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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5926 |
5926
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| $221M | -$1.08M | -0.5% | 2.46% | 85.6% | 145 | 6.21% | 5.3 |
|
| 5927 |
5927
Silver Oak Advisory Group
Portland,
Oregon
| $221M | +$166K | +0.1% | 0.79% | 28.9% | 79 | 7.59% | 2.8 |
|
| 5928 |
5928
Brentview Investment Management
Northfield,
Illinois
| $221M | +$1.68M | +0.8% | 2.98% | – | 70 | 12.86% | 0.8 |
|
| 5929 |
5929
Gildi lifeyrissjodur
Reykjavik,
| $221M | – | – | 8.71% | – | 2 | – | 0 |
|
| 5930 |
5930
CastleKeep Investment Advisors
Westport,
Connecticut
| $221M | +$7.14M | +3% | 2.31% | – | 92 | 7.61% | 1.4 |
|
| 5931 |
5931
Transcendent Capital Group
Edmond,
Oklahoma
| $221M | -$2.56M | -1% | 1.55% | 82.3% | 133 | 24.06% | 1.3 |
|
| 5932 |
5932
Forager Capital Management
Birmingham,
Alabama
| $221M | -$5.8M | -3% | 4.61% | 52.6% | 12 | 16.67% | 2.5 |
|
| 5933 |
SA
5933
Sunesis Advisors
Overland Park,
Kansas
| $221M | +$6.76M | +3% | 1.82% | – | 55 | 10.91% | 2.8 |
|
| 5934 |
5934
Robbins Farley
Bedford,
New Hampshire
| $221M | -$20M | -8% | 0.68% | 106% | 180 | 22.78% | 2.9 |
|
| 5935 |
5935
Grand Wealth Management
Grand Rapids,
Michigan
| $221M | +$13.3M | +6% | 2.31% | 54.1% | 86 | 18.6% | 2.2 |
|
| 5936 |
TFG
5936
Team Financial Group
Temecula,
California
| $220M | +$4.65M | +2% | 1.26% | 46% | 276 | 10.14% | 0.7 |
|
| 5937 |
5937
Seamount Financial Group
Colorado Springs,
Colorado
| $220M | +$8.45M | +4% | 2.57% | 79.7% | 138 | 7.25% | 1.4 |
|
| 5938 |
5938
Forte Asset Management
Bedford,
New York
| $220M | +$12.4M | +6% | 1.04% | 57.7% | 75 | 5.33% | 2.1 |
|
| 5939 |
5939
Causey Wealth LLC
Greenwood Village,
Colorado
| $220M | +$15.3M | +7% | 1.55% | – | 76 | 18.42% | 0.8 |
|
| 5940 |
5940
Heritage Family Offices
Scottsdale,
Arizona
| $220M | +$5.14M | +2% | 2.1% | – | 220 | 18.64% | 1.1 |
|
| 5941 |
5941
Cooper/Haims Advisors
Victor,
New York
| $220M | +$5.99M | +3% | 0.55% | 58.8% | 105 | 20.95% | 3.8 |
|
| 5942 |
5942
Lakeridge Wealth Management
Mentor,
Ohio
| $220M | -$4.99M | -2% | 2.11% | – | 163 | 10.43% | 1.6 |
|
| 5943 |
5943
Elite Financial
Lewiston,
Idaho
| $220M | +$1.58M | +0.7% | 1.38% | – | 54 | 1.85% | 0.9 |
|
| 5944 |
5944
Tandem Capital Management
Woodcliff Lake,
New Jersey
| $220M | +$4.99M | +2% | 2.64% | 128% | 122 | 9.02% | 3.5 |
|
| 5945 |
5945
Horizon Financial Services
Winston Salem,
North Carolina
| $220M | +$10.1M | +5% | 1.06% | 42.6% | 387 | 13.7% | 1.3 |
|
| 5946 |
5946
Yoder Wealth Management
Walnut Creek,
California
| $220M | +$8.29M | +4% | 2.16% | 69.3% | 123 | 9.76% | 2.1 |
|
| 5947 |
5947
Mad River Investors
Boston,
Massachusetts
| $220M | -$14.1M | -6% | 5.22% | 169% | 40 | 12.5% | 2.8 |
|
| 5948 |
5948
Rockingstone Advisors
Great Barrington,
Massachusetts
| $219M | +$16.8M | +8% | 5.87% | 114% | 115 | 9.57% | 2.3 |
|
| 5949 |
AFT
5949
Alpha Family Trust
Los Angeles,
California
| $219M | +$6.25M | +3% | 4.98% | 215% | 209 | 15.31% | 1.8 |
|
| 5950 |
5950
PACK Private Wealth
Wayzata,
Minnesota
| $219M | +$7.06M | +3% | 2.36% | 52.8% | 58 | 5.17% | 2.5 |
|