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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7026 |
7026
Collar Capital Management
Appleton,
Wisconsin
| $142M | +$23.3M | +20% | 12.2% | – | 74 | 13.51% | 0.6 |
|
| 7027 |
7027
Avant Capital
Lafayette,
Louisiana
| $142M | +$13.2M | +10% | 7.14% | – | 81 | 14.81% | 2.6 |
|
| 7028 |
7028
Nova Wealth Management
Bonita Springs,
Florida
| $142M | +$5.83M | +4% | 7.96% | – | 770 | 28.18% | 0.6 |
|
| 7029 |
7029
Genesis Wealth Advisors
Braintree,
Massachusetts
| $142M | +$8.55M | +6% | 6.19% | – | 64 | 4.69% | 5.9 |
|
| 7030 |
7030
Bank of Marin
Novato,
California
| $142M | +$9.21M | +7% | 7.26% | 80.3% | 134 | 8.96% | 2.5 |
|
| 7031 |
7031
Chancellor Financial Group WB
Wilkes-Barre,
Pennsylvania
| $142M | +$12.3M | +9% | 10.6% | – | 140 | 9.29% | 0.7 |
|
| 7032 |
DQRIM
7032
Dale Q Rice Investment Management
Vancouver,
Washington
| $142M | +$21.1M | +18% | 19.1% | – | 69 | 5.8% | 0.7 |
|
| 7033 |
7033
Safir Wealth Advisors
Greenland,
New Hampshire
| $142M | +$5.27M | +4% | 5.81% | 52.1% | 16 | 18.75% | 3.3 |
|
| 7034 |
7034
Daventry Group
New York
| $141M | -$103M | -42% | 10.9% | 26.2% | 9 | 44.44% | 1.3 |
|
| 7035 |
7035
Comprehensive Money Management Services
Coral Gables,
Florida
| $141M | +$9.49M | +7% | 7.09% | – | 191 | 6.28% | 0.7 |
|
| 7036 |
7036
Value Base
Tel Aviv,
Israel
| $141M | -$33.8M | -19% | 14.1% | – | 7 | 0% | 0.7 |
|
| 7037 |
7037
Basepoint Wealth
Cedar Rapids,
Iowa
| $141M | +$11.7M | +9% | 13.8% | 113% | 108 | 7.41% | 2.7 |
|
| 7038 |
7038
Comprehensive Wealth Management
Lynnwood,
Washington
| $141M | +$16.9M | +14% | 5.22% | 36.9% | 39 | 0% | 1.5 |
|
| 7039 |
7039
JDH Wealth Management
Santa Rosa,
California
| $141M | +$10.3M | +8% | 7.9% | – | 51 | 3.92% | 0.7 |
|
| 7040 |
7040
Campion Asset Management
Falls Church,
Virginia
| $141M | +$7.6M | +6% | 7.41% | 70.2% | 84 | 5.95% | 3.7 |
|
| 7041 |
7041
Flavin Financial Services
Melbourne,
Florida
| $141M | +$37.7M | +37% | 6.61% | – | 73 | 15.07% | 0.6 |
|
| 7042 |
7042
Gibson Wealth Advisors
Tyler,
Texas
| $141M | +$6.17M | +5% | 6.64% | – | 41 | 24.39% | 3.2 |
|
| 7043 |
7043
Strategic Value Bank Partners
Cleveland,
Ohio
| $141M | -$34.3M | -20% | 8.61% | 98.1% | 16 | 18.75% | 2.6 |
|
| 7044 |
7044
Chapman Investment Management
San Anselmo,
California
| $141M | -$2.7M | -2% | 0.74% | 44% | 32 | 18.75% | 3.7 |
|
| 7045 |
7045
Mosaic Financial Group
Chicago,
Illinois
| $141M | +$9.8M | +8% | 6.36% | – | 124 | 12.9% | 1.2 |
|
| 7046 |
7046
Disciplined Investors
Waco,
Texas
| $140M | +$12.1M | +9% | 7.36% | – | 126 | 11.11% | 0.7 |
|
| 7047 |
7047
Illumine Investment Management
Poulsbo,
Washington
| $140M | +$14.7M | +12% | 13% | – | 94 | 10.64% | 0.7 |
|
| 7048 |
7048
Washington Growth Strategies
Washington,
District of Columbia
| $140M | +$9.36M | +7% | 8.45% | – | 53 | 3.77% | 0.8 |
|
| 7049 |
7049
Longview Financial Advisors
Huntsville,
Alabama
| $140M | +$22.5M | +19% | 5.5% | 47.4% | 45 | 11.11% | 1.4 |
|
| 7050 |
7050
WealthGarden F.S.
El Segundo,
California
| $140M | +$19.7M | +16% | 7.44% | – | 157 | 19.11% | 0.9 |
|