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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
Accel Wealth Management
Waverly,
Iowa
| $277M | +$12.9M | +5% | 1.3% | 82.4% | 266 | 9.4% | 2.4 |
|
| 4602 |
4602
Redpoint Management
Woodside,
California
| $277M | -$40.9M | -13% | 11.9% | 20.6% | 6 | 0% | 2.5 |
|
| 4603 |
4603
Private Wealth Advisors (California)
Fresno,
California
| $277M | +$21.5M | +8% | 4.59% | 63.6% | 94 | 15.96% | 3.4 |
|
| 4604 |
4604
Zeno Equity Partners
London,
United Kingdom
| $277M | -$56.9M | -17% | 5.45% | – | 13 | 15.38% | 0.9 |
|
| 4605 |
MWM
4605
MGB Wealth Management
Addison,
Texas
| $276M | -$45.8M | -14% | 3.48% | – | 310 | 13.55% | 1 |
|
| 4606 |
IAS
4606
Investment Advisory Services
The Woodlands,
Texas
| $276M | -$7.2M | -3% | 0.97% | 74.9% | 120 | 7.5% | 3.7 |
|
| 4607 |
4607
360 Financial
Wayzata,
Minnesota
| $276M | -$274K | -0.1% | 4.15% | 82.5% | 90 | 24.44% | 3 |
|
| 4608 |
ITIM
4608
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $276M | -$17.6M | -6% | 3.54% | 114% | 489 | 5.11% | 2.8 |
|
| 4609 |
4609
Impact Capital Partners
Greenwood Village,
Colorado
| $276M | -$5.03M | -2% | 0.67% | – | 274 | 15.33% | 0.2 |
|
| 4610 |
4610
Auour Investments
Woburn,
Massachusetts
| $276M | -$10M | -4% | 0.21% | 39.2% | 86 | 11.63% | 1.5 |
|
| 4611 |
4611
Sterling Financial Planning
Sparta,
New Jersey
| $276M | +$3.94M | +1% | 0.42% | 59.3% | 114 | 9.65% | 3.2 |
|
| 4612 |
4612
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| $276M | +$41.8M | +18% | 0.21% | 46.9% | 171 | 14.04% | 2.8 |
|
| 4613 |
4613
TFG Advisers
Auburn Hills,
Michigan
| $276M | -$2.31M | -0.8% | 0.68% | 61.8% | 212 | 4.25% | 4.4 |
|
| 4614 |
4614
Wealth Management Resources
Smithfield,
Rhode Island
| $276M | +$4.55M | +2% | 0.19% | 37.7% | 33 | 6.06% | 2.3 |
|
| 4615 |
SFMG
4615
Sage Financial Management Group
Mclean,
Virginia
| $276M | +$5.5M | +2% | 0.75% | 51.6% | 56 | 3.57% | 0.8 |
|
| 4616 |
4616
Prudent Man Advisors
Naperville,
Illinois
| $275M | +$169K | +0.1% | 1% | 92.5% | 180 | 11.11% | 3 |
|
| 4617 |
4617
Global View Capital Management
Waukesha,
Wisconsin
| $275M | -$10M | -4% | 2.42% | – | 141 | 39.01% | 0.2 |
|
| 4618 |
4618
Pinnacle Financial Group
Western Springs,
Illinois
| $275M | +$19.9M | +8% | 1.07% | 59.1% | 99 | 19.19% | 1.9 |
|
| 4619 |
4619
Centennial Wealth Advisory
Traverse City,
Michigan
| $275M | +$20.2M | +8% | 1.2% | 63% | 153 | 12.42% | 1.9 |
|
| 4620 |
4620
Evexia Wealth
Stevens Point,
Wisconsin
| $275M | -$19.9M | -7% | 1.39% | 95% | 76 | 2.63% | 1.3 |
|
| 4621 |
4621
Lunt Capital Management
Holladay,
Utah
| $275M | +$17.9M | +7% | 0.11% | 36.9% | 94 | 21.28% | 1.3 |
|
| 4622 |
4622
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| $275M | +$2.27M | +0.8% | 0.05% | 106% | 47 | 2.13% | 4.2 |
|
| 4623 |
4623
Proathlete Wealth Management
Boca Raton,
Florida
| $274M | +$8.85M | +3% | 3.99% | 73.9% | 212 | 71.7% | 0.3 |
|
| 4624 |
4624
Skaana Management
Brooklyn,
New York
| $274M | -$115M | -30% | 2.29% | 269% | 205 | 39.51% | 0.8 |
|
| 4625 |
4625
Militia Capital Partners
Las Vegas,
Nevada
| $274M | +$97.1M | +55% | 2.46% | – | 211 | 65.88% | 0.1 |
|