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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5576 |
5576
West Michigan Advisors
Holland,
Michigan
| $148M | +$13.9M | +10% | 2.29% | 86.6% | 141 | 19.15% | 0.2 |
|
| 5577 |
5577
Beaumont Asset Management
Beaumont,
Texas
| $148M | -$2.14M | -1% | 5.05% | 73.1% | 74 | 16.22% | 1.6 |
|
| 5578 |
5578
Treynor Bancshares
Treynor,
Iowa
| $148M | -$7.36M | -5% | 4.37% | 3.35% | 80 | 2.5% | 0.3 |
|
| 5579 |
5579
NEPC LLC
Boston,
Massachusetts
| $148M | -$28.7M | -16% | 5.65% | 21.3% | 35 | 14.29% | 1.7 |
|
| 5580 |
5580
Saiph Capital
Wyckoff,
New Jersey
| $148M | -$4.55M | -3% | 7.18% | 52.4% | 43 | 18.6% | 0.2 |
|
| 5581 |
AFP
5581
Advus Financial Partners
Winter Park,
Florida
| $148M | +$7.35M | +5% | 5.25% | 56.5% | 59 | 28.81% | 0.4 |
|
| 5582 |
5582
Blackhawk Capital Partners
Thiensville,
Wisconsin
| $147M | -$18.2M | -11% | 4.08% | 87.2% | 106 | 34.91% | 1.6 |
|
| 5583 |
MAS
5583
Madden Advisory Services
Jacksonville,
Florida
| $147M | -$5.16M | -3% | 4.56% | 52.3% | 74 | 1.35% | 5 |
|
| 5584 |
5584
St. Clair Advisors
Mayfield Hts,
Ohio
| $147M | -$27M | -16% | 3.15% | 77.5% | 52 | 25% | 1.1 |
|
| 5585 |
PIP
5585
PB Investment Partners
Burlingame,
California
| $147M | +$18.4M | +14% | 5.46% | 81.1% | 9 | 0% | 0.3 |
|
| 5586 |
5586
Clarus Group
Houston,
Texas
| $147M | -$1.74M | -1% | 0.34% | 67.5% | 125 | 21.6% | 1 |
|
| 5587 |
5587
ELCO Management
New York
| $147M | +$6.97M | +5% | 4.97% | 98.3% | 154 | 16.23% | 2.7 |
|
| 5588 |
AWM
5588
Aberdeen Wealth Management
Lake Bluff,
Illinois
| $147M | -$6.5M | -4% | 2.38% | 73.1% | 174 | 10.34% | 1.5 |
|
| 5589 |
5589
Toscafund Asset Management
London,
United Kingdom
| $147M | +$31.1M | +27% | 3.64% | 80.9% | 17 | 64.71% | 0.5 |
|
| 5590 |
5590
H&H Retirement Design & Management
Las Vegas,
Nevada
| $147M | -$11.5M | -7% | 4.6% | 38.4% | 67 | 19.4% | 1 |
|
| 5591 |
LFGH
5591
Lee Financial Group Hawaii
Honolulu,
Hawaii
| $147M | +$9.12M | +7% | 3.59% | 12.9% | 40 | 17.5% | 1.5 |
|
| 5592 |
5592
Patron Partners
Houston,
Texas
| $147M | -$6.07M | -4% | 2.54% | 90.2% | 202 | 19.31% | 1 |
|
| 5593 |
5593
Safeguard Investment Advisory Group
Corona,
California
| $147M | -$24.9M | -15% | 6.11% | 84.3% | 97 | 15.46% | 1.1 |
|
| 5594 |
5594
Apogem Capital
New York
| $146M | -$6.11M | -4% | 3.82% | – | 210 | 34.29% | 0.7 |
|
| 5595 |
5595
Southern Capital Advisors
Jackson,
Tennessee
| $146M | -$15.6M | -10% | 4.1% | 66.8% | 98 | 32.65% | 0.2 |
|
| 5596 |
5596
CoreFirst Bank & Trust
Topeka,
Kansas
| $146M | -$8.42M | -5% | 1.12% | 61.4% | 426 | 9.15% | 1.2 |
|
| 5597 |
5597
Kalos Management
Alpharetta,
Georgia
| $146M | -$223M | -60% | 0.59% | 48.5% | 332 | 61.75% | 1.6 |
|
| 5598 |
DIS
5598
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $146M | +$8.28M | +6% | 8.72% | 86% | 47 | 12.77% | 3.5 |
|
| 5599 |
5599
CJM Wealth Advisers
Falls Church,
Virginia
| $146M | +$5.58M | +4% | 2.07% | 76.8% | 62 | 9.68% | 0.2 |
|
| 5600 |
5600
Martin Capital Advisors
San Antonio,
Texas
| $146M | -$15.7M | -10% | 8.3% | 140% | 64 | 0% | 0.3 |
|