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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4851 |
4851
Castle Wealth Management
West Palm Beach,
Florida
| $250M | +$41.7M | +20% | 6% | 53.6% | 126 | 11.11% | 1.7 |
|
| 4852 |
4852
Stableford Capital II
Scottsdale,
Arizona
| $250M | -$4.12M | -2% | 6.24% | 66.9% | 141 | 12.77% | 1.2 |
|
| 4853 |
4853
Libra Wealth
Los Gatos,
California
| $250M | +$19.3M | +8% | 5.66% | 58.2% | 58 | 10.34% | 1.9 |
|
| 4854 |
4854
FSA Wealth Management
Needham,
Massachusetts
| $250M | – | – | 7.06% | – | 561 | – | 0.9 |
|
| 4855 |
DA
4855
DCF Advisers
Greenwich,
Connecticut
| $250M | +$56M | +29% | 5.2% | 372% | 108 | 24.07% | 1.9 |
|
| 4856 |
PWM
4856
Prosperity Wealth Management
San Ramon,
California
| $250M | +$46.6M | +23% | 4.53% | 175% | 233 | 43.35% | 0.7 |
|
| 4857 |
4857
Dupree Financial Group
Lexington,
Kentucky
| $250M | +$29.8M | +14% | 8.97% | 75.8% | 74 | 14.86% | 0.5 |
|
| 4858 |
4858
Wealth Management Resources
Smithfield,
Rhode Island
| $250M | +$16.7M | +7% | 5.82% | 37.7% | 34 | 11.76% | 2 |
|
| 4859 |
4859
Kaye Capital Management
El Segundo,
California
| $249M | +$12M | +5% | 5.08% | – | 41 | 14.63% | 1.3 |
|
| 4860 |
4860
CGC Financial Services
Lake Oswego,
Oregon
| $249M | +$19M | +8% | 6.86% | 46% | 359 | 4.46% | 1.1 |
|
| 4861 |
4861
Newton One Investments
Newark,
Delaware
| $249M | +$17.4M | +8% | 5.8% | 42% | 116 | 63.79% | 3.4 |
|
| 4862 |
SWMG
4862
Signature Wealth Management Group
Atlanta,
Georgia
| $249M | +$21M | +9% | 7.95% | – | 105 | 5.71% | 3.3 |
|
| 4863 |
4863
Planned Solutions
Folsom,
California
| $249M | +$42.5M | +21% | 6.1% | 68.3% | 661 | 83.36% | 0.4 |
|
| 4864 |
EAM
4864
Eukles Asset Management
Cincinnati,
Ohio
| $249M | +$18M | +8% | 9.64% | 77.2% | 241 | 2.49% | 3.9 |
|
| 4865 |
4865
Aikya Investment Management
London,
United Kingdom
| $249M | -$97.4M | -28% | 1.38% | – | 3 | 0% | 0.8 |
|
| 4866 |
EE
4866
EWG Elevate
Roseville,
California
| $249M | -$24.7M | -9% | 5.54% | 76% | 145 | 30.34% | 1.9 |
|
| 4867 |
4867
Malaga Cove Capital
Pv Estates,
California
| $249M | +$2.39M | +1% | 4.82% | 97.3% | 199 | 22.61% | 2.4 |
|
| 4868 |
4868
Slocum, Gordon & Co
Newport,
Rhode Island
| $249M | +$114M | +85% | 12.2% | 65.3% | 152 | 13.82% | 1.4 |
|
| 4869 |
EFM
4869
Eley Financial Management
South Burlington,
Vermont
| $248M | +$12.5M | +5% | 5.76% | 69.7% | 70 | 7.14% | 1.5 |
|
| 4870 |
4870
TSA Wealth Management
Houston,
Texas
| $248M | +$13.5M | +6% | 5.23% | 62.4% | 68 | 11.76% | 0.6 |
|
| 4871 |
4871
Addison Capital
Conshohocken,
Pennsylvania
| $248M | +$17.4M | +8% | 6.65% | 59.7% | 147 | 9.52% | 4.1 |
|
| 4872 |
4872
Beacon Wealthcare LLC
Raleigh,
North Carolina
| $248M | +$18.5M | +8% | 5.29% | 47% | 27 | 29.63% | 1.6 |
|
| 4873 |
4873
Weik Capital Management
Wyomissing,
Pennsylvania
| $248M | +$13.9M | +6% | 8.48% | 66.9% | 96 | 6.25% | 7.5 |
|
| 4874 |
4874
Texas Capital Bancshares
Dallas,
Texas
| $248M | +$3.99M | +2% | 4.48% | 175% | 78 | 7.69% | 3.9 |
|
| 4875 |
4875
Vigilare Wealth Management
Scottsdale,
Arizona
| $247M | +$21.1M | +9% | 5.05% | 59.5% | 97 | 13.4% | 2.8 |
|