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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
Platte River Wealth Advisors
Louisville,
Colorado
| $357M | +$5.58M | +2% | 3.78% | 28.6% | 95 | 4.21% | 3.2 |
|
| 3802 |
3802
DGS Capital Management
Jersey City,
New Jersey
| $356M | +$4.07M | +1% | 0.08% | 177% | 325 | 16.62% | 1.4 |
|
| 3803 |
3803
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $356M | +$20.1M | +6% | 3.61% | – | 1,381 | 22.38% | 1.2 |
|
| 3804 |
3804
Sage Advisory Services
Austin,
Texas
| $356M | -$10.1M | -3% | 0.82% | 33.9% | 50 | 12% | 2.8 |
|
| 3805 |
3805
Elevated Capital Advisors
Sandy,
Utah
| $356M | +$6.66M | +2% | 1.53% | 46% | 253 | 41.5% | 1.8 |
|
| 3806 |
3806
Crestview Partners III
New York
| $356M | -$10.4M | -3% | 15.7% | 51.2% | 3 | 0% | 3.2 |
|
| 3807 |
3807
PhiloSmith Capital
Stamford,
Connecticut
| $355M | -$1.39M | -0.4% | 0.72% | 47% | 23 | 0% | 6.2 |
|
| 3808 |
SA
3808
SoftVest Advisors
Abilene,
Texas
| $355M | +$59.4M | +20% | 22% | 178% | 4 | 0% | 3.1 |
|
| 3809 |
3809
Childress Capital Advisors
Houston,
Texas
| $355M | +$10.8M | +3% | 2.94% | 107% | 237 | 18.57% | 1.1 |
|
| 3810 |
3810
Legacy Wealth Asset Management
Woodbury,
Minnesota
| $355M | -$4.62M | -1% | 0.51% | 116% | 358 | 9.22% | 2.4 |
|
| 3811 |
3811
InceptionR
Lafayette,
California
| $354M | -$34.3M | -9% | 1.92% | 62.9% | 903 | 73.86% | 0.2 |
|
| 3812 |
3812
Oakwell Private Wealth Management
Austin,
Texas
| $354M | +$25.2M | +8% | 1.79% | 63% | 67 | 7.46% | 2.4 |
|
| 3813 |
3813
Aristides Capital
Louisville,
Kentucky
| $354M | +$82.1M | +30% | 0.41% | 126% | 349 | 50.14% | 1.1 |
|
| 3814 |
3814
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $354M | +$3.29M | +0.9% | 1.2% | 83.6% | 199 | 5.03% | 6.1 |
|
| 3815 |
3815
Morton Community Bank
East Peoria,
Illinois
| $354M | +$6.56M | +2% | 0.86% | – | 112 | 5.36% | 0.5 |
|
| 3816 |
3816
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
| $354M | +$69.7M | +25% | 0.69% | 41.2% | 107 | 8.41% | 1.7 |
|
| 3817 |
3817
RJA Asset Management
Stamford,
Connecticut
| $353M | +$58.8M | +20% | 19.4% | 80.2% | 4 | 0% | 1.7 |
|
| 3818 |
3818
WESCAP Management Group
Glendale,
California
| $353M | +$8.16M | +2% | 0.55% | 45.7% | 95 | 2.11% | 4.7 |
|
| 3819 |
PBF
3819
Petix & Botte Financial
La Mesa,
California
| $353M | -$49.5M | -12% | 1.52% | 47.5% | 169 | 44.38% | 2.4 |
|
| 3820 |
SC
3820
Saybrook Capital
Winston Salem,
North Carolina
| $353M | -$25.8M | -7% | 1.73% | 72.5% | 51 | 13.73% | 8.3 |
|
| 3821 |
IFS
3821
Ifrah Financial Services
Little Rock,
Arkansas
| $353M | -$3.63M | -1% | 1.92% | 64.1% | 218 | 9.17% | 4.6 |
|
| 3822 |
3822
Raffa Wealth Management
Washington,
District of Columbia
| $352M | +$16.7M | +5% | 0.52% | 35.8% | 1,158 | 3.2% | 3.7 |
|
| 3823 |
3823
Whitegate Investment Counselors
Concord,
New Hampshire
| $352M | -$2.71M | -0.8% | 0.53% | 48% | 65 | 4.62% | 6.3 |
|
| 3824 |
3824
Finepoint Capital
Boston,
Massachusetts
| $352M | -$37.7M | -10% | 7.17% | 27.4% | 25 | 0% | 1.6 |
|
| 3825 |
3825
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| $352M | -$59.8M | -15% | 0.93% | 63.7% | 90 | 12.22% | 2.7 |
|