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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6376 |
6376
Sowa Financial Group
Lincoln,
Rhode Island
| $152M | -$7.45M | -5% | 1.21% | 100% | 31 | 9.68% | 3.4 |
|
| 6377 |
HAM
6377
Hedges Asset Management
Reno,
Nevada
| $152M | +$737K | +0.5% | 3.87% | – | 113 | 7.08% | 2.5 |
|
| 6378 |
6378
Claris Financial
Glen Allen,
Virginia
| $152M | $0 | 0% | 2.86% | – | 153 | 0% | 0.3 |
|
| 6379 |
6379
Sebold Capital Management
Lisle,
Illinois
| $152M | +$2.95M | +2% | 1.08% | – | 77 | 12.99% | 1.8 |
|
| 6380 |
6380
Washburn Capital Management
Vero Beach,
Florida
| $152M | -$9.41M | -6% | 4.55% | 123% | 60 | 23.33% | 2.5 |
|
| 6381 |
6381
National Wealth Management Group
Cincinnati,
Ohio
| $152M | +$1.84M | +1% | 2.05% | 128% | 186 | 43.55% | 1.4 |
|
| 6382 |
6382
Pandora Wealth
Oakbrook Terrace,
Illinois
| $152M | – | – | 1.9% | – | 266 | – | 0 |
|
| 6383 |
6383
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
| $152M | +$1.67M | +1% | 0.8% | 63.8% | 110 | 8.18% | 1.7 |
|
| 6384 |
6384
Avos Capital Management
Seattle,
Washington
| $152M | +$25.3M | +20% | 2.39% | – | 41 | 34.15% | 0.2 |
|
| 6385 |
LAMC
6385
Longview Asset Management (California)
San Rafael,
California
| $152M | +$2.67M | +2% | 0.21% | – | 135 | 5.19% | 0.2 |
|
| 6386 |
6386
First National Bank of Hutchinson
Hutchinson,
Kansas
| $151M | -$13.9M | -8% | 3.93% | 121% | 97 | 16.49% | 4.4 |
|
| 6387 |
6387
Forthright Family Wealth Advisory
Houston,
Texas
| $151M | -$2.49M | -2% | 0.71% | 60.2% | 60 | 8.33% | 1 |
|
| 6388 |
6388
Avory & Company
Miami,
Florida
| $151M | -$27.1M | -15% | 12.2% | 74.9% | 36 | 33.33% | 1.9 |
|
| 6389 |
6389
McClarren Financial Advisors
State College,
Pennsylvania
| $151M | +$116M | +325% | 3.48% | 63% | 380 | 64.74% | 0.8 |
|
| 6390 |
6390
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $151M | -$9.8M | -6% | 1.72% | 36.9% | 71 | 4.23% | 7.5 |
|
| 6391 |
RFMS
6391
RWQ Financial Management Services
Naples,
Florida
| $151M | -$104M | -41% | 9.2% | 446% | 31 | 51.61% | 1.4 |
|
| 6392 |
6392
Lakeside Advisors
Seattle,
Washington
| $151M | -$152K | -0.1% | 1.89% | 83.7% | 64 | 3.13% | 2.9 |
|
| 6393 |
6393
TI-Trust
Quincy,
Illinois
| $151M | +$1.68M | +1% | 2.23% | 88.8% | 127 | 2.36% | 3.9 |
|
| 6394 |
6394
Renasant Bank
Tupelo,
Mississippi
| $151M | -$3.35M | -2% | 2.21% | 72.3% | 175 | 15.43% | 2.5 |
|
| 6395 |
6395
Vernal Point Advisors
San Francisco,
California
| $151M | +$5.4M | +4% | 0.16% | – | 19 | 0% | 1.2 |
|
| 6396 |
6396
Everstar Asset Management
Mooresville,
North Carolina
| $151M | +$9.6M | +7% | 1.2% | – | 199 | 16.58% | 0.4 |
|
| 6397 |
6397
Harper Investing
Santa Clara,
California
| $151M | +$15.2M | +11% | 5.15% | 58.7% | 53 | 20.75% | 1.3 |
|
| 6398 |
6398
Motiv8 Investments
Port St. Lucie,
Florida
| $151M | +$8.22M | +6% | 0.22% | – | 101 | 15.84% | 0.9 |
|
| 6399 |
6399
Valley Financial Group
Ambler,
Pennsylvania
| $151M | +$6.92M | +5% | 0.33% | – | 60 | 6.67% | 1.2 |
|
| 6400 |
6400
Legion Partners Asset Management
Los Angeles,
California
| $151M | -$20.8M | -12% | 18.8% | 206% | 7 | 0% | 3.3 |
|