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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5251 |
5251
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| $157M | +$9.07M | +6% | 2.71% | 41.2% | 48 | 14.58% | 1.8 |
|
| 5252 |
5252
Daventry Group
New York
| $157M | +$21.7M | +16% | 1.99% | 26.2% | 9 | 22.22% | 1.1 |
|
| 5253 |
5253
Trust Company of Kansas
Wichita,
Kansas
| $157M | -$10.5M | -6% | 2.44% | 87% | 50 | 12% | 2.6 |
|
| 5254 |
5254
Vigilare Wealth Management
Scottsdale,
Arizona
| $157M | -$16.6M | -10% | 1.28% | 59.5% | 94 | 12.77% | 2.6 |
|
| 5255 |
5255
Cincinnati Casualty Company
Fairfield,
Ohio
| $157M | -$8.18M | -5% | 4.44% | 56% | 26 | 0% | 8 |
|
| 5256 |
5256
Worldly Partners Management
Needham,
Massachusetts
| $157M | -$18M | -10% | 11% | 19.2% | 4 | 0% | 0.8 |
|
| 5257 |
5257
Benchmark Wealth Management
Old Lyme,
Connecticut
| $157M | -$9.1M | -5% | 3.47% | 42.7% | 49 | 4.08% | 2.9 |
|
| 5258 |
5258
Baron Wealth Management
Troy,
Michigan
| $157M | -$882K | -0.6% | 0.53% | 88.6% | 154 | 16.23% | 0.6 |
|
| 5259 |
5259
Claris Advisors
St. Louis,
Missouri
| $157M | +$12.2M | +8% | 1.87% | 65.7% | 50 | 14% | 1.2 |
|
| 5260 |
5260
Horizon Bancorp
Michigan City,
Indiana
| $156M | -$317K | -0.2% | 2.73% | 33.4% | 254 | 11.42% | 1.9 |
|
| 5261 |
5261
Leading Edge Financial Planning
Knoxville,
Tennessee
| $156M | +$3.33M | +2% | 3.58% | 48.6% | 74 | 17.57% | 0.7 |
|
| 5262 |
CP
5262
CPV Partners
Stamford,
Connecticut
| $156M | +$7.76M | +5% | 9.91% | 105% | 7 | 28.57% | 2 |
|
| 5263 |
5263
Fortis Capital Advisors
Prairie Village,
Kansas
| $156M | -$14.5M | -8% | 2.77% | 127% | 124 | 32.26% | 0.6 |
|
| 5264 |
5264
Mountaineer Partners Management
New York
| $156M | -$25.3M | -14% | 5.71% | 158% | 16 | 25% | 0.9 |
|
| 5265 |
HCM
5265
Hall Capital Management
Barrington,
Rhode Island
| $156M | -$21M | -12% | 3.71% | – | 94 | 5.32% | 5.9 |
|
| 5266 |
5266
Stonebridge Financial Planning Group
Orlando,
Florida
| $156M | -$8.18M | -5% | 3.29% | 67.2% | 142 | 10.56% | 2.3 |
|
| 5267 |
5267
Five Oceans Advisors
Santa Monica,
California
| $156M | +$586K | +0.4% | 2.06% | 85.3% | 161 | 9.94% | 1.5 |
|
| 5268 |
5268
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $156M | -$19.5M | -11% | 5.6% | 92.4% | 408 | 10.05% | 5 |
|
| 5269 |
5269
AAF Wealth Management
Westborough,
Massachusetts
| $156M | -$6.71M | -4% | 3.92% | 75.1% | 51 | 17.65% | 1.6 |
|
| 5270 |
5270
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $156M | -$4.47M | -3% | 2.9% | 66.8% | 139 | 5.76% | 4.8 |
|
| 5271 |
AH
5271
Aviva Holdings
New Providence,
Bahamas
| $156M | +$18.8M | +14% | 16.6% | 36.5% | 4 | 0% | 4.5 |
|
| 5272 |
FCPV
5272
FS Capital Partners VI
Los Angeles,
California
| $156M | -$163M | -51% | 10.8% | – | 1 | 0% | 1.8 |
|
| 5273 |
QGA
5273
Q Global Advisors
Fort Worth,
Texas
| $156M | +$16.8M | +12% | 8.61% | 79% | 172 | 13.95% | 1.4 |
|
| 5274 |
5274
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| $155M | -$5.55M | -3% | 3.58% | 46.9% | 131 | 6.11% | 2.1 |
|
| 5275 |
5275
Harvest Investment Services
Oakbrook Terrace,
Illinois
| $155M | -$20M | -11% | 0.04% | 282% | 212 | 58.96% | 1.4 |
|