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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4551 |
4551
Almitas Capital
Santa Monica,
California
| $209M | -$25.1M | -11% | 2.62% | 86.1% | 108 | 35.19% | 1 |
|
| 4552 |
4552
Quantum Private Wealth
Tampa,
Florida
| $209M | -$7.6M | -4% | 0.87% | 240% | 190 | 7.89% | 1.5 |
|
| 4553 |
4553
David Kennon
Sarasota,
Florida
| $209M | -$6.03M | -3% | 3.4% | 52.4% | 27 | 0% | 0.8 |
|
| 4554 |
4554
Sentry Investment Management
Stevens Point,
Wisconsin
| $209M | -$56.1M | -21% | 2.74% | 103% | 525 | 9.33% | 4.8 |
|
| 4555 |
4555
Seven Springs Wealth Group
Brentwood,
Tennessee
| $209M | -$2.12M | -1% | 2.49% | 59.2% | 64 | 14.06% | 2.7 |
|
| 4556 |
4556
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
| $209M | -$6.51M | -3% | 2.81% | 31.6% | 124 | 33.06% | 1 |
|
| 4557 |
4557
Snow Phipps Group
New York
| $209M | +$7.17M | +4% | 4.24% | 58% | 2 | 0% | 3.5 |
|
| 4558 |
4558
Financial Partners Group (Tennessee)
Gallatin,
Tennessee
| $208M | +$9.8M | +5% | 1.89% | – | 89 | 23.6% | 0.6 |
|
| 4559 |
4559
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| $208M | -$9.46M | -4% | 5.18% | 83.8% | 111 | 2.7% | 2.8 |
|
| 4560 |
4560
RBA Wealth Management
Newport Beach,
California
| $208M | -$6.72M | -3% | 2.45% | 91% | 91 | 6.59% | 1.8 |
|
| 4561 |
4561
San Luis Wealth Advisors
San Luis Obispo,
California
| $208M | -$75.7M | -27% | 2.26% | 65% | 168 | 61.9% | 1.3 |
|
| 4562 |
4562
Total Clarity Wealth Management
St. Charles,
Illinois
| $208M | +$6.22M | +3% | 2.51% | 73.2% | 246 | 25.2% | 1.4 |
|
| 4563 |
4563
Strata Wealth Advisors
Dallas,
Texas
| $208M | – | – | 2.18% | 73.6% | 51 | – | 0.5 |
|
| 4564 |
4564
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $207M | -$8M | -4% | 3.94% | 54.3% | 421 | 7.6% | 3.2 |
|
| 4565 |
4565
Khrom Capital Management
Miami Beach,
Florida
| $207M | +$23.1M | +13% | 8.6% | 35.6% | 13 | 30.77% | 1 |
|
| 4566 |
4566
Elmwood Wealth Management
Berkeley,
California
| $207M | -$7.24M | -3% | 3.02% | 42.1% | 123 | 11.38% | 3.5 |
|
| 4567 |
4567
Safeguard Financial
Minocqua,
Wisconsin
| $207M | -$312K | -0.2% | 3.68% | 21.9% | 607 | 88.63% | 1 |
|
| 4568 |
KLCM
4568
KG&L Capital Management
Saint Francisville,
Louisiana
| $207M | -$1.33M | -0.6% | 2.91% | 91.9% | 168 | 18.45% | 2.6 |
|
| 4569 |
4569
Astoria Portfolio Advisors
New York
| $207M | -$51.1M | -20% | 2.81% | 75.4% | 202 | 28.71% | 1.2 |
|
| 4570 |
4570
Biltmore Wealth Management
Tempe,
Arizona
| $207M | -$28.7M | -12% | 3.48% | 59.8% | 53 | 3.77% | 3.2 |
|
| 4571 |
4571
Wealth Management Resources
Smithfield,
Rhode Island
| $207M | +$35M | +20% | 3.11% | 37.7% | 42 | 16.67% | 1.3 |
|
| 4572 |
4572
Nightview Capital
Austin,
Texas
| $207M | -$16.4M | -7% | 3.77% | 170% | 19 | 26.32% | 1.6 |
|
| 4573 |
4573
Snider Financial Group
Bellevue,
Washington
| $207M | -$2.28M | -1% | 2.51% | 87% | 61 | 9.84% | 1.3 |
|
| 4574 |
DLG
4574
Daniel L. Goodwin
| $207M | -$2.71M | -1% | 3.31% | 72.6% | 99 | 13.13% | 4 |
|
| 4575 |
4575
Delphi Financial Group
Wilmington,
Delaware
| $207M | +$9.8M | +5% | 5.08% | 66.3% | 32 | 50% | 2.2 |
|