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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
Sanchez Wealth Management Group
Jacksonville,
Florida
| $247M | +$19.9M | +9% | 5.8% | 56.9% | 35 | 0% | 3.2 |
|
| 4202 |
SWG
4202
Summit Wealth Group
White River Junction,
Vermont
| $247M | +$243M | +5,797% | 3.5% | 53% | 270 | 71.48% | 0.8 |
|
| 4203 |
4203
Hemington Wealth Management
Falls Church,
Virginia
| $247M | -$1.11M | -0.4% | 7.61% | 76.1% | 106 | 7.55% | 1.9 |
|
| 4204 |
IBOK
4204
Independence Bank of Kentucky
Owensboro,
Kentucky
| $247M | +$16.7M | +7% | 5.81% | 94.3% | 529 | 22.5% | 3.1 |
|
| 4205 |
4205
True Wind Capital Management
San Francisco,
California
| $247M | +$46.5M | +23% | 25.4% | 59.6% | 3 | 0% | 1.5 |
|
| 4206 |
GWA
4206
GGM Wealth Advisors
Baltimore,
Maryland
| $247M | +$71.5M | +41% | 5.3% | 25.9% | 142 | 58.45% | 0.7 |
|
| 4207 |
4207
Manchester Global Management
London,
United Kingdom
| $247M | -$32.3M | -12% | 8.03% | 156% | 21 | 23.81% | 0.4 |
|
| 4208 |
4208
Centerpoint Advisors
Needham,
Massachusetts
| $246M | +$16.7M | +7% | 7.67% | 74.2% | 632 | 6.96% | 1.9 |
|
| 4209 |
4209
Martin Capital Partners
Eugene,
Oregon
| $246M | +$5.85M | +2% | 1.1% | 42.3% | 76 | 13.16% | 3.4 |
|
| 4210 |
4210
Aristides Capital
Louisville,
Kentucky
| $246M | +$58.7M | +31% | 5.97% | 126% | 211 | 30.33% | 1.3 |
|
| 4211 |
4211
EnCap Flatrock Midstream Fund III
San Antonio,
Texas
| $245M | – | – | 1.84% | – | 1 | – | 0 |
|
| 4212 |
4212
High Note Wealth
Deephaven,
Minnesota
| $245M | +$2.8M | +1% | 6.31% | 82.8% | 97 | 9.28% | 1.8 |
|
| 4213 |
4213
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| $245M | +$9.7M | +4% | 3.52% | 47.9% | 178 | 14.04% | 2.1 |
|
| 4214 |
4214
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| $245M | +$10.8M | +5% | 4.53% | 67.5% | 107 | 30.84% | 1.8 |
|
| 4215 |
4215
Triune Financial Partners
Overland Park,
Kansas
| $245M | +$19.3M | +9% | 4.16% | 61.6% | 32 | 12.5% | 1.3 |
|
| 4216 |
ACM
4216
AIGH Capital Management
Baltimore,
Maryland
| $245M | -$26.3M | -10% | 13.5% | 3,007% | 62 | 38.71% | 0.8 |
|
| 4217 |
RFG
4217
RFP Financial Group
Atlanta,
Georgia
| $245M | +$158M | +182% | 5.36% | 53.2% | 980 | 25.92% | 0.4 |
|
| 4218 |
4218
Private Wealth Advisors (California)
Fresno,
California
| $245M | +$6.99M | +3% | 2.39% | 63.6% | 86 | 13.95% | 2.6 |
|
| 4219 |
E
4219
ETFidea
Syracuse,
New York
| $245M | +$15.6M | +7% | 5.63% | 22.7% | 108 | 6.48% | 1.3 |
|
| 4220 |
4220
VisionPoint Advisory Group
Dallas,
Texas
| $245M | +$17.9M | +8% | 4.15% | 79.3% | 649 | 76.43% | 0.3 |
|
| 4221 |
4221
Arcataur Capital Management
Milwaukee,
Wisconsin
| $244M | – | – | 5.11% | 65.4% | 95 | – | 0 |
|
| 4222 |
4222
First Citizens Asset Management
Raleigh,
North Carolina
| $244M | +$3.73M | +2% | 3.73% | 44.2% | 36 | 8.33% | 0.6 |
|
| 4223 |
4223
FC Advisory
West Chester,
Pennsylvania
| $244M | +$18M | +8% | 4.27% | 46.6% | 94 | 7.45% | 3.9 |
|
| 4224 |
4224
Brown Shipley & Co
London,
United Kingdom
| $244M | +$89.1M | +57% | 12.7% | 125% | 144 | 31.25% | 0.2 |
|
| 4225 |
4225
Bordeaux Wealth Advisors
Menlo Park,
California
| $244M | +$49.9M | +26% | 13.8% | 141% | 113 | 22.12% | 1.4 |
|