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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
5051
Forum Private Client Group
Fishers,
Indiana
| $259M | +$29.1M | +13% | 5.88% | 47.9% | 82 | 9.76% | 1.3 |
|
| 5052 |
5052
InvesTrust
Oklahoma City,
Oklahoma
| $259M | -$106M | -29% | 6.39% | – | 94 | 3.19% | 0.5 |
|
| 5053 |
5053
Gen-Wealth Partners
Zeeland,
Michigan
| $259M | +$19.5M | +8% | 7.51% | – | 667 | 10.64% | 1 |
|
| 5054 |
5054
Highview Capital Management
Buffalo Grove,
Illinois
| $259M | +$20.2M | +8% | 13.5% | 123% | 123 | 28.46% | 2.1 |
|
| 5055 |
5055
Weinberger Asset Management
Los Angeles,
California
| $259M | +$25.9M | +11% | 11.4% | 89.6% | 84 | 8.33% | 2.8 |
|
| 5056 |
5056
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
| $259M | +$31.3M | +14% | 19.2% | – | 83 | 28.92% | 0.5 |
|
| 5057 |
5057
Medallion Wealth Advisors
Farmington,
Connecticut
| $259M | +$38.6M | +18% | 8.62% | – | 1,134 | 8.47% | 0.5 |
|
| 5058 |
5058
Alpha Financial Advisors
Charlotte,
North Carolina
| $259M | +$33.9M | +15% | 8.25% | 41.6% | 62 | 25.81% | 1.4 |
|
| 5059 |
5059
Anchorage Capital Group
New York
| $259M | +$8.61M | +3% | 11.4% | 24.9% | 6 | 0% | 3.7 |
|
| 5060 |
5060
Buckhead Capital Management
Atlanta,
Georgia
| $259M | -$53.1M | -17% | 5.75% | 67.6% | 130 | 8.46% | 5.2 |
|
| 5061 |
5061
Uniting Wealth Partners
Mission,
Kansas
| $259M | +$59M | +30% | 12.7% | – | 123 | 17.89% | 0.4 |
|
| 5062 |
5062
Breakwater Investment Management
Seattle,
Washington
| $258M | +$24.3M | +10% | 8.92% | – | 319 | 4.08% | 1.2 |
|
| 5063 |
5063
Montgomery Investment Management
Rockville,
Maryland
| $258M | +$7.09M | +3% | 6.13% | 105% | 97 | 6.19% | 7 |
|
| 5064 |
5064
Bourne Lent Asset Management
Pawling,
New York
| $258M | +$25.3M | +11% | 13.4% | 76.1% | 63 | 4.76% | 7.2 |
|
| 5065 |
5065
BCR Wealth Strategies
Vestavia,
Alabama
| $258M | +$30.6M | +13% | 6.66% | 42.2% | 27 | 3.7% | 2.5 |
|
| 5066 |
5066
Alteri Wealth
Westlake Village,
California
| $258M | +$30.4M | +13% | 13.6% | – | 284 | 16.55% | 0.4 |
|
| 5067 |
5067
Insight Wealth Partners
Plano,
Texas
| $258M | -$343M | -57% | 7.24% | 56.2% | 114 | 10.53% | 2.4 |
|
| 5068 |
EL
5068
EQ LLC
Bellevue,
Washington
| $258M | +$43.5M | +20% | 11.1% | 72.9% | 77 | 22.08% | 2.2 |
|
| 5069 |
5069
Siligmueller & Norvid Wealth Advisors
Glen Ellyn,
Illinois
| $258M | +$21.1M | +9% | 6.19% | – | 98 | 9.18% | 0.5 |
|
| 5070 |
5070
INCA Investments
Miami,
Florida
| $257M | +$39M | +18% | 15.2% | 128% | 10 | 0% | 5.3 |
|
| 5071 |
5071
Monte Financial Group
Guilford,
Connecticut
| $257M | +$28.8M | +13% | 3.18% | 57.9% | 91 | 10.99% | 3.5 |
|
| 5072 |
5072
Independence Financial Advisors
Franklin,
New Hampshire
| $257M | -$5.91M | -2% | 7.59% | – | 52 | 11.54% | 0.2 |
|
| 5073 |
WMA
5073
Wealth Management Associates
Cherry Hill,
New Jersey
| $257M | +$23.6M | +10% | 12.2% | 111% | 227 | 10.13% | 3.5 |
|
| 5074 |
5074
Saiph Capital
Wyckoff,
New Jersey
| $257M | +$47.4M | +23% | 9.89% | 52.4% | 66 | 27.27% | 1.7 |
|
| 5075 |
5075
Private Client Services
Louisville,
Kentucky
| $257M | +$54.6M | +27% | 8.59% | 72% | 230 | 33.91% | 0.8 |
|