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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
Power Wealth Management
Alpharetta,
Georgia
| $247M | +$7.66M | +3% | 0.59% | 41.8% | 93 | 11.83% | 1.1 |
|
| 4902 |
4902
Planned Solutions
Folsom,
California
| $247M | -$894K | -0.4% | 2.45% | 68.3% | 121 | 14.88% | 2.5 |
|
| 4903 |
4903
Samalin Investment Counsel
Chappaqua,
New York
| $247M | +$13.7M | +6% | 0.34% | 68.3% | 332 | 15.96% | 2.6 |
|
| 4904 |
4904
Providence First Trust
Scottsdale,
Arizona
| $247M | -$19.2M | -7% | 0.58% | 68.4% | 205 | 51.22% | 3.1 |
|
| 4905 |
4905
Formula Growth
Montreal,
Quebec, Canada
| $247M | -$48.8M | -17% | 10.2% | 118% | 143 | 37.06% | 3.1 |
|
| 4906 |
4906
Costello Asset Management
Feasterville,
Pennsylvania
| $246M | +$95.3M | +63% | 3.14% | 81.5% | 688 | 73.55% | 0.9 |
|
| 4907 |
4907
Carnegie Lake Advisors
Princeton,
New Jersey
| $246M | -$1.42M | -0.6% | 0.5% | – | 168 | 6.55% | 0.5 |
|
| 4908 |
4908
Fi3 Financial Advisors
Indianapolis,
Indiana
| $246M | -$20.7M | -8% | 2.55% | 83.1% | 145 | 20.69% | 1.6 |
|
| 4909 |
4909
Carmel Capital Management
Carmel,
California
| $246M | -$18.4M | -7% | 4.51% | 247% | 26 | 3.85% | 3.1 |
|
| 4910 |
4910
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $246M | -$5.06M | -2% | 3.95% | 73.6% | 29 | 0% | 5.1 |
|
| 4911 |
BOC
4911
Barbara Oil Co
Chicago,
Illinois
| $246M | +$4.99M | +2% | 3.3% | 76.9% | 76 | 1.32% | 8.4 |
|
| 4912 |
4912
Dupree Financial Group
Lexington,
Kentucky
| $246M | +$27.3M | +12% | 3.9% | 75.8% | 76 | 22.37% | 0.9 |
|
| 4913 |
IPA
4913
Investment Planning Advisors
Cumming,
Georgia
| $246M | +$17.1M | +7% | 2.98% | – | 73 | 17.81% | 0.6 |
|
| 4914 |
4914
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $246M | +$12.5M | +5% | 1.18% | 86.2% | 152 | 44.74% | 2.3 |
|
| 4915 |
4915
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $246M | -$1.78M | -0.7% | 0.43% | 7.8% | 127 | 35.43% | 1.2 |
|
| 4916 |
4916
Commonwealth Retirement Investments
Richmond,
Virginia
| $246M | +$3.12M | +1% | 1.26% | 96.7% | 106 | 16.98% | 1.5 |
|
| 4917 |
4917
Mathes Company
New York
| $246M | -$28.2M | -10% | 4.28% | 121% | 128 | 7.03% | 6.6 |
|
| 4918 |
4918
Beacon Wealthcare LLC
Raleigh,
North Carolina
| $246M | -$665K | -0.3% | 1.78% | 47% | 26 | 19.23% | 2.4 |
|
| 4919 |
4919
Verity Asset Management
Durham,
North Carolina
| $246M | +$68.3M | +38% | 2.21% | 87% | 221 | 30.77% | 2.9 |
|
| 4920 |
4920
Prairiewood Capital
Fargo,
North Dakota
| $246M | +$11.7M | +5% | 0.9% | 42.6% | 79 | 5.06% | 2.6 |
|
| 4921 |
4921
Weik Capital Management
Wyomissing,
Pennsylvania
| $246M | -$115K | -0% | 2.83% | 66.9% | 94 | 4.26% | 8 |
|
| 4922 |
4922
Encompass Wealth Advisors
Portland,
Oregon
| $246M | -$1.97M | -0.8% | 1.98% | 68.7% | 102 | 4.9% | 3.4 |
|
| 4923 |
SAM
4923
Stenahm Asset Management
Guernsey
| $246M | – | – | 4.5% | – | 28 | – | 1.3 |
|
| 4924 |
4924
ICW Investment Advisors
Scottsdale,
Arizona
| $245M | +$5.87M | +2% | 2.67% | 58.6% | 140 | 0.71% | 4.4 |
|
| 4925 |
4925
Burkett Financial Services
Rock Hill,
South Carolina
| $245M | +$862K | +0.4% | 1.04% | 63.6% | 263 | 17.87% | 0.9 |
|