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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4951 |
4951
BKM Wealth Management
Brookfield,
Wisconsin
| $243M | -$875K | -0.4% | 0.21% | 69.6% | 166 | 8.43% | 1 |
|
| 4952 |
4952
Midwest Heritage Bank
West Des Moines,
Iowa
| $243M | +$27.3M | +13% | 1.67% | 52.2% | 61 | 14.75% | 2.2 |
|
| 4953 |
4953
ECP ControlCo
Summit,
New Jersey
| $243M | -$16.8M | -6% | 24.6% | 42.5% | 5 | 40% | 2.4 |
|
| 4954 |
AC
4954
AMS Capital
Sao Paulo,
Brazil
| $243M | +$43.8M | +22% | 5.13% | 63.1% | 18 | 22.22% | 1.1 |
|
| 4955 |
4955
Luminvest Wealth Management
Scottsdale,
Arizona
| $243M | -$5.02M | -2% | 0.05% | 47.7% | 34 | 11.76% | 1 |
|
| 4956 |
4956
Stelac Advisory Services
New York
| $243M | -$13.9M | -5% | 0.15% | 84.9% | 120 | 26.67% | 4.6 |
|
| 4957 |
4957
GPI Capital
New York
| $243M | -$17.5M | -7% | 2.6% | 261% | 4 | 0% | 3.6 |
|
| 4958 |
4958
Brown Financial Advisors
Milford,
Ohio
| $243M | -$6.44M | -3% | 1.36% | – | 136 | 12.5% | 0.6 |
|
| 4959 |
4959
Selway Asset Management
| $242M | -$12.1M | -5% | 3.05% | 36.5% | 80 | 8.75% | 5.8 |
|
| 4960 |
4960
SoundView Advisors
Olympia,
Washington
| $242M | -$172K | -0.1% | 1.34% | – | 35 | 11.43% | 0.2 |
|
| 4961 |
ODFS
4961
O'Donnell Financial Services
San Rafael,
California
| $242M | +$3.38M | +1% | 3.15% | 61% | 52 | 32.69% | 1.3 |
|
| 4962 |
4962
Lavaca Capital
Houston,
Texas
| $242M | -$12.4M | -5% | 3.16% | 46.5% | 312 | 22.12% | 1.3 |
|
| 4963 |
4963
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $242M | -$28.7M | -11% | 1.28% | 63.9% | 136 | 3.68% | 6.2 |
|
| 4964 |
4964
Sharper & Granite
El Segundo,
California
| $242M | +$15M | +7% | 0.49% | 50.8% | 104 | 4.81% | 2 |
|
| 4965 |
4965
United Bank (Georgia)
Zebulon,
Georgia
| $242M | +$5.26M | +2% | 1.12% | 93.7% | 116 | 9.48% | 4.6 |
|
| 4966 |
4966
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
| $242M | +$1.85M | +0.8% | 0.23% | 66% | 266 | 6.77% | 2 |
|
| 4967 |
4967
John W. Brooker & Co
Oakland,
California
| $242M | +$9.9M | +4% | 1.39% | 43.4% | 80 | 10% | 3.6 |
|
| 4968 |
4968
Patient Square Capital
Menlo Park,
California
| $242M | -$25.7M | -10% | 9.77% | 329% | 24 | 37.5% | 0.4 |
|
| 4969 |
4969
25 LLC
St. Louis,
Missouri
| $242M | +$5.44M | +2% | 1.1% | 48.7% | 61 | 8.2% | 1.5 |
|
| 4970 |
4970
Stonehearth Capital Management
Danvers,
Massachusetts
| $242M | -$7.73M | -3% | 2.98% | 87.5% | 91 | 17.58% | 3.1 |
|
| 4971 |
4971
Armor Investment Advisors
Raleigh,
North Carolina
| $242M | -$1.67M | -0.7% | 2.27% | 62% | 164 | 9.15% | 4.9 |
|
| 4972 |
ACM
4972
AIGH Capital Management
Baltimore,
Maryland
| $242M | -$78.3M | -24% | 13% | 3,026% | 50 | 42% | 1.1 |
|
| 4973 |
4973
325 Capital
New York
| $241M | -$17.2M | -7% | 0.3% | 226% | 13 | 23.08% | 2.1 |
|
| 4974 |
IP
4974
Investment Partners
New Philadelphia,
Ohio
| $241M | -$1.63M | -0.7% | 0.24% | 83.2% | 153 | 7.84% | 5.8 |
|
| 4975 |
CWM
4975
Capital Wealth Management
W. Warwick,
Rhode Island
| $241M | +$7.73M | +3% | 0.32% | 51.3% | 41 | 2.44% | 3.2 |
|