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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
2251
Private Capital Management (Florida)
Naples,
Florida
| $1.09B | -$28.6M | -3% | 0.67% | 118% | 204 | 28.43% | 2.3 |
|
| 2252 |
2252
Connable Office Inc
Kalamazoo,
Michigan
| $1.09B | +$12.7M | +1% | 2.3% | 68.3% | 246 | 16.26% | 4.1 |
|
| 2253 |
2253
Tanglewood Wealth Management
Houston,
Texas
| $1.09B | +$14.7M | +1% | 3.99% | 64.6% | 41 | 19.51% | 3.8 |
|
| 2254 |
2254
Apriem Advisors
Irvine,
California
| $1.09B | +$32.6M | +3% | 3.4% | 74.3% | 198 | 5.56% | 5.3 |
|
| 2255 |
2255
Mar Vista Investment Partners
Los Angeles,
California
| $1.09B | -$61.2M | -5% | 2.51% | 73.9% | 36 | 16.67% | 6 |
|
| 2256 |
2256
Avenir Tech
Hong Kong
| $1.09B | -$267M | -20% | 22.4% | – | 33 | 36.36% | 0.7 |
|
| 2257 |
2257
First Business Financial Services
Madison,
Wisconsin
| $1.09B | -$1.04M | -0.1% | 3.08% | 80.9% | 187 | 11.23% | 5.1 |
|
| 2258 |
2258
Syntegra Private Wealth Group
Chesterfield,
Missouri
| $1.09B | +$28.3M | +3% | 1.55% | 56.9% | 196 | 6.63% | 2 |
|
| 2259 |
GA
2259
GuoLine Advisory
Singapore
| $1.09B | +$83.8M | +8% | 5.88% | 112% | 23 | 4.35% | 1.9 |
|
| 2260 |
2260
Inspire Advisors
Meridian,
Idaho
| $1.09B | +$41.4M | +4% | 1.26% | 60.2% | 653 | 34.61% | 1.3 |
|
| 2261 |
2261
Verus Financial Partners
Richmond,
Virginia
| $1.09B | +$47.2M | +5% | 1.82% | 45.7% | 125 | 11.2% | 4.4 |
|
| 2262 |
2262
OneAscent Financial Services
Birmingham,
Alabama
| $1.09B | -$416M | -28% | 2.14% | 63.8% | 559 | 31.66% | 1 |
|
| 2263 |
2263
Heartwood Wealth Advisors
Richmond,
Virginia
| $1.09B | +$14M | +1% | 1.89% | 59.4% | 632 | 68.2% | 2.9 |
|
| 2264 |
2264
Baring Fintech Fund III Managers
St Peter Port,
Guernsey
| $1.08B | -$94.3M | -8% | 4.35% | – | 1 | 0% | 1 |
|
| 2265 |
2265
Asset Advisors Investment Management
Augusta,
Georgia
| $1.08B | +$27.5M | +3% | 1.89% | 67.5% | 113 | 7.08% | 4.9 |
|
| 2266 |
2266
L & S Advisors
Los Angeles,
California
| $1.08B | +$41.8M | +4% | 8.22% | 231% | 389 | 17.22% | 2 |
|
| 2267 |
2267
Graham Holdings Company
Arlington,
Virginia
| $1.08B | +$83.1M | +8% | 10.4% | 95.1% | 6 | 0% | 3.3 |
|
| 2268 |
2268
Pekin Hardy Strauss
Chicago,
Illinois
| $1.08B | +$84.3M | +8% | 7.5% | 102% | 490 | 24.08% | 3.6 |
|
| 2269 |
CF
2269
Clarity Financial
Houston,
Texas
| $1.08B | +$73.7M | +7% | 1.92% | 56.8% | 128 | 16.41% | 2.1 |
|
| 2270 |
2270
Everhart Financial Group
Dublin,
Ohio
| $1.08B | +$81.8M | +8% | 3.42% | 123% | 440 | 16.59% | 2.1 |
|
| 2271 |
2271
Shepherd Financial Partners
Winchester,
Massachusetts
| $1.08B | +$28.5M | +3% | 3.21% | 78% | 257 | 9.73% | 3.8 |
|
| 2272 |
2272
Crescent Grove Advisors
Lake Forest,
Illinois
| $1.08B | +$23.7M | +2% | 1.14% | 64.1% | 316 | 13.29% | 3.8 |
|
| 2273 |
2273
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $1.08B | -$28.8M | -3% | 0.01% | 70% | 63 | 3.17% | 7.6 |
|
| 2274 |
2274
LVM Capital Management
Portage,
Michigan
| $1.08B | +$36M | +3% | 5.86% | 121% | 177 | 15.82% | 6.4 |
|
| 2275 |
2275
McIlrath & Eck
Arlington,
Washington
| $1.08B | +$108M | +11% | 2.5% | 44% | 1,026 | 13.55% | 4.2 |
|