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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 |
WMA
5076
Wealth Management Associates
Cherry Hill,
New Jersey
| $213M | +$23.8M | +13% | 9.93% | 111% | 222 | 18.92% | 3 |
|
| 5077 |
5077
Prairiewood Capital
Fargo,
North Dakota
| $213M | +$20.5M | +11% | 4.06% | 42.6% | 88 | 21.59% | 1.8 |
|
| 5078 |
5078
Harbour Investment Management
Edmonds,
Washington
| $213M | +$21.4M | +11% | 8.85% | 58.8% | 89 | 16.85% | 6 |
|
| 5079 |
5079
Prairie Wealth Advisors
Omaha,
Nebraska
| $213M | – | – | 11.9% | – | 166 | – | 0 |
|
| 5080 |
5080
Enzi Wealth
Austin,
Texas
| $213M | +$4.88M | +2% | 9.54% | 77% | 61 | 8.2% | 1.1 |
|
| 5081 |
5081
Stelac Advisory Services
New York
| $213M | +$27.2M | +15% | 12.2% | 84.9% | 110 | 22.73% | 4 |
|
| 5082 |
5082
Community Bank of Raymore
Raymore,
Missouri
| $213M | -$14.1M | -6% | 9.47% | 91.9% | 92 | 8.7% | 4.2 |
|
| 5083 |
5083
Bullseye Asset Management
Denver,
Colorado
| $213M | +$4.06M | +2% | 7.43% | 81% | 72 | 11.11% | 3.2 |
|
| 5084 |
5084
Guinness Atkinson Asset Management
Pasadena,
California
| $213M | +$17.4M | +9% | 14.2% | 148% | 104 | 0% | 5.6 |
|
| 5085 |
OGF
5085
Orin Green Financial
San Diego,
California
| $213M | +$10.1M | +5% | 6.67% | 59.1% | 84 | 89.29% | 1.6 |
|
| 5086 |
5086
MMA Asset Management
Conshohocken,
Pennsylvania
| $213M | +$23.7M | +13% | 6.54% | 61.2% | 258 | 55.43% | 0.9 |
|
| 5087 |
5087
Investors Asset Management of Georgia
Atlanta,
Georgia
| $213M | +$15.4M | +8% | 9.5% | 118% | 167 | 8.98% | 6.2 |
|
| 5088 |
5088
Buttonwood Financial Advisors
Baltimore,
Maryland
| $213M | +$29.2M | +16% | 9.46% | 73.4% | 105 | 7.62% | 1.5 |
|
| 5089 |
5089
Lynch Asset Management
Yardley,
Pennsylvania
| $213M | +$38.1M | +22% | 29.4% | 214% | 47 | 10.64% | 2.1 |
|
| 5090 |
5090
Breakout Capital Partners
New York
| $212M | +$26.9M | +14% | 0.79% | – | 11 | 18.18% | 0.2 |
|
| 5091 |
5091
Wills Financial Group
Richmond,
Virginia
| $212M | +$14.2M | +7% | 6.35% | 57.5% | 64 | 10.94% | 4.8 |
|
| 5092 |
5092
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
| $212M | +$15.6M | +8% | 7.04% | 66% | 236 | 18.22% | 1.3 |
|
| 5093 |
5093
Worldly Partners Management
Needham,
Massachusetts
| $212M | +$32M | +18% | 17.8% | 19.2% | 3 | 0% | 1.3 |
|
| 5094 |
5094
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| $212M | -$7.16M | -3% | 0.47% | 44.1% | 55 | 18.18% | 1.8 |
|
| 5095 |
SL
5095
SIB LLC
New York,
New York
| $212M | +$16.2M | +8% | 8.64% | 29.2% | 19 | 5.26% | 8.1 |
|
| 5096 |
5096
Goodwin Investment Advisory
Woodstock,
Georgia
| $212M | +$19.8M | +10% | 8.7% | 60.8% | 82 | 58.54% | 1.5 |
|
| 5097 |
5097
Alpha Financial Advisors
Charlotte,
North Carolina
| $212M | +$14.8M | +7% | 3.54% | 41.6% | 44 | 9.09% | 0.9 |
|
| 5098 |
HCA
5098
Hyperion Capital Advisors
New York
| $212M | +$26.9M | +15% | 10.3% | 86.1% | 114 | 49.12% | 1.5 |
|
| 5099 |
5099
Horan Securities
Cincinnati,
United States
| $212M | +$13.2M | +7% | 7.93% | 50.1% | 120 | 16.67% | 3.2 |
|
| 5100 |
5100
14B Capital Management
La Jolla,
California
| $212M | +$46.3M | +28% | 9.34% | – | 10 | 10% | 0.2 |
|