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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7726 |
7726
Cassilly Financial Group
Severna Park,
Maryland
| $138M | +$22.6M | +20% | 10% | – | 79 | 24.05% | 0.4 |
|
| 7727 |
7727
Orca Investment Management
Roseburg,
Oregon
| $138M | +$20.2M | +17% | 25.2% | 139% | 61 | 8.2% | 7.9 |
|
| 7728 |
7728
Approach Retirement Advisors
Vestavia,
Alabama
| $138M | +$17.5M | +15% | 9.42% | – | 86 | 12.79% | 0.5 |
|
| 7729 |
7729
Windsor Advisory Group
Columbus,
Ohio
| $138M | +$18M | +15% | 9.26% | 48.2% | 112 | 40.18% | 1.4 |
|
| 7730 |
7730
Littlejohn Financial Services
Roseburg,
Oregon
| $138M | +$4.5M | +3% | 10.2% | – | 86 | 46.51% | 0.8 |
|
| 7731 |
7731
Soapstone Management
Bethesda,
Maryland
| $138M | -$2.9M | -2% | 3.84% | 30.3% | 16 | 43.75% | 1.8 |
|
| 7732 |
7732
Mountaineer Partners Management
New York
| $137M | -$63.8M | -32% | 16.3% | 158% | 17 | 41.18% | 1.6 |
|
| 7733 |
7733
Rubicon Advisors
Redding,
California
| $137M | +$22.4M | +20% | 15.6% | – | 95 | 30.53% | 0.4 |
|
| 7734 |
7734
Pitti Group Wealth Management
Victor,
New York
| $137M | +$14.1M | +11% | 9.9% | 65.3% | 85 | 5.88% | 2.8 |
|
| 7735 |
7735
GTS Financial
Bloomington,
Minnesota
| $137M | +$11M | +9% | 8.61% | – | 48 | 25% | 0.2 |
|
| 7736 |
7736
Marquette Associates
Chicago,
Illinois
| $137M | +$45.3M | +49% | 9.67% | – | 43 | 53.49% | 1 |
|
| 7737 |
7737
WealthPoint Financial
Cramerton,
North Carolina
| $137M | +$17.7M | +15% | 11% | – | 132 | 12.88% | 0.4 |
|
| 7738 |
7738
Ferguson Johnson Wealth Management
Rockville,
Maryland
| $137M | +$13.9M | +11% | 6.9% | – | 38 | 10.53% | 0.4 |
|
| 7739 |
7739
Farnam Financial
Phoenix,
Arizona
| $137M | +$15.6M | +13% | 18.7% | – | 58 | 24.14% | 1.3 |
|
| 7740 |
7740
Trustco Bank (New York)
Albany,
New York
| $137M | +$24.5M | +22% | 30.8% | 131% | 78 | 10.26% | 7.4 |
|
| 7741 |
7741
Sentinel Dome Partners
Burlingame,
California
| $137M | +$32M | +30% | 4.4% | – | 40 | 37.5% | 0.3 |
|
| 7742 |
7742
Stephen J. Garry & Associates
Garden City,
New York
| $137M | +$12.7M | +10% | 11.4% | – | 55 | 7.27% | 1.8 |
|
| 7743 |
7743
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
| $137M | +$14.4M | +12% | 9.54% | 74.3% | 60 | 21.67% | 1.5 |
|
| 7744 |
7744
Daytona Street Capital
Saint Louis,
Missouri
| $137M | +$7.23M | +6% | 14.6% | – | 340 | 30% | 0.4 |
|
| 7745 |
7745
Crabel Capital Management
Los Angeles,
California
| $137M | +$126M | +1,167% | 0.37% | 13.9% | 58 | 81.03% | 0.3 |
|
| 7746 |
7746
Syntax Research
Boca Raton,
Florida
| $137M | -$20.3M | -13% | 11.7% | 42.9% | 188 | 12.23% | 2.2 |
|
| 7747 |
7747
Impact Investors
San Francisco,
California
| $137M | -$7.22M | -5% | 12.5% | – | 120 | 38.33% | 1 |
|
| 7748 |
7748
Stone Wealth Partners
Lafayette,
Louisiana
| $137M | +$25.4M | +23% | 32.3% | – | 69 | 23.19% | 0.4 |
|
| 7749 |
7749
Barrier Capital Management
San Francisco,
California
| $137M | +$22.9M | +20% | 41.6% | 216% | 23 | 52.17% | 0.6 |
|
| 7750 |
7750
Momentum Wealth Planning
Estero,
Florida
| $137M | +$24.2M | +21% | 32% | – | 43 | 30.23% | 0.7 |
|