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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6651 |
6651
Aflac Inc
Columbus,
Georgia
| $161M | -$42.7M | -21% | 20.1% | 28.8% | 3 | 0% | 3.1 |
|
| 6652 |
6652
LAM Group
Lake Oswego,
Oregon
| $161M | +$11.7M | +8% | 7.4% | 61.8% | 73 | 1.37% | 2.6 |
|
| 6653 |
6653
Richardson Financial Services
Medway,
Massachusetts
| $161M | +$12.4M | +8% | 7.29% | 77.4% | 656 | 28.96% | 1.3 |
|
| 6654 |
OIM
6654
Opus Investment Management
Worcester,
Massachusetts
| $161M | +$10.8M | +7% | 7.96% | 52.8% | 29 | 0% | 9.9 |
|
| 6655 |
6655
FIDELIS iM
Medford,
Oregon
| $161M | -$63.6M | -28% | 4.81% | 44.8% | 24 | 33.33% | 3.6 |
|
| 6656 |
6656
FFG Retirement Advisors
Centennial,
Colorado
| $161M | +$1.54M | +1% | 4.84% | 43.4% | 50 | 20% | 1.6 |
|
| 6657 |
6657
Impala Asset Management
Palm Beach,
Florida
| $161M | +$3.09M | +2% | 17.8% | 62.6% | 33 | 51.52% | 0.7 |
|
| 6658 |
6658
White Wing Wealth Management
The Wodlands,
Texas
| $161M | +$13.5M | +9% | 6.6% | – | 37 | 21.62% | 1.1 |
|
| 6659 |
6659
Pinney & Scofield
Cambridge,
Massachusetts
| $161M | +$13.3M | +9% | 6.54% | – | 221 | 2.26% | 0.7 |
|
| 6660 |
6660
Peak XV Partners Operations
Trianon,
Mauritius
| $161M | -$43M | -21% | 21.1% | – | 1 | 0% | 1.8 |
|
| 6661 |
SCM
6661
Sunbeam Capital Management
Atlanta,
Georgia
| $161M | +$28.9M | +22% | 8.5% | – | 105 | 14.29% | 0.6 |
|
| 6662 |
6662
Del-Sette Capital Management
Schenectady,
New York
| $161M | +$17.1M | +12% | 11.7% | 112% | 56 | 16.07% | 1.5 |
|
| 6663 |
6663
Herbst Group
Westport,
Connecticut
| $161M | -$6.02M | -4% | 8.94% | 142% | 59 | 18.64% | 2.1 |
|
| 6664 |
6664
Manuka Financial
Richmond,
Virginia
| $161M | -$22.6M | -12% | 6.96% | – | 58 | 12.07% | 0.6 |
|
| 6665 |
6665
Ellerson Group
Annapolis,
Maryland
| $161M | +$18.9M | +13% | 15% | 148% | 63 | 19.05% | 1.7 |
|
| 6666 |
BRWM
6666
Blue Rock Wealth Management
Winston-Salem,
North Carolina
| $161M | +$17M | +12% | 8.06% | – | 112 | 12.5% | 0.6 |
|
| 6667 |
6667
LeClair Wealth Partners
Dublin,
Ohio
| $160M | +$13.2M | +9% | 7.28% | – | 110 | 13.64% | 0.6 |
|
| 6668 |
6668
Accuvest Global Advisors
Provo,
Utah
| $160M | +$6.72M | +4% | 2.75% | 130% | 94 | 34.04% | 0.7 |
|
| 6669 |
6669
FSA Investment Group
Pensacola,
Florida
| $160M | +$25.4M | +19% | 7.13% | – | 40 | 50% | 0.3 |
|
| 6670 |
6670
M3 Advisory Group
Needham Heights,
Massachusetts
| $160M | +$15.8M | +11% | 9.18% | – | 159 | 10.06% | 1.3 |
|
| 6671 |
6671
South Plains Financial
Lubbock,
Texas
| $160M | +$18M | +13% | 8% | – | 234 | 5.56% | 0.7 |
|
| 6672 |
6672
Schwallier Wealth Management
Grand Rapids,
Michigan
| $160M | -$3.45M | -2% | 4.42% | – | 56 | 21.43% | 0.9 |
|
| 6673 |
6673
Oracle Investment Management
Greenwich,
Connecticut
| $160M | +$14.3M | +10% | 15% | 865% | 22 | 45.45% | 2.3 |
|
| 6674 |
6674
Oceanside Advisors
Mount Pleasant,
South Carolina
| $160M | +$10.5M | +7% | 5.77% | – | 48 | 4.17% | 1.6 |
|
| 6675 |
DIG
6675
Dauntless Investment Group
Etna,
New Hampshire
| $160M | +$102M | +178% | 21.8% | – | 106 | 73.58% | 0.2 |
|