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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5726 |
5726
Ironwood Investment Management
Boston,
Massachusetts
| $206M | +$22.1M | +12% | 16.9% | 164% | 176 | 12.5% | 6.5 |
|
| 5727 |
5727
Bellevue Asset Management
Bellevue,
Washington
| $205M | +$22.2M | +12% | 15.6% | 56.7% | 493 | 7.51% | 4 |
|
| 5728 |
5728
Lodestone Wealth Management
Spokane,
Washington
| $205M | +$17.4M | +9% | 7.15% | 87.1% | 172 | 13.37% | 1.8 |
|
| 5729 |
5729
Findell Capital Management
New York
| $205M | -$2.63M | -1% | 17.8% | – | 17 | 52.94% | 0.8 |
|
| 5730 |
PCM
5730
Prime Capital Management
Hong Kong
| $205M | +$111M | +118% | 49% | 579% | 3 | 33.33% | 0.6 |
|
| 5731 |
SV
5731
Stilwell Value
New York
| $205M | +$10.8M | +6% | 18.4% | 87.9% | 32 | 15.63% | 5.2 |
|
| 5732 |
NME
5732
Notis-McConarty Edward
| $205M | +$10.8M | +6% | 8.52% | 91.2% | 80 | 10% | 7.3 |
|
| 5733 |
5733
Cresta Advisors
Laredo,
Texas
| $205M | +$12.2M | +6% | 7.65% | 66.8% | 48 | 4.17% | 2 |
|
| 5734 |
5734
Interactive Financial Advisors
New Lenox,
Illinois
| $205M | +$15.8M | +8% | 6.93% | 47.6% | 87 | 3.45% | 6.9 |
|
| 5735 |
5735
IVC Wealth Advisors
Silverdale,
Pennsylvania
| $205M | +$19.2M | +10% | 7.47% | 81.9% | 178 | 11.24% | 2.8 |
|
| 5736 |
5736
Integrity Wealth Solutions
Denver,
Colorado
| $205M | +$20.6M | +11% | 10% | – | 115 | 10.43% | 1.1 |
|
| 5737 |
5737
Northstar Advisory Group
Northfield,
New Jersey
| $205M | +$51.8M | +34% | 18.5% | 141% | 115 | 31.3% | 1.8 |
|
| 5738 |
5738
Thomas H. Lee (THL) Partners
Boston,
Massachusetts
| $205M | +$3.38M | +2% | 1.68% | 37.2% | 1 | 0% | 4.8 |
|
| 5739 |
5739
Dogwood Wealth Management
Lenexa,
Kansas
| $205M | +$14.5M | +8% | 7.1% | – | 746 | 35.39% | 0.5 |
|
| 5740 |
5740
Beaton Management Company
Haverhill,
Massachusetts
| $205M | +$12.1M | +6% | 9.96% | 95.9% | 141 | 6.38% | 5.7 |
|
| 5741 |
5741
Parkshore Wealth Management
Granite Bay,
California
| $205M | +$32.6M | +19% | 7.13% | – | 67 | 11.94% | 0.5 |
|
| 5742 |
5742
Windle Wealth
Oklahoma City,
Oklahoma
| $205M | +$10.4M | +5% | 7.15% | 73% | 33 | 6.06% | 2.2 |
|
| 5743 |
5743
HighMark Wealth Management
St. Paul,
Minnesota
| $205M | +$35.3M | +21% | 8.19% | 110% | 644 | 15.53% | 3 |
|
| 5744 |
5744
Forager Capital Management
Birmingham,
Alabama
| $205M | +$2.4M | +1% | 2.14% | 52.6% | 11 | 0% | 2.7 |
|
| 5745 |
5745
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| $204M | -$8.76M | -4% | 7.22% | 63.8% | 96 | 13.54% | 4.1 |
|
| 5746 |
5746
CastleKeep Investment Advisors
Westport,
Connecticut
| $204M | +$9.8M | +5% | 5.4% | – | 100 | 28% | 1 |
|
| 5747 |
5747
Martin Worley Group
Cottonwood Heights,
Utah
| $204M | +$29.2M | +17% | 6.94% | – | 93 | 12.9% | 0.4 |
|
| 5748 |
YP
5748
YANKCOM Partnership
Yankton,
South Dakota
| $204M | +$22.6M | +12% | 9.64% | – | 319 | 12.23% | 0.4 |
|
| 5749 |
5749
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| $204M | +$73.6M | +56% | 39.9% | 261% | 49 | 36.73% | 1.5 |
|
| 5750 |
5750
Aflac Inc
Columbus,
Georgia
| $204M | +$67.2M | +49% | 49.3% | 28.8% | 3 | 0% | 2.8 |
|