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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
Mader & Shannon Wealth Management
Kansas City,
Missouri
| $184M | +$8.32M | +5% | 3.36% | 53.1% | 23 | 13.04% | 2.7 |
|
| 6077 |
6077
Sage Advisory Services
Austin,
Texas
| $184M | +$13.4M | +8% | 6.56% | 33.9% | 46 | 17.39% | 3.3 |
|
| 6078 |
6078
Keystone Global Partners
Denver,
Colorado
| $184M | +$41M | +29% | 8.93% | – | 217 | 36.87% | 0.2 |
|
| 6079 |
6079
Security National Bank of So Dak
Sioux City,
Iowa
| $184M | +$6.79M | +4% | 8.17% | 67.7% | 116 | 7.76% | 5.8 |
|
| 6080 |
6080
One Plus One Wealth Management
Jupiter,
Florida
| $183M | -$55.5K | -0% | 10.9% | 71.9% | 100 | 19% | 2.4 |
|
| 6081 |
6081
Index Venture Growth Associates IV
St. Helier,
Jersey
| $183M | +$20.7M | +13% | 12.7% | – | 1 | 0% | 0.5 |
|
| 6082 |
6082
Manuka Financial
Richmond,
Virginia
| $183M | +$29M | +19% | 13.2% | – | 51 | 3.92% | 0.5 |
|
| 6083 |
6083
Tenret Company
Tampa,
Florida
| $183M | +$18.4M | +11% | 7.48% | – | 37 | 10.81% | 3 |
|
| 6084 |
6084
Hillman Capital Management
Bethesda,
Maryland
| $183M | -$20M | -10% | 3.43% | 20.2% | 52 | 5.77% | 3.3 |
|
| 6085 |
WAM
6085
Werlinich Asset Management
Stamford,
Connecticut
| $183M | +$25.7M | +16% | 19.9% | 232% | 63 | 11.11% | 3.2 |
|
| 6086 |
6086
Brighton Securities
Rochester,
New York
| $183M | -$22.2M | -11% | 7.66% | – | 68 | 26.47% | 0.4 |
|
| 6087 |
6087
Vesa Equity Investment
Luxembourg
| $183M | +$41.2M | +29% | 73.8% | 2.97% | 1 | 0% | 4.5 |
|
| 6088 |
6088
Yardley Wealth Management
Yardley,
Pennsylvania
| $183M | +$13.1M | +8% | 7.51% | – | 42 | 7.14% | 0.7 |
|
| 6089 |
6089
Chou Associates Management
Toronto,
Ontario, Canada
| $183M | -$2.14M | -1% | 0.06% | 66.4% | 32 | 3.13% | 3 |
|
| 6090 |
6090
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| $183M | -$2.37M | -1% | 6.24% | 38.4% | 35 | 5.71% | 0.9 |
|
| 6091 |
6091
Nightview Capital
Austin,
Texas
| $183M | +$28.8M | +19% | 18.3% | 170% | 13 | 7.69% | 1.7 |
|
| 6092 |
6092
Friedenthal Financial
Marlton,
New Jersey
| $182M | +$15.1M | +9% | 6.01% | 105% | 320 | 52.5% | 1.5 |
|
| 6093 |
6093
Worldly Partners Management
Needham,
Massachusetts
| $182M | +$5.75M | +3% | 0.54% | 19.2% | 3 | 0% | 2.5 |
|
| 6094 |
6094
RPS Advisory Solutions
Louisville,
Kentucky
| $182M | +$41.1M | +29% | 7.46% | – | 120 | 35% | 0.6 |
|
| 6095 |
GWM
6095
Global Wealth Management
Kingston,
New Jersey
| $182M | +$9.01M | +5% | 4.91% | – | 32 | 12.5% | 0.6 |
|
| 6096 |
6096
H&H Retirement Design & Management
Las Vegas,
Nevada
| $182M | +$31.9M | +21% | 4.59% | 38.4% | 82 | 8.54% | 2 |
|
| 6097 |
6097
Resurgent Financial Advisors
Atlanta,
Georgia
| $182M | +$15.6M | +9% | 9.88% | 86.4% | 204 | 20.1% | 2.3 |
|
| 6098 |
6098
Trivant Custom Portfolio Group
San Diego,
California
| $182M | +$8.15M | +5% | 11.6% | 86.1% | 226 | 67.7% | 1.2 |
|
| 6099 |
6099
SWP Financial
San Diego,
California
| $182M | +$18.3M | +11% | 7.42% | 58.4% | 77 | 20.78% | 0.9 |
|
| 6100 |
6100
Whipplewood Advisors
Littleton,
Colorado
| $182M | +$12.6M | +7% | 8.64% | – | 1,276 | 11.05% | 0.5 |
|