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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6276 |
IF
6276
Integrity Financial
Cheyenne,
Wyoming
| $197M | -$12M | -6% | 2.32% | 66.3% | 316 | 17.09% | 2.3 |
|
| 6277 |
6277
Tenret Company
Tampa,
Florida
| $197M | +$4.24M | +2% | 1.29% | – | 35 | 5.71% | 3.6 |
|
| 6278 |
PCMK
6278
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $197M | -$9.7M | -5% | 2.64% | 87.5% | 61 | 8.2% | 6.5 |
|
| 6279 |
6279
Allodium Investment Consultants
Minneapolis,
Minnesota
| $197M | +$20.2M | +11% | 1.69% | – | 53 | 5.66% | 0.9 |
|
| 6280 |
6280
Strategic Investment Management
Arlington,
Virginia
| $197M | +$12.4M | +7% | 2.82% | 53.4% | 14 | 7.14% | 5.5 |
|
| 6281 |
6281
KilterHowling LLC
Boulder,
Colorado
| $197M | +$17.7M | +10% | 1.59% | 51.3% | 52 | 13.46% | 2.8 |
|
| 6282 |
6282
Sheridan Capital Management
San Rafael,
California
| $197M | +$7.89M | +4% | 1.15% | – | 36 | 5.56% | 1.3 |
|
| 6283 |
6283
Matrix Private Capital Group
New York
| $197M | +$8.48M | +4% | 0.6% | 62.5% | 135 | 5.19% | 4.4 |
|
| 6284 |
6284
Cincinnati Casualty Company
Fairfield,
Ohio
| $197M | +$407K | +0.2% | 1.66% | 68.7% | 24 | 0% | 9.8 |
|
| 6285 |
6285
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $197M | +$2.97M | +2% | 2.48% | 112% | 173 | 13.87% | 7.1 |
|
| 6286 |
6286
International City Management Association Retirement Corp
Washington,
District of Columbia
| $197M | +$1.17M | +0.6% | 0.61% | 48.1% | 6 | 0% | 2.1 |
|
| 6287 |
SFC
6287
Sprinkle Financial Consultants
Littleton,
Colorado
| $197M | +$17.7M | +10% | 1.56% | 64.1% | 90 | 8.89% | 1.5 |
|
| 6288 |
6288
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
| $197M | +$24.3M | +14% | 3.47% | – | 104 | 10.58% | 1.3 |
|
| 6289 |
6289
True Vision MN
Woodbury,
Minnesota
| $197M | +$4.89M | +3% | 1.49% | – | 119 | 15.97% | 1.2 |
|
| 6290 |
6290
Smith Thornton Advisors
Huntsville,
Alabama
| $197M | +$5.95M | +3% | 2.49% | – | 135 | 8.15% | 1.3 |
|
| 6291 |
6291
H&H Retirement Design & Management
Las Vegas,
Nevada
| $197M | +$8.22M | +4% | 0.26% | 38.4% | 87 | 17.24% | 2.3 |
|
| 6292 |
6292
Griffith & Werner
Canton,
Georgia
| $196M | +$3.31M | +2% | 2.1% | – | 71 | 1.41% | 0.9 |
|
| 6293 |
6293
Mithaq Capital SPC
Al Malqa, Riyadh,
Saudi Arabia
| $196M | -$174M | -47% | 30.5% | 27.4% | 4 | 0% | 2.5 |
|
| 6294 |
6294
Successful Portfolios
Clearwater,
Florida
| $196M | +$24.9M | +15% | 3.8% | 110% | 200 | 16.5% | 4.6 |
|
| 6295 |
6295
Clayton Financial Group
St. Louis,
Missouri
| $196M | +$59.2M | +43% | 2.32% | 69.8% | 674 | 69.73% | 0.2 |
|
| 6296 |
6296
FDx Advisors
Chicago,
Illinois
| $196M | -$138M | -41% | 1.31% | 73.2% | 188 | 53.72% | 7.1 |
|
| 6297 |
6297
Flower City Capital
Pittsford,
New York
| $196M | +$10.1M | +5% | 2.59% | 69.5% | 46 | 10.87% | 2.3 |
|
| 6298 |
6298
NRI Wealth Management
Santa Clara,
California
| $196M | +$8.97M | +5% | 6.18% | – | 33 | 9.09% | 1.4 |
|
| 6299 |
6299
Arta Finance Wealth Management
Mountain View,
California
| $196M | – | – | 2.94% | – | 90 | – | 0 |
|
| 6300 |
6300
Capital Square
Chattanooga,
Tennessee
| $196M | -$129K | -0.1% | 1.94% | 62.5% | 236 | 17.37% | 2.3 |
|