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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
3801
Scissortail Wealth Management
Tulsa,
Oklahoma
| $520M | +$22M | +4% | 10.1% | 65% | 126 | 24.6% | 1.9 |
|
| 3802 |
3802
Churchill Financial Advisors
Louisville,
Kentucky
| $519M | +$43.6M | +9% | 14.2% | – | 130 | 9.23% | 0.5 |
|
| 3803 |
3803
venBio Partners
San Francisco,
California
| $519M | +$239M | +85% | 20% | 564% | 8 | 37.5% | 2.9 |
|
| 3804 |
3804
Compton Financial Group
Towson,
Maryland
| $519M | +$66.5M | +15% | 9.16% | 37.7% | 87 | 21.84% | 1.9 |
|
| 3805 |
3805
Mindset Wealth Management
Indianapolis,
Indiana
| $519M | +$147M | +39% | 22.6% | – | 200 | 16.5% | 1.2 |
|
| 3806 |
3806
Wendel SE
Paris,
| $519M | +$630K | +0.1% | 0.12% | – | 1 | 0% | 1.3 |
|
| 3807 |
3807
Gagnon Securities
New York
| $519M | +$85.6M | +20% | 28.6% | 129% | 89 | 11.24% | 4.6 |
|
| 3808 |
3808
MBM Wealth Consultants
Chesterfield,
Missouri
| $519M | +$83M | +19% | 10.2% | 57.1% | 394 | 70.56% | 3.9 |
|
| 3809 |
3809
Palo Duro Investment Partners
Chicago,
Illinois
| $518M | +$3.7M | +0.7% | 9.59% | 62.8% | 34 | 20.59% | 1 |
|
| 3810 |
EGA
3810
E&G Advisors
Houston,
Texas
| $518M | +$68.6M | +15% | 17.1% | 97.7% | 253 | 10.67% | 3.3 |
|
| 3811 |
3811
Cove Private Wealth
Oyster Bay Cove,
New York
| $518M | +$77.3M | +18% | 18.2% | 126% | 211 | 14.22% | 1.3 |
|
| 3812 |
3812
Activest Wealth Management
Aventure,
Florida
| $518M | -$51.5M | -9% | 31.2% | 117% | 1,529 | 32.31% | 1.1 |
|
| 3813 |
3813
Milestones Administradora de Recursos
Jaragua Do Sul,
Brazil
| $518M | +$135M | +35% | 20.8% | 116% | 22 | 27.27% | 2.4 |
|
| 3814 |
3814
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
Skopje,
| $518M | – | – | 15.2% | – | 12 | – | 0 |
|
| 3815 |
3815
Operose Advisors
Milwaukee,
Wisconsin
| $517M | +$86.2M | +20% | 14.2% | 68.8% | 698 | 40.26% | 2.1 |
|
| 3816 |
3816
Broadleaf Partners
Hudson,
Ohio
| $517M | +$87.7M | +20% | 35.4% | 180% | 98 | 26.53% | 4.1 |
|
| 3817 |
3817
Dividend Assets Capital
Ridgeland,
South Carolina
| $517M | +$15.3M | +3% | 11.4% | 67.4% | 150 | 16.67% | 6.9 |
|
| 3818 |
3818
Prudent Investors Network
Lake Forest,
California
| $516M | +$57.1M | +12% | 10% | – | 88 | 17.05% | 2.1 |
|
| 3819 |
3819
Fortitude Family Office
Scottsdale,
Arizona
| $516M | +$68.3M | +15% | 14.3% | 81.1% | 2,404 | 27.04% | 1.2 |
|
| 3820 |
3820
Searchlight Capital Partners
New York
| $516M | +$406M | +371% | 4.65% | 38.5% | 3 | 100% | 0 |
|
| 3821 |
3821
Vickerman Investment Advisors
Spokane,
Washington
| $515M | +$39.3M | +8% | 12.5% | 47.3% | 103 | 11.65% | 2.8 |
|
| 3822 |
3822
Curtis Advisory Group
Santa Barbara,
California
| $515M | +$50.9M | +11% | 13.4% | 79.8% | 123 | 8.94% | 3.5 |
|
| 3823 |
3823
Benedict Financial Advisors
Atlanta,
Georgia
| $515M | +$34.2M | +7% | 11.4% | 72.4% | 147 | 12.93% | 6.3 |
|
| 3824 |
3824
Total Clarity Wealth Management
St. Charles,
Illinois
| $515M | +$88.9M | +21% | 13.4% | 73.2% | 392 | 26.79% | 1.8 |
|
| 3825 |
3825
Aristides Capital
Louisville,
Kentucky
| $514M | +$52.3M | +11% | 14.3% | 126% | 213 | 44.13% | 1.9 |
|