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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
Beaton Management Company
Haverhill,
Massachusetts
| $225M | -$2.41M | -1% | 1.73% | 95.9% | 151 | 4.64% | 5.9 |
|
| 5802 |
PHM
5802
Prospect Hill Management
Short Hills,
New Jersey
| $224M | -$23.1M | -9% | 9.17% | 85.1% | 14 | 7.14% | 4.3 |
|
| 5803 |
FA
5803
FAI Advisors
Farmington Hills,
Michigan
| $224M | -$2.19M | -1% | 0.71% | – | 181 | 17.13% | 1.1 |
|
| 5804 |
EAM
5804
Eukles Asset Management
Cincinnati,
Ohio
| $224M | -$32.9M | -13% | 1.26% | 87.9% | 254 | 15.75% | 4.5 |
|
| 5805 |
5805
626 Financial
Portage,
Michigan
| $224M | -$8.18M | -4% | 2.24% | 81.1% | 129 | 12.4% | 3.3 |
|
| 5806 |
5806
Tandem Wealth Advisors
Phoenix,
Arizona
| $224M | +$1.26M | +0.6% | 0.21% | 43.1% | 49 | 8.16% | 2.4 |
|
| 5807 |
5807
93 Financial Group
Woburn,
Massachusetts
| $224M | -$5.37M | -2% | 1.42% | – | 9 | 0% | 0.3 |
|
| 5808 |
CP
5808
CPV Partners
Stamford,
Connecticut
| $224M | -$8.6M | -4% | 0.02% | 105% | 4 | 0% | 5.1 |
|
| 5809 |
MCF
5809
MKA Charitable Fund
San Francisco,
California
| $224M | -$27.7M | -11% | 6.96% | 17.1% | 1 | 0% | 2.3 |
|
| 5810 |
5810
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
| $224M | +$13M | +6% | 1.6% | 61.3% | 79 | 17.72% | 1.7 |
|
| 5811 |
5811
Tull Financial Group
Chesapeake,
Virginia
| $224M | -$9.5M | -4% | 2.17% | – | 32 | 3.13% | 1.3 |
|
| 5812 |
LLWM
5812
Life Line Wealth Management
Beverly Hills,
California
| $224M | -$115M | -34% | 0.93% | – | 39 | 12.82% | 1.6 |
|
| 5813 |
5813
Aspect Management
Palo Alto,
California
| $224M | -$76.9M | -26% | 25.6% | – | 1 | 0% | 0.3 |
|
| 5814 |
5814
Regency Capital Management
Honolulu,
Hawaii
| $224M | -$16.9M | -7% | 4.08% | 92.1% | 77 | 41.56% | 1.6 |
|
| 5815 |
5815
Cura Wealth Advisors
Chicago,
Illinois
| $223M | -$40.4M | -15% | 7.3% | – | 154 | 26.62% | 0.9 |
|
| 5816 |
5816
Catherine Avery Investment Management
Longboat Key,
Florida
| $223M | +$56.5M | +34% | 5.18% | – | 159 | 32.08% | 1.2 |
|
| 5817 |
5817
Family CFO
Los Altos,
California
| $223M | -$338K | -0.2% | 1.49% | 89.6% | 92 | 60.87% | 2.8 |
|
| 5818 |
5818
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| $223M | +$244K | +0.1% | 0.06% | 38.1% | 32 | 31.25% | 3 |
|
| 5819 |
5819
Azarias Capital Management
Berwyn,
Pennsylvania
| $223M | -$5.28M | -2% | 5.28% | 58.2% | 28 | 25% | 2.3 |
|
| 5820 |
5820
Advantage Trust Company
Salina,
Kansas
| $223M | +$1.12M | +0.5% | 1.42% | 77.6% | 125 | 4% | 2 |
|
| 5821 |
5821
EntreWealth
Austin,
Texas
| $223M | +$1.2M | +0.5% | 0.4% | – | 109 | 16.51% | 0.8 |
|
| 5822 |
5822
Elite Financial
Lewiston,
Idaho
| $223M | +$3.2M | +1% | 0.1% | – | 54 | 0% | 1.2 |
|
| 5823 |
5823
Vista Investment Partners II
Richmond,
Indiana
| $223M | -$9.31M | -4% | 0.24% | – | 177 | 26.55% | 0.9 |
|
| 5824 |
5824
Mainsail Asset Management
Birmingham,
Alabama
| $223M | -$10.7M | -5% | 2.63% | 90.4% | 125 | 25.6% | 1.1 |
|
| 5825 |
DFS
5825
Dixon Fnancial Services
Lafayette,
California
| $223M | -$2.82M | -1% | 1.27% | 76.6% | 47 | 8.51% | 2.4 |
|