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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6301 |
HP
6301
Hyperion Partners
Berwyn,
Pennsylvania
| $137M | +$10.3M | +8% | 5.67% | – | 72 | 11.11% | 1.1 |
|
| 6302 |
6302
Cladis Investment Advisory
Billings,
Montana
| $136M | +$9.02M | +7% | 12.3% | 131% | 153 | 16.34% | 1.7 |
|
| 6303 |
6303
Mills Wealth Advisors
Southlake,
Texas
| $136M | +$5.01M | +4% | 5.19% | 37.9% | 58 | 18.97% | 0.9 |
|
| 6304 |
6304
Taylor & Morgan Wealth Management
Flint,
Michigan
| $136M | +$10.5M | +8% | 9.35% | 85.9% | 68 | 10.29% | 1.8 |
|
| 6305 |
6305
Petra Financial Advisors
Colorado Srpings,
Colorado
| $136M | +$16.4M | +14% | 17.9% | 129% | 129 | 14.73% | 0.8 |
|
| 6306 |
FFA
6306
Florida Financial Advisors
Tampa,
Florida
| $136M | +$28.1M | +26% | 10.8% | – | 136 | 30.15% | 0.2 |
|
| 6307 |
HB
6307
Hauser Brothers
Freiburg Im Breisgau,
Germany
| $136M | +$17M | +14% | 15% | – | 12 | 41.67% | 0.2 |
|
| 6308 |
6308
TI-Trust
Quincy,
Illinois
| $136M | +$22.8M | +20% | 7.05% | 88.8% | 133 | 22.56% | 2.8 |
|
| 6309 |
6309
Riverwater Partners
Milwaukee,
Wisconsin
| $136M | +$9.25M | +7% | 10.3% | 112% | 212 | 19.34% | 1.4 |
|
| 6310 |
CE
6310
Cornerstone Enterprises
Appleton,
Wisconsin
| $136M | +$23.9M | +21% | 10.2% | 85.7% | 37 | 37.84% | 0.2 |
|
| 6311 |
6311
Aurora Investment Managers
Naples,
Florida
| $136M | +$4.55M | +3% | 0.15% | 74.4% | 54 | 12.96% | 2.1 |
|
| 6312 |
6312
Quarry Hill Advisors
St Paul,
Minnesota
| $136M | +$12.7M | +10% | 5.85% | 65% | 46 | 8.7% | 1.1 |
|
| 6313 |
BCM
6313
Beaumont Capital Management
Boston,
Massachusetts
| $136M | +$4.12M | +3% | 4.34% | 49.6% | 51 | 19.61% | 1 |
|
| 6314 |
6314
Axiom Advisory
San Diego,
California
| $136M | +$11.6M | +9% | 6.2% | 16.4% | 37 | 2.7% | 1.7 |
|
| 6315 |
SP
6315
SIH Partners
Wilmington,
Delaware
| $136M | +$10.6M | +8% | 4.47% | – | 18 | 27.78% | 0.2 |
|
| 6316 |
CMAI
6316
Capital Management Associates Inc
Minneapolis,
Minnesota
| $136M | -$34M | -20% | 6.98% | 75.6% | 96 | 26.04% | 0.2 |
|
| 6317 |
PVAMC
6317
PPS&V Asset Management Consultants
Portage,
Michigan
| $136M | +$5.07M | +4% | 8.7% | 80.7% | 42 | 16.67% | 1.2 |
|
| 6318 |
6318
Chapman Investment Management
San Anselmo,
California
| $136M | +$4.43M | +3% | 9.7% | 57.3% | 39 | 25.64% | 2.6 |
|
| 6319 |
6319
Shearwater Capital
Denver,
Colorado
| $136M | +$9.8M | +8% | 6.96% | 74.4% | 43 | 2.33% | 1.8 |
|
| 6320 |
6320
Panoramic Investment Advisors
Denver,
Colorado
| $136M | +$20M | +17% | 11.2% | – | 117 | 15.38% | 0.9 |
|
| 6321 |
6321
First Affirmative Financial Network
Colorado Springs,
Colorado
| $136M | +$10.4M | +8% | 8.94% | – | 260 | 9.23% | 1.3 |
|
| 6322 |
6322
Advantage Trust Company
Salina,
Kansas
| $136M | +$8.68M | +7% | 8.87% | 77.6% | 179 | 5.03% | 0.2 |
|
| 6323 |
6323
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
| $136M | +$11.4M | +9% | 6.93% | 65.6% | 46 | 8.7% | 0.2 |
|
| 6324 |
6324
Fort Henry Capital
Wheeling,
West Virginia
| $136M | +$6.24M | +5% | 3.47% | 39.3% | 15 | 6.67% | 2.7 |
|
| 6325 |
6325
WealthCollab
Bellevue,
Washington
| $136M | +$7.38M | +6% | 3.01% | – | 962 | 20.17% | 0.2 |
|