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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
5076
DB Wealth Management Group
San Diego,
California
| $147M | -$19.2M | -12% | 13.3% | 19% | 329 | 16.72% | 1.3 |
|
| 5077 |
5077
Retirement Planning Company of New England
Warwick,
Rhode Island
| $147M | -$30.2M | -17% | 14.2% | 125% | 234 | 10.68% | 0.5 |
|
| 5078 |
IGYL
5078
I.G.Y. Ltd
London,
United Kingdom
| $147M | -$55.1M | -27% | 25% | 80.5% | 3 | 0% | 2.3 |
|
| 5079 |
5079
Cox Capital Management
Andover,
Massachusetts
| $147M | -$12.4M | -8% | 8.64% | 106% | 72 | 8.33% | 3.1 |
|
| 5080 |
WMA
5080
Wealth Management Associates
Cherry Hill,
New Jersey
| $147M | -$29.7M | -17% | 11.7% | 111% | 196 | 15.31% | 2.2 |
|
| 5081 |
CC
5081
Coann Capital
Westport,
Connecticut
| $146M | +$3.12M | +2% | 4.37% | – | 24 | 75% | 0.2 |
|
| 5082 |
5082
Atlas Private Wealth Management
Albany,
New York
| $146M | -$25.7M | -15% | 10.5% | 19.8% | 127 | 12.6% | 2.1 |
|
| 5083 |
5083
Royal Harbor Partners
Houston,
Texas
| $146M | -$9.7M | -6% | 10.3% | 49.5% | 91 | 41.76% | 1.5 |
|
| 5084 |
5084
Worth Asset Management
Dallas,
Texas
| $146M | -$7.06M | -5% | 2.24% | 115% | 603 | 16.09% | 0.2 |
|
| 5085 |
5085
Applied Capital
Little Rock,
Arkansas
| $146M | -$10.3M | -7% | 12.9% | 52.6% | 67 | 29.85% | 0.7 |
|
| 5086 |
5086
Aristides Capital
Louisville,
Kentucky
| $146M | -$17.5M | -11% | 9.87% | 126% | 218 | 40.83% | 1 |
|
| 5087 |
5087
EdgeRock Capital
Denver,
Colorado
| $146M | – | – | 13.1% | 71.3% | 52 | – | 0 |
|
| 5088 |
5088
MQS Management
New York
| $146M | +$23.1M | +19% | 17.1% | 6.42% | 588 | 81.63% | 0.1 |
|
| 5089 |
5089
FOCUS Wealth Advisors
Houston,
Texas
| $146M | -$21.9M | -13% | 12.5% | 68.7% | 54 | 38.89% | 1 |
|
| 5090 |
5090
Oak Management Corp
Wilton,
Connecticut
| $146M | -$65.8M | -31% | 14.6% | 96.4% | 4 | 0% | 0.6 |
|
| 5091 |
5091
Pinz Capital Management
New York
| $146M | -$14.3M | -9% | 6.02% | 199% | 271 | 70.85% | 0.2 |
|
| 5092 |
5092
Highland Financial Advisors
Wayne,
New Jersey
| $146M | – | – | 14.9% | 70% | 48 | – | 0 |
|
| 5093 |
5093
Cypress Financial Planning
Haddon Heights,
New Jersey
| $146M | – | – | 11.6% | 41.2% | 54 | – | 0 |
|
| 5094 |
5094
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
| $146M | -$22.7M | -13% | 16.2% | 31.6% | 93 | 20.43% | 0.4 |
|
| 5095 |
5095
First Capital Advisors Group
Little Silver,
New Jersey
| $146M | -$6.5M | -4% | 12.7% | – | 179 | 70.95% | 0.8 |
|
| 5096 |
MGM
5096
Miura Global Management
New York
| $146M | -$162M | -53% | 14.7% | 375% | 31 | 61.29% | 1.4 |
|
| 5097 |
5097
R.W. Roge & Company
Bohemia,
New York
| $146M | +$3.1M | +2% | 10.1% | 68.1% | 45 | 24.44% | 1.9 |
|
| 5098 |
5098
Leeward Financial Partners
Bellevue,
Washington
| $146M | -$16.2M | -10% | 13.4% | 97.9% | 77 | 24.68% | 0.4 |
|
| 5099 |
5099
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| $146M | +$7.06M | +5% | 9.74% | 38.1% | 23 | 13.04% | 1.2 |
|
| 5100 |
5100
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $146M | -$23.3M | -14% | 12.1% | 37.8% | 31 | 25.81% | 6 |
|