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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5826 |
GIM
5826
Greenwich Investment Management
Norwalk,
Connecticut
| $126M | -$6.2M | -5% | 3.3% | – | 49 | 22.45% | 3.5 |
|
| 5827 |
5827
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| $126M | -$7.04M | -5% | 3.33% | 72% | 112 | 9.82% | 2.4 |
|
| 5828 |
5828
Rise Advisors
Rochester,
New York
| $126M | -$3.21M | -2% | 3.07% | 62.8% | 704 | 11.36% | 1.6 |
|
| 5829 |
5829
SFG Wealth Management
Towson,
Maryland
| $126M | +$6.55M | +5% | 2.02% | 86.3% | 109 | 27.52% | 1.1 |
|
| 5830 |
5830
Lederer & Associates Investment Counsel
Long Beach,
California
| $126M | -$6.67M | -5% | 3.83% | 92.7% | 90 | 10% | 5.1 |
|
| 5831 |
5831
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| $126M | -$5.23M | -4% | 3.19% | 106% | 168 | 23.21% | 1.2 |
|
| 5832 |
5832
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| $126M | +$657K | +0.5% | 0.23% | 83% | 129 | 18.6% | 1.2 |
|
| 5833 |
5833
Blue Investment Partners
Alamo,
California
| $126M | -$5.35M | -4% | 5.96% | – | 33 | 27.27% | 0.6 |
|
| 5834 |
5834
Financial Council
Towson,
Maryland
| $126M | -$5.31M | -4% | 4.01% | 80% | 72 | 11.11% | 1.4 |
|
| 5835 |
5835
Precept Management
Dallas,
Texas
| $126M | +$52M | +70% | 4.05% | 110% | 36 | 47.22% | 0.8 |
|
| 5836 |
BC
5836
Bowman & Company
Oshkosh,
Wisconsin
| $126M | -$6.42M | -5% | 2.75% | 59.7% | 89 | 5.62% | 1.4 |
|
| 5837 |
MA
5837
McBroom & Associates
Las Vegas,
Nevada
| $126M | -$1.17M | -0.9% | 3.38% | 133% | 38 | 7.89% | 1.4 |
|
| 5838 |
5838
BCR Wealth Strategies
Vestavia,
Alabama
| $126M | -$3.78M | -3% | 3.35% | 42.2% | 19 | 0% | 1.6 |
|
| 5839 |
5839
Beirne Wealth Consulting Services
Shelton,
Connecticut
| $125M | +$94 | +0% | 3.4% | 81.9% | 94 | 0% | 2.6 |
|
| 5840 |
5840
Swan Capital
Pensacola,
Florida
| $125M | – | – | 4.1% | 47.9% | 31 | – | 0.4 |
|
| 5841 |
5841
Piedmont Capital Management (Montana)
Whitefish,
Montana
| $125M | -$6.41M | -5% | 3.74% | 94% | 47 | 8.51% | 1.7 |
|
| 5842 |
5842
Naman Capital
Sao Paulo,
Brazil
| $125M | -$21.8M | -15% | 1.6% | 89.9% | 11 | 9.09% | 3.4 |
|
| 5843 |
5843
Arrow Investment Advisors
Laurel,
Maryland
| $125M | -$1.86M | -1% | 2.32% | 36.3% | 70 | 44.29% | 1.2 |
|
| 5844 |
VCM
5844
Viewpoint Capital Management
Seattle,
Washington
| $125M | -$4.18M | -3% | 3.36% | 127% | 128 | 5.47% | 1.5 |
|
| 5845 |
5845
Finer Wealth Management
Salem,
Massachusetts
| $125M | -$2.92M | -2% | 2.08% | 175% | 85 | 9.41% | 1.5 |
|
| 5846 |
5846
Shelton Wealth Management
Fort Worth,
Texas
| $125M | -$3.96M | -3% | 1.81% | 89.4% | 70 | 10% | 1.5 |
|
| 5847 |
SLFPAM
5847
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
| $125M | +$25.1M | +25% | 0.7% | 139% | 37 | 62.16% | 0.4 |
|
| 5848 |
5848
Mills Wealth Advisors
Southlake,
Texas
| $125M | -$6.65M | -5% | 1.99% | 37.9% | 51 | 11.76% | 0.6 |
|
| 5849 |
5849
V Wealth Advisors
Overland Park,
Kansas
| $125M | -$475M | -79% | 3.03% | 36.9% | 388 | 72.94% | 3.8 |
|
| 5850 |
5850
HTG Investment Advisors
New Canaan,
Connecticut
| $125M | +$3.7M | +3% | 3.65% | 57.4% | 54 | 9.26% | 0.7 |
|