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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
4201
Larson Financial Group
St Louis,
Missouri
| $135M | +$8.39M | +7% | 1.39% | 81.2% | 611 | 15.06% | 0.5 |
|
| 4202 |
CCM
4202
Colorado Capital Management
Boulder,
Colorado
| $135M | +$1.39M | +1% | 2.55% | 60.4% | 84 | 2.38% | 2.6 |
|
| 4203 |
SJIM
4203
St. Johns Investment Management
Jacksonville,
Florida
| $135M | +$5.14M | +4% | 3.65% | 80.9% | 177 | 5.65% | 3.7 |
|
| 4204 |
EWMCB
4204
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| $134M | +$626K | +0.5% | 1.63% | 13% | 38 | 15.79% | 3 |
|
| 4205 |
SCM
4205
SCW Capital Management
Dallas,
Texas
| $134M | -$18.8M | -12% | 3% | 179% | 14 | 42.86% | 0.4 |
|
| 4206 |
PP
4206
PDS Planning
Dublin,
Ohio
| $134M | +$5.78M | +4% | 2.1% | 62.7% | 95 | 7.37% | 1.1 |
|
| 4207 |
ICM
4207
III Capital Management
Boca Raton,
Florida
| $134M | – | – | 0.17% | 28.7% | 44 | – | 0 |
|
| 4208 |
DSA
4208
Droms Strauss Advisors
St. Louis,
Missouri
| $134M | +$5.32M | +4% | 2.81% | 68.7% | 43 | 2.33% | 0.4 |
|
| 4209 |
FF
4209
Fluent Financial
Dallas,
Texas
| $134M | +$12.4M | +10% | 2.15% | 46.9% | 58 | 20.69% | 0.9 |
|
| 4210 |
PWM
4210
Paulson Wealth Management
Wheaton,
Illinois
| $134M | +$2.33M | +2% | 2.19% | 57.1% | 117 | 11.11% | 1.2 |
|
| 4211 |
AWM
4211
AllSquare Wealth Management
Albany,
New York
| $134M | +$1.12M | +0.8% | 2.26% | 62.4% | 499 | 9.62% | 2 |
|
| 4212 |
WA
4212
WESPAC Advisors
Orinda,
California
| $134M | -$10.7M | -7% | 2.65% | 112% | 152 | 48.03% | 1 |
|
| 4213 |
ACI
4213
AB CarVal Investors
Minneapolis,
Minnesota
| $134M | -$15.3M | -10% | 3.99% | 24% | 9 | 22.22% | 0.8 |
|
| 4214 |
SST
4214
S Squared Technology
New York
| $134M | +$4.59M | +4% | 15.3% | 223% | 43 | 13.95% | 2 |
|
| 4215 |
VNB
4215
Virginia National Bank
Charlottesville,
Virginia
| $134M | -$10.9M | -8% | 2.68% | – | 102 | 11.76% | 0.7 |
|
| 4216 |
AP
4216
Agilis Partners
Waltham,
Massachusetts
| $134M | +$16.5M | +14% | 2.37% | 8.47% | 21 | 0% | 1.7 |
|
| 4217 |
OKSA
4217
O'Keefe Stevens Advisory
Rochester,
New York
| $134M | +$5.32M | +4% | 2.49% | 208% | 44 | 13.64% | 1.4 |
|
| 4218 |
IC
4218
Inscription Capital
Houston,
Texas
| $134M | -$55.7M | -29% | 3.12% | – | 265 | 63.77% | 0.5 |
|
| 4219 |
WPW
4219
Winthrop Partners - WNY
Buffalo,
New York
| $133M | +$5.28M | +4% | 2.54% | – | 239 | 9.21% | 1.2 |
|
| 4220 |
ADMI
4220
Albert D. Mason Inc
Boston,
Massachusetts
| $133M | -$3.33M | -2% | 3.54% | 82% | 145 | 6.9% | 3.6 |
|
| 4221 |
PFC
4221
Personal Financial Consultants
Lafayette,
California
| $133M | +$2.79M | +2% | 2.32% | – | 19 | 0% | 0.8 |
|
| 4222 |
SSW
4222
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $133M | +$6.81M | +5% | 2.81% | 90.2% | 139 | 12.23% | 1.7 |
|
| 4223 |
MWA
4223
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $133M | -$19.2M | -13% | 2.38% | 68.6% | 54 | 24.07% | 1 |
|
| 4224 |
MFM
4224
Mirsky Financial Management
Rochester,
New York
| $133M | +$4.36M | +3% | 1.61% | 39.3% | 36 | 0% | 0.5 |
|
| 4225 |
BFM
4225
Broadview Financial Management
Wauwatosa,
Wisconsin
| $133M | +$4.52M | +4% | 2.31% | 52.4% | 46 | 2.17% | 1.2 |
|