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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
Ruggaard & Associates
Hudson,
Ohio
| $210M | +$21.3M | +11% | 5.5% | 47.6% | 122 | 11.48% | 0.9 |
|
| 5127 |
5127
Biltmore Wealth Management
Tempe,
Arizona
| $210M | $0 | 0% | 6.87% | 59.8% | 53 | 0% | 3.6 |
|
| 5128 |
5128
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $210M | +$10.7M | +5% | 10% | 152% | 89 | 6.74% | 4.4 |
|
| 5129 |
5129
American Trust Investment Advisors
Lebanon,
New Hampshire
| $210M | +$17.4M | +9% | 11.8% | 91% | 92 | 13.04% | 3.6 |
|
| 5130 |
5130
Horizon Bancorp
Michigan City,
Indiana
| $210M | +$5.37M | +3% | 2.18% | 33.4% | 252 | 5.95% | 2.3 |
|
| 5131 |
5131
Samalin Investment Counsel
Chappaqua,
New York
| $210M | +$11.9M | +6% | 7.84% | 68.3% | 293 | 12.29% | 2.3 |
|
| 5132 |
5132
HC Advisors
Sandy Springs,
Georgia
| $210M | +$31.2M | +17% | 6.64% | 63.5% | 95 | 12.63% | 2.5 |
|
| 5133 |
SI
5133
Saxon Interests
Houston,
Texas
| $210M | +$10M | +5% | 9.59% | 81.2% | 211 | 23.22% | 0.4 |
|
| 5134 |
5134
Grand Wealth Management
Grand Rapids,
Michigan
| $210M | +$25.5M | +14% | 6.26% | 54.1% | 78 | 14.1% | 1.5 |
|
| 5135 |
5135
Commonwealth Retirement Investments
Richmond,
Virginia
| $209M | +$20.7M | +11% | 9.42% | 96.7% | 90 | 18.89% | 0.9 |
|
| 5136 |
5136
Reliant Wealth Planning
Louisville,
Kentucky
| $209M | +$3.09M | +1% | 6.34% | 39.4% | 21 | 14.29% | 0.9 |
|
| 5137 |
5137
Tradewinds LLC
Raleigh,
North Carolina
| $209M | – | – | 20.4% | – | 89 | – | 0.5 |
|
| 5138 |
5138
Hoxton Planning & Management
Shepherdstown,
West Virginia
| $209M | +$20.3M | +11% | 8.98% | 77.8% | 173 | 19.65% | 0.9 |
|
| 5139 |
5139
Game Creek Capital
Boston,
Massachusetts
| $209M | -$29.6M | -12% | 10.1% | 176% | 73 | 23.29% | 3.1 |
|
| 5140 |
5140
Bull Street Advisors
Savannah,
Georgia
| $209M | +$11.3M | +6% | 6.77% | 48.5% | 92 | 3.26% | 4.1 |
|
| 5141 |
CWM
5141
Capital Wealth Management
W. Warwick,
Rhode Island
| $209M | +$12.6M | +6% | 5.96% | 51.3% | 46 | 15.22% | 2.6 |
|
| 5142 |
5142
Western Standard LLC
Los Angeles,
California
| $209M | +$58.6M | +39% | 7.71% | 83.7% | 37 | 51.35% | 1 |
|
| 5143 |
CCM
5143
Consolidated Capital Management
Burbank,
California
| $209M | +$21.1M | +11% | 15.8% | 166% | 46 | 10.87% | 3.4 |
|
| 5144 |
5144
St. Johns Investment Management
Jacksonville,
Florida
| $208M | +$12.9M | +7% | 9.77% | 91.9% | 228 | 18.86% | 5 |
|
| 5145 |
5145
High Ground Investment Management
London,
United Kingdom
| $208M | +$5.45M | +3% | 2.01% | 11.1% | 11 | 18.18% | 0.8 |
|
| 5146 |
IGYL
5146
I.G.Y. Ltd
London,
United Kingdom
| $208M | +$28M | +16% | 15.6% | 80.5% | 3 | 0% | 4 |
|
| 5147 |
HI
5147
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| $208M | -$37M | -15% | 13.5% | 37.9% | 325 | 4.31% | 0.7 |
|
| 5148 |
5148
Armor Investment Advisors
Raleigh,
North Carolina
| $208M | +$18.7M | +10% | 7.7% | 62% | 174 | 12.64% | 4 |
|
| 5149 |
5149
Matisse Capital
Portland,
Oregon
| $208M | +$20.2M | +11% | 8.38% | 73.3% | 213 | 18.78% | 1.3 |
|
| 5150 |
5150
Caldwell Sutter Capital
Sausalito,
California
| $208M | +$10.9M | +6% | 7.12% | 79.5% | 987 | 9.73% | 0.9 |
|