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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
Woodward Financial Advisors
Chapel Hill,
North Carolina
| $299M | +$39.6M | +15% | 9.83% | 55% | 67 | 11.94% | 3.1 |
|
| 5302 |
5302
Maltin Wealth Management
Ridgewood,
New Jersey
| $299M | +$37.4M | +14% | 9.38% | 58.2% | 153 | 15.69% | 3.3 |
|
| 5303 |
SIA
5303
Schear Investment Advisers
Cincinnati,
Ohio
| $299M | +$72.2M | +32% | 56.4% | 241% | 85 | 11.76% | 2.5 |
|
| 5304 |
5304
Glass Wealth Management
San Antonio,
Texas
| $299M | +$40.4M | +16% | 26.4% | – | 73 | 13.7% | 1.7 |
|
| 5305 |
5305
HighMark Wealth Management
St. Paul,
Minnesota
| $299M | +$52.9M | +22% | 21.8% | 110% | 600 | 13.67% | 3.4 |
|
| 5306 |
5306
Highlander Partners
Dallas,
Texas
| $298M | +$42.8M | +17% | 21.3% | 241% | 46 | 6.52% | 2.4 |
|
| 5307 |
5307
Searcy Financial Services
Overland Park,
Kansas
| $298M | +$28.5M | +11% | 10.7% | 60.2% | 28 | 7.14% | 3.3 |
|
| 5308 |
SC
5308
Sawyer & Company
Boston,
Massachusetts
| $298M | +$38.2M | +15% | 25% | 111% | 211 | 10.9% | 4.6 |
|
| 5309 |
5309
Strategic Equity Management
Tucson,
Arizona
| $298M | +$31.7M | +12% | 15.5% | 70.3% | 76 | 22.37% | 1.8 |
|
| 5310 |
SIIL
5310
Sinvest Investments II Ltd
Nassau, New Providence,
| $298M | +$11.8M | +4% | 4.12% | – | 1 | 0% | 0.5 |
|
| 5311 |
5311
Bluescape Energy Partners
Dallas,
Texas
| $297M | -$24.8M | -8% | 4.09% | 57.9% | 5 | 20% | 4.5 |
|
| 5312 |
BOC
5312
Barbara Oil Co
Chicago,
Illinois
| $297M | +$37.7M | +15% | 19% | 76.9% | 74 | 8.11% | 9.2 |
|
| 5313 |
5313
MBA Advisors
Hermitage,
Pennsylvania
| $297M | +$36.8M | +14% | 9.52% | 66.1% | 169 | 15.38% | 3.1 |
|
| 5314 |
5314
Vertrix Wealth Management
Troy,
Michigan
| $297M | +$25.5M | +9% | 12.4% | – | 113 | 24.78% | 0.2 |
|
| 5315 |
5315
Foundry Financial
Pasadena,
California
| $297M | +$60.9M | +26% | 11.2% | – | 87 | 19.54% | 0.4 |
|
| 5316 |
5316
TCFG Investment Advisors
Laguna Niguel,
California
| $297M | +$29.4M | +11% | 19.1% | – | 317 | 19.24% | 0.2 |
|
| 5317 |
5317
Dayah Capital
Stamford,
Connecticut
| $297M | +$35.6M | +14% | 7.28% | – | 54 | 74.07% | 0.2 |
|
| 5318 |
5318
HF Capital
Knoxville,
Tennessee
| $297M | +$57.5M | +24% | 37.4% | – | 5 | 0% | 0.5 |
|
| 5319 |
5319
Silphium Asset Management
London,
United Kingdom
| $297M | +$32.6M | +12% | 18.9% | 118% | 57 | 19.3% | 1.1 |
|
| 5320 |
5320
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| $297M | +$43.4M | +17% | 8.1% | 68.8% | 134 | 9.7% | 3.2 |
|
| 5321 |
5321
Harper Investing
Santa Clara,
California
| $297M | +$67.4M | +29% | 13% | 58.7% | 86 | 15.12% | 1.6 |
|
| 5322 |
5322
Powszechne Towarzystwo Emerytalne Allianz Polska
Warszawa,
Poland
| $297M | +$28.8M | +11% | 11.8% | – | 10 | 0% | 1.9 |
|
| 5323 |
5323
Shrier Wealth Management
Los Angeles,
California
| $296M | +$22.9M | +8% | 6.83% | – | 139 | 9.35% | 0.5 |
|
| 5324 |
5324
Continuum Wealth Advisors
Saratoga Springs,
New York
| $296M | +$55.3M | +23% | 9.39% | 69% | 87 | 25.29% | 1.7 |
|
| 5325 |
5325
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| $296M | +$42.7M | +17% | 15.2% | 67.5% | 116 | 21.55% | 3.2 |
|