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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5201 |
5201
Christopher J. Hasenberg
Eau Claire,
Wisconsin
| $204M | +$24.3M | +14% | 11.8% | – | 110 | 81.82% | 0 |
|
| 5202 |
5202
One Advisory Partners
Overland Park,
Kansas
| $204M | +$13.1M | +7% | 6.33% | 58.3% | 48 | 22.92% | 1.6 |
|
| 5203 |
BIA
5203
Bigelow Investment Advisors
Portland,
Maine
| $203M | +$18.5M | +10% | 8.32% | 75.7% | 158 | 8.23% | 3.7 |
|
| 5204 |
PK
5204
Pflug Koory
Omaha,
Nebraska
| $203M | +$14.5M | +8% | 10% | – | 409 | 2.93% | 5.4 |
|
| 5205 |
5205
Foresight Global Investors
Purchase,
New York
| $203M | +$28.7M | +16% | 8.02% | 69.9% | 47 | 34.04% | 0.7 |
|
| 5206 |
DA
5206
DCF Advisers
Greenwich,
Connecticut
| $203M | +$18.8M | +10% | 9.77% | 379% | 95 | 24.21% | 1.8 |
|
| 5207 |
5207
Demars Financial Group
Spokane Valley,
Washington
| $203M | +$16M | +9% | 9.69% | 69.1% | 80 | 33.75% | 2 |
|
| 5208 |
GAMC
5208
Garner Asset Management Corp
Plano,
Texas
| $203M | -$2.83M | -1% | 6.05% | 103% | 345 | 60.29% | 4.4 |
|
| 5209 |
5209
Tanglewood Legacy Advisors
Houston,
Texas
| $203M | +$19.9M | +11% | 8.51% | 61.1% | 302 | 9.93% | 1.1 |
|
| 5210 |
5210
Derbend Asset Management
Peachtree City,
Georgia
| $203M | +$30.4M | +18% | 9.32% | 23.9% | 118 | 16.1% | 1.4 |
|
| 5211 |
5211
Rooted Wealth Advisors
Bourbonnais,
Illinois
| $203M | +$11.7M | +6% | 6.36% | 57.3% | 83 | 13.25% | 0.8 |
|
| 5212 |
5212
Vigilare Wealth Management
Scottsdale,
Arizona
| $203M | +$8.67M | +4% | 3.86% | 59.5% | 113 | 30.09% | 2.4 |
|
| 5213 |
HCM
5213
Hall Capital Management
Barrington,
Rhode Island
| $203M | +$32.3M | +19% | 6.85% | – | 100 | 9% | 5.9 |
|
| 5214 |
5214
Purus Wealth Management
Newport Beach,
California
| $203M | +$30M | +17% | 18.1% | 174% | 130 | 19.23% | 2.2 |
|
| 5215 |
5215
TL Private Wealth
Southlake,
Texas
| $202M | +$8.61M | +4% | 6.42% | 50.6% | 49 | 20.41% | 3.1 |
|
| 5216 |
5216
Pavion Blue Capital
Newport Beach,
California
| $202M | +$20.8M | +11% | 11.4% | 87.8% | 103 | 8.74% | 3.1 |
|
| 5217 |
5217
Mine & Arao Wealth Creation & Management
Campbell,
California
| $202M | +$17.2M | +9% | 10.2% | 105% | 395 | 21.52% | 2.7 |
|
| 5218 |
5218
Marshall & Sullivan
Seattle,
Washington
| $202M | +$12.9M | +7% | 8.65% | 82% | 41 | 4.88% | 7 |
|
| 5219 |
SPI
5219
Sutton Place Investors
Katonah,
New York
| $202M | +$63.9M | +46% | 8.76% | 84% | 157 | 29.3% | 0.7 |
|
| 5220 |
5220
Warren Street Wealth Advisors
Newport Beach,
California
| $202M | +$25.8M | +15% | 8.28% | 84.6% | 97 | 8.25% | 1.4 |
|
| 5221 |
HPFG
5221
Hart & Patterson Financial Group
Amherst,
Massachusetts
| $202M | +$9.39M | +5% | 4.42% | – | 68 | 14.71% | 0.2 |
|
| 5222 |
5222
Rainwater Charitable Foundation
Fort Worth,
Texas
| $202M | +$71.7M | +55% | 4.48% | 44% | 6 | 50% | 2.1 |
|
| 5223 |
AA
5223
Alta Advisers
London,
United Kingdom
| $202M | +$14.5M | +8% | 9.7% | 129% | 393 | 0.51% | 1.5 |
|
| 5224 |
5224
Gen-Wealth Partners
Zeeland,
Michigan
| $202M | – | – | 9.21% | – | 630 | – | 0 |
|
| 5225 |
5225
Hunting Hill Global Capital
New York
| $202M | -$36.6M | -15% | 20.9% | 132% | 156 | 48.72% | 0.5 |
|