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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4901 |
BIMC
4901
Benson Investment Management Company
Roanoke,
Virginia
| $206M | +$12M | +6% | 13.2% | 99.8% | 73 | 35.62% | 2.1 |
|
| 4902 |
4902
Bickling Financial Services
Lexington,
Massachusetts
| $206M | +$8.97M | +5% | 5.89% | – | 141 | 19.15% | 0.8 |
|
| 4903 |
4903
Reston Wealth Management
Reston,
Virginia
| $206M | +$14M | +7% | 5.28% | 66.4% | 64 | 12.5% | 1.8 |
|
| 4904 |
4904
Garrett Wealth Advisory Group
Weatherford,
Texas
| $206M | +$49.6M | +32% | 8.55% | 74.6% | 63 | 17.46% | 1.8 |
|
| 4905 |
4905
Forager Capital Management
Birmingham,
Alabama
| $206M | – | – | 7.27% | 52.6% | 13 | – | 0 |
|
| 4906 |
4906
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $206M | +$17.3M | +9% | 9.53% | 136% | 118 | 5.08% | 2.1 |
|
| 4907 |
4907
Yorktown Energy Partners VIII
New York
| $206M | -$46M | -18% | 9.19% | 15.2% | 3 | 0% | 3.6 |
|
| 4908 |
4908
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| $206M | +$22.5M | +12% | 5.83% | 67.5% | 94 | 25.53% | 1.5 |
|
| 4909 |
4909
Reliant Wealth Planning
Louisville,
Kentucky
| $206M | +$16.9M | +9% | 8.29% | 39.4% | 5 | 0% | 1.8 |
|
| 4910 |
4910
JSF Financial
Los Angeles,
California
| $206M | +$3.64M | +2% | 8.71% | 91% | 133 | 34.59% | 1.5 |
|
| 4911 |
4911
Retirement Planning Company of New England
Warwick,
Rhode Island
| $205M | – | – | 10.2% | 125% | 983 | – | 0 |
|
| 4912 |
4912
Ridgecrest Wealth Partners
Mill Valley,
California
| $205M | +$21.8M | +12% | 9.32% | 103% | 126 | 12.7% | 0.6 |
|
| 4913 |
4913
TPB Wealth Advisors
San Antonio,
Texas
| $205M | +$67.4M | +49% | 5.35% | – | 51 | 29.41% | 0.6 |
|
| 4914 |
4914
Client 1st Advisory Group
Dunedin,
Florida
| $205M | +$8.97M | +5% | 4.38% | 64.5% | 78 | 8.97% | 1.3 |
|
| 4915 |
FCP
4915
Fosse Capital Partners
London,
United Kingdom
| $205M | +$16M | +9% | 11.3% | 80% | 4 | 0% | 1 |
|
| 4916 |
SFA
4916
Spectrum Financial Alliance
Nicholasville,
Kentucky
| $205M | – | – | 6.23% | 187% | 10 | – | 2.4 |
|
| 4917 |
4917
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $205M | +$32.6M | +19% | 8.78% | 56.9% | 89 | 16.85% | 2 |
|
| 4918 |
4918
Wiser Wealth Management
Marietta,
Georgia
| $205M | +$17.1M | +9% | 4.94% | 53% | 32 | 15.63% | 0.8 |
|
| 4919 |
4919
Fulcrum Asset Management
London,
United Kingdom
| $205M | +$2.28M | +1% | 12.5% | – | 212 | 0% | 0.5 |
|
| 4920 |
4920
Axar Capital Management
New York
| $205M | -$20.8M | -9% | 7.66% | 680% | 3 | 0% | 2.3 |
|
| 4921 |
4921
Sora Investors
Bryn Mawr,
Pennsylvania
| $205M | – | – | 13.3% | 179% | 22 | – | 0 |
|
| 4922 |
4922
Lion Street Advisors
Austin,
Texas
| $204M | +$19.1M | +10% | 10.3% | 38% | 161 | 12.42% | 0.3 |
|
| 4923 |
PA
4923
Paragon Advisors
College Station,
Texas
| $204M | -$1.49M | -0.7% | 10.8% | 138% | 77 | 31.17% | 1.2 |
|
| 4924 |
4924
JLP Asset Management
New York
| $204M | +$23.1M | +13% | 19.6% | 16.1% | 31 | 0% | 2.1 |
|
| 4925 |
4925
Wealth Dimensions Group
Cincinnati,
Ohio
| $204M | +$47.9M | +31% | 8.46% | 63.6% | 134 | 5.22% | 0.9 |
|