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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5801 |
5801
Optima Capital
Beaverton,
Oregon
| $231M | +$24.7M | +12% | 1.75% | – | 1,413 | 88.96% | 0.1 |
|
| 5802 |
VCM
5802
Viewpoint Capital Management
Seattle,
Washington
| $231M | +$3.7M | +2% | 2.63% | 127% | 153 | 14.38% | 3.4 |
|
| 5803 |
5803
American Capital Advisory
Ketchum,
Idaho
| $231M | +$15.3M | +7% | 3.87% | 69% | 1,149 | 18.45% | 0.9 |
|
| 5804 |
5804
Union Savings Bank
Litchfield,
Connecticut
| $231M | – | – | 2.04% | – | 321 | – | 2 |
|
| 5805 |
5805
RPD Fund Management
New York
| $231M | +$71.4M | +45% | 18.5% | – | 7 | 42.86% | 0.5 |
|
| 5806 |
5806
Estate Planners Group
Yardley,
Pennsylvania
| $231M | – | – | 3.87% | – | 476 | – | 0 |
|
| 5807 |
5807
Heritage Wealth Management (Texas)
Houston,
Texas
| $230M | +$3.61M | +2% | 2.33% | 55.9% | 40 | 7.5% | 1.9 |
|
| 5808 |
5808
Scholtz & Company
Stamford,
Connecticut
| $230M | +$2.68M | +1% | 1.22% | 89.2% | 55 | 14.55% | 2.4 |
|
| 5809 |
5809
Postrock Partners
Overland Park,
Oregon
| $230M | +$4.03M | +2% | 3.87% | – | 84 | 5.95% | 0.9 |
|
| 5810 |
5810
Blue Sky Capital Consultants Group
Poway,
California
| $230M | -$1.15M | -0.5% | 2.34% | – | 78 | 20.51% | 0.7 |
|
| 5811 |
5811
Banyan Capital Management
Atlanta,
Georgia
| $230M | +$9.9M | +4% | 3.19% | 44.4% | 59 | 11.86% | 1.7 |
|
| 5812 |
5812
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| $230M | +$7M | +3% | 3.2% | 74.4% | 157 | 4.46% | 3.2 |
|
| 5813 |
DCM
5813
Dudley Capital Management
Middleburg,
Virginia
| $230M | +$7.37M | +3% | 2.95% | 129% | 148 | 17.57% | 2.2 |
|
| 5814 |
5814
IVC Wealth Advisors
Silverdale,
Pennsylvania
| $230M | +$6.17M | +3% | 2.63% | 81.9% | 193 | 12.44% | 3 |
|
| 5815 |
5815
NBZ Investment Advisors
Knoxville,
Tennessee
| $230M | +$38.1M | +20% | 0.64% | – | 73 | 16.44% | 0.8 |
|
| 5816 |
5816
Johnson & White Wealth Management
York,
Pennsylvania
| $230M | +$11.4M | +5% | 2.65% | 85.1% | 116 | 7.76% | 1.6 |
|
| 5817 |
5817
Foresite Capital Management IV
Larkspur,
California
| $230M | +$47.1M | +26% | 25.1% | 151% | 7 | 14.29% | 1.7 |
|
| 5818 |
5818
93 Financial Group
Woburn,
Massachusetts
| $230M | – | – | 0.63% | – | 9 | – | 0 |
|
| 5819 |
HCM
5819
Horrell Capital Management
Little Rock,
Arkansas
| $229M | -$8.27M | -3% | 0.43% | 55.6% | 203 | 8.87% | 7.1 |
|
| 5820 |
5820
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
| $229M | -$4.79M | -2% | 1.59% | 63.5% | 104 | 22.12% | 0.9 |
|
| 5821 |
5821
Howard Wealth Management
Madison,
Connecticut
| $229M | +$11.5M | +5% | 1.99% | 69.9% | 140 | 10.71% | 2.8 |
|
| 5822 |
5822
Catalyst Private Wealth
San Mateo,
California
| $229M | +$1.16M | +0.5% | 0.82% | 120% | 81 | 6.17% | 3.5 |
|
| 5823 |
5823
Brogan Financial
Knoxville,
Tennessee
| $229M | -$5.84M | -2% | 0.57% | 46.4% | 62 | 6.45% | 2.2 |
|
| 5824 |
5824
Avos Capital Management
Seattle,
Washington
| $229M | +$14.6M | +7% | 1.25% | – | 70 | 22.86% | 0.5 |
|
| 5825 |
5825
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| $229M | +$6.61M | +3% | 2.22% | 63.8% | 87 | 12.64% | 4.4 |
|