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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6201 |
6201
HRC Wealth Management
Moscow,
Idaho
| $161M | -$7.3M | -4% | 4.93% | 82.2% | 55 | 14.55% | 0.9 |
|
| 6202 |
6202
Foresight Capital Management Advisors
Saline,
Michigan
| $161M | -$9.9M | -6% | 2.39% | 100% | 96 | 20.83% | 1.3 |
|
| 6203 |
6203
BostonPremier Wealth
Hanover,
Massachusetts
| $161M | -$3.92M | -2% | 4.18% | – | 63 | 14.29% | 0.2 |
|
| 6204 |
6204
Marshall Investment Management
Littleton,
Colorado
| $161M | -$8.73M | -5% | 0.38% | – | 252 | 48.02% | 0.1 |
|
| 6205 |
6205
Chicago Capital Management
Chicago,
Illinois
| $161M | -$1.09M | -0.7% | 8.06% | 270% | 56 | 30.36% | 0.5 |
|
| 6206 |
6206
Griffith & Werner
Canton,
Georgia
| $161M | +$9.34M | +6% | 0.85% | – | 70 | 5.71% | 0.2 |
|
| 6207 |
6207
Novak & Powell Financial Services
St. Petersburg,
Florida
| $161M | -$7.19M | -4% | 1.98% | – | 161 | 12.42% | 1.1 |
|
| 6208 |
6208
Smith Thornton Advisors
Huntsville,
Alabama
| $161M | +$2.39M | +2% | 0.37% | – | 140 | 7.86% | 0.7 |
|
| 6209 |
6209
Decker Retirement Planning
Levi,
Utah
| $161M | -$11.8M | -7% | 2.06% | – | 641 | 73.48% | 0.2 |
|
| 6210 |
6210
Gordian Capital (Singapore)
Singapore
| $161M | -$31.5M | -16% | 4.35% | 321% | 195 | 35.9% | 1.6 |
|
| 6211 |
6211
Lauterbach Financial Advisors
El Paso,
Texas
| $160M | -$4.29M | -3% | 1.75% | 76.5% | 79 | 13.92% | 2.3 |
|
| 6212 |
6212
Richardson Capital Management
Menomonee Falls,
Wisconsin
| $160M | +$3.15M | +2% | 4.42% | 74.2% | 250 | 45.2% | 0.6 |
|
| 6213 |
6213
Priebe Wealth Holdings
Maple Grove,
Minnesota
| $160M | +$12.8M | +9% | 2.65% | – | 80 | 20% | 0.8 |
|
| 6214 |
6214
Cassia Capital Partners
Winston Salem,
North Carolina
| $160M | +$3.44M | +2% | 2.11% | 59.9% | 61 | 8.2% | 2.3 |
|
| 6215 |
6215
BCK Partners
Corning,
New York
| $160M | -$2.89M | -2% | 1.44% | 46% | 27 | 11.11% | 3.6 |
|
| 6216 |
6216
Jones Road Capital Management
New York
| $160M | -$45.7M | -22% | 2.71% | 88.5% | 38 | 36.84% | 1.4 |
|
| 6217 |
6217
Brown Financial Advisory
Fairhope,
Alabama
| $160M | +$19.3M | +14% | 2.85% | 73.2% | 55 | 41.82% | 1.8 |
|
| 6218 |
6218
Teton Advisors
Rye,
New York
| $160M | -$35.1M | -18% | 5.39% | 139% | 194 | 7.22% | 8.2 |
|
| 6219 |
6219
Brooklands Fund Management
London,
United Kingdom
| $160M | +$73.1M | +84% | – | – | 96 | 55.21% | 0.1 |
|
| 6220 |
6220
Sylvest Advisors
Dallas,
Texas
| $160M | -$2.72M | -2% | 1.73% | – | 79 | 16.46% | 0.2 |
|
| 6221 |
NAMNJ
6221
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
| $160M | +$2.95M | +2% | 3.14% | – | 95 | 15.79% | 1 |
|
| 6222 |
6222
M1 Capital Management
Bloomfield Hills,
Michigan
| $160M | -$25.2M | -14% | 3.27% | – | 99 | 23.23% | 0.2 |
|
| 6223 |
6223
Jacobs Asset Management
New York
| $160M | -$6.31M | -4% | 2.98% | 114% | 34 | 20.59% | 2.1 |
|
| 6224 |
6224
Citrine Capital
San Francisco,
California
| $160M | +$24.1M | +18% | 4% | – | 37 | 2.7% | 0.2 |
|
| 6225 |
6225
W Advisors LLC
Germantown,
Tennessee
| $160M | -$1.9M | -1% | 2.33% | 88.7% | 126 | 14.29% | 2.3 |
|