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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5451 |
5451
Mine & Arao Wealth Creation & Management
Campbell,
California
| $224M | +$19M | +9% | 11.8% | 105% | 77 | 6.49% | 5 |
|
| 5452 |
5452
Future Fund LLC
Chicago,
Illinois
| $224M | +$146M | +188% | 16.2% | 93.1% | 181 | 61.88% | 0.3 |
|
| 5453 |
5453
First Financial Corp
Terre Haute,
Indiana
| $224M | +$17.1M | +8% | 10.6% | 95.3% | 345 | 9.28% | 7.7 |
|
| 5454 |
5454
Brogan Financial
Knoxville,
Tennessee
| $224M | +$18M | +9% | 6.69% | 46.4% | 62 | 8.06% | 1.7 |
|
| 5455 |
5455
Wayfinding Financial
Lynnwood,
Washington
| $224M | -$4.64M | -2% | 11.5% | 68.3% | 744 | 80.51% | 0.8 |
|
| 5456 |
5456
Adapt Wealth Advisors
Atlanta,
Georgia
| $224M | +$18.6M | +9% | 7.13% | – | 63 | 9.52% | 1 |
|
| 5457 |
CCM
5457
Conway Capital Management
Burbank,
California
| $224M | +$23.5M | +12% | 15.9% | 139% | 49 | 12.24% | 2.9 |
|
| 5458 |
5458
TKG Advisors
Valparaiso,
Indiana
| $223M | +$20.5M | +10% | 8.62% | 104% | 98 | 21.43% | 1.7 |
|
| 5459 |
5459
Mad River Investors
Boston,
Massachusetts
| $223M | -$12.8M | -5% | 1.2% | 169% | 25 | 4% | 4.2 |
|
| 5460 |
5460
Deane Retirement Strategies
New Orleans,
Louisiana
| $223M | +$13.4M | +6% | 5.46% | 73.4% | 83 | 38.55% | 3.4 |
|
| 5461 |
GL
5461
GHE LLC
Memphis,
Tennessee
| $223M | +$2.15M | +1% | 27.2% | 188% | 56 | 37.5% | 3.1 |
|
| 5462 |
5462
Genesee Capital Advisors
Auburn,
New York
| $223M | +$23.1M | +12% | 11.5% | 107% | 125 | 9.6% | 2 |
|
| 5463 |
5463
Arrowroot Family Office
Marina Del Rey,
California
| $223M | – | – | 6.25% | – | 137 | – | 1.6 |
|
| 5464 |
5464
Eastover Investment Advisors
Charlotte,
North Carolina
| $223M | +$16.1M | +8% | 15.5% | 105% | 48 | 10.42% | 2.9 |
|
| 5465 |
5465
Dopkins Wealth Management
Williamsville,
New York
| $223M | +$26.3M | +13% | 8.54% | 64.4% | 88 | 11.36% | 1.7 |
|
| 5466 |
5466
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
| $223M | -$93.9M | -30% | 23.3% | 63.5% | 119 | 38.66% | 0.6 |
|
| 5467 |
5467
Keyvantage Wealth
Bethlehem,
Pennsylvania
| $223M | +$17.3M | +8% | 9.42% | – | 99 | 9.09% | 0.5 |
|
| 5468 |
5468
Matrix Capital Management Company
Portsmouth,
New Hampshire
| $223M | -$124M | -36% | 3.01% | 245% | 4 | 0% | 3.1 |
|
| 5469 |
5469
ANB Bank
Denver,
Colorado
| $223M | -$1.07M | -0.5% | 7.75% | – | 136 | 22.79% | 0.4 |
|
| 5470 |
5470
Black Maple Capital Management
Milwaukee,
Wisconsin
| $223M | +$43.7M | +24% | 10.7% | 35.7% | 120 | 41.67% | 0.8 |
|
| 5471 |
5471
BCU Wealth Advisors
Vernon Hills,
Illinois
| $223M | +$30.5M | +16% | 8.07% | 57.7% | 61 | 26.23% | 1 |
|
| 5472 |
5472
Guardian Financial Partners
Orange,
California
| $223M | +$13.6M | +7% | 4.93% | 50.2% | 57 | 3.51% | 1.6 |
|
| 5473 |
5473
Redwood Wealth Management Group
Medford,
New Jersey
| $223M | +$26M | +13% | 9.62% | 74.1% | 186 | 19.35% | 1.4 |
|
| 5474 |
5474
HMS Capital Management
Nashville,
Tennessee
| $222M | +$42.2M | +23% | 15.2% | 140% | 111 | 10.81% | 2.9 |
|
| 5475 |
ACM
5475
AIGH Capital Management
Baltimore,
Maryland
| $222M | -$19.2M | -8% | 39.1% | 3,007% | 43 | 23.26% | 1.3 |
|