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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
Financial & Tax Architects
St Louis,
Missouri
| $453M | +$41.5M | +10% | 5.46% | 50.2% | 122 | 38.52% | 2 |
|
| 3752 |
3752
Apis Capital Advisors
New York
| $453M | +$171M | +61% | 86% | 1,532% | 66 | 62.12% | 0.4 |
|
| 3753 |
3753
Castle Rock Wealth Management
Walnut Creek,
California
| $452M | +$24.5M | +6% | 6.95% | 115% | 261 | 8.43% | 3 |
|
| 3754 |
RGC
3754
Rubicon Global Capital
London,
United Kingdom
| $452M | -$179M | -28% | 21.4% | – | 10 | 0% | 0.7 |
|
| 3755 |
3755
Technology Crossover Management VIII
Menlo Park,
California
| $452M | -$7.42M | -2% | 0.39% | 77.9% | 5 | 0% | 5.6 |
|
| 3756 |
AA
3756
Ashford Advisors
Pittsford,
New York
| $452M | +$20.6M | +5% | 7.7% | 66.5% | 21 | 14.29% | 3.3 |
|
| 3757 |
FNBOMD
3757
First National Bank of Mount Dora
Mount Dora,
Florida
| $452M | +$8.54M | +2% | 5.65% | 96.2% | 133 | 7.52% | 6.2 |
|
| 3758 |
3758
Lantz Financial
Naperville,
Illinois
| $452M | +$50.7M | +13% | 6.24% | 74.3% | 251 | 10.36% | 3.4 |
|
| 3759 |
3759
Verde Capital Management
Clarkston,
Michigan
| $451M | +$46.1M | +11% | 8.23% | 80.3% | 73 | 17.81% | 2.6 |
|
| 3760 |
3760
Hunter Perkins Capital Management
Lombard,
Illinois
| $451M | +$28.4M | +7% | 6.19% | 58% | 117 | 7.69% | 2.4 |
|
| 3761 |
3761
Once Capital Management
New York
| $451M | +$86.6M | +24% | 11.4% | 570% | 28 | 39.29% | 1.7 |
|
| 3762 |
3762
Miramar Capital
Northbrook,
Illinois
| $451M | +$28M | +7% | 8.06% | 47.3% | 62 | 9.68% | 3.8 |
|
| 3763 |
3763
JSF Financial
Los Angeles,
California
| $451M | +$30M | +7% | 8.41% | 91% | 139 | 15.83% | 2.8 |
|
| 3764 |
3764
Isthmus Partners
Madison,
Wisconsin
| $451M | -$405M | -47% | 5.12% | 73.7% | 228 | 27.63% | 3.6 |
|
| 3765 |
3765
Strengthening Families & Communities LLC
Boston,
Massachusetts
| $450M | +$271M | +150% | 10% | 116% | 739 | 47.77% | 1.1 |
|
| 3766 |
3766
Helen Stephens Group
Fort Worth,
Texas
| $450M | +$47.3M | +12% | 6.12% | 53.4% | 108 | 19.44% | 2.1 |
|
| 3767 |
3767
Sanchez Wealth Management Group
Jacksonville,
Florida
| $450M | +$35.6M | +9% | 6.47% | 56.9% | 51 | 9.8% | 3.7 |
|
| 3768 |
3768
RS Crum Inc
Newport Beach,
California
| $450M | +$32.8M | +8% | 5.61% | 54.2% | 99 | 8.08% | 2.6 |
|
| 3769 |
3769
Alliance Wealth Management Group
Flemington,
New Jersey
| $450M | +$56.9M | +14% | 5.44% | 43.4% | 95 | 10.53% | 5.1 |
|
| 3770 |
3770
Garden State Investment Advisory Services
Red Bank,
New Jersey
| $449M | +$53M | +13% | 9.74% | 94% | 355 | 25.35% | 1.5 |
|
| 3771 |
3771
Centric Wealth Management
Chicago,
Illinois
| $449M | +$30.5M | +7% | 5.42% | 44.4% | 205 | 13.66% | 2.5 |
|
| 3772 |
3772
AssuredPartners Investment Advisors
Tampa,
Florida
| $449M | +$40.3M | +10% | 9.14% | – | 289 | 24.57% | 0.6 |
|
| 3773 |
3773
Alta Fox Capital Management
Fort Worth,
Texas
| $449M | +$80.6M | +22% | 17.4% | 261% | 26 | 53.85% | 0.6 |
|
| 3774 |
3774
Squadra Investments
Rio De Janeiro,
Brazil
| $448M | +$21.5M | +5% | 10.6% | 1.55% | 7 | 28.57% | 1.2 |
|
| 3775 |
CWM
3775
Compass Wealth Management
Guilford,
Connecticut
| $448M | +$28M | +7% | 8.83% | 103% | 154 | 5.19% | 2.5 |
|