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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 |
PA
4501
PSI Advisors
Tampa,
Florida
| $207M | +$19.2M | +10% | 7.93% | 58.2% | 837 | 12.31% | 1.4 |
|
| 4502 |
4502
Westbourne Investment Advisors
Annapolis,
Maryland
| $207M | +$8.99M | +5% | 9.32% | 107% | 91 | 3.3% | 2.9 |
|
| 4503 |
4503
TFG Advisers
Auburn Hills,
Michigan
| $207M | +$11.8M | +6% | 5.94% | 61.8% | 200 | 6.5% | 3.3 |
|
| 4504 |
4504
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| $207M | +$11M | +6% | 3.65% | 13% | 59 | 25.42% | 3.9 |
|
| 4505 |
4505
Red Lighthouse Investment Management
New York
| $207M | +$8.42M | +4% | 6.26% | 71.1% | 99 | 7.07% | 0.2 |
|
| 4506 |
4506
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| $207M | +$17.1M | +9% | 13.2% | 90.8% | 95 | 14.74% | 1.8 |
|
| 4507 |
4507
Thomas Story & Son
Culver,
Indiana
| $206M | +$9.7M | +5% | 6.44% | 101% | 53 | 1.89% | 6.3 |
|
| 4508 |
4508
Unique Wealth
Clearwater,
Florida
| $206M | +$18.9M | +10% | 6.25% | 68.5% | 69 | 21.74% | 0.2 |
|
| 4509 |
4509
Northwest Capital Management
Lake Oswego,
Oregon
| $206M | +$17.8M | +9% | 8.06% | 57% | 103 | 10.68% | 2.6 |
|
| 4510 |
CCC
4510
Chelsea Counsel Company
Los Angeles,
California
| $206M | +$5.68M | +3% | 4.31% | 106% | 167 | 13.17% | 2.8 |
|
| 4511 |
4511
Continental Grain Company
New York
| $206M | -$52.8M | -20% | 5.22% | 5.73% | 4 | 0% | 2.3 |
|
| 4512 |
4512
Retirement Capital Strategies
San Jose,
California
| $206M | +$2.01M | +1% | 2.38% | 59% | 53 | 45.28% | 2.4 |
|
| 4513 |
4513
Bloom Tree Partners
New York
| $206M | +$16.2M | +9% | 13.4% | 20.4% | 62 | 37.1% | 1.1 |
|
| 4514 |
4514
Islet Management
New York
| $206M | +$57.3M | +39% | 5.99% | 75.3% | 73 | 79.45% | 0.5 |
|
| 4515 |
4515
Drake & Associates
Waukesha,
Wisconsin
| $205M | +$16M | +8% | 5.69% | 47.9% | 76 | 11.84% | 0.6 |
|
| 4516 |
4516
Landaas & Company
Milwaukee,
Wisconsin
| $205M | +$23.4M | +13% | 5.53% | 68.3% | 79 | 18.99% | 3.2 |
|
| 4517 |
4517
Worth Venture Partners
Fort Lee,
New Jersey
| $205M | +$35.6M | +21% | 6.42% | 105% | 227 | 39.65% | 0.7 |
|
| 4518 |
4518
Buck Wealth Strategies
Denver,
Colorado
| $205M | – | – | 2.33% | 48.4% | 200 | – | 0.1 |
|
| 4519 |
4519
Garrett Wealth Advisory Group
Weatherford,
Texas
| $205M | +$10.2M | +5% | 4.52% | 74.6% | 48 | 8.33% | 2.7 |
|
| 4520 |
4520
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
| $205M | +$17.7M | +9% | 4.53% | 44.5% | 82 | 9.76% | 0.9 |
|
| 4521 |
4521
David Kennon
Sarasota,
Florida
| $205M | +$12.8M | +7% | 4.7% | 52.4% | 32 | 46.88% | 0.3 |
|
| 4522 |
4522
Legacy Capital Group California
Los Gatos,
California
| $205M | – | – | 4.08% | 129% | 238 | – | 0 |
|
| 4523 |
4523
J. Arnold Wealth Management
Youngstown,
Ohio
| $205M | +$1.9M | +0.9% | 22.6% | 46.2% | 86 | 40.7% | 1.5 |
|
| 4524 |
4524
Tempus Wealth Planning
Irvine,
California
| $205M | +$40M | +24% | 8.31% | 95% | 197 | 18.27% | 1.7 |
|
| 4525 |
4525
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $204M | +$23.7M | +13% | 8.94% | 136% | 134 | 17.91% | 2.8 |
|