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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 |
4901
Lifeworks Advisors
Grand Rapids,
Michigan
| $158M | +$6.31M | +4% | 11.5% | 80.4% | 151 | 21.85% | 0.4 |
|
| 4902 |
4902
Bickling Financial Services
Lexington,
Massachusetts
| $158M | -$37.2M | -19% | 16.1% | – | 134 | 13.43% | 1.3 |
|
| 4903 |
4903
Provident Wealth Management
Brentwood,
Tennessee
| $158M | -$7.14M | -4% | 14% | 61.1% | 109 | 20.18% | 1.4 |
|
| 4904 |
4904
Hudson Value Partners
Palm Beach,
Florida
| $158M | -$36.8M | -19% | 16% | 124% | 114 | 14.91% | 1.3 |
|
| 4905 |
4905
Madison Wealth Partners
Madison,
Wisconsin
| $157M | -$21.4M | -12% | 14.9% | 66.9% | 90 | 26.67% | 1.1 |
|
| 4906 |
4906
Shaker Investments
Cleveland,
Ohio
| $157M | -$39.2M | -20% | 17.4% | 205% | 98 | 16.33% | 2.7 |
|
| 4907 |
4907
St. Johns Investment Management
Jacksonville,
Florida
| $157M | -$30.6M | -16% | 14.4% | 80.9% | 199 | 14.57% | 5 |
|
| 4908 |
PWP
4908
Pursue Wealth Partners
Clayton,
California
| $157M | -$85M | -35% | 21.5% | 108% | 255 | 59.22% | 0.4 |
|
| 4909 |
4909
ICW Investment Advisors
Scottsdale,
Arizona
| $157M | -$16.6M | -10% | 8.52% | 50.1% | 133 | 4.51% | 2.3 |
|
| 4910 |
AFT
4910
Alpha Family Trust
Los Angeles,
California
| $157M | -$89.5M | -36% | 25.7% | 198% | 51 | 66.67% | 0.4 |
|
| 4911 |
4911
Donald L. Hagan LLC
Sarasota,
Florida
| $157M | -$20.8M | -12% | 10.6% | 47.9% | 101 | 16.83% | 2.4 |
|
| 4912 |
4912
Narus Financial Partners
Salt Lake City,
Utah
| $157M | -$21.8M | -12% | 13.9% | 85.3% | 127 | 23.62% | 2.7 |
|
| 4913 |
4913
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| $157M | -$9.8M | -6% | 7.54% | 44.1% | 31 | 19.35% | 3.1 |
|
| 4914 |
4914
Hancock Whitney Investment Services
New Orleans,
Louisiana
| $157M | -$16.5M | -10% | 11.3% | – | 61 | 11.48% | 0.5 |
|
| 4915 |
4915
Sitrin Capital Management
Century City,
California
| $157M | -$42.5M | -21% | 15.6% | 139% | 40 | 17.5% | 2.7 |
|
| 4916 |
4916
Amia Capital
London,
United Kingdom
| $157M | -$42.7M | -21% | 21.1% | 30.1% | 4 | 50% | 1 |
|
| 4917 |
4917
Bill Few Associates
Pittsburgh,
Pennsylvania
| $156M | -$27.2M | -15% | 12.2% | 91.5% | 128 | 14.06% | 0.5 |
|
| 4918 |
EP
4918
Elkhorn Partners
Omaha,
Nebraska
| $156M | -$30M | -16% | 16.1% | 32.2% | 50 | 18% | 3.8 |
|
| 4919 |
4919
Constitution Capital
Shelton,
Connecticut
| $156M | -$26.4M | -14% | 11.1% | 91.1% | 72 | 20.83% | 1.3 |
|
| 4920 |
4920
Resurgent Financial Advisors
Atlanta,
Georgia
| $156M | -$5.14M | -3% | 12.8% | 86.4% | 228 | 32.46% | 0.3 |
|
| 4921 |
4921
Kapitalo Investimentos
Sao Paulo,
Brazil
| $156M | +$58.3M | +60% | 2.74% | 66.5% | 49 | 59.18% | 0.4 |
|
| 4922 |
4922
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| $156M | -$55.8M | -26% | 24.7% | 215% | 74 | 12.16% | 1.4 |
|
| 4923 |
4923
Running Point Capital Advisors
El Segundo,
California
| $156M | -$15.1M | -9% | 13.8% | 52.1% | 239 | 13.39% | 0.7 |
|
| 4924 |
4924
Nixon Capital
Austin,
Texas
| $156M | -$19.6M | -11% | 18.9% | 118% | 22 | 22.73% | 1.1 |
|
| 4925 |
RCA
4925
Rex Capital Advisors
Providence,
Rhode Island
| $155M | -$8.12M | -5% | 13.8% | 7.31% | 24 | 25% | 3.5 |
|