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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 |
BIA
5451
Bigelow Investment Advisors
Portland,
Maine
| $250M | -$6.22M | -2% | 0.54% | 75.7% | 157 | 7.64% | 5.1 |
|
| 5452 |
5452
Stonepine Capital Management
Bend,
Oregon
| $250M | +$113M | +82% | 0.36% | 231% | 100 | 51% | 0.5 |
|
| 5453 |
5453
Porter White Investment Advisors
Birmingham,
Alabama
| $250M | +$5.87M | +2% | 1.56% | 58% | 41 | 14.63% | 2.4 |
|
| 5454 |
5454
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
| $249M | +$17.9M | +8% | 1.93% | 63.8% | 112 | 8.04% | 2.3 |
|
| 5455 |
5455
Emprise Bank
Wichita,
Kansas
| $249M | +$8.52M | +4% | 0.61% | – | 114 | 12.28% | 1.6 |
|
| 5456 |
5456
Step Capital Management
Singapore,
| $249M | +$30.7M | +14% | 8.89% | – | 33 | 39.39% | 0.2 |
|
| 5457 |
5457
Buska Wealth Management
Wausau,
Wisconsin
| $249M | -$21.7M | -8% | 0.54% | – | 82 | 18.29% | 1.4 |
|
| 5458 |
5458
Dopkins Wealth Management
Williamsville,
New York
| $249M | +$4.11M | +2% | 1.59% | 64.4% | 95 | 17.89% | 1.9 |
|
| 5459 |
5459
Rosalind Advisors
Toronto,
Ontario, Canada
| $249M | -$35.6M | -13% | 2.44% | – | 50 | 50% | 0.9 |
|
| 5460 |
5460
Financial Guidance Group
Palm Harbor,
Florida
| $249M | +$4.36M | +2% | 1% | 58.7% | 90 | 2.22% | 2.5 |
|
| 5461 |
5461
Tabor Asset Management
New York
| $249M | +$931K | +0.4% | 4.39% | 214% | 49 | 53.06% | 0.8 |
|
| 5462 |
5462
Tumwater Wealth Management
Boise,
Idaho
| $249M | +$3.27M | +1% | 2.1% | – | 37 | 13.51% | 1 |
|
| 5463 |
5463
Deane Retirement Strategies
New Orleans,
Louisiana
| $249M | +$6.9M | +3% | 11.8% | 73.4% | 85 | 49.41% | 2 |
|
| 5464 |
5464
Dupree Financial Group
Lexington,
Kentucky
| $248M | -$26M | -9% | 8.02% | 75.8% | 86 | 24.42% | 1.5 |
|
| 5465 |
5465
FSA Investment Group
Pensacola,
Florida
| $248M | +$84.4M | +51% | 1.05% | – | 51 | 37.25% | 0.6 |
|
| 5466 |
5466
Yarger Wealth Strategies
Westerville,
Ohio
| $248M | +$15.8M | +7% | 4.22% | 55.1% | 134 | 13.43% | 2.1 |
|
| 5467 |
5467
Mount Capital
London,
United Kingdom
| $248M | +$641K | +0.3% | 0.55% | 34.4% | 18 | 11.11% | 3.5 |
|
| 5468 |
5468
Greykasell Wealth Strategies
Danville,
California
| $248M | -$5.23M | -2% | 1.17% | – | 573 | 15.18% | 0.7 |
|
| 5469 |
5469
Segra Capital Management
Palm Beach,
Florida
| $248M | +$107M | +76% | 6.62% | 19% | 14 | 71.43% | 0.4 |
|
| 5470 |
AAG
5470
Avalon Advisory Group
Wexford,
Pennsylvania
| $248M | +$2.79M | +1% | 2.5% | 46% | 13 | 7.69% | 4.4 |
|
| 5471 |
5471
Towerpoint Wealth
Sacramento,
California
| $248M | -$4.75M | -2% | 1.27% | 67.7% | 98 | 11.22% | 4.2 |
|
| 5472 |
5472
Oxford Asset Management
Oxford,
United Kingdom
| $248M | -$35.2M | -12% | 2.39% | – | 785 | 80% | 0.1 |
|
| 5473 |
5473
Intrepid Financial Planning Group
Carmel,
Indiana
| $248M | -$15.3M | -6% | 3.29% | 92.5% | 131 | 11.45% | 2.5 |
|
| 5474 |
5474
American Capital Advisory
Ketchum,
Idaho
| $248M | +$16.9M | +7% | 0.5% | 69% | 1,221 | 18.18% | 1.1 |
|
| 5475 |
5475
AXS Investments
Port Chester,
New York
| $248M | -$42.8M | -15% | 4.84% | 107% | 205 | 12.2% | 1.9 |
|