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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5376 |
5376
Nova R Wealth
Overland Park,
Kansas
| $194M | +$2.46M | +1% | 2.8% | 54.5% | 85 | 8.24% | 1.6 |
|
| 5377 |
5377
Forza Wealth Management
Sarasota,
Florida
| $194M | +$1.67M | +0.9% | 0.19% | 69.8% | 177 | 6.21% | 1.3 |
|
| 5378 |
5378
Stevens Capital Partners
Omaha,
Nebraska
| $194M | +$25.9M | +15% | 3.01% | 68.8% | 61 | 8.2% | 1.2 |
|
| 5379 |
5379
May Barnhard Investments
Bethesda,
Maryland
| $194M | -$5.98M | -3% | 0.26% | 65.4% | 84 | 7.14% | 0.5 |
|
| 5380 |
5380
Tabor Asset Management
New York
| $194M | -$46.5M | -19% | 2.57% | 214% | 59 | 66.1% | 0.6 |
|
| 5381 |
5381
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| $194M | -$3.39M | -2% | 3.52% | 151% | 109 | 12.84% | 1.9 |
|
| 5382 |
5382
Revolution Growth Management Company
Washington,
District of Columbia
| $194M | -$11.4M | -6% | 12.9% | 23.5% | 4 | 50% | 1.9 |
|
| 5383 |
5383
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| $193M | +$16.6M | +9% | 4.02% | 83.9% | 105 | 4.76% | 2 |
|
| 5384 |
5384
BCK Partners
Corning,
New York
| $193M | +$6.56M | +4% | 0.48% | 46% | 30 | 3.33% | 2.7 |
|
| 5385 |
5385
HF Advisory Group
Annapolis,
Maryland
| $193M | +$14.6M | +8% | 1.72% | 73.2% | 165 | 6.67% | 1.2 |
|
| 5386 |
5386
KM Capital Management
Austin,
Texas
| $193M | +$12.8M | +7% | 2.54% | 60.8% | 45 | 13.33% | 1.1 |
|
| 5387 |
5387
ORBA Wealth Advisors
Chicago,
Illinois
| $193M | +$12.5M | +7% | 3.14% | 70.5% | 101 | 5.94% | 0.5 |
|
| 5388 |
5388
KFA Private Wealth Group
Tysons,
Virginia
| $193M | -$129M | -40% | 2.78% | 62.8% | 99 | 24.24% | 2.8 |
|
| 5389 |
5389
Powell Investment Advisors
Miami,
Florida
| $193M | +$3.74M | +2% | 1.55% | 82.4% | 160 | 15.63% | 2.7 |
|
| 5390 |
5390
Absolute Gestao de Investimentos
Sao Paulo,
Brazil
| $193M | -$136M | -41% | 3.68% | – | 52 | 69.23% | 0.2 |
|
| 5391 |
5391
Seneca Financial Advisors
Rochester,
New York
| $193M | +$5.51M | +3% | 0.4% | 47.3% | 62 | 12.9% | 2.3 |
|
| 5392 |
5392
AAF Wealth Management
Westborough,
Massachusetts
| $193M | +$15.3M | +9% | 1.8% | 65.8% | 49 | 18.37% | 2 |
|
| 5393 |
5393
Spreng Capital Management
Bucyrus,
Ohio
| $193M | +$7.53M | +4% | 4.29% | 72.5% | 92 | 7.61% | 3.5 |
|
| 5394 |
5394
Baron Wealth Management
Troy,
Michigan
| $193M | +$4.61M | +2% | 2.61% | 86.8% | 200 | 18% | 1.1 |
|
| 5395 |
5395
Chartist Inc
Seal Beach,
California
| $193M | -$2.16M | -1% | 3.81% | – | 28 | 7.14% | 5.5 |
|
| 5396 |
5396
Financial Connections Group
Corte Madera,
California
| $193M | +$101M | +111% | 1.9% | 44.4% | 349 | 54.44% | 0.8 |
|
| 5397 |
5397
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| $193M | +$9.5M | +5% | 0.21% | 70.3% | 131 | 6.11% | 4.3 |
|
| 5398 |
5398
Family Wealth Partners
Matthews,
North Carolina
| $193M | +$16.2M | +9% | 1.31% | 58.5% | 42 | 4.76% | 0.5 |
|
| 5399 |
5399
Peoples Bank (Ohio)
Marietta,
Ohio
| $193M | +$13.3M | +7% | 2.53% | 71.7% | 141 | 17.02% | 4.1 |
|
| 5400 |
5400
Baugh & Associates
Atlanta,
Georgia
| $193M | +$4.76M | +3% | 1.77% | 98.8% | 40 | 2.5% | 4.9 |
|