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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5526 |
5526
Retirement Planning Company of New England
Warwick,
Rhode Island
| $278M | +$32.1M | +13% | 22% | 125% | 272 | 13.24% | 3.1 |
|
| 5527 |
5527
Vision One Management Partners
Miami,
Florida
| $278M | +$45.7M | +20% | 20.6% | – | 10 | 30% | 1 |
|
| 5528 |
5528
Hanover Advisors
Seneca,
South Carolina
| $278M | +$31.6M | +13% | 12.7% | – | 130 | 15.38% | 1.7 |
|
| 5529 |
5529
Cordant Inc
Portland,
Oregon
| $278M | +$31.3M | +13% | 12% | 47% | 353 | 72.24% | 0.9 |
|
| 5530 |
5530
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
| $278M | +$40.5M | +17% | 19.7% | – | 64 | 12.5% | 1.4 |
|
| 5531 |
5531
Onyx Financial Advisors
Idaho Falls,
Idaho
| $278M | +$36.7M | +15% | 11.1% | 57.8% | 18 | 0% | 2.5 |
|
| 5532 |
5532
School Employees Retirement Board of Ohio
Columbus,
Ohio
| $278M | +$32.3M | +13% | 9.02% | – | 7 | 28.57% | 1 |
|
| 5533 |
5533
Prime Buchholz
Portsmouth,
New Hampshire
| $277M | +$86.1M | +45% | 14.8% | – | 41 | 48.78% | 0.7 |
|
| 5534 |
5534
Buska Wealth Management
Wausau,
Wisconsin
| $277M | +$28.4M | +11% | 11.9% | – | 85 | 17.65% | 1.4 |
|
| 5535 |
5535
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| $277M | +$26.2M | +10% | 10.4% | 64.8% | 88 | 6.82% | 4.4 |
|
| 5536 |
5536
Values Added Financial
Washington,
District of Columbia
| $277M | +$39.2M | +17% | 13.6% | 65.9% | 151 | 13.91% | 2 |
|
| 5537 |
5537
Gables Capital Management
Miami,
Florida
| $277M | +$40M | +17% | 23% | 151% | 516 | 10.27% | 4.5 |
|
| 5538 |
5538
Altus Wealth Group
Colorado Springs,
Colorado
| $277M | +$32.7M | +13% | 17.5% | 76.7% | 161 | 14.29% | 3 |
|
| 5539 |
5539
Exane Asset Management
Paris,
France
| $277M | -$213M | -43% | 20.2% | 74.5% | 40 | 50% | 0.6 |
|
| 5540 |
5540
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| $277M | +$39.9M | +17% | 5.95% | 14.4% | 77 | 42.86% | 1.4 |
|
| 5541 |
5541
Tumwater Wealth Management
Boise,
Idaho
| $277M | +$27.9M | +11% | 10.7% | – | 36 | 13.89% | 1.3 |
|
| 5542 |
5542
WD Rutherford
Portland,
Oregon
| $276M | +$51.2M | +23% | 40.3% | 189% | 78 | 12.82% | 3 |
|
| 5543 |
BIA
5543
Bigelow Investment Advisors
Portland,
Maine
| $276M | +$26.4M | +11% | 14.2% | 75.7% | 163 | 9.82% | 5.1 |
|
| 5544 |
5544
Dean Capital Management
Overland Park,
Kansas
| $276M | +$34.7M | +14% | 17.8% | 89.7% | 125 | 21.6% | 1.7 |
|
| 5545 |
5545
Creekside Partners
Petaluma,
California
| $276M | +$33.3M | +14% | 13.3% | – | 197 | 9.14% | 1.7 |
|
| 5546 |
5546
Kilter Group
Rhinebeck,
New York
| $276M | +$44M | +19% | 17.8% | – | 1,743 | 19.45% | 0.7 |
|
| 5547 |
5547
WealthCollab
Bellevue,
Washington
| $276M | +$33.2M | +14% | 10% | – | 1,067 | 17.62% | 1.8 |
|
| 5548 |
5548
Tiemann Investment Advisors
Menlo Park,
California
| $276M | +$21.1M | +8% | 15.5% | 77% | 217 | 10.6% | 6.8 |
|
| 5549 |
5549
Mine & Arao Wealth Creation & Management
Campbell,
California
| $276M | +$37.6M | +16% | 17.5% | 105% | 80 | 8.75% | 5.4 |
|
| 5550 |
5550
MRA Advisory Group
Parsippany,
New Jersey
| $276M | +$30.6M | +12% | 17.1% | 86.8% | 181 | 33.7% | 2.1 |
|