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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 |
MA
5876
McBroom & Associates
Las Vegas,
Nevada
| $210M | +$35.4M | +20% | 12.3% | 148% | 39 | 10.26% | 2.7 |
|
| 5877 |
5877
Regency Capital Management
Honolulu,
Hawaii
| $210M | +$19.6M | +10% | 6.98% | 92.1% | 67 | 26.87% | 1.7 |
|
| 5878 |
5878
PFS Partners
Mine Hill,
New Jersey
| $210M | +$11.7M | +6% | 4.21% | 65.2% | 578 | 15.22% | 2.1 |
|
| 5879 |
5879
Whitebark Investors
Incline Village,
Nevada
| $210M | +$2.93M | +1% | 1.2% | – | 11 | 27.27% | 0.6 |
|
| 5880 |
5880
Harper Investing
Santa Clara,
California
| $210M | +$31.2M | +17% | 8.84% | 58.7% | 64 | 10.94% | 1.4 |
|
| 5881 |
5881
Midwest Financial Group
Overland Park,
Kansas
| $210M | +$19.5M | +10% | 7.9% | 103% | 123 | 8.94% | 1.8 |
|
| 5882 |
5882
Horizon Bancorp
Michigan City,
Indiana
| $210M | +$11M | +6% | 4.31% | 33.4% | 219 | 15.07% | 3.2 |
|
| 5883 |
5883
Nordflint Capital Partners Fondsmaeglerselskab
Copenhagen O,
Denmark
| $210M | -$143M | -41% | 11.1% | – | 1 | 0% | 0.8 |
|
| 5884 |
5884
Horizon Financial Services
Winston Salem,
North Carolina
| $210M | +$21M | +11% | 5.07% | 39.5% | 395 | 29.11% | 1.1 |
|
| 5885 |
5885
Nutshell Asset Management
Sevenoaks,
United Kingdom
| $210M | +$41.6M | +25% | 2.23% | – | 31 | 38.71% | 0.4 |
|
| 5886 |
IF
5886
Integrity Financial
Cheyenne,
Wyoming
| $210M | +$13M | +7% | 6.89% | 66.3% | 314 | 13.06% | 2.2 |
|
| 5887 |
5887
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
| $210M | +$16.2M | +8% | 7.25% | 68.7% | 387 | 42.38% | 1.7 |
|
| 5888 |
5888
Eads & Heald Wealth Management
Atlanta,
Georgia
| $209M | +$7.07M | +3% | 6.48% | 93.3% | 142 | 7.75% | 8.2 |
|
| 5889 |
5889
Family Capital Management
Grand Rapids,
Michigan
| $209M | +$18.6M | +10% | 7.07% | 78.7% | 102 | 12.75% | 1.6 |
|
| 5890 |
5890
GoalFusion Wealth Management
Austin,
Texas
| $209M | +$14.8M | +8% | 5.82% | 47.6% | 31 | 19.35% | 2.1 |
|
| 5891 |
5891
Armstrong Fleming & Moore
Washington,
District of Columbia
| $209M | +$25.2M | +14% | 5.77% | 135% | 119 | 16.81% | 0.5 |
|
| 5892 |
5892
Westbourne Investments
Alexandria,
Virginia
| $209M | +$21.7M | +12% | 12.5% | – | 168 | 39.29% | 0.5 |
|
| 5893 |
FA
5893
FF Advisors
Manhattan Beach,
California
| $209M | +$16.6M | +9% | 7.45% | 59.7% | 102 | 7.84% | 1.5 |
|
| 5894 |
5894
Purkiss Capital Advisors
Ridgefield,
Connecticut
| $209M | +$29.1M | +16% | 9.4% | – | 173 | 15.03% | 0.5 |
|
| 5895 |
5895
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $209M | +$21.3M | +11% | 14.3% | 92.4% | 553 | 20.43% | 5.1 |
|
| 5896 |
5896
IRON Financial
Northbrook,
Illinois
| $209M | +$15.9M | +8% | 5.39% | 60.6% | 166 | 40.36% | 2.8 |
|
| 5897 |
NAMNJ
5897
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
| $209M | +$19.2M | +10% | 7.86% | – | 100 | 7% | 1.3 |
|
| 5898 |
AFC
5898
AFT Forsyth & Company
West Palm Beach,
Florida
| $209M | +$13.5M | +7% | 8.98% | 135% | 117 | 4.27% | 7.7 |
|
| 5899 |
5899
Hahn Capital Management
Walnut Creek,
California
| $209M | -$3.36M | -2% | 4.23% | 71.7% | 28 | 0% | 7.7 |
|
| 5900 |
5900
Trust Company of Kansas
Wichita,
Kansas
| $209M | -$884K | -0.4% | 7.65% | 87% | 63 | 12.7% | 2.9 |
|