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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Steginsky Capital
Port Washington,
New York
| $593M | +$48.8M | +9% | 8.88% | 99.4% | 8 | 0% | 7.8 |
|
| 3302 |
3302
Brickley Wealth Management
San Mateo,
California
| $593M | +$19.5M | +3% | 2.93% | 75.9% | 56 | 7.14% | 4.1 |
|
| 3303 |
3303
Principal Street Partners
Memphis,
Tennessee
| $593M | -$33.7M | -5% | 3.58% | 91% | 282 | 17.38% | 3.1 |
|
| 3304 |
3304
D.L. Carlson Investment Group
Concord,
New Hampshire
| $593M | -$3.04M | -0.5% | 3.07% | 113% | 145 | 11.72% | 4.6 |
|
| 3305 |
3305
West Financial Advisors
Des Moines,
Iowa
| $593M | -$12.3M | -2% | 1.54% | 49.1% | 242 | 22.73% | 2.2 |
|
| 3306 |
3306
Scarborough Advisors
Annapolis,
Maryland
| $592M | +$25.5M | +5% | 2.23% | 63.3% | 490 | 9.8% | 0.7 |
|
| 3307 |
3307
Abundance Wealth Counselors
State College,
Pennsylvania
| $592M | +$8.76M | +2% | 0.41% | 107% | 183 | 18.58% | 1.9 |
|
| 3308 |
3308
SOA Wealth Advisors
New York
| $592M | +$8.95M | +2% | 2.33% | 79.1% | 918 | 8.06% | 3.8 |
|
| 3309 |
3309
Huntleigh Advisors
St. Louis,
Missouri
| $592M | +$5.82M | +1% | 5.17% | – | 303 | 19.14% | 0.8 |
|
| 3310 |
3310
Brasada Capital Management
Houston,
Texas
| $592M | -$1.64M | -0.3% | 1.4% | 76.5% | 159 | 22.01% | 2.7 |
|
| 3311 |
3311
North Point Portfolio Managers
Orange Village,
Ohio
| $591M | -$14M | -2% | 1.15% | 72.8% | 78 | 11.54% | 4.8 |
|
| 3312 |
3312
Longbow Finance
Lutry,
Switzerland
| $591M | -$423M | -42% | 5.16% | 162% | 77 | 29.87% | 1.2 |
|
| 3313 |
3313
Partners in Financial Planning
Salem,
Virginia
| $591M | +$12.1M | +2% | 1.06% | 38.9% | 119 | 6.72% | 3.4 |
|
| 3314 |
KFS
3314
Kurt F. Somerville
| $590M | -$15.5M | -3% | 5.25% | 92.9% | 116 | 15.52% | 7 |
|
| 3315 |
3315
Retirement Income Solutions
Ann Arbor,
Michigan
| $590M | +$4.8M | +0.8% | 2.36% | 60.8% | 174 | 7.47% | 3.7 |
|
| 3316 |
3316
Ironwood Financial
Tucson,
Arizona
| $590M | +$25.2M | +4% | 2.69% | 54.1% | 173 | 8.09% | 5.5 |
|
| 3317 |
3317
MIG Capital
Newport Beach,
California
| $589M | -$99M | -14% | 3.49% | 118% | 47 | 14.89% | 1.1 |
|
| 3318 |
3318
Canvas Wealth Advisors
Shawnee,
Kansas
| $589M | +$39M | +7% | 2.01% | 133% | 232 | 12.07% | 2 |
|
| 3319 |
FCM
3319
Fieldview Capital Management
Niles,
Michigan
| $589M | -$22.8M | -4% | 1.62% | – | 684 | 75% | 0.2 |
|
| 3320 |
3320
Almanack Investment Partners
Wayne,
Pennsylvania
| $589M | -$58.1M | -9% | 1.98% | 82.2% | 218 | 31.19% | 2.6 |
|
| 3321 |
3321
Clifford Capital Partners
Alpine,
Utah
| $588M | +$9.9M | +2% | 2.78% | 77.3% | 45 | 11.11% | 2.5 |
|
| 3322 |
3322
Gibraltar Capital Management
Tulsa,
Oklahoma
| $588M | +$30.9M | +6% | 3.89% | 65% | 122 | 13.11% | 2.3 |
|
| 3323 |
3323
Peak Asset Management
Louisville,
Colorado
| $587M | +$14.6M | +3% | 2.95% | 70.1% | 159 | 8.81% | 5.9 |
|
| 3324 |
3324
GenWealth Group
Maplewood,
New Jersey
| $586M | +$49.4M | +9% | 2.21% | 73.9% | 83 | 9.64% | 4.6 |
|
| 3325 |
3325
Maia Wealth
Denver,
Colorado
| $586M | -$7.9M | -1% | 2.28% | – | 376 | 19.15% | 1.2 |
|