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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6076 |
6076
Defined Wealth Management
Beaverton,
Oregon
| $119M | +$11.4M | +11% | 5.61% | 78.1% | 104 | 10.58% | 1.9 |
|
| 6077 |
6077
Atmos Advisory
Pittsburgh,
Pennsylvania
| $119M | +$2.71M | +2% | 1.94% | 31.9% | 20 | 0% | 1.5 |
|
| 6078 |
6078
Sterling Manor Financial
Saratoga Springs,
New York
| $119M | +$15.4M | +15% | 2.6% | – | 62 | 75.81% | 0.8 |
|
| 6079 |
6079
International City Management Association Retirement Corp
Washington,
District of Columbia
| $118M | +$4.16M | +4% | 3.79% | 42.9% | 6 | 0% | 0.5 |
|
| 6080 |
6080
Stadium Capital Management
New Canaan,
Connecticut
| $118M | -$28.8M | -20% | 10.8% | 10.9% | 14 | 28.57% | 0.8 |
|
| 6081 |
6081
Paragon Capital Management (Utah)
Provo,
Utah
| $118M | +$3.74M | +3% | 4.8% | 72.3% | 77 | 22.08% | 0.9 |
|
| 6082 |
6082
Corbin Capital Partners
New York
| $118M | -$61.6M | -34% | 2.49% | 87.7% | 89 | 34.83% | 1.2 |
|
| 6083 |
6083
Carson Advisory
Athens,
Georgia
| $118M | +$5.87M | +5% | 4.52% | 68.6% | 166 | 15.06% | 1.1 |
|
| 6084 |
6084
BlackDiamond Wealth Management
New York
| $118M | +$20.7M | +21% | 5.31% | 70.8% | 133 | 20.3% | 0.9 |
|
| 6085 |
6085
Kopion Asset Management
Mckinney,
Texas
| $118M | +$3.12M | +3% | 7.49% | 80.5% | 19 | 0% | 3 |
|
| 6086 |
6086
Brogan Financial
Knoxville,
Tennessee
| $118M | +$2.22M | +2% | 1.18% | 46.4% | 37 | 5.41% | 0.5 |
|
| 6087 |
HAM
6087
Hedges Asset Management
Reno,
Nevada
| $118M | +$151K | +0.1% | 1.45% | – | 107 | 4.67% | 1.3 |
|
| 6088 |
MFG
6088
MTM Financial Group
Bethlehem,
Pennsylvania
| $118M | +$4.35M | +4% | 3.79% | 36.5% | 50 | 12% | 1.1 |
|
| 6089 |
6089
Dalton Investments
Las Vegas,
Nevada
| $118M | +$4.07M | +4% | 6.37% | 95.1% | 28 | 10.71% | 3 |
|
| 6090 |
6090
Oaktree Fund Advisors
Los Angles,
California
| $118M | +$12.1M | +11% | 5.26% | 132% | 49 | 8.16% | 0.8 |
|
| 6091 |
6091
Midwest Financial Group
Overland Park,
Kansas
| $118M | +$9.47M | +9% | 4.17% | 103% | 102 | 16.67% | 0.2 |
|
| 6092 |
6092
Merrion Investment Management
Cranford,
New Jersey
| $118M | +$13.2M | +13% | 8.73% | 161% | 101 | 11.88% | 1.8 |
|
| 6093 |
AI
6093
Arrien Investments
Boise,
Idaho
| $118M | +$15.2M | +15% | 2.83% | 42.7% | 41 | 21.95% | 0.2 |
|
| 6094 |
6094
Beacon Financial Planning
Hyannis,
Massachusetts
| $118M | +$11M | +10% | 8.14% | 71.1% | 31 | 19.35% | 0.4 |
|
| 6095 |
6095
Trustees of the Smith College
Northampton,
Massachusetts
| $118M | -$16.1M | -12% | 1.34% | – | 5 | 0% | 1.3 |
|
| 6096 |
6096
Fairfield University
Fairfield,
Connecticut
| $118M | +$3.47M | +3% | 4.49% | 61.9% | 4 | 0% | 6.1 |
|
| 6097 |
6097
Washington Capital Management
Seattle,
Washington
| $118M | +$5.32M | +5% | 3.61% | 81.8% | 121 | 24.79% | 2.8 |
|
| 6098 |
6098
Guardian Investment Management
Tiburon,
California
| $118M | -$15.9M | -12% | 7.32% | 103% | 58 | 12.07% | 5.4 |
|
| 6099 |
6099
DHK Financial Advisors
Portsmouth,
New Hampshire
| $118M | +$37M | +46% | 3.94% | 46.1% | 62 | 33.87% | 0.7 |
|
| 6100 |
6100
Innova Wealth Partners
Newtown,
Pennsylvania
| $117M | +$3.31M | +3% | 5.68% | 72.5% | 62 | 27.42% | 1.3 |
|