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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
5001
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $249M | -$42.7M | -15% | 4.48% | 52.1% | 144 | 26.39% | 3.2 |
|
| 5002 |
SWMG
5002
Signature Wealth Management Group
Atlanta,
Georgia
| $249M | -$636K | -0.3% | 0.65% | – | 112 | 12.5% | 3.4 |
|
| 5003 |
5003
Bare Financial Services
Gap,
Pennsylvania
| $249M | +$5.24M | +2% | 2.52% | 53.6% | 158 | 12.66% | 0.8 |
|
| 5004 |
5004
Tieton Capital Management
Yakima,
Washington
| $249M | +$55.6M | +29% | 4.54% | 172% | 41 | 4.88% | 4.7 |
|
| 5005 |
5005
11 Capital Partners
Darien,
Connecticut
| $249M | -$3.46M | -1% | 0.41% | 101% | 20 | 35% | 1.4 |
|
| 5006 |
5006
Texas Capital Bancshares
Dallas,
Texas
| $249M | +$953K | +0.4% | 2.8% | 175% | 78 | 7.69% | 4 |
|
| 5007 |
5007
Pine Harbor Wealth Management
Silver Spring,
Maryland
| $248M | +$47.4M | +24% | 1.34% | – | 106 | 11.32% | 0.9 |
|
| 5008 |
5008
Fusion Capital
Mt. Pleasant,
South Carolina
| $248M | +$15M | +6% | 0.32% | 108% | 85 | 12.94% | 3.2 |
|
| 5009 |
5009
Christopher J. Hasenberg
Eau Claire,
Wisconsin
| $248M | +$6.02M | +2% | 0.89% | – | 195 | 13.85% | 0.5 |
|
| 5010 |
5010
Hassell Wealth Management
Houma,
Louisiana
| $248M | +$9.47M | +4% | 1.83% | 49.7% | 29 | 17.24% | 1.5 |
|
| 5011 |
5011
Carmel Capital Partners
San Diego,
California
| $248M | -$11.1M | -4% | 4.64% | 65.9% | 173 | 19.65% | 1.9 |
|
| 5012 |
5012
Peloton Wealth Strategists
Indianapolis,
Indiana
| $248M | -$3.67M | -1% | 1.65% | 51.3% | 100 | 15% | 3.4 |
|
| 5013 |
5013
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $248M | +$7.91M | +3% | 4.04% | 103% | 40 | 2.5% | 5 |
|
| 5014 |
5014
Next Level Private
Harrison,
New York
| $248M | +$3.82M | +2% | 1.97% | 95.9% | 147 | 12.93% | 1.6 |
|
| 5015 |
5015
Planned Solutions
Folsom,
California
| $248M | -$1.27M | -0.5% | 0.36% | 68.3% | 663 | 82.5% | 2.2 |
|
| 5016 |
5016
Elmwood Wealth Management
Berkeley,
California
| $248M | +$5.29M | +2% | 1.06% | 42.1% | 135 | 11.85% | 3.5 |
|
| 5017 |
5017
Carnegie Lake Advisors
Princeton,
New Jersey
| $248M | -$4.91M | -2% | 0.65% | – | 167 | 8.38% | 0.2 |
|
| 5018 |
5018
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $248M | -$42.7M | -15% | 6.24% | 7.8% | 248 | 64.52% | 1.1 |
|
| 5019 |
5019
Luminvest Wealth Management
Scottsdale,
Arizona
| $248M | +$6.61M | +3% | 2.52% | 47.7% | 35 | 11.43% | 0.8 |
|
| 5020 |
5020
Zullo Investment Group
Scranton,
Pennsylvania
| $248M | +$6.8M | +3% | 4.82% | 143% | 156 | 8.97% | 2.6 |
|
| 5021 |
5021
Encompass Wealth Advisors
Portland,
Oregon
| $248M | -$152M | -38% | 0.05% | 68.7% | 296 | 67.23% | 3.2 |
|
| 5022 |
5022
Letson Investment Management
Atlanta,
Georgia
| $247M | -$7.19M | -3% | 1.71% | 56.7% | 92 | 2.17% | 1 |
|
| 5023 |
5023
Landmark Investment Partners
West Palm Beach,
Florida
| $247M | – | – | 3.29% | – | 18 | – | 0 |
|
| 5024 |
5024
Next Capital Management
New York
| $247M | +$2.02M | +0.8% | 2.77% | 61.3% | 152 | 17.76% | 2.7 |
|
| 5025 |
5025
McMill Wealth Management
Norfolk,
Nebraska
| $247M | – | – | 1.63% | – | 44 | – | 0 |
|