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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5301 |
HPFG
5301
Hart & Patterson Financial Group
Amherst,
Massachusetts
| $211M | +$9.28M | +5% | 5.37% | – | 73 | 8.22% | 0.7 |
|
| 5302 |
5302
Eads & Heald Wealth Management
Atlanta,
Georgia
| $211M | +$4.09M | +2% | 8.34% | 93.3% | 148 | 5.41% | 7.5 |
|
| 5303 |
5303
Towerpoint Wealth
Sacramento,
California
| $211M | +$10.7M | +5% | 6.02% | 67.7% | 87 | 9.2% | 3.7 |
|
| 5304 |
5304
Greenfield Savings Bank
Greenfield,
Massachusetts
| $211M | +$16.4M | +8% | 8.15% | 108% | 155 | 9.68% | 1.8 |
|
| 5305 |
5305
Strategic Equity Management
Tucson,
Arizona
| $211M | +$57.4M | +37% | 5.74% | 70.3% | 55 | 20% | 1.1 |
|
| 5306 |
5306
Eaton-Cambridge
Phoenix,
Arizona
| $211M | +$15.4M | +8% | 5.12% | – | 31 | 6.45% | 0.7 |
|
| 5307 |
5307
Ted Buchan & Co
San Diego,
California
| $211M | +$24.4M | +13% | 5.56% | 65.2% | 90 | 11.11% | 1.2 |
|
| 5308 |
5308
Worldly Partners Management
Needham,
Massachusetts
| $210M | +$24.1M | +13% | 15.5% | 19.2% | 3 | 0% | 1.8 |
|
| 5309 |
5309
Unison Asset Management
North Miami Beach,
Florida
| $210M | +$12.8M | +6% | 6.55% | 81.4% | 35 | 8.57% | 2.6 |
|
| 5310 |
5310
Wolf Group Capital Advisors
Fairfax,
Virginia
| $210M | -$43.5M | -17% | 7.2% | 28.2% | 142 | 38.03% | 3.7 |
|
| 5311 |
5311
Squire Investment Management Company
Orem,
Utah
| $210M | +$33.9M | +19% | 6.61% | – | 62 | 11.29% | 0.6 |
|
| 5312 |
5312
Mill Road Capital Management
Greenwich,
Connecticut
| $210M | +$22.5M | +12% | 6.76% | 85.1% | 24 | 12.5% | 3 |
|
| 5313 |
5313
Ayrshire Capital Management
Westport,
Connecticut
| $210M | +$14M | +7% | 5.72% | 84.8% | 49 | 4.08% | 3.2 |
|
| 5314 |
5314
Bridge Advisory
Pasadena,
California
| $210M | +$7.23M | +4% | 5.51% | 6.7% | 101 | 5.94% | 2 |
|
| 5315 |
CL
5315
COWA LLC
Tulsa,
Oklahoma
| $210M | +$22.6M | +12% | 7.35% | 67.7% | 139 | 17.27% | 2.3 |
|
| 5316 |
BAM
5316
Bosun Asset Management
Chicago,
Illinois
| $210M | +$40.7M | +24% | 22% | 278% | 210 | 37.62% | 0.9 |
|
| 5317 |
5317
Winthrop Capital Management
Carmel,
Indiana
| $210M | +$10.1M | +5% | 6.32% | – | 183 | 27.32% | 0.6 |
|
| 5318 |
5318
Stonebridge Financial Planning Group
Orlando,
Florida
| $210M | +$10.9M | +5% | 5.06% | 67.2% | 160 | 5.63% | 2.7 |
|
| 5319 |
5319
Tejara Capital
London,
United Kingdom
| $210M | -$65.2M | -24% | 4.3% | 17.3% | 78 | 41.03% | 0.9 |
|
| 5320 |
5320
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| $210M | +$16.4M | +8% | 6.16% | 83.9% | 108 | 6.48% | 2.1 |
|
| 5321 |
5321
Fir Tree Capital Management
New York
| $210M | +$19.6M | +10% | 1.8% | 17.3% | 119 | 59.66% | 0.5 |
|
| 5322 |
5322
Pioneer Wealth Management Group
Austin,
Texas
| $210M | +$21.4M | +11% | 6.31% | – | 42 | 4.76% | 1.4 |
|
| 5323 |
5323
BCK Partners
Corning,
New York
| $210M | +$16.1M | +8% | 6.03% | 46% | 30 | 3.33% | 3 |
|
| 5324 |
5324
First Financial Corp
Terre Haute,
Indiana
| $210M | +$13.2M | +7% | 8.36% | 95.3% | 471 | 7.64% | 5.5 |
|
| 5325 |
5325
Meredith Wealth Planning
Maryville,
Illinois
| $210M | +$18.7M | +10% | 6.08% | 66.5% | 49 | 16.33% | 1.3 |
|