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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6676 |
6676
Channing Global Advisors
Miami,
Florida
| $171M | +$14.6M | +9% | 2.57% | 128% | 54 | 31.48% | 2.2 |
|
| 6677 |
6677
EQ Wealth Advisors
Dallas,
Texas
| $171M | +$1.66M | +1% | 0.07% | – | 258 | 79.07% | 1.1 |
|
| 6678 |
6678
Milestone Asset Management Group
Avon,
Connecticut
| $171M | -$6.07M | -3% | 3.66% | – | 133 | 8.27% | 1 |
|
| 6679 |
6679
Trust Investment Advisors
Indianapolis,
Indiana
| $171M | -$16.9M | -9% | 0.03% | 178% | 96 | 12.5% | 5.1 |
|
| 6680 |
6680
Strategic Financial Planning
Plano,
Texas
| $171M | -$4.85M | -3% | 0.38% | 47.5% | 68 | 83.82% | 0.9 |
|
| 6681 |
6681
Beto Financial Group
Boise,
Idaho
| $171M | +$22.7M | +15% | 0.11% | – | 156 | 17.31% | 0.2 |
|
| 6682 |
6682
English Capital Management
Bloomfield Hills,
Michigan
| $171M | +$8.22M | +5% | 0.76% | – | 38 | 13.16% | 1.7 |
|
| 6683 |
EIM
6683
Ervin Investment Management
Seattle,
Washington
| $171M | -$7.73M | -4% | 4.56% | 92.9% | 48 | 10.42% | 2.9 |
|
| 6684 |
6684
Defined Wealth Management
Beaverton,
Oregon
| $171M | -$2.74M | -2% | 0.95% | 78.1% | 112 | 5.36% | 3.6 |
|
| 6685 |
6685
TLW Wealth Management
Indian Rocks Beach,
Florida
| $171M | -$2.65M | -2% | 0.12% | 98.3% | 19 | 15.79% | 5.6 |
|
| 6686 |
6686
Byrne Asset Management
Kingston,
New Jersey
| $171M | -$10.5M | -6% | 1.56% | 126% | 626 | 19.81% | 1.6 |
|
| 6687 |
LFWA
6687
LBJ Family Wealth Advisors
Austin,
Texas
| $171M | -$11.2M | -6% | 0.98% | 64.9% | 29 | 3.45% | 7.7 |
|
| 6688 |
6688
Rareview Capital
Las Vegas,
Nevada
| $171M | +$16.4M | +11% | 2.72% | 28.6% | 60 | 28.33% | 1.1 |
|
| 6689 |
KRAVCF
6689
Karnit Road Accident Victims Compensation Fund
Tel-Aviv,
| $170M | -$6.5M | -4% | 4.15% | – | 18 | 16.67% | 0.2 |
|
| 6690 |
6690
Argo Wealth Advisory
Mclean,
Virginia
| $170M | +$3.22M | +2% | 0.05% | – | 52 | 7.69% | 0.3 |
|
| 6691 |
6691
Shotwell Rutter Baer
Lansing,
Michigan
| $170M | +$3.65M | +2% | 1.32% | 45.5% | 39 | 2.56% | 1.8 |
|
| 6692 |
6692
ARP Global Capital
Dubai,
| $170M | -$161M | -49% | 14.6% | – | 39 | 79.49% | 0.1 |
|
| 6693 |
6693
Holcombe Financial
Atlanta,
Georgia
| $170M | +$10.9M | +7% | 0.2% | – | 52 | 13.46% | 1 |
|
| 6694 |
6694
Daner Wealth Management
Alpharetta,
Georgia
| $170M | +$6.77M | +4% | 0.89% | – | 102 | 22.55% | 0.9 |
|
| 6695 |
6695
RiverGlades Family Offices
Naples,
Florida
| $170M | – | – | 1.64% | – | 87 | – | 4.8 |
|
| 6696 |
6696
Dickmeyer Boyce Financial Management
Fort Wayne,
Indiana
| $170M | – | – | 1.89% | – | 125 | – | 0 |
|
| 6697 |
6697
Cyr Financial
Hennepin,
Illinois
| $170M | +$9.6M | +6% | 1.36% | – | 61 | 9.84% | 1.1 |
|
| 6698 |
6698
Brandywine Managers
Hockessin,
Delaware
| $170M | -$32.3M | -16% | 13.9% | 96.3% | 45 | 26.67% | 3.7 |
|
| 6699 |
6699
Coppell Advisory Solutions
Coppell,
Texas
| $170M | -$846M | -83% | 3.51% | – | 402 | 92.79% | 2 |
|
| 6700 |
6700
Financial Harvest
Winter Park,
Florida
| $170M | +$7.82M | +5% | 1.42% | – | 63 | 11.11% | 0.7 |
|