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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
5176
TPG Financial Advisors
Portland,
Oregon
| $226M | -$3.55M | -2% | 1.59% | – | 68 | 13.24% | 3.2 |
|
| 5177 |
5177
Cherokee Insurance
Sterling Heights,
Michigan
| $226M | +$5.61M | +3% | 2.14% | – | 123 | 2.44% | 0.2 |
|
| 5178 |
5178
Timonier Family Office
Winston Salem,
North Carolina
| $226M | +$31.3M | +16% | 1.1% | – | 50 | 2% | 0.2 |
|
| 5179 |
5179
Warner Financial
Bethesda,
Maryland
| $226M | -$6.55M | -3% | 1.15% | 69.2% | 121 | 12.4% | 2.4 |
|
| 5180 |
5180
Davis Investment Partners
Charlotte,
North Carolina
| $226M | -$11.2M | -5% | 2.94% | 97.8% | 157 | 30.57% | 1.3 |
|
| 5181 |
5181
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $226M | -$22M | -9% | 4.59% | 103% | 42 | 9.52% | 5.1 |
|
| 5182 |
SC
5182
Schulhoff & Co
Cincinnati,
Ohio
| $226M | -$48.1M | -18% | 3.05% | 51.8% | 132 | 3.79% | 7.8 |
|
| 5183 |
5183
Elyxium Wealth
San Mateo,
California
| $226M | +$61.6M | +38% | 3.82% | – | 158 | 48.1% | 0.2 |
|
| 5184 |
5184
Juniper Capital Advisors
Houston,
Texas
| $226M | -$35.4M | -14% | 13.6% | – | 1 | 0% | 1.3 |
|
| 5185 |
5185
Wills Financial Group
Richmond,
Virginia
| $226M | -$6.06M | -3% | 0.51% | 57.5% | 67 | 10.45% | 5.6 |
|
| 5186 |
5186
Lind Value II ApS
Aarhus C,
Denmark
| $225M | +$171K | +0.1% | 12.8% | – | 11 | 54.55% | 0.4 |
|
| 5187 |
5187
Range Financial Group
Tigard,
Oregon
| $225M | +$8.47M | +4% | 1.57% | 195% | 207 | 25.12% | 1.3 |
|
| 5188 |
5188
Goldstream Capital Management
Central,
Hong Kong
| $225M | -$131M | -37% | 10.9% | 686% | 50 | 20% | 1 |
|
| 5189 |
CIA
5189
Corigliano Investment Advisers
Raleigh,
North Carolina
| $225M | +$16.4M | +8% | 2.22% | – | 56 | 75% | 0.1 |
|
| 5190 |
5190
Slagle Financial
Edwardsville,
Illinois
| $225M | +$3.09M | +1% | 1.06% | 77.9% | 108 | 10.19% | 1.6 |
|
| 5191 |
5191
Kensington Investment Counsel
Long Beach,
California
| $225M | -$14.6M | -6% | 1.26% | 81.9% | 103 | 17.48% | 3.1 |
|
| 5192 |
5192
Spectrum Asset Management (California)
Newport Beach,
California
| $225M | +$2.47M | +1% | 3.07% | 68.3% | 100 | 20% | 3.9 |
|
| 5193 |
5193
Alpha Financial Advisors
Charlotte,
North Carolina
| $225M | +$4.01M | +2% | 2.17% | 41.6% | 53 | 16.98% | 1.5 |
|
| 5194 |
5194
Revisor Wealth Management
Akron,
Ohio
| $225M | +$116M | +107% | 0.79% | 72% | 226 | 47.79% | 0.9 |
|
| 5195 |
5195
Alpha Wave Global
New York
| $224M | +$6.57M | +3% | 7.09% | 226% | 28 | 32.14% | 1.8 |
|
| 5196 |
5196
Chaney Capital Management
Lynnwood,
Washington
| $224M | +$13.1M | +6% | 2.55% | – | 38 | 10.53% | 1 |
|
| 5197 |
VH
5197
V3 Holding
Rye,
New York
| $224M | -$228M | -50% | 50.4% | – | 1 | 0% | 0.3 |
|
| 5198 |
HH
5198
HWG Holdings
Houston,
Texas
| $224M | -$81.1M | -27% | 3.33% | – | 140 | 70.71% | 1.1 |
|
| 5199 |
5199
Transce3nd
Kyle,
Texas
| $224M | -$71.4M | -24% | 1.27% | – | 1,633 | 31.29% | 0.2 |
|
| 5200 |
5200
Obsidian Personal Planning Solutions
Rockville,
Maryland
| $224M | +$16.6M | +8% | 0.27% | 58.2% | 113 | 14.16% | 1.6 |
|