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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4676 |
4676
HST Ventures
Park City,
Utah
| $247M | -$36.2M | -13% | 10.3% | 8.24% | 71 | 63.38% | 0.4 |
|
| 4677 |
4677
Sterling Financial Planning
Sparta,
New Jersey
| $247M | +$15.8M | +7% | 5.89% | 59.3% | 108 | 8.33% | 2.5 |
|
| 4678 |
4678
RBA Wealth Management
Newport Beach,
California
| $247M | +$17.7M | +8% | 9.11% | 91% | 96 | 11.46% | 2 |
|
| 4679 |
4679
Pine Brook Road Advisors
Bedford,
New York
| $247M | +$44.5M | +22% | 33.2% | – | 3 | 0% | 0.3 |
|
| 4680 |
4680
Bill Few Associates
Pittsburgh,
Pennsylvania
| $247M | +$27.3M | +12% | 11.6% | 91.5% | 172 | 11.05% | 1.6 |
|
| 4681 |
4681
Reston Wealth Management
Reston,
Virginia
| $246M | +$27.7M | +13% | 7.3% | 66.4% | 57 | 22.81% | 3.4 |
|
| 4682 |
4682
Peloton Wealth Strategists
Indianapolis,
Indiana
| $246M | +$15.3M | +7% | 6.85% | 51.3% | 97 | 10.31% | 3.2 |
|
| 4683 |
MWM
4683
MGB Wealth Management
Addison,
Texas
| $246M | +$47.2M | +24% | 17.9% | – | 268 | 5.22% | 0.2 |
|
| 4684 |
4684
Estuary Capital Management
Wayzata,
Minnesota
| $246M | +$80.8M | +49% | 9.6% | – | 22 | 45.45% | 0.2 |
|
| 4685 |
4685
Dodds Wealth
Greenwood Village,
Colorado
| $246M | +$50.8M | +26% | 3.64% | 35.4% | 59 | 10.17% | 0.2 |
|
| 4686 |
4686
AllGen Financial Advisors
Orlando,
Florida
| $246M | +$53.4M | +28% | 3.74% | 39.7% | 40 | 25% | 1.7 |
|
| 4687 |
4687
Private Wealth Advisors (California)
Fresno,
California
| $246M | -$10.7M | -4% | 6.22% | 63.6% | 81 | 17.28% | 3 |
|
| 4688 |
4688
Vista Investment Management
Pittsburgh,
Pennsylvania
| $246M | +$30.4M | +14% | 5.68% | 54.4% | 184 | 10.33% | 4 |
|
| 4689 |
4689
Malaga Cove Capital
Pv Estates,
California
| $245M | +$8.43M | +4% | 8.97% | 97.3% | 192 | 14.58% | 2.3 |
|
| 4690 |
4690
Highline Wealth Partners
Sherman Oaks,
California
| $245M | +$38.9M | +19% | 12.8% | 93.8% | 458 | 16.16% | 1.1 |
|
| 4691 |
4691
Triumph Capital Management
Denver,
Colorado
| $245M | +$9.7M | +4% | 5.2% | 55.5% | 270 | 37.04% | 1.1 |
|
| 4692 |
4692
MPM Asset Management
Boston,
Massachusetts
| $245M | +$41.7M | +20% | 57.2% | 5.89% | 7 | 14.29% | 2.8 |
|
| 4693 |
4693
Somerset Trust
Somerset,
Pennsylvania
| $245M | +$17M | +7% | 6.43% | 80.5% | 150 | 8.67% | 5.3 |
|
| 4694 |
4694
Lion Street Advisors
Austin,
Texas
| $245M | +$651K | +0.3% | 7.71% | 38% | 251 | 0.4% | 1.3 |
|
| 4695 |
SCI
4695
Silver Coast Investments
San Diego,
United States
| $245M | +$24.8M | +11% | 4.58% | – | 98 | 29.59% | 0.2 |
|
| 4696 |
4696
Sharp Capital Gestora de Recursos
Rio De Janeiro,
Brazil
| $245M | +$49.8M | +26% | 23.4% | 61.4% | 6 | 33.33% | 1.6 |
|
| 4697 |
4697
Windward Private Wealth Management
Overland Park,
Kansas
| $245M | +$6.13M | +3% | 3.92% | 35.5% | 49 | 6.12% | 2.8 |
|
| 4698 |
4698
Retirement Capital Strategies
San Jose,
California
| $245M | +$13.9M | +6% | 6.49% | 59% | 87 | 40.23% | 1.9 |
|
| 4699 |
RL
4699
Rogco LP
Claremore,
Oklahoma
| $245M | +$15.8M | +7% | 6.9% | 53.3% | 264 | 15.53% | 0.5 |
|
| 4700 |
4700
Allegiance Financial Group Advisory Services
Vienna,
Virginia
| $244M | +$31.9M | +15% | 6.28% | 71.1% | 72 | 9.72% | 1.1 |
|