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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4476 |
4476
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| $139M | +$13M | +10% | 4.32% | 58.2% | 31 | 6.45% | 0.9 |
|
| 4477 |
4477
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $139M | +$16.5M | +13% | 3.98% | 36.2% | 76 | 14.47% | 0.6 |
|
| 4478 |
NEGWA
4478
New England Guild Wealth Advisors
Avon,
Connecticut
| $139M | +$50K | +0% | 5.05% | 6.04% | 57 | 5.26% | 1.7 |
|
| 4479 |
4479
Searcy Financial Services
Overland Park,
Kansas
| $139M | +$4.31M | +3% | 5.22% | 60.2% | 16 | 0% | 0.9 |
|
| 4480 |
SV
4480
Stilwell Value
New York
| $139M | +$6.12M | +5% | 3.33% | 87.9% | 44 | 15.91% | 2.3 |
|
| 4481 |
4481
Rush Island Management
New York
| $139M | -$50.7M | -27% | 10.1% | 15.5% | 18 | 55.56% | 0.5 |
|
| 4482 |
4482
JW Asset Management
Miami Beach,
Florida
| $139M | +$25.1M | +22% | 31.3% | 251% | 13 | 46.15% | 2.4 |
|
| 4483 |
4483
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| $139M | – | – | 6.83% | 51.7% | 278 | – | 0 |
|
| 4484 |
4484
Unison Advisors
Washington,
District of Columbia
| $139M | +$8.54M | +7% | 9.07% | 54.6% | 168 | 3.57% | 1.5 |
|
| 4485 |
4485
Stelac Advisory Services
New York
| $138M | -$2.34M | -2% | 5.54% | 84.9% | 117 | 33.33% | 2.4 |
|
| 4486 |
4486
Boyar Asset Management
New York
| $138M | +$6.69M | +5% | 8.63% | 75.5% | 72 | 8.33% | 4.6 |
|
| 4487 |
4487
Wells Trecaso Financial Group
Akron,
Ohio
| $138M | +$12.8M | +10% | 11.1% | 108% | 72 | 8.33% | 1.7 |
|
| 4488 |
4488
Clare Market Investments
Dallas,
Texas
| $138M | +$32.9M | +31% | 12.8% | – | 96 | 30.21% | 0.7 |
|
| 4489 |
4489
White Square Capital
London,
United Kingdom
| $138M | +$18.1M | +15% | 29.8% | 542% | 17 | 76.47% | 0.2 |
|
| 4490 |
4490
Bennicas & Associates
Portola Valley,
California
| $138M | +$9.19M | +7% | 7% | 40.3% | 87 | 6.9% | 4.9 |
|
| 4491 |
4491
Nikulski Financial
Bettendorf,
Iowa
| $138M | +$18.2M | +15% | 8.5% | 95.8% | 94 | 7.45% | 1.4 |
|
| 4492 |
4492
Arjuna Capital
Durham,
North Carolina
| $138M | +$20.9M | +18% | 9.84% | 105% | 90 | 18.89% | 1.3 |
|
| 4493 |
4493
Black Diamond Financial
Towson,
Maryland
| $138M | +$2.42M | +2% | 7.18% | 68.3% | 73 | 13.7% | 0.8 |
|
| 4494 |
4494
Sanchez Wealth Management Group
Jacksonville,
Florida
| $138M | +$16.8M | +14% | 7.81% | 56.9% | 26 | 26.92% | 1.3 |
|
| 4495 |
GCM
4495
Garland Capital Management
Bellevue,
Washington
| $138M | -$1.89M | -1% | 5.21% | 55.7% | 37 | 13.51% | 3.7 |
|
| 4496 |
4496
GPM Growth Investors
Bloomfield Hills,
Michigan
| $138M | – | – | 10% | – | 34 | – | 0 |
|
| 4497 |
4497
Seven Post Investment Office
San Francisco,
California
| $138M | -$1.71M | -1% | 1.96% | 44.4% | 29 | 17.24% | 1.8 |
|
| 4498 |
4498
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| $138M | +$18M | +15% | 8.46% | 71.4% | 92 | 16.3% | 1.9 |
|
| 4499 |
4499
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $138M | +$15M | +12% | 6.58% | 68.6% | 44 | 13.64% | 1.3 |
|
| 4500 |
SPC
4500
Stony Point Capital
New York
| $138M | – | – | 8.46% | 208% | 22 | – | 0 |
|