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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5901 |
5901
Cobblestone Asset Management
Richmond,
Virginia
| $122M | – | – | 4.23% | 60.6% | 42 | – | 0 |
|
| 5902 |
5902
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $122M | -$15.6M | -11% | 3.71% | 119% | 52 | 25% | 1.8 |
|
| 5903 |
5903
TrueWealth Financial Partners
Bellevue,
Washington
| $122M | +$701K | +0.6% | 2.36% | 36.4% | 17 | 11.76% | 1.5 |
|
| 5904 |
5904
Diamant Asset Management
Ridgefield,
Connecticut
| $122M | -$9.26M | -7% | 4.76% | 66.9% | 70 | 8.57% | 4.5 |
|
| 5905 |
5905
Peterson Wealth Management
Sparks,
Nevada
| $122M | -$4.73M | -4% | 3.96% | 78% | 73 | 24.66% | 1.7 |
|
| 5906 |
5906
Lanham O'Dell & Company
Hurricane,
West Virginia
| $122M | +$11.1M | +10% | 1.46% | 81% | 18 | 11.11% | 1.3 |
|
| 5907 |
5907
Ballew Advisors
Jackson,
Mississippi
| $121M | -$17M | -12% | 3.17% | 68% | 113 | 15.93% | 3.4 |
|
| 5908 |
5908
Yoder Wealth Management
Walnut Creek,
California
| $121M | -$5.73M | -5% | 4.66% | 69.3% | 84 | 10.71% | 0.5 |
|
| 5909 |
LAM
5909
LifePro Asset Management
San Diego,
California
| $121M | -$8.47M | -7% | 7.62% | 49% | 133 | 42.86% | 0.9 |
|
| 5910 |
5910
325 Capital
New York
| $121M | -$30.5M | -20% | 12.2% | 226% | 9 | 11.11% | 1.3 |
|
| 5911 |
WAM
5911
Werlinich Asset Management
Stamford,
Connecticut
| $121M | -$3.46M | -3% | 2.98% | 232% | 58 | 5.17% | 2.1 |
|
| 5912 |
TFG
5912
Team Financial Group
Temecula,
California
| $121M | – | – | 1.49% | 42.4% | 207 | – | 0 |
|
| 5913 |
5913
Prosperity Financial Group
San Ramon,
California
| $121M | +$7.47M | +7% | 3.48% | 108% | 142 | 26.76% | 0.5 |
|
| 5914 |
5914
Paragon Private Wealth Management
Lexington,
Kentucky
| $121M | -$4.64M | -4% | 3.83% | 104% | 135 | 11.85% | 1.3 |
|
| 5915 |
5915
Sound Financial Strategies Group
Madison,
Mississippi
| $121M | -$15.9M | -12% | 1.58% | 26.4% | 85 | 29.41% | 0.9 |
|
| 5916 |
5916
TIFF Advisory Services
Radnor,
Pennsylvania
| $121M | -$301M | -71% | 0.76% | 86.3% | 27 | 33.33% | 1.3 |
|
| 5917 |
5917
BHZ Capital Management
San Jose,
California
| $121M | -$21.7M | -15% | 3.92% | 3.24% | 74 | 16.22% | 3.1 |
|
| 5918 |
5918
Byrne Asset Management
Kingston,
New Jersey
| $121M | -$32.9M | -21% | 2.92% | 126% | 655 | 42.9% | 1 |
|
| 5919 |
5919
Stadium Capital Management
New Canaan,
Connecticut
| $121M | +$2.42M | +2% | 7.09% | 10.9% | 14 | 28.57% | 1.2 |
|
| 5920 |
5920
Rainwater Charitable Foundation
Fort Worth,
Texas
| $121M | -$16.7M | -12% | 3.74% | 44% | 4 | 25% | 1.9 |
|
| 5921 |
5921
Epacria Capital Partners
Boulder,
Colorado
| $121M | -$1.41M | -1% | 2.48% | 89.1% | 62 | 6.45% | 0.7 |
|
| 5922 |
5922
Old Well Partners
Charlotte,
North Carolina
| $121M | +$9.8M | +9% | 3.69% | 97.8% | 38 | 21.05% | 1.5 |
|
| 5923 |
AC
5923
AIFG Consultants
Halfmoon,
New York
| $121M | -$3.99M | -3% | 2.73% | 49.8% | 41 | 21.95% | 0.6 |
|
| 5924 |
5924
HighMark Wealth Management
St. Paul,
Minnesota
| $121M | -$12.5M | -9% | 4.21% | 110% | 590 | 8.64% | 2.5 |
|
| 5925 |
5925
FFG Retirement Advisors
Centennial,
Colorado
| $121M | -$4.33M | -3% | 3.72% | 43.4% | 40 | 22.5% | 0.6 |
|