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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5476 |
5476
Hillman Company
Pittsburgh,
Pennsylvania
| $283M | +$25.4M | +10% | 12.6% | 118% | 17 | 35.29% | 1.9 |
|
| 5477 |
5477
Hendley & Co
Zanesville,
Ohio
| $283M | +$12.3M | +5% | 5.93% | 64.9% | 48 | 8.33% | 5.9 |
|
| 5478 |
5478
BKM Wealth Management
Brookfield,
Wisconsin
| $282M | +$8.49M | +3% | 12.1% | 69.6% | 162 | 17.28% | 2 |
|
| 5479 |
5479
Selby Wealth Management
Emeryville,
California
| $282M | +$28.2M | +11% | 8.08% | – | 85 | 7.06% | 0.5 |
|
| 5480 |
5480
Intrepid Capital Management
Jacksonville Beach,
Florida
| $282M | +$21.5M | +8% | 11.4% | 70.2% | 112 | 7.14% | 2.8 |
|
| 5481 |
5481
Keeler Thomas Management
Orem,
Utah
| $282M | +$45.8M | +19% | 5.78% | 52.1% | 149 | 30.2% | 1.1 |
|
| 5482 |
5482
Juno Financial Group
Richmond,
Virginia
| $282M | +$26.9M | +11% | 10.4% | – | 74 | 6.76% | 0.5 |
|
| 5483 |
5483
Chicago Wealth Management
Chicago,
Illinois
| $282M | +$31.4M | +13% | 18% | 134% | 70 | 25.71% | 2.2 |
|
| 5484 |
5484
N10 Wealth
Greenwich,
Connecticut
| $282M | – | – | 42.1% | – | 43 | – | 0 |
|
| 5485 |
AC
5485
Athos Capital
Hong Kong
| $282M | -$42.5M | -13% | 5.58% | 110% | 52 | 42.31% | 1 |
|
| 5486 |
5486
McNaughton Wealth Management
San Diego,
California
| $282M | +$39.8M | +16% | 12.2% | 55.6% | 78 | 14.1% | 3.8 |
|
| 5487 |
5487
Southern Michigan Bank & Trust
Coldwater,
Michigan
| $281M | +$20.7M | +8% | 11.3% | – | 443 | 9.03% | 0.2 |
|
| 5488 |
5488
Montz Harcus Wealth Management
New Orleans,
Louisiana
| $281M | +$33.4M | +13% | 14.1% | 84.1% | 103 | 12.62% | 2.6 |
|
| 5489 |
5489
Mount Lucas Management
Newtown,
Pennsylvania
| $281M | +$9.9M | +4% | 19.9% | 109% | 187 | 22.99% | 1.3 |
|
| 5490 |
5490
Houlihan Financial Resource Group
Ashburn,
Virginia
| $281M | +$24M | +9% | 10% | 50.6% | 114 | 5.26% | 2.5 |
|
| 5491 |
5491
Reliant Investment Management
Memphis,
Tennessee
| $281M | +$73.1M | +35% | 19.7% | 129% | 61 | 22.95% | 3.9 |
|
| 5492 |
WA
5492
Win Advisors
Palm Beach Gardens,
Florida
| $281M | +$61.9M | +28% | 56.7% | 226% | 120 | 72.5% | 0.3 |
|
| 5493 |
5493
Maripau Wealth Management
Fort Wayne,
Indiana
| $280M | +$53M | +23% | 11.9% | 55.6% | 186 | 15.59% | 1.4 |
|
| 5494 |
5494
Fluent Financial
Dallas,
Texas
| $280M | +$6.9M | +3% | 8.91% | 46.9% | 68 | 52.94% | 1.6 |
|
| 5495 |
5495
TradeWell Securities
Fort Wayne,
Indiana
| $280M | +$42.9M | +18% | 18.3% | – | 54 | 11.11% | 1.2 |
|
| 5496 |
ERFOTCOFW
5496
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
| $280M | +$49.7M | +22% | 4.2% | 31.5% | 22 | 9.09% | 1.9 |
|
| 5497 |
5497
Sagil Capital
London,
United Kingdom
| $280M | +$17.1M | +7% | 2.75% | 104% | 31 | 58.06% | 0.4 |
|
| 5498 |
5498
FNY Investment Advisers
New York
| $280M | +$51.2M | +22% | 35.9% | 386% | 1,149 | 51.09% | 0.7 |
|
| 5499 |
SLA
5499
Silver Lake Advisory
Cottonwood Heights,
Utah
| $280M | +$27.8M | +11% | 17.6% | 76.7% | 110 | 7.27% | 4.7 |
|
| 5500 |
5500
Bayshore Asset Management
Coral Gables,
Florida
| $280M | +$28.6M | +11% | 12.1% | 62.3% | 52 | 23.08% | 2.6 |
|