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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4876 |
4876
Bain Capital Credit
Boston,
Massachusetts
| $303M | -$79.3M | -21% | 6.95% | 14.4% | 6 | 0% | 3 |
|
| 4877 |
4877
Brick & Kyle Associates
Newtown,
Pennsylvania
| $303M | +$20.8M | +7% | 0.84% | 116% | 101 | 45.54% | 3.2 |
|
| 4878 |
4878
Slagle Financial
Edwardsville,
Illinois
| $303M | +$16.3M | +6% | 3.55% | 77.9% | 129 | 14.73% | 1.8 |
|
| 4879 |
4879
Arrowroot Family Office
Marina Del Rey,
California
| $302M | +$27.6M | +10% | 0.44% | – | 163 | 18.4% | 1.9 |
|
| 4880 |
4880
L.K. Benson & Company
Baltimore,
Maryland
| $302M | +$103M | +52% | 4.56% | – | 115 | 4.35% | 1.1 |
|
| 4881 |
4881
Norman Fields Gottscho Capital Management
New York
| $302M | -$7.8M | -3% | 0.59% | 96.9% | 67 | 11.94% | 6 |
|
| 4882 |
4882
OneAscent Wealth Management
Birmingham,
Alabama
| $302M | +$2.02M | +0.7% | 1.11% | 50.6% | 180 | 18.33% | 1.7 |
|
| 4883 |
4883
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $302M | +$12.6M | +4% | 3.44% | 86.2% | 97 | 9.28% | 4 |
|
| 4884 |
4884
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $302M | -$24.6M | -8% | 6.56% | 17.8% | 1 | 0% | 12.8 |
|
| 4885 |
4885
Cora Capital Advisors
Marlton,
New Jersey
| $302M | +$45.3M | +18% | 2.91% | 80.3% | 149 | 19.46% | 1.9 |
|
| 4886 |
4886
Greenbush Financial Group
Albany,
New York
| $302M | +$7.96M | +3% | 2.3% | – | 36 | 5.56% | 1.1 |
|
| 4887 |
4887
Wheelhouse Advisory Group
St. Louis,
Missouri
| $302M | +$38.9M | +15% | 3.28% | 67.9% | 54 | 14.81% | 1.6 |
|
| 4888 |
4888
DHJJ Financial Advisors
Naperville,
Illinois
| $302M | +$671K | +0.2% | 0.87% | 62.5% | 1,095 | 6.39% | 2.2 |
|
| 4889 |
4889
GR Financial Group
Tucson,
Arizona
| $301M | -$144M | -32% | 2.27% | 75.4% | 31 | 38.71% | 1.8 |
|
| 4890 |
4890
Precision Wealth Strategies
Saint Louis,
Missouri
| $301M | -$7.24M | -2% | 1.02% | 106% | 187 | 31.02% | 1 |
|
| 4891 |
4891
Tred Avon Family Wealth
Easton,
Maryland
| $301M | -$6.08M | -2% | 0.4% | – | 275 | 11.64% | 0.4 |
|
| 4892 |
4892
Charles-Lim Capital
Central,
Hong Kong
| $301M | -$67.3M | -18% | 23.5% | 4.44% | 8 | 50% | 4.2 |
|
| 4893 |
4893
Pacifica Partners
Surrey,
Canada
| $301M | +$76.1M | +34% | 6.15% | 127% | 488 | 18.65% | 3.5 |
|
| 4894 |
4894
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $301M | -$25.9M | -8% | 4.34% | 141% | 23 | 21.74% | 5.5 |
|
| 4895 |
4895
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $301M | -$2.46M | -0.8% | 0.84% | 59.6% | 144 | 10.42% | 3 |
|
| 4896 |
4896
Absolute Capital Management
Pittsburgh,
Pennsylvania
| $301M | +$26.5M | +10% | 0.84% | 98.2% | 160 | 25.63% | 1.4 |
|
| 4897 |
4897
Game Creek Capital
Boston,
Massachusetts
| $301M | -$2M | -0.7% | 6.06% | 176% | 108 | 28.7% | 3.1 |
|
| 4898 |
CIA
4898
Cape Investment Advisory
Mcdonough,
Georgia
| $301M | -$24.5M | -8% | 1.37% | 72.5% | 1,312 | 83% | 2.2 |
|
| 4899 |
4899
United Bank (Georgia)
Zebulon,
Georgia
| $301M | +$5.71M | +2% | 0.17% | 93.7% | 130 | 9.23% | 4.9 |
|
| 4900 |
4900
Vista Investment Management
Pittsburgh,
Pennsylvania
| $301M | -$2.45M | -0.8% | 0.1% | 54.4% | 180 | 3.33% | 5.5 |
|