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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 |
5301
Tiemann Investment Advisors
Menlo Park,
California
| $225M | -$6.9M | -3% | 0.43% | 77% | 202 | 7.43% | 6.8 |
|
| 5302 |
5302
Oxford Asset Management
Oxford,
United Kingdom
| $225M | +$105M | +87% | 0.37% | – | 640 | 85.47% | 0.1 |
|
| 5303 |
5303
Silver Heights Capital Management
Toronto,
Ontario, Canada
| $225M | -$14.2M | -6% | 5% | 39.8% | 5 | 20% | 7.1 |
|
| 5304 |
5304
Byrne Financial Freedom
Franklin,
Massachusetts
| $225M | – | – | 6.84% | – | 99 | – | 0 |
|
| 5305 |
5305
Capricorn Fund Managers
London,
United Kingdom
| $225M | +$76.2M | +51% | 16.4% | 173% | 78 | 48.72% | 0.8 |
|
| 5306 |
5306
Forum Private Client Group
Fishers,
Indiana
| $225M | -$516K | -0.2% | 2.01% | 47.9% | 79 | 11.39% | 0.9 |
|
| 5307 |
5307
Catalyst Private Wealth
San Mateo,
California
| $225M | +$20.7M | +10% | 19% | 120% | 87 | 9.2% | 2.7 |
|
| 5308 |
5308
Access Financial Services
Minneapolis,
Minnesota
| $225M | +$6.5M | +3% | 0.46% | 44.8% | 108 | 11.11% | 3.5 |
|
| 5309 |
5309
Infusive Asset Management
New York
| $225M | -$12.5M | -5% | 4.28% | 33.8% | 46 | 36.96% | 1.1 |
|
| 5310 |
5310
Foresite Capital Management VI
Larkspur,
California
| $224M | – | – | 19.5% | – | 14 | – | 0 |
|
| 5311 |
5311
Meredith Wealth Planning
Maryville,
Illinois
| $224M | +$14.8M | +7% | 2.16% | 66.5% | 51 | 9.8% | 1.4 |
|
| 5312 |
5312
Eaton-Cambridge
Phoenix,
Arizona
| $224M | +$13.3M | +6% | 1.89% | – | 36 | 19.44% | 0.8 |
|
| 5313 |
5313
Mendel Money Management
Northbrook,
Illinois
| $224M | -$7.34M | -3% | 1.43% | 88.8% | 140 | 6.43% | 3.9 |
|
| 5314 |
5314
Stonebridge Financial Planning Group
Orlando,
Florida
| $224M | +$14M | +7% | 1.62% | 72.4% | 165 | 7.88% | 2.9 |
|
| 5315 |
FFA
5315
Florida Financial Advisors
Tampa,
Florida
| $224M | +$29.9M | +15% | 3.06% | – | 209 | 24.88% | 0.6 |
|
| 5316 |
5316
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| $224M | -$75.3M | -25% | 3.55% | 44.1% | 56 | 5.36% | 2.1 |
|
| 5317 |
5317
Altus Wealth Management
Ft Mitchell,
Kentucky
| $224M | +$10.4M | +5% | 2.46% | 73% | 42 | 7.14% | 3 |
|
| 5318 |
5318
TL Private Wealth
Southlake,
Texas
| $223M | -$106K | -0% | 0.06% | 50.6% | 45 | 6.67% | 3.5 |
|
| 5319 |
5319
Meros Investment Management
Dallas,
Texas
| $223M | +$2.32M | +1% | 11.2% | 102% | 44 | 18.18% | 1.7 |
|
| 5320 |
5320
Asset Value Investors
London,
United Kingdom
| $223M | – | – | 4.11% | – | 5 | – | 0 |
|
| 5321 |
5321
Palmer Knight Company
Jacksonville,
Florida
| $223M | -$4.32M | -2% | 3.99% | 78.9% | 35 | 5.71% | 3.8 |
|
| 5322 |
5322
Azarias Capital Management
Berwyn,
Pennsylvania
| $223M | -$1.71M | -0.8% | 4.18% | 58.2% | 22 | 9.09% | 2 |
|
| 5323 |
FA
5323
FAI Advisors
Farmington Hills,
Michigan
| $223M | – | – | 1.24% | – | 171 | – | 0 |
|
| 5324 |
5324
STF Management
Frisco,
Texas
| $223M | +$3.09M | +1% | 9.17% | 208% | 105 | 7.62% | 1.8 |
|
| 5325 |
5325
Balanced Wealth Group
Westlake,
Ohio
| $223M | -$3.17M | -1% | 0.39% | – | 68 | 4.41% | 0.9 |
|