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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
High Note Wealth
Deephaven,
Minnesota
| $242M | -$3.41M | -1% | 2.74% | 82.8% | 97 | 12.37% | 2 |
|
| 4202 |
WA
4202
WP Advisors
San Francisco,
California
| $242M | -$8.07M | -3% | 1.54% | 113% | 104 | 8.65% | 3.5 |
|
| 4203 |
4203
Nikulski Financial
Bettendorf,
Iowa
| $242M | -$190K | -0.1% | 2.77% | 95.8% | 134 | 13.43% | 3.4 |
|
| 4204 |
SSI
4204
Scott & Selber Inc
Houston,
Texas
| $242M | -$14.1M | -6% | 3.65% | 202% | 103 | 4.85% | 4 |
|
| 4205 |
4205
Bard Associates
Chicago,
Illinois
| $242M | -$16.2M | -6% | 4.81% | 241% | 190 | 4.21% | 4.9 |
|
| 4206 |
4206
Mach-1 Financial Group
Rogers,
Arkansas
| $241M | -$112M | -32% | 2.06% | 83.4% | 268 | 55.6% | 0.6 |
|
| 4207 |
4207
Golden Gate Private Equity
San Francisco,
California
| $241M | +$41.8M | +21% | 21.4% | 8.72% | 3 | 33.33% | 2.5 |
|
| 4208 |
4208
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| $241M | +$7.95M | +3% | 5.14% | 70.6% | 93 | 7.53% | 2.1 |
|
| 4209 |
4209
Three Bridge Wealth Advisors
Los Altos,
California
| $241M | +$4.75M | +2% | 4.11% | 169% | 95 | 4.21% | 1.2 |
|
| 4210 |
4210
Cadent Capital Advisors
Tulsa,
Oklahoma
| $241M | +$73.2M | +44% | 0.75% | 106% | 146 | 17.81% | 1.6 |
|
| 4211 |
4211
US Financial Advisors
Braintree,
Massachusetts
| $241M | +$5.41M | +2% | 3.42% | 12.6% | 75 | 12% | 2.5 |
|
| 4212 |
4212
KFA Private Wealth Group
Tysons,
Virginia
| $241M | -$550K | -0.2% | 2.94% | 62.8% | 78 | 5.13% | 2.6 |
|
| 4213 |
4213
Artia Global Partners
Miami,
Florida
| $241M | -$49.5M | -17% | 5.43% | 725% | 34 | 20.59% | 0.6 |
|
| 4214 |
4214
Buckhead Capital Management
Atlanta,
Georgia
| $240M | -$179M | -43% | 1.73% | 67.6% | 129 | 19.38% | 4.9 |
|
| 4215 |
4215
Humankind Investments
New York
| $240M | -$15.6M | -6% | 3.89% | 62.5% | 123 | 7.32% | 1.8 |
|
| 4216 |
4216
BCS Wealth Management
Johnson City,
Tennessee
| $240M | +$103M | +75% | 2.62% | 46.7% | 203 | 46.8% | 0.9 |
|
| 4217 |
RG
4217
Retirement Group
San Diego,
California
| $240M | -$284K | -0.1% | 0.62% | 33.7% | 841 | 11.77% | 2 |
|
| 4218 |
4218
Symetra Investment Management
Farmington,
Connecticut
| $240M | +$15M | +7% | 3.57% | 37.3% | 4 | 25% | 1.5 |
|
| 4219 |
AWA
4219
Aquire Wealth Advisors
South Jordan,
Utah
| $240M | -$10.8M | -4% | 3.57% | 60.2% | 39 | 0% | 1.5 |
|
| 4220 |
4220
Chesapeake Wealth Management
Williamsburg,
Virginia
| $240M | -$13.9M | -5% | 3.18% | 65.9% | 155 | 5.16% | 4.5 |
|
| 4221 |
4221
Mandatum Life Insurance Company
Helsinki,
Finland
| $240M | -$2.12M | -0.9% | 2.25% | 95.9% | 74 | 8.11% | 4.8 |
|
| 4222 |
4222
Investment Management Associates
Greenwood Village,
Colorado
| $240M | -$35.1M | -13% | 2.51% | 50.4% | 41 | 26.83% | 2 |
|
| 4223 |
4223
Hollow Brook Wealth Management
Katonah,
New York
| $240M | +$8.3M | +4% | 0.62% | 97.8% | 89 | 8.99% | 3.2 |
|
| 4224 |
4224
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| $240M | -$5.62M | -2% | 3.74% | 67.5% | 108 | 25.93% | 1.8 |
|
| 4225 |
4225
Unique Wealth
Clearwater,
Florida
| $240M | +$10.6M | +5% | 2.68% | 68.5% | 86 | 16.28% | 0.5 |
|