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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
Fi3 Financial Advisors
Indianapolis,
Indiana
| $327M | +$31.2M | +11% | 5.66% | 83.1% | 201 | 25.37% | 1.6 |
|
| 4752 |
4752
JCIC Asset Management
Toronto,
Ontario, Canada
| $327M | +$7.1M | +2% | 6.44% | – | 116 | 6.03% | 4.3 |
|
| 4753 |
4753
Somerset Trust
Somerset,
Pennsylvania
| $327M | +$2.97M | +0.9% | 2.06% | 80.5% | 186 | 6.45% | 5.4 |
|
| 4754 |
4754
Reston Wealth Management
Reston,
Virginia
| $327M | +$17.1M | +6% | 2.59% | 66.4% | 65 | 20% | 3.5 |
|
| 4755 |
4755
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $327M | -$24M | -7% | 6.2% | 17.8% | 1 | 0% | 12.5 |
|
| 4756 |
4756
EdenTree Asset Management
London,
United Kingdom
| $326M | -$88.8M | -21% | 4.82% | 50.2% | 63 | 1.59% | 2.1 |
|
| 4757 |
4757
Pine Harbor Wealth Management
Silver Spring,
Maryland
| $326M | +$14.6M | +5% | 1.9% | – | 112 | 8.93% | 1.5 |
|
| 4758 |
4758
Uniting Wealth Partners
Mission,
Kansas
| $326M | -$97.5M | -23% | 4.51% | – | 210 | 32.38% | 0.6 |
|
| 4759 |
4759
Anchyra Partners
Atlanta,
Georgia
| $326M | – | – | 3.05% | – | 259 | – | 0 |
|
| 4760 |
4760
Veery Capital
Wilmington,
Delaware
| $326M | +$9.07M | +3% | 2.19% | 63.4% | 99 | 10.1% | 3.1 |
|
| 4761 |
4761
Paragon Private Wealth Management
Lexington,
Kentucky
| $326M | +$20.6M | +7% | 2.44% | 104% | 227 | 8.81% | 2 |
|
| 4762 |
4762
HTG Investment Advisors
New Canaan,
Connecticut
| $325M | +$28.2M | +10% | 2.34% | 57.4% | 77 | 3.9% | 2.2 |
|
| 4763 |
FNWM
4763
Financial Network Wealth Management
Draper,
Utah
| $325M | +$1.31M | +0.4% | 1.52% | – | 119 | 5.88% | 2.3 |
|
| 4764 |
4764
Knox Lane
San Francisco,
California
| $325M | – | – | 15.8% | – | 1 | – | 0 |
|
| 4765 |
CIA
4765
Cape Investment Advisory
Mcdonough,
Georgia
| $325M | +$223M | +220% | 2.28% | 72.5% | 1,342 | 39.49% | 1.2 |
|
| 4766 |
4766
Centerpoint Advisors
Needham,
Massachusetts
| $325M | +$2.75M | +0.9% | 3.25% | 82.6% | 485 | 18.14% | 3.9 |
|
| 4767 |
4767
Tilson Financial Group
New Providence,
New Jersey
| $325M | +$20.7M | +7% | 1.71% | 39.3% | 83 | 7.23% | 1.6 |
|
| 4768 |
4768
Ferguson Shapiro
Decatur,
Georgia
| $325M | +$16.1M | +5% | 0.91% | 42.7% | 93 | 33.33% | 1.3 |
|
| 4769 |
PAM
4769
Pegasus Asset Management
Montebello,
New York
| $325M | +$13.2M | +4% | 4.22% | 101% | 72 | 9.72% | 5.2 |
|
| 4770 |
4770
Stiles Financial Services
Edina,
Minnesota
| $325M | +$7.68M | +2% | 4.18% | 144% | 179 | 5.59% | 2.9 |
|
| 4771 |
4771
Essential Partners
Rancho Santa Fe,
California
| $325M | +$21.6M | +7% | 6.42% | – | 2,947 | 15.44% | 0.4 |
|
| 4772 |
4772
Myriad Asset Management Advisors
West Palm Beach,
Florida
| $325M | – | – | 5.66% | – | 48 | – | 0 |
|
| 4773 |
CM
4773
Cosmic Management
West Hollywood,
California
| $325M | – | – | 16.6% | – | 4 | – | 0 |
|
| 4774 |
4774
Baron Wealth Management
Troy,
Michigan
| $325M | +$22.2M | +7% | 4.12% | 88.6% | 286 | 22.73% | 1.5 |
|
| 4775 |
4775
Financial Life Advisors
San Antonio,
Texas
| $324M | +$13M | +4% | 1.47% | 47% | 53 | 11.32% | 3.3 |
|