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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5126 |
5126
Leading Edge Financial Planning
Knoxville,
Tennessee
| $193M | +$36.6M | +23% | 9.17% | 48.6% | 73 | 26.03% | 0.8 |
|
| 5127 |
5127
Prairiewood Capital
Fargo,
North Dakota
| $193M | +$38.5M | +25% | 10.2% | 42.6% | 79 | 12.66% | 1.8 |
|
| 5128 |
HPFG
5128
Hart & Patterson Financial Group
Amherst,
Massachusetts
| $193M | – | – | 7.94% | – | 59 | – | 0 |
|
| 5129 |
5129
American Trust Investment Advisors
Lebanon,
New Hampshire
| $192M | +$11.3M | +6% | 10.3% | 91% | 91 | 14.29% | 3.4 |
|
| 5130 |
5130
Custos Family Office
Austin,
Texas
| $192M | +$44M | +30% | 9.35% | 57.4% | 48 | 22.92% | 1 |
|
| 5131 |
5131
Parus Finance (UK)
London,
United Kingdom
| $192M | +$31.9M | +20% | 12.2% | 199% | 28 | 7.14% | 3.7 |
|
| 5132 |
5132
Balanced Wealth Group
Westlake,
Ohio
| $192M | – | – | 11.6% | – | 64 | – | 0 |
|
| 5133 |
5133
Goodwin Investment Advisory
Woodstock,
Georgia
| $192M | +$23.3M | +14% | 11.3% | 60.8% | 84 | 21.43% | 1.8 |
|
| 5134 |
5134
AllGen Financial Advisors
Orlando,
Florida
| $192M | +$51.6M | +37% | 8.88% | 39.7% | 35 | 22.86% | 2 |
|
| 5135 |
AAG
5135
Avalon Advisory Group
Wexford,
Pennsylvania
| $192M | +$21.6M | +13% | 9.23% | 46% | 9 | 22.22% | 3.9 |
|
| 5136 |
5136
Cambridge Financial Group (Arizona)
Tucson,
Arizona
| $192M | – | – | 10.7% | 69.5% | 126 | – | 0 |
|
| 5137 |
5137
Harbour Investment Management
Edmonds,
Washington
| $192M | +$16.5M | +9% | 11.7% | 58.8% | 78 | 8.97% | 6.8 |
|
| 5138 |
5138
Cherrydale Wealth Management
Hoboken,
New Jersey
| $192M | +$23.5M | +14% | 10.6% | 80.8% | 52 | 13.46% | 1.2 |
|
| 5139 |
5139
Algebris (UK)
London,
United Kingdom
| $192M | -$4.38M | -2% | 12% | 17% | 47 | 46.81% | 0.8 |
|
| 5140 |
5140
Forum Private Client Group
Fishers,
Indiana
| $192M | +$178M | +1,346% | 8.51% | 47.9% | 75 | 100% | 0 |
|
| 5141 |
5141
Concentrum Wealth Management
San Jose,
California
| $192M | +$26.2M | +16% | 15.1% | 174% | 68 | 14.71% | 2.5 |
|
| 5142 |
5142
Acuitas Investments
Seattle,
Washington
| $192M | +$21.4M | +13% | 19% | 120% | 131 | 22.9% | 0.7 |
|
| 5143 |
SV
5143
Stilwell Value
New York
| $191M | +$8.4M | +5% | 6.12% | 87.9% | 41 | 21.95% | 4.3 |
|
| 5144 |
5144
Forest Hill Capital
Little Rock,
Arkansas
| $191M | -$1.31M | -0.7% | 18.3% | 132% | 48 | 12.5% | 4.1 |
|
| 5145 |
5145
Generali Powszechne Towarzystwo Emerytalne
Warsaw,
Poland
| $191M | +$38M | +25% | 17.3% | 175% | 27 | 3.7% | 1.6 |
|
| 5146 |
5146
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $191M | +$22.3M | +13% | 13.2% | 304% | 212 | 33.49% | 3.2 |
|
| 5147 |
5147
GS Investments
Minneapolis,
Minnesota
| $191M | +$16M | +9% | 12.6% | 108% | 138 | 2.9% | 3.1 |
|
| 5148 |
5148
EJF Capital
Arlington,
Virginia
| $191M | -$36.4M | -16% | 22.4% | 127% | 103 | 21.36% | 1.8 |
|
| 5149 |
5149
Rooted Wealth Advisors
Bourbonnais,
Illinois
| $191M | +$28.9M | +18% | 8.91% | 57.3% | 85 | 27.06% | 0.7 |
|
| 5150 |
IIGPLP
5150
IGP Investments (G.P.L.P.)
Herzliya,
Israel
| $191M | – | – | 12.3% | – | 2 | – | 0 |
|