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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5326 |
5326
Aurora Investment Counsel
Atlanta,
Georgia
| $143M | +$7.55M | +6% | 4.06% | 31.7% | 144 | 39.58% | 0.8 |
|
| 5327 |
GAM
5327
Geier Asset Management
Marriottsville,
Maryland
| $143M | +$6.53M | +5% | 7.79% | – | 89 | 10.11% | 0.5 |
|
| 5328 |
WFWM
5328
Wechter Feldman Wealth Management
Parsippany,
New Jersey
| $143M | +$7.27M | +5% | 5.53% | 53.8% | 27 | 22.22% | 2.7 |
|
| 5329 |
5329
Jentner Corp
Akron,
Ohio
| $143M | +$14.5M | +11% | 5.12% | 38.9% | 32 | 9.38% | 3 |
|
| 5330 |
5330
Trinity Financial Advisors
Columbus,
Ohio
| $143M | +$13.5M | +10% | 5.12% | 74.5% | 54 | 16.67% | 0.4 |
|
| 5331 |
5331
McNaughton Wealth Management
San Diego,
California
| $143M | +$12M | +9% | 4.33% | 55.6% | 51 | 3.92% | 1.2 |
|
| 5332 |
5332
Trust Company
Manhattan,
Kansas
| $143M | +$3.84M | +3% | 6.64% | 40.6% | 343 | 13.12% | 3.7 |
|
| 5333 |
5333
Solas Capital Management
Darien,
Connecticut
| $143M | +$23.6M | +20% | 16.3% | 62.5% | 27 | 25.93% | 1.1 |
|
| 5334 |
5334
TPG Financial Advisors
Portland,
Oregon
| $142M | -$963K | -0.7% | 4.64% | – | 41 | 12.2% | 1.9 |
|
| 5335 |
SIP
5335
Scott Investment Partners
Henley-On-Thames,
United Kingdom
| $142M | +$6.34M | +5% | 3.98% | 44% | 45 | 0% | 0.5 |
|
| 5336 |
PI
5336
Pachira Investments
Dana Point,
California
| $142M | +$6.36M | +5% | 3.74% | 82.3% | 30 | 23.33% | 1.6 |
|
| 5337 |
5337
IVC Wealth Advisors
Silverdale,
Pennsylvania
| $142M | +$15.3M | +12% | 7.12% | 70.8% | 136 | 11.03% | 0.4 |
|
| 5338 |
5338
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $142M | +$1.01M | +0.7% | 6.26% | 62.6% | 154 | 9.74% | 3.1 |
|
| 5339 |
GCM
5339
Garland Capital Management
Bellevue,
Washington
| $142M | +$9.6M | +7% | 6.57% | 55.7% | 32 | 6.25% | 5 |
|
| 5340 |
SV
5340
Stilwell Value
New York
| $142M | -$6.84M | -5% | 6.22% | 87.9% | 38 | 10.53% | 3.3 |
|
| 5341 |
5341
Sittner & Nelson
Eugene,
Oregon
| $142M | +$7.84M | +6% | 8.23% | 88.1% | 421 | 8.31% | 0.5 |
|
| 5342 |
AIFAIM
5342
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| $142M | +$10.9M | +8% | 5.08% | 72.8% | 118 | 6.78% | 1.1 |
|
| 5343 |
BG
5343
BRX Global
New York
| $142M | +$24.5M | +21% | 12.1% | 65.8% | 11 | 36.36% | 0.4 |
|
| 5344 |
5344
Adams Chetwood Wealth Management
Durham,
North Carolina
| $142M | +$10.5M | +8% | 6.86% | – | 77 | 5.19% | 1.3 |
|
| 5345 |
RCA
5345
Reitz Capital Advisors
Freeland,
Michigan
| $142M | +$6.38M | +5% | 4.89% | 11% | 55 | 21.82% | 1.3 |
|
| 5346 |
AMAL
5346
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $142M | +$9.5M | +7% | 4.66% | 124% | 19 | 26.32% | 3.3 |
|
| 5347 |
5347
Must Asset Management
Seoul,
South Korea
| $142M | +$14M | +11% | 8.63% | 65.2% | 37 | 24.32% | 0.4 |
|
| 5348 |
5348
Tabor Asset Management
New York
| $142M | +$1.75M | +1% | 12.4% | 214% | 45 | 55.56% | 0.3 |
|
| 5349 |
5349
Ivy Lane Capital Management
Winter Park,
Florida
| $141M | +$25.2M | +22% | 15.1% | 101% | 9 | 11.11% | 0.4 |
|
| 5350 |
OGF
5350
Orin Green Financial
San Diego,
California
| $141M | +$18.5M | +15% | 6.14% | 59.1% | 69 | 11.59% | 0.5 |
|