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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 |
HIS
5126
Horizon Investment Services
Hammond,
Indiana
| $212M | +$7.77M | +4% | 7.46% | 250% | 127 | 24.41% | 3.1 |
|
| 5127 |
5127
Freemont Management
Vaud,
Switzerland
| $212M | -$489M | -70% | 9.35% | 113% | 92 | 30.43% | 1.6 |
|
| 5128 |
5128
Buttonwood Financial Advisors
Baltimore,
Maryland
| $212M | -$802K | -0.4% | 0.77% | 73.4% | 107 | 11.21% | 1.7 |
|
| 5129 |
5129
GS Investments
Minneapolis,
Minnesota
| $212M | +$4.49M | +2% | 5.18% | 94.1% | 138 | 5.8% | 3.5 |
|
| 5130 |
5130
Long Walk Management
Greenwich,
Connecticut
| $212M | +$11.3M | +6% | 3.45% | 302% | 11 | 27.27% | 1.4 |
|
| 5131 |
5131
StrongBox Wealth
Lee's Summit,
Missouri
| $212M | +$22.1M | +12% | 3.24% | 57.8% | 91 | 15.38% | 2.6 |
|
| 5132 |
5132
Lumbard & Kellner
Hollis,
New Hampshire
| $212M | +$6.21M | +3% | 0.09% | 137% | 80 | 20% | 3 |
|
| 5133 |
5133
Tanglewood Legacy Advisors
Houston,
Texas
| $212M | +$8.67M | +4% | 2.3% | 61.1% | 300 | 7% | 1.3 |
|
| 5134 |
5134
Theory Financial
Fort Collins,
Colorado
| $212M | +$15.2M | +8% | 1.72% | 54.5% | 80 | 23.75% | 1.1 |
|
| 5135 |
5135
Perry Creek Capital
New York
| $212M | -$26.1M | -11% | 9.72% | 51.2% | 13 | 0% | 3.4 |
|
| 5136 |
GAMC
5136
Garner Asset Management Corp
Plano,
Texas
| $212M | +$8.52M | +4% | 3.46% | 95.3% | 156 | 4.49% | 4.6 |
|
| 5137 |
5137
Meros Investment Management
Dallas,
Texas
| $211M | -$12.2M | -5% | 2.38% | 102% | 42 | 11.9% | 1.6 |
|
| 5138 |
5138
Jones Road Capital Management
New York
| $211M | +$77.7M | +58% | 1.9% | 88.5% | 42 | 33.33% | 1.3 |
|
| 5139 |
5139
TPG Financial Advisors
Portland,
Oregon
| $211M | – | – | 0.62% | – | 68 | – | 2.4 |
|
| 5140 |
5140
Proathlete Wealth Management
Boca Raton,
Florida
| $211M | +$23.2M | +12% | 2.1% | 73.9% | 59 | 8.47% | 0.5 |
|
| 5141 |
5141
Cypress Point Wealth Management
Dallas,
Texas
| $211M | +$15.9M | +8% | 2.96% | 226% | 74 | 6.76% | 1.2 |
|
| 5142 |
5142
Elevation Wealth Partners
Santa Rosa,
California
| $211M | +$11M | +5% | 2.42% | 69.9% | 544 | 18.38% | 0.9 |
|
| 5143 |
5143
Beta Wealth Group
San Diego,
California
| $211M | +$5.37M | +3% | 0.29% | 45.4% | 106 | 7.55% | 2 |
|
| 5144 |
5144
KKM Financial
Chicago,
Illinois
| $211M | +$5.76M | +3% | 2.88% | – | 149 | 5.37% | 0.4 |
|
| 5145 |
5145
Prairiewood Capital
Fargo,
North Dakota
| $211M | -$2.4M | -1% | 1.75% | 42.6% | 86 | 15.12% | 2 |
|
| 5146 |
5146
Sterling Wealth Management
Champaign,
Illinois
| $211M | +$9.7M | +5% | 0.45% | – | 101 | 4.95% | 0.5 |
|
| 5147 |
5147
St. Johns Investment Management
Jacksonville,
Florida
| $211M | +$2.17M | +1% | 2.82% | 80.9% | 226 | 11.5% | 5.5 |
|
| 5148 |
5148
25 LLC
St. Louis,
Missouri
| $211M | +$6.23M | +3% | 0.13% | 48.7% | 54 | 9.26% | 0.9 |
|
| 5149 |
5149
Silphium Asset Management
London,
United Kingdom
| $211M | +$12.6M | +6% | 4.18% | 128% | 64 | 45.31% | 0.7 |
|
| 5150 |
5150
Horizon Bancorp
Michigan City,
Indiana
| $210M | +$541K | +0.3% | 0.03% | 33.4% | 251 | 12.75% | 2.6 |
|