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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
4151
Anfield Capital Management
Irvine,
California
| $221M | -$52.5M | -19% | 10.4% | 65.3% | 108 | 26.85% | 0.9 |
|
| 4152 |
4152
S.E.E.D. Planning Group
Binghamton,
New York
| $221M | -$13.7M | -6% | 10.6% | 57.3% | 96 | 18.75% | 1.7 |
|
| 4153 |
4153
Enterprise Bank & Trust
Lowell,
Massachusetts
| $221M | -$33.8M | -13% | 13.4% | 65.9% | 98 | 16.33% | 2.4 |
|
| 4154 |
4154
JSF Financial
Los Angeles,
California
| $221M | -$14.3M | -6% | 14.8% | 91% | 125 | 32% | 1.8 |
|
| 4155 |
4155
Foundry Group
Boulder,
Colorado
| $221M | -$62.3M | -22% | 19.8% | – | 4 | 0% | 0.5 |
|
| 4156 |
4156
Colony Family Offices
Charlotte,
North Carolina
| $221M | +$12.2M | +6% | 13.8% | 53.9% | 76 | 64.47% | 0.4 |
|
| 4157 |
4157
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $221M | -$156M | -41% | 11.4% | 116% | 221 | 34.84% | 1.6 |
|
| 4158 |
4158
Blue Zone Wealth Advisors
Los Angeles,
California
| $221M | -$47.6M | -18% | 14.3% | 91.1% | 106 | 23.58% | 1.5 |
|
| 4159 |
4159
OneAscent Financial Services
Birmingham,
Alabama
| $221M | +$80.6M | +58% | 10.9% | 63.8% | 254 | 54.72% | 0.4 |
|
| 4160 |
4160
Waypoint Capital Advisors
Minneapolis,
Minnesota
| $220M | +$50.2M | +30% | 14.8% | 50.3% | 146 | 42.47% | 0.4 |
|
| 4161 |
4161
Aries Wealth Management
Portland,
Maine
| $220M | -$10.8M | -5% | 10.6% | 87.7% | 233 | 93.13% | 0.3 |
|
| 4162 |
MFGP
4162
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| $220M | -$30.7M | -12% | 15.2% | 65.5% | 58 | 8.62% | 2.9 |
|
| 4163 |
4163
Raffa Wealth Management
Washington,
District of Columbia
| $220M | -$49.2M | -18% | 11.4% | 35.8% | 1,179 | 7.63% | 2.1 |
|
| 4164 |
4164
Weik Capital Management
Wyomissing,
Pennsylvania
| $219M | -$34.1M | -13% | 11.8% | 66.9% | 111 | 9.91% | 6 |
|
| 4165 |
SSI
4165
Scott & Selber Inc
Houston,
Texas
| $219M | -$40.1M | -15% | 13.2% | 202% | 102 | 10.78% | 3.2 |
|
| 4166 |
4166
Stonebridge Capital Management
Los Angeles,
California
| $219M | -$57.9M | -21% | 12.2% | – | 100 | 4% | 6.4 |
|
| 4167 |
4167
Delta Investment Management
San Francisco,
California
| $219M | -$118M | -35% | 12.9% | 65.8% | 157 | 22.29% | 1.8 |
|
| 4168 |
4168
Sagefield Capital
Dallas,
Texas
| $219M | -$9.6M | -4% | 6.49% | 115% | 170 | 28.82% | 0.4 |
|
| 4169 |
SEP
4169
Southland Equity Partners
Wildwood,
Missouri
| $219M | -$21.3M | -9% | 12.6% | 66.1% | 184 | 16.3% | 1.2 |
|
| 4170 |
4170
Norman Fields Gottscho Capital Management
New York
| $219M | -$47.8M | -18% | 17% | 96.9% | 76 | 13.16% | 4.4 |
|
| 4171 |
4171
CWS Financial Advisors
Kalamazoo,
Michigan
| $219M | -$46.1M | -17% | 16.2% | 55.7% | 174 | 18.39% | 1.8 |
|
| 4172 |
4172
Quantamental Technologies
White Plains,
New York
| $219M | +$45.3M | +26% | 16.9% | 24.2% | 603 | 75.12% | 0.2 |
|
| 4173 |
4173
Levy Wealth Management Group
Philadelphia,
Pennsylvania
| $219M | -$22.3M | -9% | 11.4% | 21.1% | 81 | 20.99% | 1.3 |
|
| 4174 |
4174
LL Funds
Philadelphia,
Pennsylvania
| $219M | -$286M | -57% | 56.7% | 96.9% | 1 | 0% | 0.5 |
|
| 4175 |
CWM
4175
Cedar Wealth Management
Walnut Creek,
California
| $218M | -$28.8M | -12% | 12.8% | 68.1% | 383 | 11.75% | 2.1 |
|