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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6551 |
6551
Sandler Capital Management
New York
| $201M | +$8.31M | +4% | 30.2% | 325% | 176 | 60.23% | 0.6 |
|
| 6552 |
6552
Nierenberg Investment Management Company
Camas,
Washington
| $201M | -$41.7K | -0% | 1.59% | 135% | 49 | 34.69% | 1.8 |
|
| 6553 |
6553
Williamson Legacy Group
Carmel,
Indiana
| $201M | +$68M | +51% | 79.2% | – | 106 | 52.83% | 0.6 |
|
| 6554 |
6554
LAM Group
Lake Oswego,
Oregon
| $201M | +$19.4M | +11% | 9.8% | 61.8% | 138 | 2.17% | 1.8 |
|
| 6555 |
6555
Beacon Financial Strategies
Raleigh,
North Carolina
| $201M | +$25M | +14% | 11.3% | 54.2% | 213 | 18.78% | 1.1 |
|
| 6556 |
6556
Two West Capital Advisors
Overland Park,
Kansas
| $201M | +$12.4M | +7% | 9.85% | – | 110 | 20.91% | 1.3 |
|
| 6557 |
6557
CoreFirst Bank & Trust
Topeka,
Kansas
| $201M | +$12.5M | +7% | 10.3% | 61.4% | 292 | 5.14% | 2.5 |
|
| 6558 |
6558
Element Squared
Minneapolis,
Minnesota
| $201M | +$23.7M | +13% | 15.5% | – | 60 | 48.33% | 0.4 |
|
| 6559 |
6559
Dutch Asset Corp
Selkirk,
New York
| $201M | +$52.2M | +35% | 37.8% | – | 119 | 23.53% | 0.4 |
|
| 6560 |
6560
Marest Capital
Tarzana,
California
| $201M | +$28M | +16% | 12% | 84.5% | 37 | 40.54% | 1.1 |
|
| 6561 |
6561
Principia Wealth Advisory
Dallas,
Texas
| $201M | +$24.3M | +14% | 9.83% | – | 1,099 | 7.83% | 1.2 |
|
| 6562 |
6562
Virginia Wealth Management Group
Virginia Beach,
Virginia
| $201M | +$14M | +7% | 4.25% | 49.4% | 58 | 10.34% | 3.2 |
|
| 6563 |
6563
Wealth Forward LLC
Fargo,
North Dakota
| $201M | +$23.6M | +13% | 10.3% | 48.8% | 51 | 19.61% | 1.7 |
|
| 6564 |
6564
Greater Midwest Financial Group
St. Paul,
Minnesota
| $201M | +$14.5M | +8% | 42.7% | 157% | 70 | 14.29% | 1.6 |
|
| 6565 |
6565
Counterweight Ventures
Wilmington,
North Carolina
| $201M | +$22.4M | +13% | 19% | – | 81 | 1.23% | 2 |
|
| 6566 |
6566
J. H. Whitney Equity Partners VI
New Canaan,
Connecticut
| $201M | -$126M | -39% | 0.34% | – | 1 | 0% | 0.5 |
|
| 6567 |
6567
Capasso Planning Partners
Charleston,
South Carolina
| $201M | +$15.2M | +8% | 10.7% | 51.6% | 86 | 15.12% | 2.4 |
|
| 6568 |
6568
Michael S. Ryan Inc
Latham,
New York
| $200M | +$28.6M | +17% | 15.6% | 63.3% | 61 | 16.39% | 1.8 |
|
| 6569 |
6569
Fortress Financial Group
Rochester,
Minnesota
| $200M | +$65.1M | +48% | 14.7% | – | 93 | 21.51% | 1.1 |
|
| 6570 |
6570
Scholtz & Company
Stamford,
Connecticut
| $200M | +$4.83M | +2% | 15.8% | 89.2% | 60 | 38.33% | 2.2 |
|
| 6571 |
6571
McDonough Capital Management
Orlando,
Florida
| $200M | +$17.2M | +9% | 12.1% | 98.1% | 56 | 17.86% | 3.1 |
|
| 6572 |
TDB
6572
Thompson David Blair
| $200M | +$25.4M | +15% | 18.2% | – | 224 | 30.36% | 0.7 |
|
| 6573 |
6573
Brindle & Bay Financial Advisors
Frisco,
Texas
| $200M | +$37M | +23% | 11.6% | – | 88 | 26.14% | 0.4 |
|
| 6574 |
6574
Disciplined Investors
Waco,
Texas
| $200M | +$32M | +19% | 16.6% | – | 158 | 20.25% | 1.1 |
|
| 6575 |
6575
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| $200M | +$25.9M | +15% | 13.4% | 62.6% | 66 | 3.03% | 4.2 |
|