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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
First Dallas Securities
Dallas,
Texas
| $239M | -$6.06M | -2% | 0.3% | 163% | 122 | 16.39% | 3 |
|
| 5002 |
5002
Members Advisory Group
Williamsville,
New York
| $239M | -$4.54M | -2% | 2.65% | 70.6% | 36 | 16.67% | 1.2 |
|
| 5003 |
HCM
5003
Horrell Capital Management
Little Rock,
Arkansas
| $239M | -$103M | -30% | 0.81% | 55.6% | 214 | 17.76% | 7.2 |
|
| 5004 |
5004
Peloton Wealth Strategists
Indianapolis,
Indiana
| $239M | -$8.72M | -4% | 2.37% | 51.3% | 99 | 14.14% | 3.5 |
|
| 5005 |
5005
American Trust Investment Advisors
Lebanon,
New Hampshire
| $239M | -$4.81M | -2% | 0.02% | 91% | 115 | 17.39% | 3.6 |
|
| 5006 |
5006
Omnia Family Wealth
Aventura,
Florida
| $239M | -$2.88M | -1% | 1.19% | 80.6% | 93 | 17.2% | 3.9 |
|
| 5007 |
5007
American Assets Capital Advisers
San Diego,
California
| $239M | -$60.7M | -20% | 8.12% | 73.5% | 43 | 13.95% | 3.3 |
|
| 5008 |
5008
Kerrisdale Advisers
Miami,
Florida
| $239M | -$57M | -19% | 5.64% | 78.8% | 98 | 29.59% | 1.6 |
|
| 5009 |
5009
Highview Capital Management
Buffalo Grove,
Illinois
| $239M | -$21.5M | -8% | 1.96% | 123% | 129 | 26.36% | 2.1 |
|
| 5010 |
5010
Capasso Planning Partners
Charleston,
South Carolina
| $239M | -$11.3M | -5% | 1.37% | 51.6% | 104 | 8.65% | 1.8 |
|
| 5011 |
5011
Painted Porch Advisors
Santa Barbara,
California
| $239M | +$36.2M | +18% | 3.65% | – | 581 | 25.3% | 0.6 |
|
| 5012 |
5012
DLK Investment Management
Solana Beach,
California
| $239M | -$366K | -0.2% | 0.37% | 80.4% | 94 | 12.77% | 1.1 |
|
| 5013 |
VWM
5013
VCI Wealth Management
St Louis,
Missouri
| $238M | +$2.76M | +1% | 0.16% | 86.3% | 111 | 30.63% | 0.6 |
|
| 5014 |
5014
Morris Financial Concepts
Mount Pleasant,
South Carolina
| $238M | +$5.12M | +2% | 1.67% | 56.5% | 200 | 9% | 2.2 |
|
| 5015 |
5015
Harmony Asset Management
Scottsdale,
Arizona
| $238M | -$14M | -6% | 3.02% | 138% | 173 | 15.61% | 0.9 |
|
| 5016 |
5016
Invenio Wealth Partners
Coral Gables,
Florida
| $238M | -$582K | -0.2% | 1.19% | 55.5% | 105 | 19.05% | 1.3 |
|
| 5017 |
5017
Wealth Effects
Boston,
Massachusetts
| $238M | -$43.4M | -15% | 8.41% | 235% | 222 | 15.32% | 2.3 |
|
| 5018 |
5018
Jessup Wealth Management
Dayton,
Ohio
| $238M | +$3.35M | +1% | 5.31% | 181% | 86 | 33.72% | 1.1 |
|
| 5019 |
5019
Strategic Equity Management
Tucson,
Arizona
| $238M | +$501K | +0.2% | 4.09% | 74.9% | 64 | 26.56% | 1.3 |
|
| 5020 |
5020
Peak Planning Group
Centennial,
Colorado
| $238M | -$2.21M | -0.9% | 2.69% | 105% | 131 | 18.32% | 2.2 |
|
| 5021 |
5021
Penobscot Wealth Management
Portland,
Maine
| $238M | +$20.8M | +10% | 0.39% | 56.7% | 94 | 24.47% | 2 |
|
| 5022 |
5022
Myriad Asset Management US
West Palm Beach,
Florida
| $238M | +$88.5M | +59% | 11.6% | – | 75 | 100% | 0 |
|
| 5023 |
5023
Flagship Wealth Advisors
Wakefield,
Massachusetts
| $238M | +$67.4M | +40% | 2.45% | – | 396 | 8.08% | 0.2 |
|
| 5024 |
5024
Bayview Asset Management
Coral Gables,
Florida
| $238M | +$114M | +92% | 0.43% | 55.4% | 68 | 69.12% | 0.3 |
|
| 5025 |
5025
MMA Asset Management
Conshohocken,
Pennsylvania
| $237M | +$8.54M | +4% | 0.85% | 61.2% | 137 | 10.22% | 2.2 |
|