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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
DHJJ Financial Advisors
Naperville,
Illinois
| $277M | +$28.6M | +12% | 8.46% | 62.5% | 996 | 8.23% | 1.7 |
|
| 4852 |
4852
Sandy Cove Advisors
Hingham,
Massachusetts
| $277M | +$27.9M | +11% | 9.03% | 78% | 134 | 12.69% | 2.2 |
|
| 4853 |
CCM
4853
Consolidated Capital Management
Burbank,
California
| $277M | +$35.9M | +15% | 12.1% | 166% | 50 | 14% | 3.4 |
|
| 4854 |
4854
Crestmont Private Wealth
Houston,
Texas
| $277M | +$45.6M | +20% | 6.93% | 54.8% | 88 | 18.18% | 1.6 |
|
| 4855 |
4855
Richard W. Paul & Associates
Novi,
Michigan
| $277M | +$21.6M | +8% | 9.88% | 65.2% | 357 | 11.48% | 2 |
|
| 4856 |
4856
Whelan Financial
Fresno,
California
| $277M | +$19.4M | +8% | 6.98% | 64.6% | 67 | 8.96% | 1.7 |
|
| 4857 |
4857
Forge First Asset Management
Toronto, Ontario,
Canada
| $277M | +$46.8M | +20% | 18.2% | 112% | 46 | 54.35% | 0.6 |
|
| 4858 |
4858
Texas Capital Bancshares
Dallas,
Texas
| $276M | +$41.5M | +18% | 19.6% | 175% | 84 | 10.71% | 4 |
|
| 4859 |
4859
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $276M | +$28.4M | +11% | 10.7% | 103% | 71 | 12.68% | 3.7 |
|
| 4860 |
4860
Financial Partners Group (Tennessee)
Gallatin,
Tennessee
| $276M | +$45.9M | +20% | 3.88% | – | 95 | 22.11% | 1.8 |
|
| 4861 |
4861
TFR Capital
Plano,
Texas
| $276M | +$35.9M | +15% | 12.8% | – | 167 | 11.98% | 0.4 |
|
| 4862 |
4862
Townsend Asset Management
Raleigh,
North Carolina
| $276M | +$16.7M | +6% | 9.01% | 88.5% | 187 | 12.3% | 4.1 |
|
| 4863 |
4863
Omnia Family Wealth
Aventura,
Florida
| $276M | +$37M | +15% | 10.8% | 80.6% | 106 | 17.92% | 3.7 |
|
| 4864 |
4864
Solitude Financial Services
Charlottesville,
Virginia
| $276M | +$18.5M | +7% | 4.03% | 62.4% | 39 | 7.69% | 2.6 |
|
| 4865 |
4865
Monashee Investment Management
Boston,
Massachusetts
| $276M | -$569M | -67% | 34.8% | 520% | 96 | 91.67% | 0.1 |
|
| 4866 |
4866
Pineridge Advisors
St. Charles,
Missouri
| $276M | +$20M | +8% | 5.55% | – | 590 | 18.64% | 1.1 |
|
| 4867 |
4867
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $276M | +$33.6M | +14% | 5.75% | 63.9% | 140 | 5% | 6.2 |
|
| 4868 |
4868
Argyle Capital Management
Center Valley,
Pennsylvania
| $276M | +$6.59M | +2% | 5.75% | 106% | 132 | 1.52% | 8.8 |
|
| 4869 |
4869
Shaker Financial Services
Arlington,
Virginia
| $276M | +$18.9M | +7% | 5.18% | 12.9% | 176 | 29.55% | 2.2 |
|
| 4870 |
4870
Client 1st Advisory Group
Dunedin,
Florida
| $276M | +$18.8M | +7% | 8.81% | 64.5% | 141 | 14.18% | 2.8 |
|
| 4871 |
4871
Bain Capital Credit
Boston,
Massachusetts
| $276M | -$133M | -33% | 5.69% | 14.4% | 7 | 28.57% | 2.3 |
|
| 4872 |
4872
Aubrey Capital Management
Edinburgh,
United Kingdom
| $275M | +$26.5M | +11% | 22.6% | 319% | 56 | 25% | 1.4 |
|
| 4873 |
4873
Adirondack Trust Company
Saratoga Springs,
New York
| $275M | +$19.5M | +8% | 9.4% | 96.7% | 498 | 7.83% | 6.5 |
|
| 4874 |
4874
Meredith Wealth Planning
Maryville,
Illinois
| $275M | +$48.7M | +21% | 8.99% | 66.5% | 62 | 20.97% | 1.6 |
|
| 4875 |
4875
Castle Wealth Management
West Palm Beach,
Florida
| $275M | +$19.9M | +8% | 7.87% | 53.6% | 130 | 9.23% | 2.2 |
|