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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
5026
Grand Wealth Management
Grand Rapids,
Michigan
| $161M | -$29.5M | -16% | 9.17% | 54.1% | 65 | 20% | 0.8 |
|
| 5027 |
DGM
5027
Darwin Global Management
St. Helier,
Jersey
| $161M | +$94.2M | +142% | 25.9% | 2,582% | 6 | 100% | 0 |
|
| 5028 |
5028
Grandview Asset Management
Harrisburg,
Pennsylvania
| $161M | +$3.46M | +2% | 7.57% | 200% | 121 | 3.31% | 1.5 |
|
| 5029 |
5029
L2 Asset Management
Wayland,
Massachusetts
| $161M | +$15.3M | +10% | 13.3% | 128% | 138 | 18.84% | 1 |
|
| 5030 |
5030
Heirloom Wealth Management
Greenwood Village,
Colorado
| $161M | – | – | 9.74% | 81.8% | 49 | – | 0.4 |
|
| 5031 |
PCMK
5031
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $160M | +$5.61M | +4% | 8.31% | 87.5% | 58 | 17.24% | 5.8 |
|
| 5032 |
5032
Silverlake Wealth Management
Williston,
Vermont
| $160M | +$12.7M | +9% | 10.4% | 73.3% | 226 | 14.6% | 0.8 |
|
| 5033 |
5033
Vance Wealth
Santa Clarita,
California
| $160M | +$30.2M | +23% | 8.75% | 66.4% | 81 | 28.4% | 0.6 |
|
| 5034 |
5034
Bickling Financial Services
Lexington,
Massachusetts
| $160M | +$11.8M | +8% | 8.02% | – | 124 | 10.48% | 1.6 |
|
| 5035 |
OCP
5035
OCO Capital Partners
New York
| $160M | +$18.1M | +13% | 20% | 679% | 4 | 0% | 1.4 |
|
| 5036 |
5036
CNB Bank
Clearfield,
Pennsylvania
| $160M | +$12.2M | +8% | 9.41% | 91.6% | 491 | 11.2% | 3.2 |
|
| 5037 |
5037
Intergy Private Wealth
Colorado Springs,
Colorado
| $160M | +$19M | +13% | 6.9% | 73.8% | 71 | 22.54% | 0.7 |
|
| 5038 |
5038
Old West Investment Management
Los Angeles,
California
| $160M | +$18.7M | +13% | 8.68% | 242% | 43 | 6.98% | 3.7 |
|
| 5039 |
5039
Davis Rea
Toronto,
Ontario, Canada
| $160M | +$4.13M | +3% | 3.02% | 66.9% | 45 | 20% | 5.5 |
|
| 5040 |
5040
Financial Council
Towson,
Maryland
| $160M | +$73.1M | +84% | 6.66% | 80% | 73 | 24.66% | 0.7 |
|
| 5041 |
5041
Marshall & Sullivan
Seattle,
Washington
| $159M | +$14.8M | +10% | 9.42% | 82% | 96 | 61.46% | 2.5 |
|
| 5042 |
5042
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $159M | +$15.5M | +11% | 11.5% | 66.8% | 135 | 7.41% | 4.2 |
|
| 5043 |
5043
Axiom Financial Strategies
New Albany,
Indiana
| $159M | -$28.8M | -15% | 4.97% | 54.5% | 75 | 53.33% | 2.2 |
|
| 5044 |
5044
Avalon Global Asset Management
San Francisco,
California
| $159M | -$59.5M | -27% | 1.91% | 278% | 35 | 40% | 4.1 |
|
| 5045 |
5045
Addison Capital
Conshohocken,
Pennsylvania
| $159M | -$2.55M | -2% | 5.42% | 59.7% | 131 | 9.92% | 4 |
|
| 5046 |
5046
St. Clair Advisors
Mayfield Hts,
Ohio
| $159M | +$34M | +27% | 8.35% | 77.5% | 63 | 39.68% | 1.1 |
|
| 5047 |
ARIS
5047
Advanced Research Investment Solutions
Los Angeles,
California
| $159M | -$2.86M | -2% | 8.08% | 13.1% | 166 | 87.35% | 1.5 |
|
| 5048 |
5048
Castle Wealth Management
West Palm Beach,
Florida
| $159M | -$5.83M | -4% | 7.79% | 53.6% | 730 | 84.79% | 0.5 |
|
| 5049 |
5049
Donald L. Hagan LLC
Sarasota,
Florida
| $159M | +$18M | +13% | 7.77% | 47.9% | 98 | 25.51% | 2.6 |
|
| 5050 |
5050
Divergent Planning
Bethesda,
Maryland
| $159M | +$23.1M | +17% | 6.74% | 43.3% | 24 | 33.33% | 1.4 |
|