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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4926 |
4926
Milestone Advisory Partners
Southern Pines,
North Carolina
| $170M | -$19.5M | -10% | 0% | 19.7% | 90 | 14.44% | 1.6 |
|
| 4927 |
4927
Harvest Group Wealth Management
Waltham,
Massachusetts
| $170M | +$2.24M | +1% | 1.46% | 28.1% | 73 | 26.03% | 0.8 |
|
| 4928 |
MCM
4928
McMillion Capital Management
Greensboro,
North Carolina
| $170M | -$13.5M | -7% | 0.72% | 59.3% | 86 | 9.3% | 4.7 |
|
| 4929 |
4929
Compass Advisory Group
Melville,
New York
| $170M | +$8.82M | +5% | 0.26% | 49.2% | 55 | 14.55% | 0.6 |
|
| 4930 |
4930
Franklin Street Capital Partners
New York
| $170M | +$52M | +44% | 3.56% | – | 48 | 43.75% | 0.5 |
|
| 4931 |
4931
Demars Financial Group
Spokane Valley,
Washington
| $170M | +$3.51M | +2% | 1.49% | 69.1% | 98 | 27.55% | 1 |
|
| 4932 |
4932
Yaupon Capital Management
New York
| $170M | -$11.2M | -6% | 2.87% | 122% | 89 | 71.91% | 0.3 |
|
| 4933 |
4933
Brookmont Capital Management
Dallas,
Texas
| $170M | +$4.25M | +3% | 1.33% | 32.2% | 58 | 8.62% | 5.1 |
|
| 4934 |
I2I
4934
Insight 2811 Inc
Chicago,
Illinois
| $169M | -$8.04M | -5% | 0.43% | 30.8% | 87 | 20.69% | 3.4 |
|
| 4935 |
APSI
4935
Asset Planning Services Inc
Covington,
Louisiana
| $169M | -$3.62M | -2% | 1.91% | 138% | 39 | 0% | 3.2 |
|
| 4936 |
TI
4936
Truehand Inc
Strafford,
New Hampshire
| $169M | -$525K | -0.3% | 1.21% | 86.9% | 200 | 4% | 2.4 |
|
| 4937 |
4937
Kozak & Associates
Highlands Ranch,
Colorado
| $169M | – | – | 0.73% | 111% | 333 | – | 0.2 |
|
| 4938 |
4938
Friedenthal Financial
Marlton,
New Jersey
| $169M | +$2.24M | +1% | 0.84% | 105% | 79 | 29.11% | 2.1 |
|
| 4939 |
4939
New England Professional Planning Group
Westerly,
Rhode Island
| $169M | +$2.97M | +2% | 1.75% | 64.1% | 55 | 18.18% | 3 |
|
| 4940 |
4940
R.W. Roge & Company
Bohemia,
New York
| $169M | +$9.14M | +6% | 0.08% | 68.1% | 44 | 13.64% | 1.3 |
|
| 4941 |
JPLA
4941
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $169M | +$1.43M | +0.9% | 0.82% | 84% | 639 | 10.49% | 0.9 |
|
| 4942 |
WA1
4942
Wimmer Associates 1
Pasadena,
California
| $169M | -$1.76M | -1% | 0.16% | 78.9% | 123 | 5.69% | 3.9 |
|
| 4943 |
4943
Fusion Capital
Mt. Pleasant,
South Carolina
| $169M | +$2.38M | +1% | 1.76% | 108% | 79 | 7.59% | 1.3 |
|
| 4944 |
4944
BNC Wealth Management
Beaverton,
Oregon
| $169M | +$3.66M | +2% | 1.43% | 204% | 101 | 21.78% | 0.7 |
|
| 4945 |
4945
Western Financial Corp
San Diego,
California
| $169M | -$16.5M | -9% | 6.58% | 275% | 101 | 21.78% | 0.5 |
|
| 4946 |
4946
Summit Rock Advisors
New York
| $169M | -$83.8M | -33% | 2.65% | – | 5 | 20% | 0.6 |
|
| 4947 |
4947
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| $169M | +$3.43M | +2% | 2.15% | 58.7% | 53 | 5.66% | 1.9 |
|
| 4948 |
4948
VCU Investment Management
Richmond,
Virginia
| $168M | -$1.35M | -0.8% | 0.76% | – | 7 | 0% | 2.8 |
|
| 4949 |
4949
Cincinnati Casualty Company
Fairfield,
Ohio
| $168M | +$192K | +0.1% | 0.42% | 56% | 27 | 0% | 5.8 |
|
| 4950 |
4950
Radnor Capital Management
Wayne,
Pennsylvania
| $168M | -$128M | -43% | 1.74% | 96.9% | 213 | 65.26% | 2.5 |
|