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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
Consilium Wealth Advisory
Richardson,
Texas
| $293M | +$22.2M | +8% | 0.37% | 126% | 109 | 20.18% | 2.5 |
|
| 4977 |
4977
Montgomery Investment Management
Rockville,
Maryland
| $293M | +$15.2M | +5% | 9.16% | 105% | 104 | 8.65% | 6.9 |
|
| 4978 |
4978
Firetrail Investments
Sydney, NSW,
Australia
| $293M | -$12.1M | -4% | 0.04% | 139% | 29 | 3.45% | 1.3 |
|
| 4979 |
4979
Roth Financial Partners
Kingwood,
Texas
| $293M | -$10.3M | -3% | 0.65% | 61% | 33 | 9.09% | 3.9 |
|
| 4980 |
4980
Family Wealth Partners
Matthews,
North Carolina
| $293M | +$15.4M | +6% | 0.48% | 58.5% | 112 | 24.11% | 1.1 |
|
| 4981 |
4981
Nixon Capital
Austin,
Texas
| $293M | -$86.2M | -23% | 9.02% | 118% | 31 | 35.48% | 1.2 |
|
| 4982 |
4982
Sharper & Granite
El Segundo,
California
| $293M | +$8.8M | +3% | 0.11% | 50.8% | 108 | 1.85% | 2.7 |
|
| 4983 |
4983
Curio Wealth
Annapolis,
Maryland
| $293M | +$10.3M | +4% | 0.13% | – | 1,298 | 67.03% | 0.3 |
|
| 4984 |
4984
Walker Financial Services
Bowling Green,
Kentucky
| $292M | +$16.4M | +6% | 0.51% | 20.8% | 44 | 9.09% | 2 |
|
| 4985 |
4985
Pennington Partners & Co
Bethesda,
Maryland
| $292M | +$42.4M | +17% | 3.55% | – | 116 | 18.1% | 0.8 |
|
| 4986 |
4986
Nicollet Investment Management
Minneapolis,
Minnesota
| $292M | -$24M | -8% | 3.51% | 104% | 77 | 5.19% | 5 |
|
| 4987 |
4987
Burkett Financial Services
Rock Hill,
South Carolina
| $292M | -$1.22M | -0.4% | 0.27% | 63.6% | 257 | 8.95% | 1.6 |
|
| 4988 |
4988
Kirkwood Financial Services
San Antonio,
Texas
| $292M | +$6.13M | +2% | 4.2% | – | 43 | 23.26% | 0.9 |
|
| 4989 |
4989
Francisco Partners Management
San Francisco,
California
| $292M | -$169M | -37% | 35.7% | 14.3% | 3 | 0% | 5.1 |
|
| 4990 |
LFC
4990
LCC Family Corp
Toronto,
| $292M | -$188M | -39% | 31.8% | – | 1 | 0% | 0.8 |
|
| 4991 |
4991
Warner Financial
Bethesda,
Maryland
| $292M | +$3.53M | +1% | 1.38% | 69.2% | 136 | 3.68% | 2.9 |
|
| 4992 |
4992
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $292M | +$144M | +97% | 12.1% | 34.1% | 7 | 28.57% | 3.5 |
|
| 4993 |
4993
Bishop & Co Investment Management
Erie,
Pennsylvania
| $292M | -$10.4M | -3% | 1.59% | 53.7% | 29 | 13.79% | 6.7 |
|
| 4994 |
4994
Members Advisory Group
Williamsville,
New York
| $292M | +$26.3M | +10% | 0.39% | 70.6% | 45 | 51.11% | 1.1 |
|
| 4995 |
4995
Canopy Partners
Cincinnati,
Ohio
| $291M | -$15.5M | -5% | 1.37% | 108% | 265 | 12.08% | 1.7 |
|
| 4996 |
CIM
4996
Capital Investment Management
Lees Summit,
Missouri
| $291M | +$5.23M | +2% | 0.95% | – | 132 | 14.39% | 0.2 |
|
| 4997 |
4997
Wilkerson Advisory Group
Columbia,
Missouri
| $291M | +$7.06M | +2% | 0.64% | – | 654 | 17.13% | 0.2 |
|
| 4998 |
4998
Denver PWM
Denver,
Colorado
| $291M | -$8.51M | -3% | 0.06% | 48.6% | 92 | 22.83% | 2.8 |
|
| 4999 |
4999
Kings Path Partners
Sugar Land,
Texas
| $291M | +$5.46M | +2% | 1.5% | – | 306 | 8.5% | 1.4 |
|
| 5000 |
5000
Denver Wealth Management
Denver,
Colorado
| $291M | +$8.47M | +3% | 2.36% | 64.4% | 108 | 22.22% | 2.6 |
|