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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
Ashburton (Jersey)
St Helier,
Jersey
| $178M | +$9.6M | +6% | 16.2% | – | 47 | 14.89% | 3.2 |
|
| 4752 |
4752
Aflac Inc
Columbus,
Georgia
| $178M | -$57.8M | -24% | 20.1% | 28.8% | 5 | 40% | 0.3 |
|
| 4753 |
4753
Eagle Bay Advisors
New York
| $178M | +$16.3M | +10% | 8.01% | 85% | 1,045 | 15.12% | 0.7 |
|
| 4754 |
4754
Verger Capital Management
Winston-Salem,
North Carolina
| $178M | +$26.7M | +18% | 9.09% | 58.3% | 38 | 39.47% | 2.4 |
|
| 4755 |
4755
First Citizens Asset Management
Raleigh,
North Carolina
| $178M | +$19.9M | +13% | 7.56% | 44.2% | 45 | 42.22% | 0.1 |
|
| 4756 |
4756
Wick Capital Partners
Wayne,
Pennsylvania
| $178M | +$23.4M | +15% | 5.94% | 60% | 67 | 40.3% | 0.6 |
|
| 4757 |
4757
Beaconlight Capital
New York
| $178M | +$969K | +0.5% | 15.8% | 282% | 48 | 54.17% | 0.9 |
|
| 4758 |
4758
Beacon Wealthcare LLC
Raleigh,
North Carolina
| $178M | +$8.2M | +5% | 4.51% | 47% | 15 | 26.67% | 1.2 |
|
| 4759 |
4759
Wela Strategies
Atlanta,
Georgia
| $178M | +$30.3M | +21% | 6.49% | 51.3% | 46 | 4.35% | 3.1 |
|
| 4760 |
4760
Sculati Wealth Management
Bloomfield Hills,
Michigan
| $178M | +$8.62M | +5% | 8.46% | 80.3% | 118 | 8.47% | 2.3 |
|
| 4761 |
4761
Horan Securities
Cincinnati,
United States
| $178M | +$15.9M | +10% | 8.05% | 50.1% | 810 | 22.72% | 1.5 |
|
| 4762 |
4762
Copperwynd Financial
Scottsdale,
Arizona
| $178M | +$4.19M | +2% | 9.64% | 90% | 145 | 24.14% | 2.6 |
|
| 4763 |
DL
4763
DOHJ LLC
Seattle,
Washington
| $178M | +$29.8M | +20% | 7.87% | 51.5% | 89 | 14.61% | 2.1 |
|
| 4764 |
4764
New England Professional Planning Group
Westerly,
Rhode Island
| $178M | +$37.5M | +27% | 8.66% | 64.1% | 43 | 16.28% | 3.7 |
|
| 4765 |
4765
BHK Investment Advisors
Birmingham,
Alabama
| $178M | -$21.4M | -11% | 6.31% | 54.6% | 65 | 13.85% | 3.9 |
|
| 4766 |
4766
Sara-Bay Financial
Sarasota,
Florida
| $178M | -$1.96M | -1% | 3.77% | 233% | 85 | 10.59% | 1.9 |
|
| 4767 |
4767
Stonehearth Capital Management
Danvers,
Massachusetts
| $178M | +$14.4M | +9% | 8.32% | 87.5% | 72 | 15.28% | 2.4 |
|
| 4768 |
4768
Lifeworks Advisors
Grand Rapids,
Michigan
| $178M | +$1.79M | +1% | 11.6% | 80.4% | 125 | 10.4% | 0.8 |
|
| 4769 |
4769
Kinnevik AB
Stockholm,
Sweden
| $177M | +$58M | +49% | 20% | 51.4% | 3 | 33.33% | 0.7 |
|
| 4770 |
4770
Truvestments Capital
Sarasota,
Florida
| $177M | +$18.7M | +12% | 9.93% | 131% | 982 | 40.84% | 0.8 |
|
| 4771 |
4771
Centurion Wealth Management
Mclean,
Virginia
| $177M | – | – | 6.58% | – | 155 | – | 0 |
|
| 4772 |
ITIM
4772
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $177M | +$12.5M | +8% | 6.55% | 114% | 116 | 6.9% | 6.9 |
|
| 4773 |
4773
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $177M | +$22M | +14% | 6.36% | – | 791 | 24.15% | 0.6 |
|
| 4774 |
4774
Corundum Group
Colorado Springs,
Colorado
| $177M | +$18.1M | +11% | 8.91% | 89.5% | 112 | 14.29% | 3.3 |
|
| 4775 |
4775
Core Wealth Management
Jupiter,
Florida
| $177M | – | – | 7.84% | 44.5% | 17 | – | 0 |
|