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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5876 |
5876
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
| $124M | -$5.59M | -4% | 2.45% | 63.5% | 33 | 30.3% | 0.7 |
|
| 5877 |
5877
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $124M | -$24M | -16% | 5.63% | 67.8% | 132 | 12.88% | 7.9 |
|
| 5878 |
5878
Nan Fung Group Holdings
Kai Tak,
Hong Kong
| $123M | -$33M | -21% | 14% | 281% | 44 | 13.64% | 1.5 |
|
| 5879 |
5879
Syntax Research
Boca Raton,
Florida
| $123M | – | – | 4.88% | 42.9% | 178 | – | 0 |
|
| 5880 |
5880
Briaud Financial Planning
College Station,
Texas
| $123M | +$17.6M | +17% | 4% | 113% | 178 | 88.2% | 0.3 |
|
| 5881 |
5881
Destiny Capital Securities
Golden,
Colorado
| $123M | – | – | 3.45% | – | 55 | – | 0 |
|
| 5882 |
5882
Bullseye Investment Management
Cincinnati,
Ohio
| $123M | -$14.3M | -10% | 0.56% | 36.2% | 53 | 62.26% | 0.5 |
|
| 5883 |
5883
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| $123M | -$3.98M | -3% | 3.78% | 51.7% | 420 | 21.19% | 1.4 |
|
| 5884 |
5884
Wolff Wiese Magana
Carslbad,
California
| $123M | -$6.56M | -5% | 3.95% | 149% | 862 | 13.81% | 1.9 |
|
| 5885 |
5885
Tikehau Investment Management
Paris,
France
| $123M | -$46.4M | -27% | 3.56% | 102% | 17 | 17.65% | 2.3 |
|
| 5886 |
5886
Archvest Wealth Advisors
Concord,
California
| $123M | +$917K | +0.8% | 3.32% | 47.8% | 52 | 11.54% | 1.3 |
|
| 5887 |
5887
Cook & Bynum Capital Management
Birmingham,
Alabama
| $123M | -$1.63M | -1% | 1.22% | 46.8% | 5 | 0% | 6.2 |
|
| 5888 |
5888
Lakewood Asset Management
Naperville,
Illinois
| $123M | -$4.43M | -3% | 0.77% | 69.3% | 116 | 5.17% | 0.7 |
|
| 5889 |
5889
LCM Capital Management
Chicago,
Illinois
| $123M | -$556K | -0.5% | 4.07% | 128% | 91 | 7.69% | 2.3 |
|
| 5890 |
5890
Basepoint Wealth
Cedar Rapids,
Iowa
| $123M | +$1.61M | +1% | 1.82% | 113% | 100 | 5% | 1.4 |
|
| 5891 |
5891
New Republic Capital
Charlotte,
North Carolina
| $123M | -$21.5M | -15% | 3.53% | 91.4% | 260 | 28.85% | 0.6 |
|
| 5892 |
5892
Sebold Capital Management
Lisle,
Illinois
| $122M | -$2.93M | -2% | 3.87% | – | 70 | 8.57% | 0.7 |
|
| 5893 |
5893
Financial Futures
Brielle,
New Jersey
| $122M | -$4.15M | -3% | 2.9% | 48.5% | 55 | 14.55% | 1.2 |
|
| 5894 |
5894
Hudson Canyon Capital Management
New York
| $122M | -$4.56M | -4% | 2.61% | 160% | 58 | 12.07% | 2.2 |
|
| 5895 |
5895
Cassia Capital Partners
Winston Salem,
North Carolina
| $122M | -$4.64M | -4% | 2.09% | 55% | 61 | 3.28% | 1.2 |
|
| 5896 |
5896
Western Pacific Wealth Management
Lake Forest,
Illinois
| $122M | -$10.2M | -8% | 8.03% | 91.4% | 287 | 7.32% | 1.3 |
|
| 5897 |
5897
Mendel Capital Management
Little Rock,
Arkansas
| $122M | -$3.25M | -3% | 3.65% | – | 93 | 5.38% | 1.3 |
|
| 5898 |
5898
Beaumont Asset Management
Beaumont,
Texas
| $122M | -$10.1M | -8% | 3.51% | 73.1% | 72 | 20.83% | 2.3 |
|
| 5899 |
5899
W Advisors LLC
Germantown,
Tennessee
| $122M | -$5.96M | -5% | 4.16% | 73.8% | 108 | 12.96% | 1.4 |
|
| 5900 |
5900
Tower Wealth Partners
Lewisburg,
Pennsylvania
| $122M | -$3.08M | -2% | 2.72% | 53.7% | 51 | 7.84% | 2 |
|