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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
Morling Financial Advisors
Fremont,
California
| $229M | +$54.6M | +31% | 1.53% | 91.2% | 112 | 27.68% | 1.7 |
|
| 4927 |
4927
Beacon Wealthcare LLC
Raleigh,
North Carolina
| $229M | +$10.1M | +5% | 1.52% | 47% | 20 | 10% | 2.1 |
|
| 4928 |
MFG
4928
Monumental Financial Group
Rockville,
Maryland
| $229M | +$41.3M | +22% | 2.8% | 18.2% | 44 | 15.91% | 1.6 |
|
| 4929 |
4929
Nordwand Advisors
Radnor,
Pennsylvania
| $229M | -$28.1M | -11% | 1.46% | 93% | 182 | 29.67% | 0.9 |
|
| 4930 |
BOC
4930
Barbara Oil Co
Chicago,
Illinois
| $229M | -$7.85M | -3% | 2.86% | 76.9% | 80 | 8.75% | 8 |
|
| 4931 |
4931
Beddow Capital Management
Jackson,
Wyoming
| $229M | -$5K | -0% | 0.77% | 50.7% | 59 | 0% | 4.9 |
|
| 4932 |
4932
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| $228M | -$65.1M | -22% | 0.87% | 51.8% | 30 | 43.33% | 1.9 |
|
| 4933 |
SWMG
4933
Signature Wealth Management Group
Atlanta,
Georgia
| $228M | +$8.53M | +4% | 0.75% | – | 102 | 2.94% | 3.2 |
|
| 4934 |
4934
S.R. Schill & Associates
Mercer Island,
Washington
| $228M | -$1.58M | -0.7% | 0.18% | 42.7% | 94 | 25.53% | 3.4 |
|
| 4935 |
4935
Arch Capital Group
Pembroke,
Bermuda
| $228M | -$359M | -61% | 0.09% | 3.08% | 4 | 25% | 2.7 |
|
| 4936 |
4936
Cherrydale Wealth Management
Hoboken,
New Jersey
| $228M | +$14.2M | +7% | 2.8% | 80.8% | 72 | 20.83% | 1.3 |
|
| 4937 |
SCM
4937
Soros Capital Management
New York
| $228M | -$317M | -58% | 24.2% | 732% | 56 | 46.43% | 1 |
|
| 4938 |
4938
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $228M | +$3.94M | +2% | 1.73% | 60.2% | 53 | 16.98% | 3.4 |
|
| 4939 |
4939
First Dallas Securities
Dallas,
Texas
| $228M | +$10.4M | +5% | 7.97% | 163% | 127 | 14.96% | 2.4 |
|
| 4940 |
4940
Zullo Investment Group
Scranton,
Pennsylvania
| $228M | +$14.4M | +7% | 7.95% | 143% | 159 | 8.18% | 2.2 |
|
| 4941 |
CA
4941
Continental Advisors
Park City,
Utah
| $228M | -$19.8M | -8% | 3.71% | 73.6% | 47 | 12.77% | 5.8 |
|
| 4942 |
4942
Topel & Distasi Wealth Management
Berkeley,
California
| $228M | +$1.46M | +0.6% | 0.47% | 40% | 76 | 1.32% | 2 |
|
| 4943 |
4943
7G Capital Management
New York
| $228M | +$37.8M | +20% | 17.7% | 137% | 8 | 12.5% | 1.9 |
|
| 4944 |
4944
Spider Management Company
Richmond,
Virginia
| $227M | -$44.1M | -16% | 0.07% | – | 4 | 0% | 0.4 |
|
| 4945 |
4945
Essential Planning
Portsmouth,
New Hampshire
| $227M | +$27.6M | +14% | 1.68% | 40.9% | 76 | 21.05% | 1.1 |
|
| 4946 |
4946
Fi3 Financial Advisors
Indianapolis,
Indiana
| $227M | +$9.7M | +4% | 2.12% | 83.1% | 91 | 9.89% | 1.8 |
|
| 4947 |
4947
Enzi Wealth
Austin,
Texas
| $227M | +$14.2M | +7% | 0.3% | 77% | 67 | 19.4% | 1.2 |
|
| 4948 |
4948
Selective Wealth Management
Forest,
Virginia
| $227M | -$3.09M | -1% | 0.31% | 74.4% | 107 | 8.41% | 2.7 |
|
| 4949 |
4949
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $227M | +$4.76M | +2% | 4.38% | 103% | 41 | 7.32% | 4.7 |
|
| 4950 |
4950
Dorval Corp
Maple Grove,
Minnesota
| $227M | +$10.8M | +5% | 0.27% | – | 27 | 0% | 0.5 |
|