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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7126 |
7126
Good Steward Wealth Advisors
Clarksville,
Tennessee
| $128M | +$17.7M | +16% | 4.63% | – | 134 | 35.07% | 0.2 |
|
| 7127 |
7127
Clio Asset Management
Charlottesville,
Virginia
| $128M | +$1.81M | +1% | 6.6% | 60.6% | 15 | 6.67% | 1.5 |
|
| 7128 |
7128
Haven Global Partners
Atlanta,
Georgia
| $127M | +$32M | +34% | 14.5% | – | 10 | 0% | 0.5 |
|
| 7129 |
7129
Farley Capital
New York
| $127M | +$19.5M | +18% | 13.2% | 105% | 18 | 16.67% | 5.3 |
|
| 7130 |
7130
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
| $127M | +$2M | +2% | 6.91% | – | 99 | 13.13% | 1.2 |
|
| 7131 |
7131
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| $127M | +$8.13M | +7% | 9.51% | 72.1% | 116 | 6.9% | 2.8 |
|
| 7132 |
7132
Steadtrust
Allen,
Texas
| $127M | – | – | 9.8% | – | 115 | – | 0 |
|
| 7133 |
7133
Barnett & Company
Chattanooga,
Tennessee
| $127M | +$7.48M | +6% | 3.17% | 65.9% | 86 | 16.28% | 3.8 |
|
| 7134 |
DW
7134
Durante & Waters
Brewster,
New York
| $127M | +$8.09M | +7% | 6.87% | – | 32 | 6.25% | 1.3 |
|
| 7135 |
TCM
7135
TAM Capital Management
Stamford,
Connecticut
| $127M | +$7.86M | +7% | 7.71% | 4.15% | 5 | 40% | 0.5 |
|
| 7136 |
CFP
7136
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
| $127M | +$24.2M | +24% | 15.5% | – | 355 | 12.11% | 0.5 |
|
| 7137 |
7137
Seneschal Advisors
Tacoma,
Washington
| $127M | +$10.3M | +9% | 6.23% | – | 39 | 15.38% | 0.4 |
|
| 7138 |
7138
Finward Bancorp
Munster,
Indiana
| $127M | +$11.2M | +10% | 11.4% | – | 106 | 6.6% | 0.5 |
|
| 7139 |
7139
Processus Wealth & Capital Management
Brentwood,
Tennessee
| $127M | +$9.11M | +8% | 15.7% | 160% | 35 | 5.71% | 1.4 |
|
| 7140 |
7140
Rydar Equities
Weatherford,
Texas
| $127M | – | – | 12.1% | – | 95 | – | 0 |
|
| 7141 |
7141
Cook & Bynum Capital Management
Birmingham,
Alabama
| $127M | -$1.62M | -1% | 0.26% | 46.8% | 6 | 0% | 6.7 |
|
| 7142 |
7142
Perissos Private Wealth Management
Bethany,
Oklahoma
| $126M | +$16.8M | +15% | 6.69% | – | 81 | 22.22% | 1 |
|
| 7143 |
7143
Chico Wealth RIA
Chico,
California
| $126M | +$11.2M | +10% | 10.1% | 74.7% | 33 | 9.09% | 1.9 |
|
| 7144 |
7144
Generation Capital Management
Pittsford,
New York
| $126M | +$15.3M | +14% | 11.2% | – | 87 | 34.48% | 0.4 |
|
| 7145 |
BTC
7145
Bank & Trust Company
Litchfield,
Illinois
| $126M | +$3.59M | +3% | 4.72% | – | 291 | 1.72% | 1 |
|
| 7146 |
7146
Exchange Bank
Santa Rosa,
California
| $126M | +$2.38M | +2% | 5.56% | 75.2% | 121 | 7.44% | 1.7 |
|
| 7147 |
7147
Ategra Capital Management
Vienna,
Virginia
| $126M | -$2.28M | -2% | 6.29% | 114% | 27 | 40.74% | 2.1 |
|
| 7148 |
7148
Blue Water Life Science Advisors
Larkspur,
California
| $126M | +$25.4M | +25% | 31.4% | 503% | 8 | 12.5% | 2.1 |
|
| 7149 |
7149
Tide Cove Capital Partners
San Diego,
California
| $126M | +$11.4M | +10% | 6.71% | – | 11 | 0% | 0.5 |
|
| 7150 |
7150
HFG Advisors
Cincinatti,
Ohio
| $126M | +$9.2M | +8% | 8.14% | 69.7% | 107 | 21.5% | 2.3 |
|