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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
Mirsky Financial Management
Rochester,
New York
| $242M | +$18.2M | +8% | 4.95% | 39.3% | 54 | 16.67% | 1.7 |
|
| 4502 |
4502
Childress Capital Advisors
Houston,
Texas
| $242M | -$3.85M | -2% | 8% | 107% | 190 | 16.84% | 0.8 |
|
| 4503 |
4503
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| $242M | -$13.5M | -5% | 4.07% | 70.4% | 44 | 9.09% | 0.5 |
|
| 4504 |
PWP
4504
Personal Wealth Partners
Bloomington,
Minnesota
| $242M | +$4.98M | +2% | 7.07% | 37.2% | 83 | 16.87% | 1.9 |
|
| 4505 |
LA
4505
LFL Advisers
Evanston,
Illinois
| $242M | +$23.9M | +11% | 12.9% | 83% | 11 | 0% | 3.5 |
|
| 4506 |
4506
Bishop & Co Investment Management
Erie,
Pennsylvania
| $242M | +$36.2M | +18% | 3.89% | 53.7% | 22 | 0% | 4.5 |
|
| 4507 |
4507
Venator Capital Management
Toronto,
Ontario, Canada
| $242M | +$31.2M | +15% | 4.67% | 154% | 70 | 27.14% | 0.7 |
|
| 4508 |
4508
Oxler Private Wealth
Rye Brook,
New York
| $241M | +$14.4M | +6% | 9.42% | 119% | 128 | 8.59% | 0.9 |
|
| 4509 |
4509
MBM Wealth Consultants
Chesterfield,
Missouri
| $241M | +$21.9M | +10% | 4.71% | 57.1% | 314 | 10.51% | 1.9 |
|
| 4510 |
4510
Wealth Effects
Boston,
Massachusetts
| $241M | – | – | 5.44% | 235% | 215 | – | 0 |
|
| 4511 |
4511
Sweet Financial Partners
Fairmont,
Minnesota
| $241M | – | – | 6.19% | 22.4% | 156 | – | 0 |
|
| 4512 |
4512
Game Creek Capital
Boston,
Massachusetts
| $241M | +$8.21M | +4% | 8.4% | 176% | 84 | 25% | 1.7 |
|
| 4513 |
4513
Gradient Capital Advisors
San Diego,
California
| $240M | +$22.1M | +10% | 8.2% | 78.5% | 125 | 5.6% | 2.7 |
|
| 4514 |
OFCM
4514
One Fin Capital Management
San Francisco,
California
| $240M | +$24.2M | +11% | 14.5% | 92% | 31 | 67.74% | 0.6 |
|
| 4515 |
WA
4515
WP Advisors
San Francisco,
California
| $240M | -$3.84M | -2% | 8.6% | 113% | 111 | 9.01% | 2.1 |
|
| 4516 |
4516
Autumn Glory Partners
Dallas,
Texas
| $240M | – | – | 9.02% | 76% | 218 | – | 0 |
|
| 4517 |
4517
Affiance Financial
St. Louis Park,
Minnesota
| $240M | +$9.6M | +4% | 7% | 57.8% | 157 | 8.28% | 3.5 |
|
| 4518 |
4518
FSB Premier Wealth Management
Waterloo,
Iowa
| $240M | +$39.9M | +20% | 5.3% | 53.9% | 536 | 80.78% | 0.2 |
|
| 4519 |
4519
DFPG Investments
Sandy,
Utah
| $239M | -$24.8M | -9% | 6.53% | 38.2% | 199 | 19.1% | 1.7 |
|
| 4520 |
4520
Ceeto Capital Group
Coral Gables,
Florida
| $239M | +$25.6M | +12% | 12.6% | 94.4% | 159 | 7.55% | 2.9 |
|
| 4521 |
4521
FC Advisory
West Chester,
Pennsylvania
| $239M | +$15.2M | +7% | 4.16% | 46.6% | 69 | 7.25% | 4.1 |
|
| 4522 |
4522
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| $239M | +$28.9M | +14% | 6.85% | 81.6% | 80 | 20% | 1.5 |
|
| 4523 |
4523
Aprio Wealth Management
Atlanta,
Georgia
| $239M | +$19.8M | +9% | 5% | 66.1% | 82 | 20.73% | 1.1 |
|
| 4524 |
4524
Audent Global Asset Management
West Hollywood,
California
| $239M | – | – | 10.1% | 112% | 46 | – | 0 |
|
| 4525 |
4525
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
| $239M | -$43.8M | -15% | 12.2% | 667% | 10 | 10% | 0.8 |
|