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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4976 |
4976
Stephens Group
Little Rock,
Arkansas
| $225M | -$26M | -10% | 6.01% | 45% | 4 | 0% | 2.3 |
|
| 4977 |
4977
Tiemann Investment Advisors
Menlo Park,
California
| $225M | +$1.05M | +0.5% | 3.48% | 77% | 200 | 5.5% | 6.5 |
|
| 4978 |
4978
Sandy Cove Advisors
Hingham,
Massachusetts
| $225M | +$7.64M | +4% | 2.86% | 78% | 122 | 9.84% | 1.8 |
|
| 4979 |
4979
SWMG LLC
Fort Worth,
Texas
| $225M | +$2.46M | +1% | 1.74% | 68.7% | 108 | 21.3% | 1.6 |
|
| 4980 |
AFP
4980
Advus Financial Partners
Winter Park,
Florida
| $225M | -$230K | -0.1% | 1.53% | 56.5% | 60 | 3.33% | 1.9 |
|
| 4981 |
4981
Elmwood Wealth Management
Berkeley,
California
| $225M | -$9.11M | -4% | 0.88% | 42.1% | 126 | 5.56% | 3.4 |
|
| 4982 |
4982
Saiph Capital
Wyckoff,
New Jersey
| $224M | +$9.09M | +4% | 3.66% | 52.4% | 54 | 12.96% | 1.6 |
|
| 4983 |
WCM
4983
Wunderlich Capital Managemnt
Memphis,
Tennessee
| $224M | +$2.22M | +1% | 1.94% | 33.6% | 114 | 15.79% | 4.5 |
|
| 4984 |
WA
4984
Win Advisors
Palm Beach Gardens,
Florida
| $224M | -$3.03M | -1% | 6.27% | 226% | 86 | 80.23% | 0.2 |
|
| 4985 |
4985
Daventry Group
New York
| $224M | -$26.2M | -10% | 6.96% | 26.2% | 10 | 20% | 1.6 |
|
| 4986 |
4986
Whelan Financial
Fresno,
California
| $224M | +$4.83M | +2% | 1.09% | 57.9% | 42 | 4.76% | 1.8 |
|
| 4987 |
AIC
4987
Anthracite Investment Company
Fort Worth,
Texas
| $224M | -$50.2M | -18% | 0.59% | – | 114 | 41.23% | 0.4 |
|
| 4988 |
4988
Jacobsen Capital Management
Salt Lake City,
Utah
| $224M | +$8.22M | +4% | 3.25% | 86.7% | 102 | 14.71% | 1.8 |
|
| 4989 |
4989
Brown Financial Advisors
Milford,
Ohio
| $224M | – | – | 1.22% | – | 219 | – | 0 |
|
| 4990 |
4990
California First Leasing Corp
Newport Beach,
California
| $224M | +$8.87M | +4% | 3.13% | 377% | 43 | 11.63% | 1.7 |
|
| 4991 |
4991
Monarch Alternative Capital
New York
| $224M | -$1.26M | -0.6% | 3.32% | 497% | 6 | 16.67% | 0.8 |
|
| 4992 |
4992
Breakwater Investment Management
Seattle,
Washington
| $224M | +$6.23M | +3% | 2.06% | – | 329 | 8.21% | 0.2 |
|
| 4993 |
4993
Trinity Financial Advisors
Columbus,
Ohio
| $223M | +$1.18M | +0.5% | 1.49% | 74.5% | 89 | 23.6% | 1.5 |
|
| 4994 |
4994
Hassell Wealth Management
Houma,
Louisiana
| $223M | +$65.5M | +42% | 0.57% | 49.7% | 27 | 11.11% | 1 |
|
| 4995 |
4995
Evernest Financial Advisors
Carmel,
Indiana
| $223M | +$11.9M | +6% | 2.76% | – | 130 | 5.38% | 2.2 |
|
| 4996 |
4996
Consilio Wealth Advisors
Bellevue,
Washington
| $223M | +$9.45M | +4% | 3.08% | 66.4% | 65 | 4.62% | 1.4 |
|
| 4997 |
4997
Beaconlight Capital
New York
| $223M | -$27.8M | -11% | 2.71% | 282% | 38 | 36.84% | 1.4 |
|
| 4998 |
4998
Machina Capital
Paris,
France
| $223M | +$33M | +17% | 2.85% | 34.8% | 367 | 64.31% | 0.3 |
|
| 4999 |
OIA
4999
Optimum Investment Advisors
Chicago,
Illinois
| $223M | +$5.09M | +2% | 5.88% | 125% | 666 | 8.26% | 5.8 |
|
| 5000 |
5000
Bennett Selby Investments
Falmouth,
Maine
| $223M | +$8.43M | +4% | 4.35% | 82.1% | 72 | 9.72% | 2.3 |
|