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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5276 |
5276
Brown Miller Wealth Management
Mclean,
Virginia
| $175M | +$15.5M | +10% | 13.1% | 121% | 125 | 8% | 0.9 |
|
| 5277 |
5277
Waycross Partners
Louisville,
Kentucky
| $175M | +$15.8M | +10% | 9.41% | 98.4% | 91 | 10.99% | 0.8 |
|
| 5278 |
5278
CAZ Investments
Houston,
Texas
| $175M | -$104M | -37% | 22.4% | 263% | 47 | 40.43% | 1.3 |
|
| 5279 |
SC
5279
Siena Capital
Cincinnati,
Ohio
| $175M | – | – | 9.8% | – | 60 | – | 0 |
|
| 5280 |
5280
St. Clair Advisors
Mayfield Hts,
Ohio
| $174M | +$29.8M | +21% | 9.58% | 77.5% | 53 | 11.32% | 0.8 |
|
| 5281 |
AA
5281
AF Advisors
Sacramento,
California
| $174M | +$14.7M | +9% | 9.14% | 14.8% | 25 | 8% | 1 |
|
| 5282 |
5282
ShankerValleau Wealth Advisors
Skokie,
Illinois
| $174M | – | – | 4.14% | 60.3% | 17 | – | 0 |
|
| 5283 |
5283
Relaxing Retirement Coach
Wellesley,
Massachusetts
| $174M | +$51.9M | +43% | 5.54% | 28.6% | 59 | 25.42% | 2.5 |
|
| 5284 |
5284
Clarus Wealth Advisors
Peoria,
Arizona
| $174M | +$11.2M | +7% | 9.38% | 89.7% | 121 | 28.93% | 1.7 |
|
| 5285 |
5285
Act Wealth Management
Plano,
Texas
| $174M | +$11.9M | +7% | 4.97% | 70% | 38 | 18.42% | 0.8 |
|
| 5286 |
5286
Spreng Capital Management
Bucyrus,
Ohio
| $174M | +$17.6M | +11% | 9.54% | 72.5% | 109 | 9.17% | 1.5 |
|
| 5287 |
5287
Arboretum Ventures
Ann Arbor,
Michigan
| $174M | – | – | 33.1% | – | 3 | – | 0 |
|
| 5288 |
5288
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| $173M | +$13.4M | +8% | 9.07% | 63.8% | 103 | 5.83% | 1.7 |
|
| 5289 |
5289
Muzinich & Co
New York
| $173M | +$14.2M | +9% | 2.49% | 13.5% | 49 | 26.53% | 4.2 |
|
| 5290 |
5290
Field & Main Bank
Henderson,
Kentucky
| $173M | +$21.4M | +14% | 12.3% | 107% | 237 | 10.97% | 4.5 |
|
| 5291 |
5291
Mendel Money Management
Northbrook,
Illinois
| $173M | +$13.7M | +9% | 13.9% | 88.8% | 70 | 5.71% | 3.9 |
|
| 5292 |
5292
Tandem Capital Management
Woodcliff Lake,
New Jersey
| $173M | +$14.6M | +9% | 9.95% | 128% | 97 | 15.46% | 1.5 |
|
| 5293 |
PHM
5293
Prospect Hill Management
Short Hills,
New Jersey
| $173M | +$28.3M | +20% | 21.7% | 85.1% | 17 | 17.65% | 1 |
|
| 5294 |
5294
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| $173M | +$20.9M | +14% | 1.72% | 51.3% | 125 | 21.6% | 1.6 |
|
| 5295 |
5295
Banyan Capital Management
Atlanta,
Georgia
| $173M | +$16.1M | +10% | 5.66% | 44.4% | 20 | 5% | 2.5 |
|
| 5296 |
MC
5296
MRJ Capital
New York
| $173M | +$2.21M | +1% | 10.5% | 127% | 52 | 5.77% | 4.6 |
|
| 5297 |
5297
Bennett Selby Investments
Falmouth,
Maine
| $173M | +$20.1M | +13% | 9.61% | 82.1% | 59 | 8.47% | 0.8 |
|
| 5298 |
5298
Eastover Investment Advisors
Charlotte,
North Carolina
| $173M | +$19.7M | +13% | 12.3% | 105% | 47 | 8.51% | 1.4 |
|
| 5299 |
BCM
5299
Beaumont Capital Management
Boston,
Massachusetts
| $173M | +$56.4M | +48% | 4.54% | 49.6% | 54 | 44.44% | 0.4 |
|
| 5300 |
5300
Missouri Trust & Investment Company
Springfield,
Missouri
| $173M | – | – | 9.77% | 81.6% | 400 | – | 0 |
|