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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
5001
Prosperity Planning
Kansas City,
Missouri
| $197M | +$13.9M | +8% | 3.36% | 43.5% | 95 | 3.16% | 0.8 |
|
| 5002 |
5002
Ayrshire Capital Management
Westport,
Connecticut
| $197M | +$20.7M | +12% | 12.7% | 84.8% | 55 | 10.91% | 1.7 |
|
| 5003 |
5003
Sunburst Financial Group
Vestavia Hills,
Alabama
| $197M | +$35.7M | +22% | 7.27% | 55.7% | 73 | 16.44% | 1.5 |
|
| 5004 |
5004
Pecaut & Co
Sioux City,
Iowa
| $197M | +$29.4M | +18% | 9.49% | 62.8% | 101 | 23.76% | 2.3 |
|
| 5005 |
5005
Fusion Capital
Mt. Pleasant,
South Carolina
| $197M | +$28M | +17% | 10.9% | 108% | 87 | 13.79% | 1.3 |
|
| 5006 |
5006
Intrepid Capital Management
Jacksonville Beach,
Florida
| $197M | -$5.87M | -3% | 5.16% | 70.2% | 73 | 16.44% | 1.8 |
|
| 5007 |
5007
St. Johns Investment Management
Jacksonville,
Florida
| $196M | +$14.7M | +8% | 10% | 91.9% | 208 | 15.38% | 4.3 |
|
| 5008 |
5008
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $196M | +$10.1M | +5% | 11.3% | 304% | 265 | 31.32% | 2.4 |
|
| 5009 |
5009
Tower View Wealth Management
Shorewood,
Wisconsin
| $196M | +$16M | +9% | 10.6% | 135% | 233 | 22.75% | 2 |
|
| 5010 |
5010
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $196M | -$28.3M | -13% | 9.84% | 54.3% | 358 | 23.18% | 3.1 |
|
| 5011 |
5011
Alta Fox Capital Management
Fort Worth,
Texas
| $196M | – | – | 9.84% | 261% | 14 | – | 0 |
|
| 5012 |
5012
Triune Financial Partners
Overland Park,
Kansas
| $196M | – | – | 5.76% | 66.6% | 24 | – | 0.4 |
|
| 5013 |
SA
5013
Stonebridge Advisors
Wilton,
Connecticut
| $196M | – | – | 0.14% | 0.03% | 5 | – | 0 |
|
| 5014 |
IGYL
5014
I.G.Y. Ltd
London,
United Kingdom
| $196M | +$19.2M | +11% | 12% | 80.5% | 3 | 0% | 1.8 |
|
| 5015 |
AIA
5015
Arcadia Investment Advisors
Eagle,
Idaho
| $196M | +$10.1M | +5% | 5.83% | 56.4% | 118 | 5.08% | 2.1 |
|
| 5016 |
LWMM
5016
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| $195M | +$8.41M | +4% | 11.6% | 105% | 108 | 8.33% | 1.6 |
|
| 5017 |
5017
Sender Company & Partners
New York
| $195M | – | – | 4.78% | 69.8% | 95 | – | 0 |
|
| 5018 |
5018
Hollow Brook Wealth Management
Katonah,
New York
| $195M | +$33.6M | +21% | 9.37% | 97.8% | 84 | 30.95% | 2.5 |
|
| 5019 |
AFC
5019
AFT Forsyth & Company
West Palm Beach,
Florida
| $195M | +$8.76M | +5% | 8.5% | 135% | 164 | 9.15% | 4.7 |
|
| 5020 |
5020
Keystone Financial Services (Colorado)
Loveland,
Colorado
| $195M | – | – | 5.37% | 66% | 85 | – | 0 |
|
| 5021 |
5021
Hidden Lake Asset Management
New York
| $195M | -$184M | -49% | 12.8% | 849% | 26 | 69.23% | 0.3 |
|
| 5022 |
5022
Wealth CMT
Cherry Hill,
New Jersey
| $195M | +$156M | +405% | 6.7% | 25% | 21 | 80.95% | 0.2 |
|
| 5023 |
5023
Members Capital Advisors Inc
Madison,
Wisconsin
| $195M | +$10.5M | +6% | 7.2% | – | 72 | 13.89% | 1.2 |
|
| 5024 |
5024
MBE Wealth Management
Tomah,
Wisconsin
| $195M | -$1.65M | -0.8% | 8.88% | 66.5% | 68 | 16.18% | 1.3 |
|
| 5025 |
5025
IMS Capital Management
Portland,
Oregon
| $195M | +$21.8M | +13% | 9.13% | 119% | 151 | 20.53% | 3.4 |
|