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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7351 |
7351
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $124M | +$12.1M | +11% | 7% | 119% | 51 | 25.49% | 1.8 |
|
| 7352 |
7352
Intrinsic Value Partners
Phoenix,
Arizona
| $123M | +$11.1M | +10% | 12.3% | 126% | 70 | 8.57% | 2.6 |
|
| 7353 |
7353
Yorktown Energy Partners IX
New York
| $123M | +$65.8M | +115% | 145% | 67.3% | 2 | 0% | 5.4 |
|
| 7354 |
7354
Vested Financial Planning
San Carlos,
California
| $123M | +$10.9M | +10% | 6.44% | – | 30 | 6.67% | 0.7 |
|
| 7355 |
7355
Epacria Capital Partners
Boulder,
Colorado
| $123M | +$3.47M | +3% | 4.06% | 89.1% | 34 | 0% | 2.2 |
|
| 7356 |
7356
Equity Wealth Partners
Independence,
Missouri
| $123M | – | – | 6.44% | – | 80 | – | 0 |
|
| 7357 |
7357
Midwest Financial Network
Tinley Park,
Illinois
| $123M | +$22.5M | +22% | 4.43% | – | 67 | 16.42% | 0.6 |
|
| 7358 |
LWM
7358
Lighthouse Wealth Management
Ashland,
Ohio
| $123M | +$7.64M | +7% | 6.46% | – | 45 | 11.11% | 0.6 |
|
| 7359 |
DFA
7359
Davies Financial Advisors
Murrieta,
California
| $123M | -$5.62M | -4% | 10.2% | – | 77 | 18.18% | 1.2 |
|
| 7360 |
7360
Stonepine Capital Management
Bend,
Oregon
| $123M | +$21.1M | +21% | 34.9% | 231% | 78 | 50% | 0.7 |
|
| 7361 |
7361
Mallini Complete Financial Planning
Gainesville,
Florida
| $123M | +$43.8M | +55% | 4.96% | – | 63 | 7.94% | 0.7 |
|
| 7362 |
7362
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
| $123M | +$42.3M | +52% | 6.26% | – | 526 | 22.81% | 0.4 |
|
| 7363 |
7363
OneAscent Family Office
Birmingham,
Alabama
| $123M | +$17.2M | +16% | 7.31% | – | 168 | 21.43% | 0.5 |
|
| 7364 |
CCP
7364
Crocodile Capital Partners
Ursensollen,
Germany
| $123M | +$63.3M | +106% | 38.3% | 126% | 12 | 8.33% | 0.8 |
|
| 7365 |
7365
Stegent Equity Advisors
Houston,
Texas
| $123M | +$9.9M | +9% | 10.2% | 96.4% | 118 | 17.8% | 1.7 |
|
| 7366 |
7366
ArborFi Advisors
Ann Arbor,
Michigan
| $123M | +$9.23M | +8% | 6.16% | – | 50 | 8% | 0.6 |
|
| 7367 |
7367
Outbound Financial Inc
Boulder,
Colorado
| $123M | +$13.2M | +12% | 6.78% | – | 42 | 2.38% | 0.3 |
|
| 7368 |
7368
Blantyre Capital
London,
United Kingdom
| $122M | -$9.09M | -7% | 7.01% | – | 1 | 0% | 1.8 |
|
| 7369 |
7369
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
| $122M | +$12.7M | +12% | 7.59% | 58.2% | 79 | 18.99% | 2 |
|
| 7370 |
7370
Orca Investment Management
Roseburg,
Oregon
| $122M | +$11.2M | +10% | 12.2% | 139% | 61 | 1.64% | 7.2 |
|
| 7371 |
7371
Kropog Financial Group
Mandeville,
Louisiana
| $122M | +$7.72M | +7% | 6.89% | – | 31 | 22.58% | 0.6 |
|
| 7372 |
7372
Elm3 Financial Group
Alpharetta,
Georgia
| $122M | +$1.7M | +1% | 7.73% | – | 116 | 11.21% | 0.6 |
|
| 7373 |
7373
Madison Park Capital Advisors
Seattle,
Washington
| $122M | +$3.02M | +3% | 7.18% | 62.4% | 65 | 10.77% | 1.4 |
|
| 7374 |
7374
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $122M | +$6.74M | +6% | 5.25% | 38.5% | 61 | 6.56% | 3.1 |
|
| 7375 |
CPC
7375
CFC Planning Company
Cicero,
Indiana
| $122M | +$15.9M | +15% | 5.8% | – | 120 | 48.33% | 0.4 |
|