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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
Adaptive Financial Consulting
Beachwood,
Ohio
| $241M | -$4.45M | -2% | 1.32% | 33.4% | 21 | 9.52% | 3.9 |
|
| 5102 |
5102
Investment Research & Advisory Group
Atlanta,
Georgia
| $241M | +$4.11M | +2% | 3.12% | 105% | 219 | 9.59% | 3.1 |
|
| 5103 |
5103
Tema ETFs
New York
| $241M | – | – | 1.1% | – | 148 | – | 0 |
|
| 5104 |
5104
Financial Partners Group (Tennessee)
Gallatin,
Tennessee
| $241M | -$25.8M | -10% | 1.37% | – | 102 | 11.76% | 1.5 |
|
| 5105 |
BIMC
5105
Benson Investment Management Company
Roanoke,
Virginia
| $241M | -$12.3M | -5% | 0.44% | 99.8% | 60 | 41.67% | 1.7 |
|
| 5106 |
5106
Cobalt Capital Management
Short Hills,
New Jersey
| $241M | +$15.7M | +7% | 11% | 235% | 40 | 67.5% | 0.8 |
|
| 5107 |
SST
5107
S Squared Technology
New York
| $241M | +$6.28M | +3% | 18.3% | 223% | 36 | 11.11% | 3.3 |
|
| 5108 |
5108
Aikya Investment Management
London,
United Kingdom
| $240M | -$8.86M | -4% | 0.75% | 11.1% | 3 | 0% | 1 |
|
| 5109 |
5109
Biltmore Wealth Management
Tempe,
Arizona
| $240M | -$3.31M | -1% | 0.96% | 59.8% | 56 | 3.57% | 3.8 |
|
| 5110 |
AC
5110
ASB Consultores
Aventura,
Florida
| $240M | -$13.4M | -5% | 2.87% | 91% | 234 | 19.66% | 1.2 |
|
| 5111 |
5111
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
| $240M | -$2.3M | -0.9% | 0.14% | 66% | 300 | 14.33% | 1.7 |
|
| 5112 |
5112
Peak Planning Group
Centennial,
Colorado
| $240M | +$11.9M | +5% | 3.72% | 105% | 118 | 10.17% | 2.2 |
|
| 5113 |
IGYL
5113
I.G.Y. Ltd
London,
United Kingdom
| $240M | +$13.2M | +6% | 8.38% | 80.5% | 3 | 0% | 4.8 |
|
| 5114 |
5114
KKM Financial
Chicago,
Illinois
| $240M | +$37.8M | +19% | 1.14% | – | 160 | 18.13% | 0.8 |
|
| 5115 |
5115
Cache Advisors
San Francisco,
California
| $240M | – | – | 19% | – | 78 | – | 0 |
|
| 5116 |
5116
Kensington Investment Counsel
Long Beach,
California
| $240M | +$270K | +0.1% | 1.9% | 81.9% | 112 | 16.07% | 3.1 |
|
| 5117 |
5117
ICW Investment Advisors
Scottsdale,
Arizona
| $240M | -$708K | -0.3% | 2.66% | 58.6% | 144 | 6.94% | 4.2 |
|
| 5118 |
5118
Power Wealth Management
Alpharetta,
Georgia
| $239M | +$5.22M | +2% | 0.46% | 41.8% | 99 | 13.13% | 0.9 |
|
| 5119 |
5119
Weinberger Asset Management
Los Angeles,
California
| $239M | +$4.78M | +2% | 1.86% | 89.6% | 82 | 1.22% | 2.4 |
|
| 5120 |
5120
Gitterman Wealth Management
Edison,
New Jersey
| $239M | -$471K | -0.2% | 2.06% | 33% | 160 | 40.63% | 1.2 |
|
| 5121 |
5121
DLK Investment Management
Solana Beach,
California
| $239M | -$21.8M | -8% | 9.56% | 80.4% | 118 | 28.81% | 0.9 |
|
| 5122 |
5122
Creative Capital Management Investments
San Diego,
California
| $239M | -$60.2K | -0% | 2.6% | 53.6% | 293 | 26.28% | 1.3 |
|
| 5123 |
5123
Theory Financial
Fort Collins,
Colorado
| $239M | +$12.2M | +5% | 0.17% | 54.5% | 77 | 18.18% | 1.4 |
|
| 5124 |
5124
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
| $239M | +$129M | +117% | 7.31% | 111% | 111 | 28.83% | 1.4 |
|
| 5125 |
ODFS
5125
O'Donnell Financial Services
San Rafael,
California
| $239M | -$7.18M | -3% | 0.31% | 61% | 44 | 15.91% | 1.5 |
|