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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
3776
Rezny Wealth Management
Fort Myers,
Florida
| $464M | -$31.6M | -6% | 5.12% | 99.6% | 46 | 34.78% | 1.9 |
|
| 3777 |
3777
RWC Asset Advisors
Miami,
Florida
| $464M | -$63.5M | -12% | 16.2% | 267% | 15 | 20% | 2.1 |
|
| 3778 |
3778
Cypress Point Wealth Management
Dallas,
Texas
| $464M | +$6.11M | +1% | 5.48% | 255% | 132 | 38.64% | 1.5 |
|
| 3779 |
DI
3779
DDFG Inc
Thousand Oaks,
California
| $464M | +$7.2M | +2% | 0.21% | 56.3% | 90 | 7.78% | 2.5 |
|
| 3780 |
3780
Curtis Advisory Group
Santa Barbara,
California
| $464M | -$12.8M | -3% | 3.69% | 79.8% | 122 | 8.2% | 3.3 |
|
| 3781 |
3781
DecisionPoint Financial
Mesa,
Arizona
| $464M | +$9.4M | +2% | 0.29% | 48% | 741 | 10.53% | 1.3 |
|
| 3782 |
3782
Wiser Wealth Management
Marietta,
Georgia
| $464M | +$14M | +3% | 2.21% | 53% | 61 | 14.75% | 2.5 |
|
| 3783 |
3783
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $464M | -$81.9M | -15% | 1.35% | 55.7% | 148 | 10.14% | 8.6 |
|
| 3784 |
FNBOMD
3784
First National Bank of Mount Dora
Mount Dora,
Florida
| $463M | +$5.25M | +1% | 0.22% | 96.2% | 134 | 11.94% | 6.1 |
|
| 3785 |
CWWM
3785
Clear Wave Wealth Management
Red Bank,
New Jersey
| $463M | – | – | 1.3% | – | 176 | – | 0 |
|
| 3786 |
3786
Richard P. Slaughter Associates
Austin,
Texas
| $463M | -$14.4M | -3% | 1.12% | 55.7% | 114 | 17.54% | 2.8 |
|
| 3787 |
3787
Hussman Strategic Advisors
Ellicott City,
Maryland
| $463M | +$48.8M | +12% | 0.56% | 43.1% | 349 | 51% | 1.7 |
|
| 3788 |
3788
Coalescence Partners Investment Management
New York
| $463M | +$38.1M | +9% | 10% | – | 16 | 50% | 1 |
|
| 3789 |
3789
Smith & Howard Wealth Management
Atlanta,
Georgia
| $462M | +$17.8M | +4% | 0.62% | 43.8% | 103 | 25.24% | 4.8 |
|
| 3790 |
3790
Sanchez Wealth Management Group
Jacksonville,
Florida
| $462M | -$5.25M | -1% | 2.86% | 61.1% | 53 | 3.77% | 3.8 |
|
| 3791 |
3791
Alliance Wealth Advisors (Utah)
Centerville,
Utah
| $462M | +$600K | +0.1% | 0.97% | 70.7% | 267 | 21.72% | 2 |
|
| 3792 |
3792
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $462M | +$32.7M | +8% | 2.48% | 207% | 46 | 19.57% | 2.4 |
|
| 3793 |
3793
ParaFi Capital
New York
| $462M | +$104M | +29% | 18.9% | – | 26 | 53.85% | 0.4 |
|
| 3794 |
3794
Aristides Capital
Louisville,
Kentucky
| $462M | -$103M | -18% | 0.92% | 126% | 308 | 56.49% | 1.8 |
|
| 3795 |
3795
Castle Rock Wealth Management
Walnut Creek,
California
| $462M | -$611K | -0.1% | 1.58% | 115% | 274 | 9.12% | 3.2 |
|
| 3796 |
3796
Trinity Legacy Partners
Houston,
Texas
| $462M | +$25.9M | +6% | 1.63% | 63.3% | 109 | 13.76% | 3.4 |
|
| 3797 |
3797
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $462M | +$6.26M | +1% | 4.97% | 149% | 144 | 9.03% | 5.6 |
|
| 3798 |
3798
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| $462M | +$67.4M | +17% | 6.19% | 240% | 106 | 53.77% | 2.1 |
|
| 3799 |
DI
3799
DAGCO Inc
Westlake,
Ohio
| $461M | +$28.4M | +7% | 1.49% | 75% | 391 | 12.53% | 1.5 |
|
| 3800 |
3800
Weaver Capital Management
Suwanee,
Georgia
| $461M | -$12.7M | -3% | 1.94% | 79.4% | 190 | 11.05% | 1.7 |
|