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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5651 |
5651
FACT Capital
New York
| $210M | -$222K | -0.1% | 22.7% | 227% | 21 | 28.57% | 1.1 |
|
| 5652 |
5652
Richards, Merrill & Peterson
Spokane,
Washington
| $210M | +$18M | +9% | 10.2% | – | 500 | 61.2% | 0.5 |
|
| 5653 |
5653
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| $210M | +$23.8M | +13% | 1.8% | 14.4% | 342 | 85.96% | 0.2 |
|
| 5654 |
5654
Eagle Bluffs Wealth Management
Columbia,
Missouri
| $210M | +$21M | +11% | 12.8% | 95.5% | 78 | 6.41% | 2.6 |
|
| 5655 |
5655
SGL Investment Advisors
Missoula,
Montana
| $210M | +$16.5M | +9% | 8.36% | – | 127 | 14.17% | 0.6 |
|
| 5656 |
5656
FMB Wealth Management
Westlake Village,
California
| $210M | +$29.3M | +16% | 9.66% | 71.1% | 87 | 17.24% | 1.7 |
|
| 5657 |
5657
StoneCrest Wealth Management
Chandler,
Arizona
| $210M | +$52.5M | +33% | 19.6% | – | 76 | 19.74% | 0.9 |
|
| 5658 |
5658
Chicago Wealth Management
Chicago,
Illinois
| $210M | +$19M | +10% | 11.1% | 134% | 54 | 22.22% | 2.3 |
|
| 5659 |
5659
Symmetry Peak Management
Radnor,
Pennsylvania
| $210M | +$123M | +141% | 34.8% | 320% | 119 | 86.55% | 0.1 |
|
| 5660 |
CIS
5660
Custom Index Systems
New York
| $210M | +$12.3M | +6% | 14.2% | – | 300 | 31.67% | 0.7 |
|
| 5661 |
5661
Trust Company of Kansas
Wichita,
Kansas
| $210M | +$21.8M | +12% | 11.8% | 87% | 61 | 14.75% | 3 |
|
| 5662 |
5662
Lifeyrissjodur Verzlunarmanna
Reykjavik,
| $210M | +$42.7M | +26% | 1.59% | – | 1 | 0% | 0.3 |
|
| 5663 |
5663
Vermillion Wealth Management
Rosemount,
Minnesota
| $209M | -$131M | -39% | 6.99% | – | 1,362 | 63.29% | 0.5 |
|
| 5664 |
5664
Verity Asset Management
Durham,
North Carolina
| $209M | -$36.4M | -15% | 8.04% | 79.7% | 218 | 20.18% | 2.8 |
|
| 5665 |
5665
Sellwood Investment Partners
Portland,
Oregon
| $209M | +$17.7M | +9% | 6.77% | – | 49 | 20.41% | 0.4 |
|
| 5666 |
5666
Ariadne Wealth Management
Santa Barbara,
California
| $209M | +$17.6M | +9% | 12.9% | – | 251 | 26.69% | 0.6 |
|
| 5667 |
5667
Postrock Partners
Overland Park,
Oregon
| $209M | +$7.07M | +3% | 6.09% | – | 84 | 7.14% | 0.5 |
|
| 5668 |
5668
TradeWell Securities
Fort Wayne,
Indiana
| $209M | +$27.6M | +15% | 13.2% | – | 47 | 10.64% | 0.4 |
|
| 5669 |
5669
Napa Wealth Management
Napa,
California
| $209M | +$31.4M | +18% | 7.96% | – | 196 | 51.53% | 0.6 |
|
| 5670 |
5670
Burrus Financial Services
Salt Lake City,
Utah
| $209M | +$12.3M | +6% | 4.74% | 31.3% | 10 | 0% | 2.6 |
|
| 5671 |
5671
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| $209M | -$148M | -42% | 8.94% | 85.6% | 158 | 12.66% | 5 |
|
| 5672 |
5672
Altus Wealth Management
Ft Mitchell,
Kentucky
| $209M | -$4.64M | -2% | 10.1% | 73% | 42 | 30.95% | 3.4 |
|
| 5673 |
5673
Melia Wealth
Tulsa,
Oklahoma
| $209M | +$14.9M | +8% | 2.51% | – | 21 | 9.52% | 1.2 |
|
| 5674 |
5674
Greykasell Wealth Strategies
Danville,
California
| $209M | +$21.3M | +11% | 10.5% | – | 362 | 19.06% | 0.3 |
|
| 5675 |
5675
Hamilton Capital Partners
Atlanta,
Georgia
| $209M | +$50.8M | +32% | 27.1% | – | 29 | 34.48% | 0.4 |
|