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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 |
ORC
5576
O'Rourke & Company
Boston,
Massachusetts
| $214M | +$12.7M | +6% | 6.97% | 71.9% | 161 | 7.45% | 2.5 |
|
| 5577 |
5577
Lifestyle Asset Management
Friendswood,
Texas
| $214M | +$32.3M | +18% | 10.3% | 88.3% | 150 | 40% | 1 |
|
| 5578 |
5578
May Barnhard Investments
Bethesda,
Maryland
| $214M | +$13.8M | +7% | 8.43% | 65.4% | 92 | 2.17% | 1.3 |
|
| 5579 |
5579
Aviso Wealth Management
Bellevue,
Washington
| $214M | +$26M | +14% | 15.4% | – | 148 | 10.81% | 1.3 |
|
| 5580 |
5580
IMS Capital Management
Portland,
Oregon
| $214M | +$15.7M | +8% | 10.8% | 119% | 157 | 18.47% | 5.1 |
|
| 5581 |
5581
Envision Financial Planning
Memphis,
Tennessee
| $214M | +$17.7M | +9% | 5.28% | 32.1% | 49 | 16.33% | 1.1 |
|
| 5582 |
LAI
5582
Legal Advantage Investments
Los Altos Hills,
California
| $214M | +$28.6M | +15% | 16.4% | 116% | 102 | 13.73% | 2.7 |
|
| 5583 |
5583
Autumn Glory Partners
Dallas,
Texas
| $214M | +$12.3M | +6% | 6.53% | 76% | 199 | 18.59% | 1.8 |
|
| 5584 |
5584
Wrenne Financial Planning
Lexington,
Kentucky
| $214M | +$25.6M | +14% | 7.34% | – | 48 | 10.42% | 1.2 |
|
| 5585 |
5585
626 Financial
Portage,
Michigan
| $214M | +$19.5M | +10% | 9.37% | 71.3% | 118 | 12.71% | 2.9 |
|
| 5586 |
SI
5586
Saxon Interests
Houston,
Texas
| $214M | $0 | 0% | 7.67% | 81.2% | 186 | 0% | 1.4 |
|
| 5587 |
5587
Foronjy Financial
Santa Barbara,
California
| $214M | – | – | 7.2% | – | 106 | – | 0 |
|
| 5588 |
MWA
5588
Miller Wealth Advisors
Ridgeway,
Colorado
| $214M | +$33.5M | +19% | 12.1% | 117% | 104 | 8.65% | 2.2 |
|
| 5589 |
5589
Client First Capital
San Diego,
California
| $214M | +$18.4M | +9% | 7.75% | 54.6% | 25 | 36% | 1.2 |
|
| 5590 |
5590
Blue Square Asset Management
New York
| $214M | +$27.7M | +15% | 17.1% | 104% | 68 | 8.82% | 2.1 |
|
| 5591 |
5591
MRA Advisory Group
Parsippany,
New Jersey
| $214M | +$26.1M | +14% | 12.4% | 86.8% | 158 | 31.01% | 1.9 |
|
| 5592 |
5592
Bastion Asset Management
Montreal,
Canada
| $213M | +$27.8M | +15% | 7.06% | – | 83 | 71.08% | 0.2 |
|
| 5593 |
CA
5593
Continental Advisors
Park City,
Utah
| $213M | +$34.7M | +19% | 7.18% | 73.6% | 44 | 15.91% | 6.2 |
|
| 5594 |
5594
Investmark Advisory Group
Shelton,
Connecticut
| $213M | +$11M | +5% | 6.68% | 73.8% | 131 | 12.98% | 2.4 |
|
| 5595 |
5595
Heartland Bank & Trust
Bloomington,
Illinois
| $213M | +$18.6M | +10% | 12% | 105% | 179 | 17.32% | 1.6 |
|
| 5596 |
5596
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| $213M | +$11.9M | +6% | 6.18% | 75.5% | 503 | 1.19% | 3.6 |
|
| 5597 |
5597
Cherry Creek Investment Advisors
Englewood,
Colorado
| $213M | +$21.1M | +11% | 15.5% | 151% | 124 | 18.55% | 2.4 |
|
| 5598 |
MI
5598
Moneywise Inc
Forest,
Virginia
| $213M | +$24.4M | +13% | 9.37% | 58% | 77 | 31.17% | 2.7 |
|
| 5599 |
HIC
5599
Harbor Island Capital
Topsfield,
Massachusetts
| $213M | +$11.2M | +6% | 15.2% | 218% | 16 | 6.25% | 6.5 |
|
| 5600 |
5600
Cobalt Capital Management
Short Hills,
New Jersey
| $213M | +$10M | +5% | 22.6% | 235% | 37 | 70.27% | 0.7 |
|