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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
Demars Financial Group
Spokane Valley,
Washington
| $168M | -$7.24M | -4% | 4% | 69.1% | 75 | 16% | 1.7 |
|
| 4627 |
4627
Strong Tower Advisory Services
Minneapolis,
Minnesota
| $168M | -$16.1M | -9% | 4.26% | 155% | 106 | 12.26% | 0.9 |
|
| 4628 |
4628
Reston Wealth Management
Reston,
Virginia
| $168M | -$11.6M | -6% | 6.14% | 60.7% | 58 | 17.24% | 2.7 |
|
| 4629 |
4629
Clear Sky Carbon Solutions Investment Management
Bellaire,
Texas
| $168M | +$55.5M | +49% | 10.8% | – | 74 | 39.19% | 0.3 |
|
| 4630 |
4630
LPWM LLC
Minneapolis,
Minnesota
| $168M | -$11.6M | -6% | 5.89% | 59.4% | 63 | 11.11% | 2.2 |
|
| 4631 |
4631
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $168M | -$9.7M | -5% | 5.42% | 130% | 123 | 11.38% | 2.6 |
|
| 4632 |
BIA
4632
Bigelow Investment Advisors
Portland,
Maine
| $168M | -$14.3M | -8% | 5.46% | 75.7% | 144 | 6.25% | 3.6 |
|
| 4633 |
IAS
4633
Investment Advisory Services
The Woodlands,
Texas
| $167M | -$5.78M | -3% | 4.98% | 65.4% | 99 | 8.08% | 2.1 |
|
| 4634 |
4634
Delphi Financial Group
Wilmington,
Delaware
| $167M | -$46.1M | -22% | 1.58% | 66.3% | 32 | 15.63% | 2.6 |
|
| 4635 |
4635
HM Capital Management
Clayton,
Missouri
| $167M | -$12.4M | -7% | 4.19% | 29.6% | 59 | 8.47% | 4.2 |
|
| 4636 |
4636
Altrafin AG
Zurich,
| $167M | -$18.5M | -10% | 6.72% | 97.6% | 78 | 7.69% | 0.7 |
|
| 4637 |
4637
Monterey Private Wealth
Monterey,
California
| $167M | -$8.09M | -5% | 5.5% | 29.8% | 107 | 14.02% | 2 |
|
| 4638 |
4638
Detalus Advisors
St. Louis,
Missouri
| $167M | -$3.31M | -2% | 6.21% | 75.7% | 135 | 15.56% | 1.9 |
|
| 4639 |
4639
Valley Financial Management
New York
| $167M | – | – | 5.02% | – | 37 | – | 0 |
|
| 4640 |
MGM
4640
Miura Global Management
New York
| $167M | +$21M | +14% | 16.5% | 375% | 20 | 30% | 1.4 |
|
| 4641 |
4641
Your Advocates Ltd
Houston,
Texas
| $167M | -$2.12M | -1% | 6.47% | 50% | 231 | 12.55% | 1.5 |
|
| 4642 |
SAM
4642
Security Asset Management
New York
| $167M | -$15.5M | -9% | 5.61% | 67.4% | 77 | 7.79% | 5.1 |
|
| 4643 |
AMC
4643
Asset Management Corp
Northbrook,
Illinois
| $167M | +$11.9M | +8% | 5.21% | 57.1% | 172 | 17.44% | 1.8 |
|
| 4644 |
4644
Wealth CMT
Cherry Hill,
New Jersey
| $167M | -$5.06M | -3% | 6.12% | 25% | 28 | 10.71% | 0.8 |
|
| 4645 |
4645
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $167M | -$224K | -0.1% | 5.71% | 57.8% | 135 | 11.85% | 1.7 |
|
| 4646 |
4646
Greenhaven Road Investment Management
Greenwich,
Connecticut
| $166M | -$28.3M | -15% | 14.3% | 70.2% | 53 | 26.42% | 1 |
|
| 4647 |
4647
Ferguson Shapiro
Decatur,
Georgia
| $166M | +$6.54M | +4% | 5.41% | 42.7% | 51 | 29.41% | 0.7 |
|
| 4648 |
4648
Visa Foundation
San Francisco,
California
| $166M | -$16.3M | -9% | 5.26% | 58.1% | 1 | 0% | 0.8 |
|
| 4649 |
4649
Cambridge Financial Group
Columbus,
Ohio
| $166M | – | – | 2.28% | – | 31 | – | 4 |
|
| 4650 |
4650
Perseverance Asset Management International
George Town,
Cayman Islands
| $166M | -$76.1M | -31% | 2.2% | 120% | 17 | 23.53% | 0.8 |
|