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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
HWC
4751
Hill Winds Capital
High Falls,
New York
| $189M | +$6.05M | +3% | 9.53% | 8.52% | 56 | 55.36% | 0.3 |
|
| 4752 |
SFPG
4752
Stonebridge Financial Planning Group
Orlando,
Florida
| $189M | +$17.4M | +10% | 8.01% | 67.2% | 457 | 10.28% | 1.2 |
|
| 4753 |
BWM
4753
BCS Wealth Management
Johnson City,
Tennessee
| $188M | -$22.6M | -11% | 3.62% | 46.7% | 174 | 21.84% | 1 |
|
| 4754 |
WP
4754
Waycross Partners
Louisville,
Kentucky
| $188M | +$8.82M | +5% | 10.3% | 87.7% | 92 | 11.96% | 0.5 |
|
| 4755 |
WHAM
4755
Windmill Hill Asset Management
Waddesdon,
United Kingdom
| $188M | +$1.54M | +0.8% | 8.11% | 97% | 14 | 42.86% | 0.4 |
|
| 4756 |
FA
4756
Fountainhead AM
Warren,
New Jersey
| $188M | -$9K | -0% | 4.72% | 65.6% | 61 | 1.64% | 0.5 |
|
| 4757 |
EML
4757
Eos Management LP
New York
| $188M | +$17M | +10% | 9.15% | 152% | 29 | 3.45% | 3.5 |
|
| 4758 |
DA
4758
Detalus Advisors
St. Louis,
Missouri
| $188M | +$18.2M | +11% | 6.66% | 75.7% | 124 | 16.13% | 1.1 |
|
| 4759 |
IWP
4759
Insight Wealth Partners
Plano,
Texas
| $188M | -$15.3M | -8% | 2.21% | 63.2% | 59 | 11.86% | 1 |
|
| 4760 |
TCM
4760
Tieton Capital Management
Yakima,
Washington
| $188M | +$14.3M | +8% | 7.27% | 172% | 35 | 5.71% | 3.6 |
|
| 4761 |
OKSA
4761
O'Keefe Stevens Advisory
Rochester,
New York
| $188M | +$28.3M | +18% | 11.9% | 208% | 43 | 13.95% | 2.9 |
|
| 4762 |
RW
4762
Rede Wealth
Charlottesville,
Virginia
| $188M | +$14.9M | +9% | 6.94% | 80.9% | 110 | 9.09% | 0.4 |
|
| 4763 |
AIA
4763
Arcadia Investment Advisors
Eagle,
Idaho
| $187M | +$5.25M | +3% | 5.78% | 56.4% | 248 | 58.06% | 0.8 |
|
| 4764 |
AFC
4764
AFT Forsyth & Company
West Palm Beach,
Florida
| $187M | +$20.5M | +12% | 11.9% | 135% | 165 | 10.91% | 4.4 |
|
| 4765 |
BSA
4765
Bull Street Advisors
Savannah,
Georgia
| $187M | +$10.1M | +6% | 4.49% | 41.9% | 94 | 1.06% | 1.6 |
|
| 4766 |
4766
AlphaCore Capital
La Jolla,
California
| $187M | +$37.6M | +25% | 6.08% | 85.9% | 83 | 45.78% | 0.8 |
|
| 4767 |
RWP
4767
Reliant Wealth Planning
Louisville,
Kentucky
| $187M | +$14.6M | +8% | 6.95% | 39.4% | 5 | 0% | 1.3 |
|
| 4768 |
SAM
4768
Selway Asset Management
| $187M | +$14.9M | +9% | 6.41% | 36.5% | 76 | 10.53% | 4 |
|
| 4769 |
MSFP
4769
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $187M | +$12.3M | +7% | 6.69% | 92.4% | 445 | 20.45% | 3.4 |
|
| 4770 |
CJA
4770
C-J Advisory
San Jose,
California
| $186M | +$14.8M | +9% | 5.63% | 39.2% | 34 | 5.88% | 3.7 |
|
| 4771 |
WGCA
4771
Wolf Group Capital Advisors
Fairfax,
Virginia
| $186M | +$12.6M | +7% | 5.23% | 28.2% | 103 | 4.85% | 2.4 |
|
| 4772 |
IFG
4772
Investors Financial Group
Plymouth,
Minnesota
| $186M | +$15.4M | +9% | 5.73% | – | 212 | 13.21% | 1 |
|
| 4773 |
ATIA
4773
American Trust Investment Advisors
Lebanon,
New Hampshire
| $186M | +$14.8M | +9% | 7.35% | 91% | 86 | 8.14% | 2.5 |
|
| 4774 |
JAM
4774
JLP Asset Management
New York
| $186M | +$29.4M | +19% | 13.7% | 16.1% | 34 | 8.82% | 1.7 |
|
| 4775 |
AU
4775
Algebris (UK)
London,
United Kingdom
| $186M | -$124M | -40% | 1.36% | 24.5% | 40 | 72.5% | 0.5 |
|