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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
Spectrum Asset Management (California)
Newport Beach,
California
| $300M | +$15.4M | +5% | 2.14% | 68.3% | 126 | 26.19% | 3.3 |
|
| 5002 |
5002
Barrett & Company
Providence,
Rhode Island
| $300M | +$8.11M | +3% | 2.05% | 83.6% | 679 | 8.98% | 2.5 |
|
| 5003 |
SA
5003
Skyline Advisors
Bellingham,
Washington
| $300M | +$9.3M | +3% | 0.62% | 52% | 105 | 9.52% | 1.5 |
|
| 5004 |
5004
TPG Financial Advisors
Portland,
Oregon
| $300M | +$31.1M | +12% | 0.92% | – | 78 | 17.95% | 3.2 |
|
| 5005 |
5005
Sustainable Insight Capital Management
New York
| $300M | -$18.7M | -6% | 2.9% | 168% | 89 | 33.71% | 1.5 |
|
| 5006 |
5006
Argyle Capital Management
Center Valley,
Pennsylvania
| $300M | +$10.3M | +4% | 4.17% | 106% | 139 | 4.32% | 8.9 |
|
| 5007 |
5007
Denver PWM
Denver,
Colorado
| $299M | -$21.3M | -7% | 0.97% | 48.6% | 78 | 2.56% | 3.1 |
|
| 5008 |
5008
AlphaGrep UK
London,
| $299M | – | – | 2.09% | – | 657 | – | 0 |
|
| 5009 |
5009
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $299M | +$1.59M | +0.5% | 3.25% | 63.9% | 145 | 6.21% | 6.5 |
|
| 5010 |
5010
Alta Wealth Advisors
Woburn,
Massachusetts
| $299M | +$20.1M | +7% | 3.52% | 120% | 181 | 21.55% | 2 |
|
| 5011 |
5011
Hassell Wealth Management
Houma,
Louisiana
| $299M | +$10.8M | +4% | 1.79% | 49.7% | 26 | 0% | 2.5 |
|
| 5012 |
5012
Demars Financial Group
Spokane Valley,
Washington
| $299M | +$10.2M | +4% | 1.95% | 69.1% | 99 | 15.15% | 2.4 |
|
| 5013 |
5013
Marks Wealth
Annapolis,
Maryland
| $299M | -$25M | -8% | 5.06% | 165% | 36 | 75% | 0.5 |
|
| 5014 |
5014
Flagstar Advisors
New York
| $299M | -$28M | -9% | 1.46% | 81.9% | 186 | 9.14% | 3.1 |
|
| 5015 |
ACM
5015
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| $299M | +$322K | +0.1% | 14.7% | 2,106% | 39 | 74.36% | 0.5 |
|
| 5016 |
5016
LCNB Corp
Lebanon,
Ohio
| $298M | +$12.6M | +4% | 3.87% | 75.2% | 190 | 5.79% | 5.4 |
|
| 5017 |
5017
Financial Insights
Tacoma,
Washington
| $298M | -$3.63M | -1% | 1.5% | 82.1% | 146 | 14.38% | 3.3 |
|
| 5018 |
5018
Turas Capital Management
Boston,
Massachusetts
| $298M | – | – | 1.31% | – | 63 | – | 0 |
|
| 5019 |
5019
Harmony Asset Management
Scottsdale,
Arizona
| $298M | +$7.85M | +3% | 4.6% | 138% | 188 | 13.3% | 1.4 |
|
| 5020 |
5020
44 Wealth Management
Eugene,
Oregon
| $298M | +$3.36M | +1% | 3.41% | – | 213 | 14.55% | 2.5 |
|
| 5021 |
5021
Corundum Group
Colorado Springs,
Colorado
| $298M | +$54.6M | +22% | 2.09% | 89.5% | 119 | 18.49% | 4.7 |
|
| 5022 |
5022
NIA Impact Advisors
Berkeley,
California
| $298M | -$9.8M | -3% | 2.76% | – | 105 | 7.62% | 2.2 |
|
| 5023 |
5023
Lazari Capital Management
Woodland Hills,
California
| $298M | +$1.39M | +0.5% | 2.61% | 145% | 174 | 9.77% | 1.8 |
|
| 5024 |
5024
Veridan Wealth
West Linn,
Oregon
| $298M | +$7.19M | +2% | 1.46% | – | 81 | 4.94% | 1.3 |
|
| 5025 |
5025
Medallion Wealth Advisors
Farmington,
Connecticut
| $298M | +$16M | +6% | 1.45% | – | 1,148 | 6.45% | 0.9 |
|