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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4526 |
4526
JLP Asset Management
New York
| $125M | -$19.3M | -13% | 9.86% | 16.1% | 33 | 24.24% | 1 |
|
| 4527 |
EWG
4527
Executive Wealth Group
Kirkland,
Washington
| $125M | +$20.6M | +20% | 22.7% | 14.9% | 44 | 15.91% | 1.9 |
|
| 4528 |
4528
Brookmont Capital Management
Dallas,
Texas
| $125M | +$785K | +0.6% | 22.5% | 32.2% | 62 | 25.81% | 5.4 |
|
| 4529 |
4529
Garrett Wealth Advisory Group
Weatherford,
Texas
| $125M | +$19.1M | +18% | 16.5% | 74.6% | 50 | 22% | 1.1 |
|
| 4530 |
4530
TL Private Wealth
Southlake,
Texas
| $125M | +$14.8M | +13% | 16.7% | 50.6% | 43 | 9.3% | 0.5 |
|
| 4531 |
MI
4531
Moneywise Inc
Forest,
Virginia
| $125M | +$11.2M | +10% | 16.1% | 58% | 45 | 17.78% | 2.2 |
|
| 4532 |
4532
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $125M | +$16.5M | +15% | 13.3% | 45.1% | 26 | 11.54% | 4.8 |
|
| 4533 |
LFWA
4533
LBJ Family Wealth Advisors
Austin,
Texas
| $125M | +$21.2M | +21% | 20.2% | 64.9% | 19 | 5.26% | 4.9 |
|
| 4534 |
4534
Stewart Asset Management
New York
| $124M | +$31.4M | +34% | 30.9% | 42.5% | 34 | 17.65% | 0.5 |
|
| 4535 |
4535
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| $124M | +$52.1M | +72% | 39.7% | 961% | 55 | 47.27% | 0.4 |
|
| 4536 |
4536
WT Wealth Management
Scottsdale,
Arizona
| $124M | +$29.3M | +31% | 18.5% | 72% | 87 | 26.44% | 0.5 |
|
| 4537 |
4537
Atlas Private Wealth Management
Albany,
New York
| $124M | +$15.8M | +15% | 17.4% | 19.8% | 509 | 10.41% | 0.5 |
|
| 4538 |
4538
Symmetry Peak Management
Radnor,
Pennsylvania
| $124M | +$79.7M | +180% | 53.1% | 320% | 88 | 93.18% | 0.2 |
|
| 4539 |
PA
4539
PSI Advisors
Tampa,
Florida
| $124M | +$15.3M | +14% | 21.7% | 58.2% | 123 | 21.95% | 0.4 |
|
| 4540 |
4540
SYM Financial Corp
Winona Lake,
Indiana
| $124M | +$24.5M | +25% | 30.4% | 64.3% | 76 | 26.32% | 1.6 |
|
| 4541 |
4541
One Advisory Partners
Overland Park,
Kansas
| $124M | – | – | 14% | 58.3% | 24 | – | 0 |
|
| 4542 |
4542
Townsend Asset Management
Raleigh,
North Carolina
| $124M | +$26.4M | +27% | 21.2% | 77% | 188 | 12.23% | 0.4 |
|
| 4543 |
4543
Leisure Capital Management
Costa Mesa,
California
| $124M | +$20.1M | +19% | 19.9% | 98% | 125 | 11.2% | 2.9 |
|
| 4544 |
PA
4544
Paragon Advisors
College Station,
Texas
| $124M | +$48.7M | +65% | 31.7% | 109% | 100 | 49% | 0.3 |
|
| 4545 |
4545
Centerpoint Advisors
Needham,
Massachusetts
| $124M | +$23.1M | +23% | 22.2% | 74.2% | 311 | 28.3% | 1.7 |
|
| 4546 |
4546
American Trust Investment Advisors
Lebanon,
New Hampshire
| $124M | +$24.4M | +25% | 23.6% | 91% | 68 | 20.59% | 2.4 |
|
| 4547 |
4547
Aurora Investment Managers
Naples,
Florida
| $123M | +$33.2M | +37% | 24.6% | 74.4% | 46 | 26.09% | 0.4 |
|
| 4548 |
4548
Central Asset Investments & Management Holdings
Hong Kong
| $123M | +$57.6M | +87% | 20.5% | 3,210% | 32 | 59.38% | 0.3 |
|
| 4549 |
4549
GSI Capital Advisors
Newport Beach,
California
| $123M | +$11.8M | +11% | 12.1% | 39.7% | 34 | 41.18% | 1 |
|
| 4550 |
4550
Elmwood Wealth Management
Berkeley,
California
| $123M | +$18.7M | +18% | 15.2% | 42.1% | 387 | 50.13% | 0.6 |
|