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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
Caligan Partners
New York
| $178M | +$34.4M | +24% | 5.87% | 2,628% | 13 | 15.38% | 0.4 |
|
| 5027 |
AA
5027
Alta Advisers
London,
United Kingdom
| $178M | +$10.3M | +6% | 6.84% | 114% | 390 | 2.31% | 0.8 |
|
| 5028 |
5028
Act Wealth Management
Plano,
Texas
| $178M | +$9.6M | +6% | 3.55% | 70% | 48 | 6.25% | 1.6 |
|
| 5029 |
5029
One Advisory Partners
Overland Park,
Kansas
| $178M | +$7.67M | +5% | 4% | 58.3% | 43 | 11.63% | 1.4 |
|
| 5030 |
5030
Game Creek Capital
Boston,
Massachusetts
| $178M | -$589K | -0.3% | 6.16% | 176% | 68 | 19.12% | 2.7 |
|
| 5031 |
5031
Donald L. Hagan LLC
Sarasota,
Florida
| $178M | -$3.71M | -2% | 3.33% | 47.9% | 108 | 18.52% | 2.4 |
|
| 5032 |
5032
Missouri Trust & Investment Company
Springfield,
Missouri
| $178M | +$22.8M | +15% | 6.36% | 65.1% | 470 | 25.53% | 1 |
|
| 5033 |
5033
Towerpoint Wealth
Sacramento,
California
| $177M | +$2.81M | +2% | 5.12% | 67.7% | 84 | 8.33% | 3.1 |
|
| 5034 |
5034
Hillman Company
Pittsburgh,
Pennsylvania
| $177M | -$25.5M | -13% | 15.7% | 134% | 13 | 15.38% | 1.7 |
|
| 5035 |
5035
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $177M | +$12.8M | +8% | 6.78% | 98.6% | 131 | 3.82% | 4.3 |
|
| 5036 |
5036
Rockingstone Advisors
Great Barrington,
Massachusetts
| $177M | +$13M | +8% | 7.58% | 114% | 109 | 3.67% | 0.5 |
|
| 5037 |
5037
Silicon Hills Wealth Management
Austin,
Texas
| $177M | +$10.5M | +6% | 4.52% | 30.9% | 86 | 4.65% | 2.2 |
|
| 5038 |
5038
Tyler-Stone Wealth Management
Beachwood,
Ohio
| $177M | – | – | 10.2% | – | 922 | – | 1.3 |
|
| 5039 |
HCM
5039
Hall Capital Management
Barrington,
Rhode Island
| $177M | +$8.35M | +5% | 4.9% | – | 94 | 3.19% | 5.7 |
|
| 5040 |
5040
Pacifica Partners
Surrey,
Canada
| $177M | +$10.7M | +6% | 5.56% | 127% | 511 | 10.57% | 2.4 |
|
| 5041 |
5041
Mayport LLC
Newton,
Massachusetts
| $177M | +$16.9M | +11% | 6.11% | 57% | 69 | 5.8% | 1.1 |
|
| 5042 |
5042
Cypress Financial Planning
Haddon Heights,
New Jersey
| $177M | +$12.4M | +8% | 3.3% | 41.2% | 57 | 3.51% | 0.9 |
|
| 5043 |
WMA
5043
Wealth Management Associates
Cherry Hill,
New Jersey
| $177M | +$14.7M | +9% | 5.61% | 111% | 201 | 8.96% | 2.7 |
|
| 5044 |
5044
Solitude Financial Services
Charlottesville,
Virginia
| $176M | +$20.5M | +13% | 3.79% | 55.4% | 51 | 17.65% | 1.7 |
|
| 5045 |
5045
Machina Capital
Paris,
France
| $176M | +$62.3M | +55% | 2.67% | 34.8% | 573 | 71.55% | 0.3 |
|
| 5046 |
5046
Weitzel Financial Services
Dubuque,
Iowa
| $176M | +$9.8M | +6% | 2.77% | 46.3% | 39 | 5.13% | 1.7 |
|
| 5047 |
5047
Pinnacle Financial Group
Western Springs,
Illinois
| $176M | +$8.61M | +5% | 3.49% | 54.3% | 64 | 3.13% | 1.3 |
|
| 5048 |
5048
FIDELIS iM
Medford,
Oregon
| $176M | +$8.45M | +5% | 2.95% | 44.8% | 19 | 5.26% | 1.6 |
|
| 5049 |
SL
5049
SIB LLC
New York,
New York
| $176M | +$14.9M | +9% | 10.1% | 29.2% | 18 | 0% | 7.8 |
|
| 5050 |
5050
Ridgewood Investments
Springfield,
New Jersey
| $176M | +$12.5M | +8% | 3.63% | – | 877 | 9.81% | 0.9 |
|