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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
Iams Wealth Management
Omaha,
Nebraska
| $218M | -$509K | -0.2% | 9.08% | 57.7% | 191 | 29.84% | 1.1 |
|
| 5527 |
5527
St. Johns Investment Management
Jacksonville,
Florida
| $218M | +$15.6M | +8% | 8.8% | 80.9% | 210 | 10% | 6.1 |
|
| 5528 |
5528
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| $218M | +$16.7M | +8% | 9.78% | 72% | 128 | 8.59% | 3.4 |
|
| 5529 |
5529
Union Savings Bank
Litchfield,
Connecticut
| $218M | +$13.1M | +6% | 6.86% | – | 309 | 9.39% | 1.9 |
|
| 5530 |
5530
Ridgepath Capital Management
Knoxville,
Tennessee
| $218M | +$9.8M | +5% | 8.29% | – | 53 | 18.87% | 1.1 |
|
| 5531 |
APSI
5531
Asset Planning Services Inc
Covington,
Louisiana
| $217M | +$20.8M | +11% | 17.9% | 138% | 35 | 2.86% | 5.9 |
|
| 5532 |
5532
Lakeridge Wealth Management
Mentor,
Ohio
| $217M | +$17.5M | +9% | 7.47% | – | 158 | 10.13% | 1.3 |
|
| 5533 |
IP
5533
Indigo Partners
Phoenix,
Arizona
| $217M | -$32.8M | -13% | 12.9% | 2.56% | 2 | 0% | 4 |
|
| 5534 |
5534
WD Rutherford
Portland,
Oregon
| $217M | +$29.6M | +16% | 19.4% | 189% | 97 | 25.77% | 2.4 |
|
| 5535 |
5535
Element Wealth
Ridgeland,
Mississippi
| $217M | +$30.9M | +17% | 6.5% | 59.6% | 188 | 15.43% | 3.1 |
|
| 5536 |
5536
1492 Capital Management
Milwaukee,
Wisconsin
| $217M | +$31.3M | +17% | 22.9% | 332% | 129 | 25.58% | 1.6 |
|
| 5537 |
KHCM
5537
Kirtland Hills Capital Management
Bratenahl,
Ohio
| $217M | +$52.8M | +32% | 15.2% | – | 154 | 15.58% | 0.9 |
|
| 5538 |
5538
Blackhawk Capital Partners
Thiensville,
Wisconsin
| $217M | +$22.7M | +12% | 11.4% | 87.2% | 152 | 32.24% | 1.5 |
|
| 5539 |
5539
Abbot Financial Management
Andover,
Massachusetts
| $217M | +$24.1M | +12% | 12.7% | 102% | 133 | 6.77% | 5.3 |
|
| 5540 |
IAMH
5540
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| $217M | +$3.95M | +2% | 0.01% | 76% | 17 | 23.53% | 1.3 |
|
| 5541 |
5541
MBA Advisors
Hermitage,
Pennsylvania
| $217M | +$14.6M | +7% | 6.58% | 58.3% | 138 | 7.25% | 2.9 |
|
| 5542 |
5542
Davidson Trust Company
Seattle,
Washington
| $217M | +$6.95M | +3% | 6.71% | 77% | 167 | 7.19% | 3.5 |
|
| 5543 |
5543
Masso Torrence Wealth Management
Marlton,
New Jersey
| $216M | +$29.1M | +16% | 15% | 130% | 107 | 14.02% | 1.9 |
|
| 5544 |
GAMC
5544
Garner Asset Management Corp
Plano,
Texas
| $216M | -$11.5M | -5% | 8.3% | 95.3% | 159 | 9.43% | 5 |
|
| 5545 |
5545
Abel Hall LLC
Baton Rouge,
Louisiana
| $216M | +$50.6M | +31% | 9.62% | 133% | 328 | 50.3% | 0.6 |
|
| 5546 |
5546
ACT Advisors
Asheville,
North Carolina
| $216M | +$32M | +17% | 9.83% | 75.4% | 71 | 32.39% | 1.5 |
|
| 5547 |
5547
Clarus Wealth Advisors
Peoria,
Arizona
| $216M | +$29.2M | +16% | 13.9% | 89.7% | 98 | 21.43% | 2.6 |
|
| 5548 |
5548
Gallacher Capital Management
Lone Tree,
Colorado
| $216M | +$10.8M | +5% | 4.77% | 70.7% | 349 | 41.55% | 1.3 |
|
| 5549 |
5549
Investors Asset Management of Georgia
Atlanta,
Georgia
| $216M | +$18.4M | +9% | 10.5% | 118% | 172 | 8.14% | 6.6 |
|
| 5550 |
5550
Asset Allocation & Management Company
Chicago,
Illinois
| $216M | +$18.5M | +9% | 8.35% | 58.5% | 103 | 23.3% | 1.9 |
|