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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8076 |
8076
Mirabaud Asset Management
London,
United Kingdom
| $120M | -$1.16M | -1% | 25.5% | – | 53 | 47.17% | 1.2 |
|
| 8077 |
8077
RHL Group
Holly,
Michigan
| $120M | +$3.1M | +3% | 15.9% | – | 297 | 28.96% | 0.3 |
|
| 8078 |
8078
Blom & Howell Financial Planning
Modesto,
California
| $120M | +$18.2M | +18% | 16.3% | – | 67 | 8.96% | 0.4 |
|
| 8079 |
PC
8079
Payne Capital
Lake Oswego,
Oregon
| $120M | +$11.1M | +10% | 11.1% | – | 59 | 6.78% | 0.6 |
|
| 8080 |
8080
Blue Line Capital
Chicago,
Illinois
| $120M | +$31.5M | +36% | 30.3% | – | 98 | 40.82% | 0.3 |
|
| 8081 |
8081
Investment Management Corporation
Roanoke,
Virginia
| $120M | +$3.37M | +3% | 11.2% | – | 56 | 17.86% | 1.1 |
|
| 8082 |
8082
January Capital Advisors
San Francisco,
California
| $120M | +$45.5M | +61% | 13.1% | – | 58 | 15.52% | 1.4 |
|
| 8083 |
8083
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| $120M | +$11.5M | +11% | 13.6% | 161% | 220 | 10% | 3.8 |
|
| 8084 |
8084
Grand Central Investment Group
Tampa,
Florida
| $120M | -$15.6M | -12% | 8.09% | – | 45 | 13.33% | 3.2 |
|
| 8085 |
8085
ETF Store
Overland Park,
Kansas
| $120M | +$16.9M | +16% | 11.6% | 61% | 119 | 20.17% | 2.6 |
|
| 8086 |
8086
Heffernan Advisory
Flagstaff,
Arizona
| $120M | +$11.7M | +11% | 9.52% | – | 43 | 44.19% | 0.3 |
|
| 8087 |
8087
Mann Financial Group
Detroit Lakes,
Minnesota
| $120M | +$13.3M | +13% | 10.8% | – | 35 | 14.29% | 0.7 |
|
| 8088 |
8088
Baer Investment Advisory
Corte Madera,
California
| $119M | +$19.4M | +19% | 15.5% | – | 43 | 11.63% | 0.9 |
|
| 8089 |
8089
1015 Capital Partners
Pottstown,
Pennsylvania
| $119M | +$16.5M | +16% | 20.8% | – | 630 | 8.57% | 0.5 |
|
| 8090 |
8090
Ankerstar Wealth
Leander,
Texas
| $119M | +$24.5M | +26% | 9.27% | – | 1,068 | 17.88% | 0.4 |
|
| 8091 |
8091
Red Mountain Financial
Fort Collins,
Colorado
| $119M | +$13M | +12% | 7.21% | – | 88 | 17.05% | 1.8 |
|
| 8092 |
8092
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| $119M | -$12.9M | -10% | 12% | 58.1% | 61 | 11.48% | 3.1 |
|
| 8093 |
8093
Bannerstone Capital Management
Wayzata,
Minnesota
| $119M | +$11.5M | +11% | 36.5% | – | 127 | 34.65% | 0.3 |
|
| 8094 |
8094
Oakmont Advisory Group
Albuquerque,
New Mexico
| $119M | +$20.9M | +21% | 11.5% | – | 513 | 77.58% | 0.1 |
|
| 8095 |
8095
Finhabits Advisors
New York
| $119M | +$10.6M | +10% | 6.41% | – | 15 | 0% | 0.5 |
|
| 8096 |
8096
Value Investment Professionals
New York
| $119M | +$9.8M | +9% | 12.8% | – | 120 | 68.33% | 0.2 |
|
| 8097 |
8097
Auctus Advisors
Charlotte,
North Carolina
| $119M | +$13.5M | +13% | 13% | – | 35 | 20% | 0.4 |
|
| 8098 |
8098
Belleair Asset Management
Belleair Bluffs,
Florida
| $119M | +$9.16M | +8% | 7.93% | – | 84 | 8.33% | 0.4 |
|
| 8099 |
8099
Ruggiero Investments
West Palm Beach,
Florida
| $119M | +$15.3M | +15% | 15% | – | 102 | 36.27% | 0.3 |
|
| 8100 |
FCM
8100
Fell Capital Management
Newport Beach,
California
| $119M | +$13.9M | +13% | 11.6% | – | 97 | 7.22% | 0.5 |
|