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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4701 |
MA
4701
Menlo Advisors
Menlo Park,
California
| $189M | +$3.69M | +2% | 0.53% | 108% | 42 | 0% | 3.8 |
|
| 4702 |
4702
Investors Financial Group
Plymouth,
Minnesota
| $189M | +$2.74M | +1% | 2.41% | – | 213 | 11.74% | 1.2 |
|
| 4703 |
4703
Aspen Investment Management
Grand Rapids,
Michigan
| $189M | -$2.18M | -1% | 0.54% | 84.9% | 153 | 15.03% | 5.1 |
|
| 4704 |
4704
Mountain Capital Investment Advisors
Westminster,
Colorado
| $189M | -$27.7M | -13% | 0.19% | 63.3% | 129 | 11.63% | 1 |
|
| 4705 |
4705
C-J Advisory
San Jose,
California
| $189M | +$2.45M | +1% | 0.84% | 39.2% | 34 | 2.94% | 3.8 |
|
| 4706 |
FCP
4706
Fosse Capital Partners
London,
United Kingdom
| $189M | +$7.3M | +4% | 2.12% | 80% | 5 | 20% | 0.8 |
|
| 4707 |
4707
Sculati Wealth Management
Bloomfield Hills,
Michigan
| $189M | +$5K | +0% | 0.15% | 80.3% | 123 | 12.2% | 1.3 |
|
| 4708 |
NEGWA
4708
New England Guild Wealth Advisors
Avon,
Connecticut
| $189M | +$4.37M | +2% | 1.85% | 6.04% | 69 | 5.8% | 2.6 |
|
| 4709 |
4709
Selective Wealth Management
Forest,
Virginia
| $189M | +$63.2M | +50% | 4.84% | 74.4% | 627 | 23.6% | 0.9 |
|
| 4710 |
4710
First Pacific Financial
Vancouver,
Washington
| $189M | +$7.52M | +4% | 0.09% | 53.6% | 97 | 8.25% | 0.8 |
|
| 4711 |
4711
Reliant Wealth Planning
Louisville,
Kentucky
| $189M | +$1.58M | +0.8% | 0.13% | 39.4% | 5 | 0% | 1.5 |
|
| 4712 |
4712
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $189M | -$3.4M | -2% | 0.81% | 136% | 126 | 17.46% | 2 |
|
| 4713 |
4713
Algebris (UK)
London,
United Kingdom
| $188M | +$2.22M | +1% | 0.24% | 24.5% | 37 | 56.76% | 0.5 |
|
| 4714 |
4714
Townsend Asset Management
Raleigh,
North Carolina
| $188M | +$7.96M | +4% | 0.05% | 88.5% | 214 | 10.28% | 1.4 |
|
| 4715 |
4715
Otter Creek Advisors
Palm Beach Gardens,
Florida
| $188M | -$39.8M | -17% | 3.22% | 173% | 53 | 47.17% | 0.8 |
|
| 4716 |
4716
Crystal Rock Capital Management
Bannockburn,
Illinois
| $188M | -$4.02M | -2% | 0.45% | 164% | 34 | 2.94% | 3 |
|
| 4717 |
4717
Diversified
Wilmington,
Delaware
| $188M | +$8.59M | +5% | 0.61% | 34.4% | 109 | 11.93% | 0.6 |
|
| 4718 |
4718
Broadmark Asset Management
San Francisco,
California
| $188M | -$870K | -0.5% | 0.01% | 39.6% | 3 | 33.33% | 0.5 |
|
| 4719 |
FP
4719
Fiduciary Planning
Englewood,
Florida
| $188M | +$72.2M | +62% | 1.49% | 71.4% | 71 | 19.72% | 0.8 |
|
| 4720 |
4720
Peoples Bank (Ohio)
Marietta,
Ohio
| $188M | -$2.52M | -1% | 0.28% | 78.9% | 125 | 8% | 3.3 |
|
| 4721 |
4721
Fortis Capital Management
Bellevue,
Washington
| $188M | -$10.8M | -5% | 0.54% | 82% | 136 | 38.97% | 0.7 |
|
| 4722 |
4722
Augustine Asset Management
Jacksonville,
Florida
| $188M | -$6.16M | -3% | 1.42% | 316% | 92 | 7.61% | 3.1 |
|
| 4723 |
4723
Rede Wealth
Charlottesville,
Virginia
| $188M | +$41K | +0% | 1.17% | 84.4% | 114 | 8.77% | 0.7 |
|
| 4724 |
4724
Wiser Wealth Management
Marietta,
Georgia
| $188M | +$23.4M | +14% | 0.74% | 53% | 30 | 10% | 0.7 |
|
| 4725 |
4725
Vienna Insurance Group
Warsaw,
Poland
| $187M | +$28.1M | +18% | 0.12% | 188% | 34 | 32.35% | 0.4 |
|