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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4251 |
4251
WT Wealth Management
Scottsdale,
Arizona
| $293M | +$13.1M | +5% | 3.28% | 72% | 131 | 22.14% | 2 |
|
| 4252 |
4252
Pineridge Advisors
St. Charles,
Missouri
| $293M | +$8.83M | +3% | 1.54% | – | 686 | 19.1% | 0.4 |
|
| 4253 |
4253
D.B. Root & Company
Pittsburgh,
Pennsylvania
| $293M | -$2.78M | -0.9% | 1.9% | 57.3% | 197 | 17.26% | 3.6 |
|
| 4254 |
4254
MBM Wealth Consultants
Chesterfield,
Missouri
| $293M | +$8.76M | +3% | 1.96% | 57.1% | 107 | 4.67% | 3.2 |
|
| 4255 |
4255
Roberts Wealth Advisors
Palo Alto,
California
| $293M | +$25.4M | +10% | 3.87% | 81.1% | 95 | 6.32% | 1.5 |
|
| 4256 |
4256
Seafarer Capital Partners
Larkspur,
California
| $293M | -$49.1M | -14% | 15% | 43% | 6 | 0% | 2.9 |
|
| 4257 |
4257
Enterprise Bank & Trust
Lowell,
Massachusetts
| $293M | +$1.49M | +0.5% | 4.16% | 65.9% | 126 | 5.56% | 3 |
|
| 4258 |
4258
Defender Capital
Charlotte,
North Carolina
| $293M | -$1.27M | -0.4% | 0.35% | 101% | 39 | 17.95% | 2.7 |
|
| 4259 |
4259
Chapin Davis
Baltimore,
Maryland
| $293M | +$18.8M | +7% | 7.09% | 339% | 250 | 16% | 1.1 |
|
| 4260 |
4260
Prosperity Planning
Kansas City,
Missouri
| $293M | +$3.79M | +1% | 0.21% | 43.5% | 103 | 28.16% | 2.2 |
|
| 4261 |
4261
Tillman Hartley LLC
Denver,
Colorado
| $293M | +$2.07M | +0.7% | 0.43% | 46.6% | 84 | 8.33% | 1.3 |
|
| 4262 |
4262
TrueMark Investments
Chicago,
Illinois
| $293M | +$184M | +168% | 1.53% | – | 227 | 64.32% | 0.2 |
|
| 4263 |
4263
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $292M | +$32.7M | +13% | 9.9% | 207% | 39 | 17.95% | 3.3 |
|
| 4264 |
4264
Sea Cliff Partners Management
San Francisco,
California
| $292M | -$12.2M | -4% | 7.48% | – | 17 | 29.41% | 0.4 |
|
| 4265 |
4265
Argonautica Private Wealth Management
Wellesley,
Massachusetts
| $292M | +$13.4M | +5% | 4.94% | 158% | 212 | 14.15% | 1.1 |
|
| 4266 |
4266
Sequent Planning
Omaha,
Nebraska
| $292M | +$15.9M | +6% | 2.59% | – | 150 | 14% | 0.2 |
|
| 4267 |
4267
Silverleafe Capital Partners
Germantown,
Tennessee
| $292M | +$42.1M | +17% | 1.32% | 87.7% | 84 | 30.95% | 2 |
|
| 4268 |
4268
Triune Financial Partners
Overland Park,
Kansas
| $292M | +$3.82M | +1% | 0.29% | 61.6% | 34 | 5.88% | 2.1 |
|
| 4269 |
AFS
4269
Aft Forsyth & Sober
Valrico,
Florida
| $292M | +$7.97M | +3% | 4.02% | 94.6% | 83 | 7.23% | 3.5 |
|
| 4270 |
4270
Core Wealth Advisors (Florida)
Lakeland,
Florida
| $292M | -$2.49M | -0.8% | 1.79% | 59.7% | 262 | 79.77% | 2.5 |
|
| 4271 |
4271
Oak Family Advisors
Chicago,
Illinois
| $292M | +$31.6M | +12% | 2.67% | 81.9% | 136 | 19.85% | 2.1 |
|
| 4272 |
4272
Inclusive Capital Partners
San Francisco,
California
| $292M | -$38.6M | -12% | 14.4% | 14.3% | 3 | 0% | 2.4 |
|
| 4273 |
4273
Meritech Capital Associates V
Palo Alto,
California
| $292M | -$7.4M | -2% | 0.93% | 133% | 3 | 0% | 3.4 |
|
| 4274 |
4274
Detalus Advisors
St. Louis,
Missouri
| $292M | +$11.1M | +4% | 2.93% | 75.7% | 156 | 9.62% | 2.7 |
|
| 4275 |
4275
Madison Wealth Partners
Madison,
Wisconsin
| $292M | +$15.1M | +5% | 3.31% | 66.9% | 132 | 9.85% | 1.9 |
|