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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4976 |
4976
Sunpointe
St. Louis,
Missouri
| $302M | +$24.6M | +9% | 3.55% | 122% | 288 | 20.49% | 1.1 |
|
| 4977 |
4977
BCR Wealth Strategies
Vestavia,
Alabama
| $302M | +$17.2M | +6% | 1.84% | 45.1% | 38 | 23.68% | 2.1 |
|
| 4978 |
4978
Bourne Lent Asset Management
Pawling,
New York
| $301M | +$20M | +7% | 10.1% | 95.1% | 65 | 6.15% | 7.6 |
|
| 4979 |
4979
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| $301M | +$29.8M | +11% | 0.29% | 35.4% | 52 | 17.31% | 2.4 |
|
| 4980 |
4980
Peachtree Investment Partners
Indian River Shores,,
Florida
| $301M | +$12.9M | +4% | 4.86% | 111% | 136 | 12.5% | 3.7 |
|
| 4981 |
4981
Sonoma Allocations
Santa Rosa,
California
| $301M | +$26.3M | +10% | 3.02% | – | 154 | 27.92% | 0.2 |
|
| 4982 |
4982
Richard W. Paul & Associates
Novi,
Michigan
| $301M | +$8.24M | +3% | 1.76% | 65.2% | 330 | 15.15% | 2.4 |
|
| 4983 |
A
4983
Alongside
Austin,
Texas
| $301M | – | – | 1.3% | – | 83 | – | 0 |
|
| 4984 |
4984
DHJJ Financial Advisors
Naperville,
Illinois
| $301M | +$6.25M | +2% | 2.04% | 62.5% | 1,046 | 4.78% | 2.1 |
|
| 4985 |
4985
Hamilton Capital Partners
Atlanta,
Georgia
| $301M | +$40.5M | +16% | 1.68% | – | 36 | 41.67% | 0.5 |
|
| 4986 |
4986
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
| $301M | +$19.9M | +7% | 1.55% | 52% | 101 | 16.83% | 1.9 |
|
| 4987 |
4987
Cooper Investors
Melbourne, Victoria,
Australia
| $301M | -$65.3M | -18% | 5.08% | 57.5% | 49 | 34.69% | 1.8 |
|
| 4988 |
LJHT
4988
Laurie J. Hall Trustee
| $301M | -$5.16M | -2% | 4.41% | 105% | 116 | 9.48% | 8.8 |
|
| 4989 |
4989
Punch Card Management
Winter Park,
Florida
| $301M | -$21.5M | -7% | 3.43% | 41% | 6 | 16.67% | 3.1 |
|
| 4990 |
4990
Tulsa Wealth Advisors
Tulsa,
Oklahoma
| $301M | – | – | 1.73% | – | 110 | – | 0 |
|
| 4991 |
4991
Vert Asset Management
Sausalito,
California
| $301M | +$3.24M | +1% | 2.99% | 43.1% | 47 | 6.38% | 3.2 |
|
| 4992 |
4992
Hi-Line Capital Management
Watertown,
South Dakota
| $300M | -$16.4M | -5% | 1.64% | 57.5% | 42 | 19.05% | 2.3 |
|
| 4993 |
4993
OneAscent Wealth Management
Birmingham,
Alabama
| $300M | +$2.77M | +0.9% | 1.76% | 50.6% | 191 | 16.23% | 1.5 |
|
| 4994 |
4994
Ketron Financial
Novato,
California
| $300M | – | – | 2.96% | – | 56 | – | 0 |
|
| 4995 |
4995
Wellington Group
Indianapolis,
Indiana
| $300M | – | – | 3.75% | – | 397 | – | 0 |
|
| 4996 |
PWM
4996
Prosperity Wealth Management
San Ramon,
California
| $300M | +$5.76M | +2% | 1.74% | 175% | 309 | 41.1% | 1.1 |
|
| 4997 |
4997
Aspect Management
Palo Alto,
California
| $300M | – | – | 24.8% | – | 1 | – | 0 |
|
| 4998 |
4998
Buttonwood Financial Advisors
Baltimore,
Maryland
| $300M | +$9.5M | +3% | 3.8% | 73.4% | 106 | 4.72% | 2.9 |
|
| 4999 |
4999
Ravenswood Partners
Mclean,
Virginia
| $300M | -$16.4M | -5% | 0.31% | – | 37 | 10.81% | 0.2 |
|
| 5000 |
5000
Front Row Advisors
Tiburon,
California
| $300M | +$2.37M | +0.8% | 2.65% | 142% | 573 | 4.54% | 5.2 |
|