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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
5101
Bluestem Financial Advisors
Champaign,
Illinois
| $162M | +$10.3M | +7% | 4.41% | 42.2% | 26 | 0% | 2.7 |
|
| 5102 |
5102
Pavion Blue Capital
Newport Beach,
California
| $162M | +$5.58M | +4% | 5.89% | 87.8% | 99 | 5.05% | 2.5 |
|
| 5103 |
5103
Searcy Financial Services
Overland Park,
Kansas
| $162M | -$9.8M | -6% | 5.46% | 60.2% | 20 | 15% | 2.1 |
|
| 5104 |
5104
GSI Capital Advisors
Newport Beach,
California
| $162M | -$3.18M | -2% | 2.55% | 39.7% | 32 | 25% | 1.4 |
|
| 5105 |
5105
1492 Capital Management
Milwaukee,
Wisconsin
| $162M | +$7.03M | +5% | 9.27% | 332% | 122 | 28.69% | 1.4 |
|
| 5106 |
5106
Granite FO LLC
Bedford,
New Hampshire
| $162M | +$32.3M | +25% | 2.95% | 112% | 246 | 55.69% | 0.1 |
|
| 5107 |
5107
Ruggaard & Associates
Hudson,
Ohio
| $162M | – | – | 4.38% | 47.6% | 106 | – | 0 |
|
| 5108 |
WMA
5108
Wealth Management Associates
Cherry Hill,
New Jersey
| $162M | +$11.7M | +8% | 7.48% | 111% | 202 | 12.38% | 2.5 |
|
| 5109 |
5109
25 LLC
St. Louis,
Missouri
| $162M | – | – | 4.69% | 48.7% | 509 | – | 0 |
|
| 5110 |
5110
HC Advisors
Sandy Springs,
Georgia
| $162M | +$15.3M | +10% | 5% | 63.5% | 88 | 12.5% | 2.1 |
|
| 5111 |
5111
Valley Financial Management
New York
| $162M | -$18M | -10% | 5.1% | – | 51 | 27.45% | 0.4 |
|
| 5112 |
I2I
5112
Insight 2811 Inc
Chicago,
Illinois
| $162M | -$450K | -0.3% | 2.68% | 31.3% | 97 | 8.25% | 3.6 |
|
| 5113 |
5113
Kennicott Capital Management
Corte Madera,
California
| $162M | +$30M | +23% | 11.2% | 98% | 46 | 26.09% | 1.5 |
|
| 5114 |
5114
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| $162M | -$4.73M | -3% | 5.35% | 68.8% | 115 | 17.39% | 1.4 |
|
| 5115 |
5115
Saltoro Capital
Dallas,
Texas
| $161M | +$36.1M | +29% | 28.6% | 130% | 67 | 71.64% | 0.5 |
|
| 5116 |
5116
Blue Barn Wealth
Orem,
Utah
| $161M | +$9.45M | +6% | 5.69% | 46.4% | 136 | 19.85% | 1.2 |
|
| 5117 |
5117
Lindenwold Advisors
Reading,
Pennsylvania
| $161M | +$12.1M | +8% | 7.52% | 75% | 120 | 10.83% | 1.1 |
|
| 5118 |
5118
Reliant Wealth Planning
Louisville,
Kentucky
| $161M | -$3.54M | -2% | 3.76% | 39.4% | 14 | 21.43% | 1 |
|
| 5119 |
5119
Garrison Asset Management
Fayetteville,
Arkansas
| $161M | +$6.63M | +4% | 6.27% | 52.1% | 107 | 14.95% | 5.8 |
|
| 5120 |
SC
5120
Steph & Co
Marinette,
Wisconsin
| $161M | +$2.77M | +2% | 4.32% | 61.6% | 250 | 8% | 2.5 |
|
| 5121 |
SL
5121
SIB LLC
New York,
New York
| $161M | +$19.9M | +14% | 14.9% | 29.2% | 18 | 0% | 7.6 |
|
| 5122 |
5122
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $161M | +$1.68M | +1% | 2.01% | 66.8% | 137 | 5.11% | 4.4 |
|
| 5123 |
5123
One Charles Private Wealth Services
Hingham,
Massachusetts
| $161M | +$6.51M | +4% | 10.1% | 99.7% | 124 | 11.29% | 1.5 |
|
| 5124 |
5124
Daily Journal Corp
Los Angeles,
California
| $161M | -$13.5M | -8% | 6.57% | 109% | 4 | 0% | 7.4 |
|
| 5125 |
5125
Harvest Group Wealth Management
Waltham,
Massachusetts
| $161M | +$8.64M | +6% | 4.59% | 28.1% | 207 | 14.98% | 1.2 |
|