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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
James T. Borello
East Dundee,
Illinois
| $219M | +$96.9M | +79% | 8.93% | 71.2% | 176 | 14.77% | 0.2 |
|
| 5002 |
5002
Harbourvest Partners
Boston,
Massachusetts
| $219M | -$79.2M | -27% | 13.1% | 8.96% | 53 | 9.43% | 2.6 |
|
| 5003 |
5003
Beacon Wealthcare LLC
Raleigh,
North Carolina
| $219M | +$11.4M | +5% | 5.46% | 47% | 19 | 15.79% | 1.8 |
|
| 5004 |
5004
Eclectic Associates
Fullerton,
California
| $219M | +$10.7M | +5% | 5.8% | 53.8% | 92 | 9.78% | 2.2 |
|
| 5005 |
5005
Whelan Financial
Fresno,
California
| $219M | +$4.7M | +2% | 5.26% | 64.6% | 44 | 20.45% | 1.5 |
|
| 5006 |
5006
Kensington Investment Counsel
Long Beach,
California
| $219M | +$28.2M | +15% | 11.1% | 81.9% | 102 | 9.8% | 2.5 |
|
| 5007 |
5007
SimpliFi Inc
San Diego,
California
| $219M | +$15.7M | +8% | 3.06% | 27.9% | 40 | 22.5% | 2.4 |
|
| 5008 |
5008
Cypress Financial Planning
Haddon Heights,
New Jersey
| $219M | +$108M | +98% | 4% | 41.2% | 68 | 39.71% | 0.9 |
|
| 5009 |
5009
Aull & Monroe Investment Management
Mobile,
Alabama
| $219M | +$16M | +8% | 9.66% | 98.3% | 136 | 7.35% | 7.6 |
|
| 5010 |
5010
Fusion Capital
Mt. Pleasant,
South Carolina
| $219M | +$23.3M | +12% | 8.93% | 108% | 76 | 10.53% | 2.9 |
|
| 5011 |
ODFS
5011
O'Donnell Financial Services
San Rafael,
California
| $218M | +$19M | +10% | 7.4% | 61% | 39 | 7.69% | 0.9 |
|
| 5012 |
HIC
5012
Harbor Island Capital
Topsfield,
Massachusetts
| $218M | +$16.7M | +8% | 13.5% | 218% | 15 | 0% | 5.7 |
|
| 5013 |
5013
Next Level Private
Harrison,
New York
| $218M | +$41.4M | +23% | 10.6% | 95.9% | 132 | 18.94% | 1 |
|
| 5014 |
SST
5014
S Squared Technology
New York
| $218M | +$11.8M | +6% | 0.68% | 223% | 39 | 25.64% | 2.8 |
|
| 5015 |
OIA
5015
Optimum Investment Advisors
Chicago,
Illinois
| $218M | +$19M | +10% | 12.4% | 125% | 672 | 9.67% | 5.6 |
|
| 5016 |
MWM
5016
MTC Wealth Management
Tampa,
Florida
| $218M | +$2.62M | +1% | 3.6% | 30.5% | 13 | 7.69% | 2.5 |
|
| 5017 |
5017
Fi3 Financial Advisors
Indianapolis,
Indiana
| $217M | +$7.56M | +4% | 9.04% | 83.1% | 92 | 25% | 1.5 |
|
| 5018 |
5018
First Dallas Securities
Dallas,
Texas
| $217M | +$23.3M | +12% | 17.4% | 163% | 129 | 13.95% | 2.2 |
|
| 5019 |
5019
Breakwater Investment Management
Seattle,
Washington
| $217M | – | – | 5.66% | – | 314 | – | 0 |
|
| 5020 |
5020
ShankerValleau Wealth Advisors
Skokie,
Illinois
| $217M | +$21M | +11% | 6.62% | 60.3% | 24 | 4.17% | 1.7 |
|
| 5021 |
5021
Investment Research & Advisory Group
Atlanta,
Georgia
| $217M | +$21.3M | +11% | 12.7% | 105% | 239 | 20.5% | 2.7 |
|
| 5022 |
5022
Solitude Financial Services
Charlottesville,
Virginia
| $217M | +$34.5M | +19% | 8% | 62.4% | 50 | 38% | 2.1 |
|
| 5023 |
5023
Ferguson Shapiro
Decatur,
Georgia
| $217M | +$9.7M | +5% | 5.5% | 42.7% | 47 | 34.04% | 1 |
|
| 5024 |
5024
Savoir Faire Capital Management
Norwalk,
Connecticut
| $217M | -$13.1M | -6% | 8.01% | 0.01% | 60 | 28.33% | 0.4 |
|
| 5025 |
5025
Winthrop Capital Management
Carmel,
Indiana
| $217M | -$89.3M | -29% | 8.14% | 68.1% | 304 | 55.92% | 0.2 |
|