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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5626 |
5626
Medallion Wealth Advisors
Farmington,
Connecticut
| $202M | – | – | 1.05% | – | 1,022 | – | 0 |
|
| 5627 |
IA
5627
Incentive AS
Oslo,
Norway
| $202M | +$37.7M | +23% | 0.38% | – | 2 | 0% | 0.6 |
|
| 5628 |
5628
ORIX Corp
Tokyo,
Japan
| $202M | -$312M | -61% | 12% | 11.7% | 1 | 0% | 7 |
|
| 5629 |
5629
Gallacher Capital Management
Lone Tree,
Colorado
| $202M | -$16.4M | -8% | 1.19% | 82.8% | 307 | 15.96% | 1.1 |
|
| 5630 |
5630
Brown Shipley & Co
London,
United Kingdom
| $201M | -$1.91M | -0.9% | 4.73% | 125% | 70 | 12.86% | 1.6 |
|
| 5631 |
5631
Seneca Financial Advisors
Rochester,
New York
| $201M | -$4.19M | -2% | 1.71% | 50.9% | 58 | 12.07% | 2.7 |
|
| 5632 |
5632
Holistic Financial Partners
Indianapolis,
Indiana
| $201M | -$6.44M | -3% | 2.95% | 95.7% | 130 | 12.31% | 3.3 |
|
| 5633 |
5633
TFR Capital
Plano,
Texas
| $201M | – | – | 3.5% | – | 115 | – | 0 |
|
| 5634 |
5634
Firethorn Wealth Partners
Augusta,
Georgia
| $201M | +$4.26M | +2% | 1.26% | 75.1% | 167 | 12.57% | 2.1 |
|
| 5635 |
5635
Raelipskie Partnership
Waterloo,
Ontario, Canada
| $201M | -$3.83M | -2% | 1.03% | – | 130 | 11.54% | 0.8 |
|
| 5636 |
WIA
5636
Wetzel Investment Advisors
Indianapolis,
Indiana
| $201M | +$2.3M | +1% | 0.48% | 72.2% | 129 | 12.4% | 0.9 |
|
| 5637 |
5637
Sivia Capital Partners
Mill Valley,
California
| $201M | +$31.9M | +19% | 28% | – | 237 | 22.78% | 0.8 |
|
| 5638 |
5638
Doma Perpetual Capital Management
Miami,
Florida
| $201M | +$3M | +2% | 2.69% | – | 8 | 0% | 0.9 |
|
| 5639 |
5639
Abbot Financial Management
Andover,
Massachusetts
| $201M | +$2.15M | +1% | 3.1% | 102% | 129 | 5.43% | 5.2 |
|
| 5640 |
5640
Clarus Wealth Advisors
Peoria,
Arizona
| $201M | +$4.53M | +2% | 1.25% | 89.7% | 143 | 23.08% | 2.7 |
|
| 5641 |
5641
Prosperity Financial Group
San Ramon,
California
| $201M | +$22.2M | +12% | 6.09% | 121% | 192 | 27.6% | 1.1 |
|
| 5642 |
5642
Ironwood Investment Management
Boston,
Massachusetts
| $201M | -$4.43M | -2% | 0.54% | 164% | 181 | 10.5% | 6.4 |
|
| 5643 |
5643
New England Professional Planning Group
Westerly,
Rhode Island
| $201M | -$1.28M | -0.6% | 0.74% | 64.1% | 53 | 13.21% | 4 |
|
| 5644 |
5644
Blackston Financial Advisory Group
The Villages,
Florida
| $201M | +$7.35M | +4% | 1.95% | 79.8% | 145 | 15.17% | 0.9 |
|
| 5645 |
5645
Siguler Guff Advisers
New York
| $201M | -$68.2M | -25% | 15% | 37.7% | 5 | 20% | 3.3 |
|
| 5646 |
5646
Verger Capital Management
Winston-Salem,
North Carolina
| $201M | -$1.39M | -0.7% | 2.51% | 58.3% | 14 | 0% | 7.3 |
|
| 5647 |
5647
Blue Square Asset Management
New York
| $201M | +$14.5M | +8% | 6.34% | 117% | 78 | 16.67% | 1.7 |
|
| 5648 |
5648
Heritage Family Offices
Scottsdale,
Arizona
| $200M | +$6.7M | +3% | 1.76% | – | 195 | 13.33% | 0.4 |
|
| 5649 |
5649
Stephens Group
Little Rock,
Arkansas
| $200M | +$12.1M | +6% | 8.77% | 45% | 3 | 0% | 2.8 |
|
| 5650 |
5650
Powers Advisory Group
Highland,
Illinois
| $200M | -$731K | -0.4% | 1.53% | 49.8% | 104 | 6.73% | 2.3 |
|