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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4951 |
4951
SWMG LLC
Fort Worth,
Texas
| $165M | +$12M | +8% | 6.53% | 68.7% | 90 | 35.56% | 1 |
|
| 4952 |
4952
Gallacher Capital Management
Lone Tree,
Colorado
| $165M | – | – | 6.55% | 82.8% | 230 | – | 0 |
|
| 4953 |
4953
Commonwealth Retirement Investments
Richmond,
Virginia
| $165M | – | – | 14.6% | 96.7% | 67 | – | 0 |
|
| 4954 |
4954
TPG Financial Advisors
Portland,
Oregon
| $165M | +$2.01M | +1% | 4.7% | – | 48 | 10.42% | 2.4 |
|
| 4955 |
4955
Reliant Wealth Planning
Louisville,
Kentucky
| $165M | -$70.7M | -30% | 6.16% | 39.4% | 15 | 20% | 0.9 |
|
| 4956 |
KCM
4956
Kempner Capital Management
Galveston,
Texas
| $165M | +$13.6M | +9% | 10.5% | 60.9% | 63 | 7.94% | 3.6 |
|
| 4957 |
4957
Adamsbrown Wealth Consultants
Wichita,
Kansas
| $165M | +$33.4M | +25% | 7.43% | 60.6% | 81 | 12.35% | 0.8 |
|
| 4958 |
4958
GPM Growth Investors
Bloomfield Hills,
Michigan
| $165M | +$14.7M | +10% | 6.68% | – | 41 | 19.51% | 1.9 |
|
| 4959 |
4959
Tempus Wealth Planning
Irvine,
California
| $165M | +$14.7M | +10% | 9.58% | 95% | 205 | 24.39% | 1.5 |
|
| 4960 |
4960
Stagwell Group
Miami Beach,
Florida
| $165M | -$19.6M | -11% | 10.6% | 8.47% | 1 | 0% | 1 |
|
| 4961 |
4961
DecisionPoint Financial
Mesa,
Arizona
| $165M | – | – | 5.35% | 48% | 200 | – | 0 |
|
| 4962 |
4962
Armor Investment Advisors
Raleigh,
North Carolina
| $164M | +$17.7M | +12% | 9.56% | 62% | 182 | 16.48% | 3.7 |
|
| 4963 |
4963
Triton Wealth Management
Sun City,
Arizona
| $164M | -$4.07M | -2% | 5.21% | – | 89 | 12.36% | 2 |
|
| 4964 |
4964
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| $164M | +$20.9M | +15% | 10.3% | 64.8% | 67 | 16.42% | 2.6 |
|
| 4965 |
4965
CNA Financial
Chicago,
Illinois
| $164M | -$98.6M | -38% | 14.9% | 48.6% | 173 | 58.96% | 2.3 |
|
| 4966 |
4966
Highview Capital Management
Buffalo Grove,
Illinois
| $164M | +$29.5M | +22% | 6.66% | 123% | 121 | 33.06% | 0.7 |
|
| 4967 |
4967
Flagstone Financial Management
Lincoln,
Nebraska
| $164M | – | – | 6.79% | 43.9% | 42 | – | 0 |
|
| 4968 |
4968
Pelion Inc
Salt Lake City,
Utah
| $164M | -$34.7M | -17% | 17% | 16.9% | 4 | 0% | 1 |
|
| 4969 |
SLA
4969
Silver Lake Advisory
Cottonwood Heights,
Utah
| $164M | -$6.83M | -4% | 10.9% | 76.7% | 94 | 39.36% | 5.7 |
|
| 4970 |
4970
Union Heritage Capital
Bloomfield Hills,
Michigan
| $164M | +$13.4M | +9% | 13.4% | 82.1% | 53 | 0% | 1.7 |
|
| 4971 |
4971
Strategic Financial Partners
Bend,
Oregon
| $164M | +$6.83M | +4% | 6.34% | 54.8% | 71 | 11.27% | 2.2 |
|
| 4972 |
4972
Prostatis Group
Hanover,
Maryland
| $164M | +$77.1M | +89% | 8.71% | 72.9% | 112 | 56.25% | 0.8 |
|
| 4973 |
4973
Peachtree Investment Partners
Indian River Shores,,
Florida
| $164M | +$15M | +10% | 9.51% | 92.2% | 105 | 22.86% | 2.4 |
|
| 4974 |
4974
Access Financial Services
Minneapolis,
Minnesota
| $164M | +$9.36M | +6% | 7.03% | 44.8% | 90 | 7.78% | 3.2 |
|
| 4975 |
4975
RDST Capital
Seattle,
Washington
| $164M | +$29.2M | +22% | 15.7% | 43% | 18 | 11.11% | 0.8 |
|