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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
5076
Singapore Technologies Telemedia
Singapore
| $174M | -$121M | -41% | 41.1% | 173% | 1 | 0% | 6.3 |
|
| 5077 |
5077
Leeward Financial Partners
Bellevue,
Washington
| $174M | +$10.7M | +7% | 8.91% | 97.9% | 86 | 19.77% | 1 |
|
| 5078 |
5078
Channel Wealth
Santa Barbara,
California
| $174M | +$18.6M | +12% | 5.25% | 59.3% | 214 | 19.63% | 0.2 |
|
| 5079 |
5079
Vantage Consulting Group
Virginia Beach,
Virginia
| $174M | -$2.27M | -1% | 2.39% | 261% | 237 | 11.39% | 1.9 |
|
| 5080 |
5080
Theory Financial
Fort Collins,
Colorado
| $174M | +$7M | +4% | 2.87% | 54.5% | 64 | 12.5% | 1.1 |
|
| 5081 |
5081
Bennett Selby Investments
Falmouth,
Maine
| $174M | +$21M | +14% | 12.3% | 82.1% | 55 | 3.64% | 2 |
|
| 5082 |
5082
Ironwood Investment Management
Boston,
Massachusetts
| $174M | +$13.6M | +8% | 21.5% | 164% | 170 | 5.88% | 5.9 |
|
| 5083 |
5083
Sharper & Granite
El Segundo,
California
| $174M | +$6.94M | +4% | 3.6% | 47.1% | 100 | 4% | 0.5 |
|
| 5084 |
ARIS
5084
Advanced Research Investment Solutions
Los Angeles,
California
| $174M | -$1.02M | -0.6% | 0.3% | 13.1% | 34 | 38.24% | 1.3 |
|
| 5085 |
5085
Kelleher Financial Advisors
New York
| $174M | +$22.1M | +15% | 11.2% | 72.4% | 117 | 12.82% | 3.7 |
|
| 5086 |
5086
Reliant Investment Management
Memphis,
Tennessee
| $174M | +$15.1M | +10% | 7.71% | 129% | 65 | 26.15% | 2.6 |
|
| 5087 |
5087
Retirement Planning Company of New England
Warwick,
Rhode Island
| $173M | +$8.77M | +5% | 7.13% | 125% | 234 | 8.12% | 1.3 |
|
| 5088 |
5088
EnerVest
Houston,
Texas
| $173M | -$8.13M | -4% | 4.48% | 20.5% | 1 | 0% | 4.5 |
|
| 5089 |
5089
Vigilare Wealth Management
Scottsdale,
Arizona
| $173M | -$3.82M | -2% | 4.11% | 56.9% | 106 | 13.21% | 2.4 |
|
| 5090 |
5090
Gallacher Capital Management
Lone Tree,
Colorado
| $173M | +$6.48M | +4% | 4.99% | 70.7% | 289 | 37.37% | 0.4 |
|
| 5091 |
5091
Ceera Investments
Bellaire,
Texas
| $173M | +$16.5M | +10% | 7.86% | 47.9% | 80 | 16.25% | 1.3 |
|
| 5092 |
5092
Beta Wealth Group
San Diego,
California
| $173M | -$1.75M | -1% | 3.12% | 45.4% | 107 | 13.08% | 1.4 |
|
| 5093 |
5093
Tanglewood Legacy Advisors
Houston,
Texas
| $173M | +$16.2M | +10% | 6.73% | 61.1% | 287 | 4.18% | 0.5 |
|
| 5094 |
CNBT
5094
Cornerstone National Bank & Trust
Palatine,
Illinois
| $173M | -$10.6M | -6% | 1.57% | 38.5% | 57 | 5.26% | 3 |
|
| 5095 |
5095
Investment Research & Advisory Group
Atlanta,
Georgia
| $173M | +$16.9M | +11% | 11.9% | 105% | 226 | 12.39% | 2.1 |
|
| 5096 |
5096
Affinity Investment Advisors
Newport Beach,
California
| $173M | -$14.3M | -8% | 6.8% | 189% | 212 | 22.64% | 2.4 |
|
| 5097 |
5097
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| $173M | +$7.94M | +5% | 5.1% | 56.8% | 71 | 7.04% | 2.8 |
|
| 5098 |
5098
Retirement Guys Formula
Maumee,
Ohio
| $173M | +$33M | +24% | 4.68% | 70.2% | 128 | 9.38% | 1.1 |
|
| 5099 |
5099
Barrett & Company
Providence,
Rhode Island
| $172M | +$14.6M | +9% | 6.96% | 83.6% | 621 | 5.31% | 0.7 |
|
| 5100 |
5100
Lansing Street Advisors
Ambler,
Pennsylvania
| $172M | +$12.7M | +8% | 5.77% | – | 309 | 11.97% | 1.1 |
|