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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
5101
First Dallas Securities
Dallas,
Texas
| $177M | +$24.6M | +16% | 1.16% | 163% | 126 | 11.11% | 3.2 |
|
| 5102 |
5102
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $177M | -$12.7M | -7% | 3.25% | 103% | 62 | 17.74% | 2.9 |
|
| 5103 |
5103
GS Investments
Minneapolis,
Minnesota
| $177M | -$30M | -14% | 4.75% | 94.1% | 156 | 10.26% | 1.5 |
|
| 5104 |
5104
Retirement Planning Company of New England
Warwick,
Rhode Island
| $177M | -$28.6M | -14% | 3.72% | 125% | 984 | 76.73% | 0.2 |
|
| 5105 |
5105
CAZ Investments
Houston,
Texas
| $177M | +$2.12M | +1% | 4.46% | 263% | 45 | 37.78% | 1.1 |
|
| 5106 |
5106
RS Crum Inc
Newport Beach,
California
| $177M | -$4.32M | -2% | 3.98% | 54.2% | 73 | 9.59% | 0.2 |
|
| 5107 |
5107
Armor Investment Advisors
Raleigh,
North Carolina
| $177M | -$672K | -0.4% | 2.9% | 62% | 179 | 15.08% | 3.4 |
|
| 5108 |
AIM
5108
Aquila Investment Management
New York
| $176M | -$30.5M | -15% | 3.5% | 53.3% | 105 | 34.29% | 0.2 |
|
| 5109 |
5109
Adams Chetwood Wealth Management
Durham,
North Carolina
| $176M | +$29.2M | +20% | 4.63% | – | 81 | 11.11% | 1.8 |
|
| 5110 |
5110
Red Spruce Capital
Berwyn,
Pennsylvania
| $176M | -$6.48M | -4% | 5.29% | 98.4% | 91 | 6.59% | 1.9 |
|
| 5111 |
5111
Equinox Partners Investment Management
Stamford,
Connecticut
| $176M | +$24.4M | +16% | 11.7% | 241% | 14 | 35.71% | 1.6 |
|
| 5112 |
WMA
5112
Wealth Management Associates
Cherry Hill,
New Jersey
| $176M | -$9.6M | -5% | 2.08% | 111% | 208 | 16.35% | 2 |
|
| 5113 |
5113
Value Star Asset Management
Hong Kong
| $176M | -$22.8M | -11% | – | – | 34 | 32.35% | 0.5 |
|
| 5114 |
5114
Your Advocates Ltd
Houston,
Texas
| $176M | -$786K | -0.4% | 3.29% | 50% | 239 | 17.57% | 1.1 |
|
| 5115 |
5115
Harvest Group Wealth Management
Waltham,
Massachusetts
| $176M | -$2.32M | -1% | 5.77% | 28.1% | 165 | 35.15% | 0.6 |
|
| 5116 |
5116
Act Wealth Management
Plano,
Texas
| $176M | +$2.11M | +1% | 1.5% | 70% | 41 | 12.2% | 1 |
|
| 5117 |
5117
Successful Portfolios
Clearwater,
Florida
| $176M | -$8.34M | -5% | 3.39% | 110% | 220 | 9.09% | 2.8 |
|
| 5118 |
5118
StrongBox Wealth
Lee's Summit,
Missouri
| $175M | -$24.8M | -12% | 2.13% | 57.8% | 107 | 25.23% | 1.5 |
|
| 5119 |
5119
Chicago Capital Management
Chicago,
Illinois
| $175M | +$30.6M | +21% | 23.7% | 270% | 51 | 84.31% | 0.1 |
|
| 5120 |
5120
Hutner Capital Management
Manchester,
Vermont
| $175M | +$3.99M | +2% | 4.82% | 52.2% | 46 | 2.17% | 4.3 |
|
| 5121 |
CPA
5121
Capital Performance Advisors
Walnut Creek,
California
| $175M | +$10M | +6% | 3.07% | 71% | 54 | 9.26% | 0.2 |
|
| 5122 |
5122
Nixon Capital
Austin,
Texas
| $175M | -$43.3M | -20% | 3.11% | 118% | 26 | 23.08% | 0.9 |
|
| 5123 |
5123
SONA Asset Management (US)
New York
| $175M | -$15M | -8% | 19.7% | 41% | 365 | 35.89% | 0.2 |
|
| 5124 |
5124
Aubrey Capital Management
Edinburgh,
United Kingdom
| $175M | -$81.7M | -32% | 16.4% | 319% | 80 | 65% | 0.8 |
|
| 5125 |
5125
Silverlake Wealth Management
Williston,
Vermont
| $175M | -$10.9M | -6% | 1.82% | 73.3% | 256 | 21.88% | 0.2 |
|