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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 |
4751
Abbot Financial Management
Andover,
Massachusetts
| $205M | -$19.1M | -9% | 5.74% | 102% | 140 | 10% | 3.4 |
|
| 4752 |
4752
Marion Wealth Management
Monroeville,
Pennsylvania
| $205M | -$6.22M | -3% | 3.63% | 51.7% | 99 | 4.04% | 0.3 |
|
| 4753 |
4753
Mendel Money Management
Northbrook,
Illinois
| $205M | +$31.3M | +18% | 5.82% | 75.4% | 125 | 46.4% | 2.2 |
|
| 4754 |
4754
Client 1st Advisory Group
Dunedin,
Florida
| $205M | -$174K | -0.1% | 3.61% | 64.5% | 82 | 8.54% | 1.4 |
|
| 4755 |
4755
Sculati Wealth Management
Bloomfield Hills,
Michigan
| $205M | -$2.31M | -1% | 1.06% | 80.3% | 122 | 7.38% | 1.7 |
|
| 4756 |
4756
Townsend Asset Management
Raleigh,
North Carolina
| $205M | -$4.82M | -2% | 5.02% | 88.5% | 219 | 10.05% | 1.8 |
|
| 4757 |
4757
San Luis Wealth Advisors
San Luis Obispo,
California
| $205M | +$106M | +108% | 5.74% | 65% | 459 | 80.61% | 0.2 |
|
| 4758 |
4758
Robertson Opportunity Capital
Dallas,
Texas
| $204M | -$14.1M | -6% | 0.66% | 93.4% | 29 | 13.79% | 5 |
|
| 4759 |
4759
Prosperity Planning
Kansas City,
Missouri
| $204M | +$6.97M | +4% | 4.2% | 43.5% | 96 | 4.17% | 1 |
|
| 4760 |
4760
SG Capital Management
Chicago,
Illinois
| $204M | -$61.1M | -23% | 2.65% | 250% | 84 | 69.05% | 0.4 |
|
| 4761 |
4761
Northwest Wealth Management
Spencer,
Iowa
| $204M | -$11M | -5% | 1.61% | 63.4% | 143 | 20.28% | 2.8 |
|
| 4762 |
4762
Madrona Financial Services
Everett,
Washington
| $204M | -$32.5M | -14% | 4.09% | 85.1% | 82 | 14.63% | 2.4 |
|
| 4763 |
CWM
4763
CCG Wealth Management
San Diego,
California
| $204M | +$12.2M | +6% | 3.64% | 82.6% | 131 | 32.82% | 1.3 |
|
| 4764 |
4764
Bienville Capital Management
New York
| $204M | +$65.9M | +48% | 7.06% | 36.3% | 154 | 45.45% | 2 |
|
| 4765 |
4765
Ferguson Shapiro
Decatur,
Georgia
| $204M | +$18.5M | +10% | 7.19% | 42.7% | 42 | 50% | 0.7 |
|
| 4766 |
4766
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| $204M | +$1.02M | +0.5% | 4.42% | 58.9% | 76 | 18.42% | 1 |
|
| 4767 |
TL
4767
TowerView LLC
New York
| $204M | +$1.4M | +0.7% | 2.48% | 17.9% | 36 | 13.89% | 2.8 |
|
| 4768 |
4768
Newbridge Financial Services Group
Boca Raton,
Florida
| $203M | -$8.32M | -4% | 5.05% | 189% | 1,612 | 17.25% | 1 |
|
| 4769 |
4769
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $203M | -$2.56M | -1% | 3.37% | 136% | 133 | 22.56% | 2.2 |
|
| 4770 |
4770
Scissortail Wealth Management
Tulsa,
Oklahoma
| $203M | -$56.4M | -22% | 0.08% | 65% | 147 | 55.1% | 0.2 |
|
| 4771 |
SFA
4771
Spectrum Financial Alliance
Nicholasville,
Kentucky
| $203M | -$1.8M | -0.9% | 1.69% | 187% | 10 | 10% | 2.8 |
|
| 4772 |
4772
PYA Waltman Capital
Knoxville,
Tennessee
| $203M | +$9.06M | +5% | 1.56% | 62.4% | 216 | 8.33% | 0.5 |
|
| 4773 |
4773
Beacon Wealthcare LLC
Raleigh,
North Carolina
| $203M | -$16.9M | -8% | 5.78% | 47% | 13 | 7.69% | 0.9 |
|
| 4774 |
4774
Shayne & Jacobs LLC
Nashville,
Tennessee
| $203M | +$17M | +9% | 10.5% | 79.4% | 37 | 2.7% | 4.9 |
|
| 4775 |
4775
New Leaf Venture Partners
New York
| $203M | -$73.1M | -26% | 22% | 3.91% | 22 | 4.55% | 2.7 |
|