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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
5026
Affinia Financial Group
Burlington,
Massachusetts
| $166M | +$5.48M | +3% | 6.53% | 37.5% | 33 | 12.12% | 0.9 |
|
| 5027 |
5027
Foresite Capital Management I
Larkspur,
California
| $166M | -$32.4M | -16% | 8.54% | 40.7% | 4 | 0% | 2.7 |
|
| 5028 |
5028
New England Professional Planning Group
Westerly,
Rhode Island
| $166M | +$2.74M | +2% | 6.53% | 59% | 60 | 23.33% | 2.7 |
|
| 5029 |
5029
Mine & Arao Wealth Creation & Management
Campbell,
California
| $166M | +$15.7M | +10% | 7.89% | 92% | 295 | 9.49% | 1.2 |
|
| 5030 |
5030
Armor Investment Advisors
Raleigh,
North Carolina
| $166M | +$11.6M | +8% | 4.69% | 56.6% | 164 | 3.66% | 3.2 |
|
| 5031 |
5031
Brookmont Capital Management
Dallas,
Texas
| $165M | +$10.1M | +7% | 6.13% | 32.2% | 57 | 10.53% | 5 |
|
| 5032 |
5032
Sovereign Financial Group
Stamford,
Connecticut
| $165M | +$5.16M | +3% | 6.59% | 90.7% | 167 | 0% | 0.4 |
|
| 5033 |
5033
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $165M | +$7.38M | +5% | 4.12% | 37.8% | 28 | 7.14% | 4.7 |
|
| 5034 |
5034
Garrison Asset Management
Fayetteville,
Arkansas
| $165M | +$8.04M | +5% | 5.44% | 52.1% | 104 | 3.85% | 5.1 |
|
| 5035 |
5035
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| $165M | +$1.12M | +0.7% | 5.47% | 58.7% | 58 | 20.69% | 1.7 |
|
| 5036 |
5036
Searcy Financial Services
Overland Park,
Kansas
| $165M | +$7.23M | +5% | 5.03% | 60.2% | 21 | 19.05% | 1.4 |
|
| 5037 |
5037
BNC Wealth Management
Beaverton,
Oregon
| $165M | +$24.3M | +17% | 11.4% | 204% | 97 | 26.8% | 0.5 |
|
| 5038 |
5038
Successful Portfolios
Clearwater,
Florida
| $165M | +$13.3M | +9% | 6.4% | 110% | 208 | 7.69% | 2.2 |
|
| 5039 |
5039
Lansing Management
New York
| $165M | +$22.4M | +16% | 11% | 76.9% | 7 | 14.29% | 2.1 |
|
| 5040 |
5040
Cribstone Capital Management
Augusta,
Maine
| $165M | +$12.9M | +8% | 6.97% | 22.4% | 370 | 9.46% | 3 |
|
| 5041 |
5041
Vigilare Wealth Management
Scottsdale,
Arizona
| $165M | +$23.9M | +17% | 8.22% | 56.9% | 223 | 19.73% | 0.7 |
|
| 5042 |
FIM
5042
FWL Investment Management
Dallas,
Texas
| $165M | +$16.2M | +11% | 8.9% | 165% | 51 | 13.73% | 0.4 |
|
| 5043 |
5043
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| $165M | +$10.2M | +7% | 5.5% | 46.3% | 26 | 26.92% | 0.8 |
|
| 5044 |
5044
Argent Advisors
Monroe,
Louisiana
| $165M | +$9.2M | +6% | 5.69% | 63.1% | 139 | 10.07% | 1.1 |
|
| 5045 |
MI
5045
Markston International
White Plains,
New York
| $165M | -$725M | -81% | 8.95% | 109% | 153 | 7.84% | 6 |
|
| 5046 |
5046
Arkfeld Wealth Strategies
Omaha,
Nebraska
| $165M | +$7.69M | +5% | 6.47% | 90.8% | 79 | 7.59% | 1.1 |
|
| 5047 |
5047
Maltin Wealth Management
Ridgewood,
New Jersey
| $165M | +$10.3M | +7% | 5.11% | 58.2% | 112 | 10.71% | 1 |
|
| 5048 |
5048
Wealth Quarterback
Toms River,
New Jersey
| $164M | – | – | 6.25% | 109% | 851 | – | 0.2 |
|
| 5049 |
5049
Loveless Wealth Management
Billings,
Montana
| $164M | +$12.9M | +9% | 5.37% | – | 124 | 4.03% | 1.3 |
|
| 5050 |
5050
Wiser Wealth Management
Marietta,
Georgia
| $164M | +$18.7M | +13% | 4.7% | 53% | 29 | 3.45% | 0.5 |
|