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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4626 |
4626
Lake Point Wealth Management
Rockwall,
Texas
| $216M | -$12.8M | -6% | 4.45% | – | 505 | 12.48% | 2 |
|
| 4627 |
4627
Roman Butler Fullerton & Co
St Louis,
Missouri
| $216M | -$10.2M | -5% | 2.38% | 134% | 215 | 27.44% | 2 |
|
| 4628 |
4628
VisionPoint Advisory Group
Dallas,
Texas
| $216M | -$12.6M | -6% | 4.07% | 79.3% | 109 | 27.52% | 1.1 |
|
| 4629 |
4629
Wealth Dimensions Group
Cincinnati,
Ohio
| $216M | +$11.8M | +6% | 3.77% | 57.1% | 137 | 8.76% | 1.1 |
|
| 4630 |
4630
Eads & Heald Wealth Management
Atlanta,
Georgia
| $216M | -$14.3M | -6% | 2.56% | 93.3% | 151 | 5.96% | 5.7 |
|
| 4631 |
SCM
4631
Stonehill Capital Management
New York
| $216M | -$240M | -53% | 1.71% | 117% | 25 | 40% | 1 |
|
| 4632 |
4632
Sora Investors
Bryn Mawr,
Pennsylvania
| $216M | +$11M | +5% | 8.87% | 179% | 35 | 65.71% | 0.1 |
|
| 4633 |
CAGAS
4633
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $215M | -$14.6M | -6% | 2.03% | 54.8% | 522 | 68.2% | 0.8 |
|
| 4634 |
4634
My Legacy Advisors
Bend,
Oregon
| $215M | – | – | 4.32% | 49.1% | 179 | – | 0 |
|
| 4635 |
4635
Prudent Investors Network
Lake Forest,
California
| $215M | +$3.04M | +1% | 5.19% | – | 36 | 22.22% | 1.3 |
|
| 4636 |
PCA
4636
Prospect Capital Advisors
Sausalito,
California
| $215M | -$38.9M | -15% | 9.5% | 202% | 32 | 25% | 2.3 |
|
| 4637 |
4637
First Bankers Trust
Louisville,
Kentucky
| $215M | -$12.3M | -5% | 1.63% | 78.9% | 120 | 5.83% | 6 |
|
| 4638 |
4638
Lloyd Advisory Services
Suwanee,
Georgia
| $215M | -$2.29M | -1% | 3.8% | 47.7% | 671 | 39.79% | 1 |
|
| 4639 |
4639
Offit Capital Advisors
New York
| $214M | +$52.9M | +33% | 0.43% | – | 2 | 50% | 0.1 |
|
| 4640 |
4640
Jeppson Wealth Management
Manhattan Beach,
California
| $214M | +$7M | +3% | 2.03% | 107% | 179 | 15.64% | 1.2 |
|
| 4641 |
4641
Wealth Effects
Boston,
Massachusetts
| $214M | -$26.7M | -11% | 7.65% | 235% | 224 | 12.95% | 0.2 |
|
| 4642 |
4642
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $214M | -$20.1M | -9% | 4.06% | 66.8% | 117 | 7.69% | 5 |
|
| 4643 |
4643
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $214M | -$146M | -40% | 4.61% | 44.9% | 54 | 24.07% | 1.4 |
|
| 4644 |
FP
4644
Financial Perspectives
Minneapolis,
Minnesota
| $214M | +$2.63M | +1% | 2.97% | 87.8% | 695 | 7.34% | 1.7 |
|
| 4645 |
BIA
4645
Bigelow Investment Advisors
Portland,
Maine
| $214M | -$5.95M | -3% | 4.62% | 75.7% | 152 | 7.89% | 3.1 |
|
| 4646 |
4646
Keystone Wealth Partners
Chandler,
Arizona
| $214M | -$12.5M | -6% | 3.39% | – | 37 | 35.14% | 1 |
|
| 4647 |
4647
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| $214M | -$20.6M | -9% | 14.4% | 89.7% | 93 | 43.01% | 0.9 |
|
| 4648 |
4648
Acuta Capital Partners
Redwood City,
California
| $214M | -$23.9M | -10% | 9.36% | 7,269% | 48 | 39.58% | 1 |
|
| 4649 |
4649
Bridge City Capital
Lake Oswego,
Oregon
| $214M | -$28.5M | -12% | 8.16% | 120% | 96 | 3.13% | 3.5 |
|
| 4650 |
4650
Grand Wealth Management
Grand Rapids,
Michigan
| $214M | -$9.06M | -4% | 4.69% | 54.1% | 62 | 11.29% | 0.2 |
|