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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
Boyd Wealth Management
Sacramento,
California
| $181M | +$6.11M | +3% | 1.85% | 56.8% | 47 | 17.02% | 1.8 |
|
| 5577 |
5577
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| $181M | +$12.1M | +7% | 5.32% | 83% | 161 | 16.15% | 1.3 |
|
| 5578 |
5578
Bellevue Asset Management
Bellevue,
Washington
| $181M | +$4.94M | +3% | 4.32% | 56.7% | 479 | 8.14% | 3.6 |
|
| 5579 |
5579
Pinnacle Family Advisors
Springfield,
Missouri
| $181M | -$6.7M | -4% | 4.12% | 85.8% | 130 | 39.23% | 2 |
|
| 5580 |
5580
Three Seasons Wealth
Salt Lake City,
Utah
| $181M | +$37.9M | +27% | 5.71% | 156% | 97 | 27.84% | 0.5 |
|
| 5581 |
5581
AJ Advisors
Nashville,
Tennessee
| $181M | -$462K | -0.3% | 1.65% | 59.8% | 49 | 34.69% | 1.2 |
|
| 5582 |
5582
Quad-Cities Investment Group
Davenport,
Iowa
| $181M | +$9.5M | +6% | 2.85% | 67.3% | 185 | 8.11% | 3.5 |
|
| 5583 |
DCM
5583
Dudley Capital Management
Middleburg,
Virginia
| $181M | +$9.39M | +5% | 5.82% | 129% | 123 | 8.13% | 1.3 |
|
| 5584 |
5584
Creekside Partners
Petaluma,
California
| $181M | – | – | 0.83% | – | 162 | – | 0 |
|
| 5585 |
5585
Avaii Wealth Management
Appleton,
Wisconsin
| $180M | +$10M | +6% | 2.25% | 100% | 152 | 17.11% | 1.4 |
|
| 5586 |
GECH
5586
Garnet Equity Capital Holdings
New York
| $180M | -$273M | -60% | 3.36% | 302% | 36 | 44.44% | 0.9 |
|
| 5587 |
5587
Mendon Capital Advisors
Key Largo,
Florida
| $180M | -$6.24M | -3% | 0.91% | – | 55 | 21.82% | 2.9 |
|
| 5588 |
5588
Masso Torrence Wealth Management
Marlton,
New Jersey
| $180M | +$11.7M | +7% | 7.41% | 130% | 100 | 13% | 1.5 |
|
| 5589 |
MA
5589
Menlo Advisors
Menlo Park,
California
| $180M | +$5.54M | +3% | 2.89% | 108% | 35 | 25.71% | 5.2 |
|
| 5590 |
HWMA
5590
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| $180M | -$16.2M | -8% | 0.31% | – | 188 | 16.49% | 2.5 |
|
| 5591 |
5591
Heritage Family Offices
Scottsdale,
Arizona
| $180M | – | – | 0.31% | – | 168 | – | 0 |
|
| 5592 |
5592
Silver Oak Advisory Group
Portland,
Oregon
| $180M | +$1.9M | +1% | 0.21% | 27% | 67 | 8.96% | 2 |
|
| 5593 |
5593
Tieton Capital Management
Yakima,
Washington
| $180M | -$10.7M | -6% | 5.76% | 172% | 40 | 7.5% | 4.4 |
|
| 5594 |
5594
Dravo Bay
Rehoboth Beach,
Delaware
| $180M | +$12M | +7% | 0.71% | 45.2% | 49 | 2.04% | 2 |
|
| 5595 |
5595
Ecofi Investissements
Nanterre,
France
| $180M | – | – | 1.87% | – | 41 | – | 0 |
|
| 5596 |
5596
Bond Capital Management
San Francisco,
California
| $180M | -$7.46M | -4% | 0.14% | 47.5% | 5 | 0% | 2.3 |
|
| 5597 |
5597
Chronos Wealth Management
Clearwater,
Florida
| $180M | +$8.85M | +5% | 5.78% | 92.3% | 41 | 7.32% | 3.3 |
|
| 5598 |
5598
D. Scott Neal
Lexington,
Kentucky
| $180M | +$26.7M | +17% | 2.34% | 105% | 65 | 9.23% | 3.2 |
|
| 5599 |
5599
Blue Barn Wealth
Orem,
Utah
| $180M | +$258K | +0.1% | 0.15% | 46.4% | 149 | 16.78% | 1.7 |
|
| 5600 |
5600
Shira Ridge Wealth Management
Larkspur,
California
| $179M | +$4.74M | +3% | 3.14% | 72.8% | 77 | 7.79% | 1.2 |
|