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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
Malaga Cove Capital
Pv Estates,
California
| $255M | +$23.2M | +10% | 15.8% | 97.3% | 193 | 22.8% | 2.6 |
|
| 5102 |
5102
Range Financial Group
Tigard,
Oregon
| $255M | +$29.2M | +13% | 12.3% | 195% | 210 | 21.9% | 1.4 |
|
| 5103 |
BOC
5103
Barbara Oil Co
Chicago,
Illinois
| $254M | +$8.16M | +3% | 5.72% | 76.9% | 76 | 3.95% | 8.7 |
|
| 5104 |
5104
Incline Global Management
New York
| $254M | +$92.1M | +57% | 26.6% | 40.1% | 29 | 24.14% | 1.6 |
|
| 5105 |
5105
Camarda Financial Advisors
Fleming Island,
Florida
| $254M | +$32.6M | +15% | 14% | 196% | 121 | 34.71% | 1.5 |
|
| 5106 |
5106
Verger Capital Management
Winston-Salem,
North Carolina
| $254M | +$26.8M | +12% | 6.55% | 58.3% | 14 | 0% | 7.8 |
|
| 5107 |
5107
Sherman Porfolios
Coeur D'alene,
Idaho
| $254M | – | – | 12.9% | – | 57 | – | 0.2 |
|
| 5108 |
5108
Dupree Financial Group
Lexington,
Kentucky
| $254M | +$7.59M | +3% | 3.32% | 75.8% | 82 | 30.49% | 1 |
|
| 5109 |
5109
Briaud Financial Planning
College Station,
Texas
| $254M | +$1.91M | +0.8% | 8% | 113% | 372 | 45.97% | 0.6 |
|
| 5110 |
5110
Accel Leaders 4 Associates
Palo Alto,
California
| $253M | +$157M | +162% | 162% | – | 1 | 0% | 0.5 |
|
| 5111 |
SWMG
5111
Signature Wealth Management Group
Atlanta,
Georgia
| $253M | -$3.17M | -1% | 2.72% | – | 123 | 13.82% | 3.3 |
|
| 5112 |
5112
STF Management
Frisco,
Texas
| $253M | +$45.1M | +22% | 21.2% | 208% | 102 | 1.96% | 2.2 |
|
| 5113 |
5113
Wela Strategies
Atlanta,
Georgia
| $253M | +$16.5M | +7% | 5.38% | 51.3% | 53 | 1.89% | 2.8 |
|
| 5114 |
5114
325 Capital
New York
| $253M | +$11.9M | +5% | 22.5% | 226% | 11 | 0% | 2.3 |
|
| 5115 |
5115
Letson Investment Management
Atlanta,
Georgia
| $253M | +$5.25M | +2% | 3.99% | – | 95 | 9.47% | 1.3 |
|
| 5116 |
AFP
5116
Advus Financial Partners
Winter Park,
Florida
| $253M | +$19.8M | +8% | 7.65% | 56.5% | 66 | 12.12% | 2.4 |
|
| 5117 |
5117
Elevation Wealth Partners
Santa Rosa,
California
| $253M | +$21.9M | +9% | 8.23% | 69.9% | 504 | 4.96% | 1.7 |
|
| 5118 |
5118
ICW Investment Advisors
Scottsdale,
Arizona
| $253M | +$7.73M | +3% | 4% | 58.6% | 142 | 2.82% | 4.6 |
|
| 5119 |
5119
Arkfeld Wealth Strategies
Omaha,
Nebraska
| $253M | +$22.4M | +10% | 7.23% | 90.8% | 110 | 14.55% | 2.9 |
|
| 5120 |
5120
Realta Investment Advisors
Wilmington,
Delaware
| $253M | +$33.6M | +15% | 18.9% | 151% | 347 | 20.75% | 2.9 |
|
| 5121 |
5121
HF Advisory Group
Annapolis,
Maryland
| $253M | +$24.2M | +11% | 7.16% | 73.2% | 166 | 4.82% | 2.1 |
|
| 5122 |
5122
First Dallas Securities
Dallas,
Texas
| $253M | +$13.7M | +6% | 13.3% | 163% | 129 | 17.83% | 2.8 |
|
| 5123 |
5123
Sachetta
Lynnfield,
Massachusetts
| $253M | +$8.88M | +4% | 8.94% | – | 1,207 | 16.65% | 1.3 |
|
| 5124 |
5124
Weik Capital Management
Wyomissing,
Pennsylvania
| $253M | +$6.99M | +3% | 5.69% | 66.9% | 93 | 4.3% | 8.2 |
|
| 5125 |
5125
Deepwater Asset Management
Minneapolis,
Minnesota
| $253M | +$16.3M | +7% | 24.6% | 142% | 22 | 13.64% | 1.3 |
|