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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
5501
Doma Perpetual Capital Management
Miami,
Florida
| $198M | -$17.7M | -8% | 4.46% | – | 10 | 30% | 0.6 |
|
| 5502 |
5502
Lipe & Dalton
Syracuse,
New York
| $198M | +$12M | +6% | 8.73% | 101% | 105 | 9.52% | 5.5 |
|
| 5503 |
5503
Meridian Financial Partners
Warrenton,
Virginia
| $198M | +$29.5M | +18% | 6.3% | 80.8% | 104 | 25% | 1.4 |
|
| 5504 |
5504
Security Benefit Life Insurance Company
Topeka,
Kansas
| $198M | -$109M | -36% | 29.8% | 60.6% | 32 | 25% | 2.1 |
|
| 5505 |
5505
Beaton Management Company
Haverhill,
Massachusetts
| $198M | +$11.7M | +6% | 7.56% | 95.9% | 140 | 6.43% | 5.2 |
|
| 5506 |
5506
ORBA Wealth Advisors
Chicago,
Illinois
| $198M | +$4.41M | +2% | 6.03% | 70.5% | 107 | 10.28% | 0.7 |
|
| 5507 |
5507
Painted Porch Advisors
Santa Barbara,
California
| $198M | +$20.6M | +12% | 8.71% | – | 446 | 12.11% | 0.3 |
|
| 5508 |
5508
Littlejohn & Co
Greenwich,
Connecticut
| $198M | +$1.38M | +0.7% | 50.5% | 56.2% | 30 | 20% | 2.1 |
|
| 5509 |
5509
Plum Street Advisors
New Orleans,
Louisiana
| $197M | +$26.1M | +15% | 6.41% | – | 84 | 22.62% | 0.6 |
|
| 5510 |
ASM
5510
AI-Squared Management
Hong Kong
| $197M | +$19.7M | +11% | 11.1% | – | 38 | 65.79% | 0.2 |
|
| 5511 |
5511
Boyd Wealth Management
Sacramento,
California
| $197M | +$16.2M | +9% | 5.9% | 56.8% | 50 | 16% | 1.9 |
|
| 5512 |
5512
Tri Ri Asset Management
Toronto,
Ontario, Canada
| $197M | – | – | 10.2% | – | 29 | – | 0 |
|
| 5513 |
5513
Tandem Wealth Advisors
Phoenix,
Arizona
| $197M | +$10.8M | +6% | 5.69% | 43.1% | 51 | 5.88% | 1.5 |
|
| 5514 |
5514
Garrison Asset Management
Fayetteville,
Arkansas
| $197M | +$7.07M | +4% | 6.6% | 52.1% | 111 | 8.11% | 6 |
|
| 5515 |
5515
Luminus Management
Houston,
Texas
| $197M | +$23.5M | +14% | 26% | 8.7% | 28 | 35.71% | 1.5 |
|
| 5516 |
5516
American Financial & Tax Strategies
New York
| $197M | +$7.38M | +4% | 6.41% | 46.9% | 93 | 1.08% | 0.7 |
|
| 5517 |
5517
Firethorn Wealth Partners
Augusta,
Georgia
| $197M | +$20.1M | +11% | 6.26% | 75.1% | 165 | 19.39% | 2 |
|
| 5518 |
5518
Westhampton Capital
Winston-Salem,
North Carolina
| $197M | +$12.5M | +7% | 8.49% | 95.6% | 121 | 9.09% | 3.8 |
|
| 5519 |
5519
Traveka Wealth
Los Altos,
California
| $197M | -$7.87M | -4% | 5.7% | 78.1% | 143 | 16.08% | 0.6 |
|
| 5520 |
5520
Fairway Wealth
Independence,
Ohio
| $197M | +$27.2M | +16% | 6.78% | – | 380 | 77.89% | 0.6 |
|
| 5521 |
HM
5521
Harvest Management
New York
| $197M | +$65.7M | +50% | 7.56% | 610% | 65 | 55.38% | 0.4 |
|
| 5522 |
5522
Jackson Hill Advisors
Houston,
Texas
| $197M | +$14.2M | +8% | 16.2% | 61.2% | 13 | 0% | 1.9 |
|
| 5523 |
5523
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| $197M | -$7.33M | -4% | 7.3% | 62% | 360 | 43.06% | 2.1 |
|
| 5524 |
5524
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| $197M | -$19.1M | -9% | 6.05% | 75.5% | 498 | 1.41% | 3 |
|
| 5525 |
5525
Wealth Advisors of Iowa
West Des Moines,
Iowa
| $196M | +$17.2M | +10% | 7.37% | 60.9% | 76 | 40.79% | 1.7 |
|