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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
Spider Management Company
Richmond,
Virginia
| $232M | -$8.91M | -4% | 3.66% | – | 4 | 0% | 1.2 |
|
| 5102 |
5102
Barrett & Company
Providence,
Rhode Island
| $232M | -$4.69M | -2% | 2.56% | 83.6% | 625 | 3.52% | 2.1 |
|
| 5103 |
5103
Pioneer Wealth Management Group
Austin,
Texas
| $232M | – | – | 0.46% | – | 38 | – | 1.7 |
|
| 5104 |
5104
Rooted Wealth Advisors
Bourbonnais,
Illinois
| $232M | -$23.6M | -9% | 1.67% | 57.3% | 97 | 10.31% | 1.5 |
|
| 5105 |
5105
Etesian Wealth Advisors
West Linn,
Oregon
| $232M | +$5.9M | +3% | 1.1% | 60.6% | 146 | 8.9% | 1.7 |
|
| 5106 |
5106
Westwood Wealth Management
Los Angeles,
California
| $232M | -$44.9M | -16% | 13.9% | 495% | 50 | 14% | 2.1 |
|
| 5107 |
5107
Malaga Cove Capital
Pv Estates,
California
| $231M | -$23.4M | -9% | 7.8% | 97.3% | 215 | 28.37% | 2.4 |
|
| 5108 |
5108
Stonebridge Capital Management
Los Angeles,
California
| $231M | -$12.9M | -5% | 1.32% | – | 85 | 7.06% | 8.3 |
|
| 5109 |
5109
Elevation Wealth Partners
Santa Rosa,
California
| $231M | -$5.36M | -2% | 2.43% | 69.9% | 520 | 8.65% | 1.4 |
|
| 5110 |
WCM
5110
Westerly Capital Management
San Francisco,
California
| $231M | +$14.7M | +7% | 7.26% | 116% | 53 | 45.28% | 1.5 |
|
| 5111 |
5111
Palogic Value Management
Dallas,
Texas
| $231M | -$32.6M | -12% | 7.06% | 31.3% | 183 | 18.03% | 1.8 |
|
| 5112 |
5112
Daventry Group
New York
| $231M | -$30.6M | -12% | 10.9% | 26.2% | 10 | 40% | 1.4 |
|
| 5113 |
5113
Axis Capital Holdings
Pembroke,
| $231M | -$158K | -0.1% | 4.23% | 76% | 3 | 33.33% | 6.6 |
|
| 5114 |
5114
Searcy Financial Services
Overland Park,
Kansas
| $231M | +$14.6M | +7% | 1.47% | 60.2% | 28 | 14.29% | 2.8 |
|
| 5115 |
5115
Praetorian PR
Rincon,
Puerto Rico
| $231M | -$18.7M | -7% | 2.87% | 80.3% | 34 | 55.88% | 0.6 |
|
| 5116 |
5116
Ardent Capital Management
Cincinnati,
Ohio
| $231M | +$11.3M | +5% | 5.34% | 87.2% | 46 | 13.04% | 1.9 |
|
| 5117 |
5117
Alexander Labrunerie & Co
Columbia,
Missouri
| $231M | +$4.75M | +2% | 2.08% | – | 112 | 12.5% | 0.8 |
|
| 5118 |
5118
Crestmont Private Wealth
Houston,
Texas
| $231M | +$8.7M | +4% | 1.5% | 54.8% | 88 | 26.14% | 1.5 |
|
| 5119 |
5119
Periscope Capital
Toronto,
Ontario, Canada
| $231M | +$50.3M | +28% | 2.96% | 26.5% | 251 | 37.45% | 0.9 |
|
| 5120 |
5120
Arkfeld Wealth Strategies
Omaha,
Nebraska
| $231M | +$13M | +6% | 0.25% | 90.8% | 99 | 7.07% | 2.9 |
|
| 5121 |
5121
OneAscent Wealth Management
Birmingham,
Alabama
| $231M | -$11.8M | -5% | 0.65% | 50.6% | 168 | 13.69% | 1.1 |
|
| 5122 |
5122
New Republic Capital
Charlotte,
North Carolina
| $231M | +$77.5M | +51% | 2.4% | 91.4% | 258 | 14.34% | 1.5 |
|
| 5123 |
5123
Hanover Advisors
Seneca,
South Carolina
| $231M | -$7.76M | -3% | 2.76% | – | 97 | 9.28% | 1.1 |
|
| 5124 |
5124
Financial Partners Group (Tennessee)
Gallatin,
Tennessee
| $230M | -$10.4M | -4% | 0.41% | – | 96 | 17.71% | 1.8 |
|
| 5125 |
5125
Forum Private Client Group
Fishers,
Indiana
| $230M | +$5.78M | +3% | 0.27% | 47.9% | 78 | 6.41% | 1.1 |
|