial Advisors
Florence,
South Carolina
| $195M | -$246M | -56% | 4.41% | 42.9% | 85 | 48.24% | 0.7 |
|
| 4862 |
4862
Wolf Group Capital Advisors
Fairfax,
Virginia
| $195M | -$416M | -68% | 3.44% | 28.2% | 154 | 35.06% | 2.6 |
|
| 4863 |
4863
Little House Capital
Braintree,
Massachusetts
| $195M | +$6.34M | +3% | 2.15% | 108% | 156 | 30.13% | 1 |
|
| 4864 |
4864
Ativo Capital Management
Chicago,
Illinois
| $195M | -$30.6M | -14% | 3.04% | 63.2% | 131 | 19.85% | 2.7 |
|
| 4865 |
4865
SR One Capital Management
Wayne,
Pennsylvania
| $195M | +$18.4M | +10% | 25.2% | 656% | 3 | 33.33% | 0.2 |
|
| 4866 |
4866
Connacht Asset Management
New York
| $195M | +$92.8M | +91% | 2.37% | 63.8% | 153 | 58.17% | 0.3 |
|
| 4867 |
4867
Lion Street Advisors
Austin,
Texas
| $195M | -$9.23M | -5% | 0.53% | 38% | 165 | 21.21% | 0.5 |
|
| 4868 |
4868
Elmwood Wealth Management
Berkeley,
California
| $195M | -$14.5M | -7% | 4% | 42.1% | 376 | 69.95% | 2.7 |
|
| 4869 |
4869
Syquant Capital SAS
Paris,
France
| $195M | -$66.5M | -25% | 2.28% | 160% | 57 | 63.16% | 0.4 |
|
| 4870 |
4870
Reston Wealth Management
Reston,
Virginia
| $195M | -$11.1M | -5% | 4.7% | 66.4% | 67 | 16.42% | 2 |
|
| 4871 |
4871
Relaxing Retirement Coach
Wellesley,
Massachusetts
| $195M | +$21M | +12% | 5.08% | 28.6% | 59 | 10.17% | 2.7 |
|
| 4872 |
4872
Garrett Wealth Advisory Group
Weatherford,
Texas
| $195M | -$11.2M | -5% | 4.55% | 74.6% | 64 | 9.38% | 2 |
|
| 4873 |
4873
Reliant Investment Management
Memphis,
Tennessee
| $195M | -$48.2M | -20% | 0.48% | 129% | 71 | 32.39% | 2.4 |
|
| 4874 |
4874
Bickling Financial Services
Lexington,
Massachusetts
| $195M | -$11.3M | -5% | 5.31% | – | 137 | 8.03% | 1 |
|
| 4875 |
4875
Riverstone Advisors
New Braunfels,
Texas
| $195M | -$32.4M | -14% | 8% | 104% | 50 | 24% | 1.9 |
|