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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
4601
Exeter Financial
Scottsdale,
Arizona
| $179M | -$5.2M | -3% | 9.3% | 59.1% | 88 | 6.82% | 3.5 |
|
| 4602 |
4602
Olympus Wealth Management
Cottonwood Heights,
Utah
| $179M | -$27.5M | -13% | 13.1% | 43.1% | 14 | 14.29% | 0.5 |
|
| 4603 |
4603
Malaga Cove Capital
Pv Estates,
California
| $179M | -$40.8M | -19% | 16.9% | 97.3% | 180 | 21.67% | 1.9 |
|
| 4604 |
4604
General Motors Holdings
Detroit,
Michigan
| $179M | -$286M | -61% | 59.6% | 4.78% | 4 | 25% | 0.4 |
|
| 4605 |
4605
INCA Investments
Miami,
Florida
| $179M | -$11.2M | -6% | 27.8% | 128% | 12 | 33.33% | 2.8 |
|
| 4606 |
GWA
4606
GGM Wealth Advisors
Baltimore,
Maryland
| $179M | -$20.5M | -10% | 11.7% | 25.9% | 142 | 10.56% | 0.9 |
|
| 4607 |
PFA
4607
Professional Financial Advisors
North Platte,
Nebraska
| $179M | -$52.6M | -23% | 13% | 59.2% | 529 | 13.04% | 1.3 |
|
| 4608 |
4608
DHJJ Financial Advisors
Naperville,
Illinois
| $179M | -$29.4M | -14% | 13.8% | 62.5% | 138 | 8.7% | 1.3 |
|
| 4609 |
ITIM
4609
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $179M | -$29.2M | -14% | 7.52% | 114% | 120 | 6.67% | 6.5 |
|
| 4610 |
4610
Weaver Consulting Group
Huntington Beach,
California
| $179M | -$27.3M | -13% | 12.5% | 56.4% | 180 | 13.89% | 2.2 |
|
| 4611 |
4611
Grandview Asset Management
Harrisburg,
Pennsylvania
| $179M | -$57.7M | -24% | 18.3% | 200% | 136 | 8.09% | 1 |
|
| 4612 |
4612
Waterton Global Resource Management
Toronto,
Ontario, Canada
| $179M | -$166M | -48% | 48% | 21% | 1 | 0% | 3.5 |
|
| 4613 |
4613
Centennial Wealth Advisory
Traverse City,
Michigan
| $178M | -$4.48M | -2% | 9.03% | 63% | 136 | 36.03% | 0.7 |
|
| 4614 |
4614
Brick & Kyle Associates
Newtown,
Pennsylvania
| $178M | -$27.8M | -13% | 13.4% | 97.4% | 60 | 6.67% | 4.6 |
|
| 4615 |
4615
Vantage Consulting Group
Virginia Beach,
Virginia
| $178M | -$77.9M | -30% | 9.07% | 261% | 227 | 11.45% | 1.1 |
|
| 4616 |
4616
PFG Private Wealth Management
Lutz,
Florida
| $178M | -$16.5M | -8% | 10.2% | 52.6% | 344 | 18.31% | 0.8 |
|
| 4617 |
4617
Hall Private Wealth Advisors
Waxhaw,
North Carolina
| $178M | -$9.14M | -5% | 14.8% | – | 51 | 21.57% | 1 |
|
| 4618 |
4618
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $178M | -$36M | -17% | 14.9% | 66.8% | 113 | 12.39% | 5.4 |
|
| 4619 |
4619
Institutional Venture Management XIII
Menlo Park,
California
| $178M | -$213M | -55% | 35.2% | – | 5 | 20% | 0.4 |
|
| 4620 |
4620
OLIO Financial Planning
Mclean,
Virginia
| $178M | +$3.19M | +2% | 11.3% | 52.9% | 47 | 8.51% | 0.5 |
|
| 4621 |
4621
US Financial Advisors
Braintree,
Massachusetts
| $178M | -$29.9M | -14% | 12.5% | 12.6% | 83 | 37.35% | 2.3 |
|
| 4622 |
WCM
4622
W Capital Management
New York
| $178M | -$95M | -35% | 31.1% | – | 6 | 0% | 0.4 |
|
| 4623 |
4623
Providence First Trust
Scottsdale,
Arizona
| $178M | -$31.1M | -15% | 11.7% | 64.1% | 92 | 3.26% | 2.5 |
|
| 4624 |
4624
Argent Advisors
Monroe,
Louisiana
| $178M | -$8.79M | -5% | 10.5% | 63.1% | 148 | 17.57% | 1.9 |
|
| 4625 |
WC
4625
Weil Company
San Diego,
California
| $178M | -$21.2M | -11% | 13.1% | 71.7% | 137 | 18.98% | 2.4 |
|