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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4076 |
4076
Warther Private Wealth
Akron,
Ohio
| $418M | -$4.31M | -1% | 1.18% | 94.1% | 53 | 13.21% | 2.1 |
|
| 4077 |
4077
Nikulski Financial
Bettendorf,
Iowa
| $418M | +$20.3M | +5% | 2.99% | 107% | 183 | 25.68% | 3.4 |
|
| 4078 |
4078
Old Mission Investment Co
Traverse City,
Michigan
| $418M | +$7.32M | +2% | 2.63% | 82% | 142 | 11.97% | 3.7 |
|
| 4079 |
4079
Leverty Financial Group
Hudson,
Wisconsin
| $418M | +$32.9M | +9% | 1.76% | 57.3% | 50 | 14% | 1.9 |
|
| 4080 |
4080
Rialto Wealth Management
Syracuse,
New York
| $418M | +$30.5M | +8% | 1.53% | – | 1,821 | 13.56% | 0.7 |
|
| 4081 |
4081
Avalon Capital Management
Port Of Redwood City,
California
| $418M | +$10M | +2% | 9.96% | 163% | 152 | 21.05% | 1.8 |
|
| 4082 |
4082
Paradiem
Covington,
Louisiana
| $418M | -$10.9M | -3% | 4.69% | 107% | 70 | 21.43% | 1.9 |
|
| 4083 |
4083
Progressive Investment Management
Lake Oswego,
Oregon
| $418M | +$6.39M | +2% | 4.2% | 139% | 56 | 3.57% | 5.2 |
|
| 4084 |
PI
4084
Pennant Investors
Summit,
New Jersey
| $418M | +$46.2M | +12% | 11.2% | 372% | 17 | 11.76% | 2.9 |
|
| 4085 |
4085
Hill Island Financial
Grand Rapids,
Michigan
| $418M | +$17.3M | +4% | 3.05% | 78.3% | 83 | 12.05% | 2 |
|
| 4086 |
4086
Fermata Advisors
Sonoma,
California
| $417M | +$22.2M | +6% | 2.26% | 58.3% | 227 | 11.01% | 2 |
|
| 4087 |
4087
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| $416M | +$11.7M | +3% | 3.15% | 73.9% | 290 | 16.21% | 2.5 |
|
| 4088 |
4088
Gavilan Investment Partners
Burlingame,
California
| $416M | -$31.2M | -7% | 3.36% | 109% | 13 | 0% | 2.6 |
|
| 4089 |
4089
Mezzasalma Advisors
Tinton Falls,
New Jersey
| $416M | +$25.6M | +7% | 3.19% | 203% | 170 | 11.18% | 1.8 |
|
| 4090 |
4090
Z3 Capital Partners
Richmond,
Virginia
| $416M | – | – | 2.42% | – | 190 | – | 0 |
|
| 4091 |
4091
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $416M | +$3.77M | +0.9% | 2.94% | 86.1% | 215 | 8.84% | 7.2 |
|
| 4092 |
4092
Strategic Investment Solutions
Orland Park,
Illinois
| $416M | +$37.8M | +10% | 3.46% | – | 707 | 19.24% | 1.8 |
|
| 4093 |
4093
RIA Advisory Group
Des Moines,
Iowa
| $416M | +$25.7M | +7% | 6.82% | – | 166 | 22.89% | 1.2 |
|
| 4094 |
FIM
4094
FWL Investment Management
Dallas,
Texas
| $416M | +$32M | +8% | 4.65% | 165% | 400 | 25.75% | 1.3 |
|
| 4095 |
4095
Granite Bay Wealth Management
Portsmouth,
New Hampshire
| $416M | +$31.6M | +8% | 2.59% | – | 96 | 16.67% | 1.2 |
|
| 4096 |
4096
RDA Financial Network
Akron,
Iowa
| $415M | +$9.9M | +2% | 2.68% | 93.4% | 273 | 8.79% | 3.6 |
|
| 4097 |
4097
Barometer Capital Management
Toronto,
Ontario, Canada
| $415M | -$22.1M | -5% | 8.98% | 339% | 173 | 24.28% | 0.9 |
|
| 4098 |
4098
Meridian Investment Counsel
Lafayette,
California
| $415M | +$10.1M | +2% | 3.29% | 116% | 244 | 6.56% | 6.4 |
|
| 4099 |
4099
Capricorn Fund Managers
London,
United Kingdom
| $415M | +$117M | +39% | 29.4% | 173% | 106 | 66.98% | 0.6 |
|
| 4100 |
4100
G2 Capital Management
Columbus,
Ohio
| $415M | +$18.6M | +5% | 2.53% | 55.1% | 74 | 9.46% | 2.4 |
|