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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
4401
Stone Summit Wealth
Miami,
Florida
| $323M | +$27.6M | +9% | 10.1% | 67% | 145 | 5.52% | 2.9 |
|
| 4402 |
4402
KFA Private Wealth Group
Tysons,
Virginia
| $323M | +$37M | +13% | 9.37% | 62.8% | 134 | 16.42% | 2.2 |
|
| 4403 |
4403
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
| $322M | +$24.1M | +8% | 9.84% | – | 188 | 17.55% | 0.4 |
|
| 4404 |
WHGC
4404
Wealth High Governance Capital
Sao Paulo,
Brazil
| $322M | +$169M | +111% | 37% | 622% | 44 | 65.91% | 0.3 |
|
| 4405 |
4405
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $322M | -$21.5M | -6% | 3.91% | 17.8% | 1 | 0% | 12 |
|
| 4406 |
4406
Regimen Wealth
Atlanta,
Georgia
| $322M | +$11M | +4% | 4.42% | 34.4% | 78 | 21.79% | 1.6 |
|
| 4407 |
BWM
4407
Brown Wealth Management
Naperville,
Illinois
| $322M | +$31.2M | +11% | 7.78% | 51.2% | 104 | 16.35% | 1.3 |
|
| 4408 |
4408
Brown Miller Wealth Management
Mclean,
Virginia
| $322M | +$32.9M | +11% | 13.7% | 102% | 197 | 12.69% | 2.2 |
|
| 4409 |
4409
Level Financial Advisors
East Amherst,
New York
| $321M | +$27.2M | +9% | 6.1% | 44% | 91 | 7.69% | 2.3 |
|
| 4410 |
4410
Passive Capital Management
Baltimore,
Maryland
| $321M | +$5.61M | +2% | 5.15% | 37.7% | 84 | 3.57% | 2 |
|
| 4411 |
BPIA
4411
Broad Peak Investment Advisers
Singapore
| $321M | +$172M | +116% | 39.6% | – | 14 | 78.57% | 0.1 |
|
| 4412 |
4412
ForthRight Wealth Management
Alpharetta,
Georgia
| $321M | +$21.8M | +7% | 5.16% | 44.6% | 71 | 16.9% | 2.9 |
|
| 4413 |
4413
Denver PWM
Denver,
Colorado
| $321M | +$42.8M | +15% | 6.25% | 48.6% | 80 | 15% | 2.6 |
|
| 4414 |
4414
CLG LLC
Long Beach,
California
| $321M | +$32.4M | +11% | 5.7% | – | 136 | 18.38% | 0.4 |
|
| 4415 |
4415
Peregrine Asset Advisers
Portland,
Oregon
| $321M | +$53.2M | +20% | 18.1% | 182% | 178 | 15.17% | 2.4 |
|
| 4416 |
4416
Muhlenkamp & Co
Wexford,
Pennsylvania
| $320M | +$14.8M | +5% | 9.86% | 107% | 27 | 7.41% | 5.1 |
|
| 4417 |
4417
Narus Financial Partners
Salt Lake City,
Utah
| $320M | +$26.4M | +9% | 10.4% | 85.3% | 168 | 17.86% | 3.5 |
|
| 4418 |
4418
Arcataur Capital Management
Milwaukee,
Wisconsin
| $320M | +$26.6M | +9% | 8.54% | 65.4% | 102 | 5.88% | 1.8 |
|
| 4419 |
4419
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $320M | +$37.4M | +13% | 8.03% | 65.5% | 422 | 23.7% | 5.3 |
|
| 4420 |
4420
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| $319M | +$152M | +91% | 5.85% | 65.3% | 193 | 53.37% | 0.6 |
|
| 4421 |
4421
Shoker Investment Counsel
Oxford,
Ohio
| $319M | +$23.1M | +8% | 7.8% | 83.8% | 112 | 8.04% | 5.7 |
|
| 4422 |
4422
City State Bank
Norwalk,
Iowa
| $319M | +$15.6M | +5% | 6.2% | 79.1% | 766 | 4.05% | 2.7 |
|
| 4423 |
4423
S.E.E.D. Planning Group
Binghamton,
New York
| $319M | +$22.2M | +7% | 6.23% | 57.3% | 76 | 10.53% | 3.6 |
|
| 4424 |
4424
Smart Money Group
Eastland,
Texas
| $319M | +$24.8M | +8% | 8.31% | 58.9% | 81 | 13.58% | 2.8 |
|
| 4425 |
4425
SMART Wealth
Omaha,
Nebraska
| $319M | +$39.8M | +14% | 8.78% | 77.7% | 197 | 37.06% | 0.9 |
|