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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%
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50
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250
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3851 |
HW
3851
Hamilton Wealth
Encino,
California
| $287M | +$3.79M | +1% | 7.45% | 101% | 105 | 24.76% |
|
| 3852 |
BRA
3852
Biechele Royce Advisors
Fishers,
Indiana
| $287M | +$18.2M | +7% | 4.59% | 39.2% | 73 | 15.07% |
|
| 3853 |
FMN
3853
Financial Management Network
Mission Viejo,
California
| $287M | +$37.9M | +15% | 7% | 52% | 145 | 16.55% |
|
| 3854 |
BLAM
3854
Bourne Lent Asset Management
Pawling,
New York
| $287M | +$22.3M | +8% | 13% | 76.1% | 63 | 3.17% |
|
| 3855 |
FCT
3855
Family Capital Trust
Peabody,
Massachusetts
| $287M | +$28.4M | +11% | 13.6% | 32.3% | 52 | 0% |
|
| 3856 |
HC
3856
Hourglass Capital
Houston,
Texas
| $287M | +$9.76M | +4% | 3.94% | 89.6% | 108 | 13.89% |
|
| 3857 |
BWP
3857
Balboa Wealth Partners
Scottsdale,
Arizona
| $287M | +$22M | +8% | 14.8% | 158% | 345 | 26.38% |
|
| 3858 |
SFG
3858
Sunburst Financial Group
Vestavia Hills,
Alabama
| $287M | +$15.4M | +6% | 3.99% | 50.7% | 93 | 5.38% |
|
| 3859 |
WMG
3859
WESCAP Management Group
Glendale,
California
| $286M | +$2.54M | +0.9% | 2.29% | 40.2% | 90 | 3.33% |
|
| 3860 |
LWAM
3860
Legacy Wealth Asset Management
Woodbury,
Minnesota
| $286M | +$9.2M | +3% | 5.37% | 102% | 351 | 8.83% |
|
| 3861 |
AAA
3861
Affinity Asset Advisors
New York
| $286M | -$16.7M | -6% | 12.8% | 1,280% | 97 | 52.58% |
|
| 3862 |
TLP
3862
Trinity Legacy Partners
Houston,
Texas
| $286M | +$19.8M | +7% | 6.44% | 63.3% | 95 | 22.11% |
|
| 3863 |
II
3863
INCA Investments
Miami,
Florida
| $286M | +$16.8M | +6% | 19.2% | 128% | 11 | 0% |
|
| 3864 |
EGA
3864
E&G Advisors
Houston,
Texas
| $286M | +$16M | +6% | 6.84% | 92.3% | 201 | 4.48% |
|
| 3865 |
HA
3865
Hamel Associates
Chatham,
New Jersey
| $286M | -$2.88M | -1% | 2.4% | 50.6% | 82 | 12.2% |
|
| 3866 |
PRWA
3866
Platte River Wealth Advisors
Louisville,
Colorado
| $285M | +$24.8M | +10% | 6.14% | 28.6% | 104 | 20.19% |
|
| 3867 |
CPA
3867
Court Place Advisors
Ellicott City,
Maryland
| $285M | +$9.33M | +3% | 6.99% | 92% | 167 | 5.39% |
|
| 3868 |
GU
3868
Georgetown University
Washington,
District of Columbia
| $285M | -$900K | -0.3% | 8.97% | 73.1% | 22 | 4.55% |
|
| 3869 |
SL
3869
SWF LLC
Omaha,
Nebraska
| $285M | +$25.8M | +10% | 10% | 81.7% | 2 | 0% |
|
| 3870 |
NFAM
3870
North Fourth Asset Management
Englewood Cliffs,
New Jersey
| $285M | -$177M | -38% | 12.8% | 104% | 126 | 82.54% |
|
| 3871 |
SCA
3871
Sage Capital Advisors
Sioux Falls,
South Dakota
| $285M | +$22.4M | +9% | 7.54% | 89.4% | 132 | 9.85% |
|
| 3872 |
SEEDPG
3872
S.E.E.D. Planning Group
Binghamton,
New York
| $285M | +$25.8M | +10% | 7.07% | 50.4% | 94 | 10.64% |
|
| 3873 |
DA
3873
Denali Advisors
San Diego,
California
| $285M | +$44.5M | +18% | 7.18% | 85.8% | 533 | 30.21% |
|
| 3874 |
GDS
3874
Gimbel Daniel Scott
| $285M | +$42.5M | +18% | 17.6% | 141% | 2 | 0% |
|
| 3875 |
WI
3875
Wahed Invest
New York
| $284M | +$53M | +23% | 11.2% | 95.1% | 244 | 7.79% |
|