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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5151 |
5151
Powell Investment Advisors
Miami,
Florida
| $317M | +$26.7M | +9% | 15.9% | 82.4% | 187 | 17.65% | 3.5 |
|
| 5152 |
5152
Fourth Dimension Wealth
Middleburg Heights,
Ohio
| $316M | +$52.6M | +20% | 20% | – | 713 | 21.74% | 1.1 |
|
| 5153 |
5153
Nvest Financial
Portsmouth,
New Hampshire
| $316M | +$47.9M | +18% | 17% | 92.8% | 156 | 14.74% | 1.9 |
|
| 5154 |
5154
Balanced Wealth Group
Westlake,
Ohio
| $316M | +$36.9M | +13% | 14.1% | – | 79 | 8.86% | 2 |
|
| 5155 |
LAM
5155
Lountzis Asset Management
Wyomissing,
Pennsylvania
| $316M | +$43.4M | +16% | 32.2% | 144% | 57 | 12.28% | 3.7 |
|
| 5156 |
RIS
5156
Richmond Investment Services
Mequon,
Wisconsin
| $316M | -$303M | -49% | 17.5% | – | 270 | 51.85% | 1.1 |
|
| 5157 |
5157
IMZ Advisory
Boca Raton,
Florida
| $316M | +$51.4M | +19% | 17.1% | – | 40 | 7.5% | 2.2 |
|
| 5158 |
5158
Enzi Wealth
Austin,
Texas
| $316M | +$27.7M | +10% | 15% | 77% | 77 | 7.79% | 2.5 |
|
| 5159 |
5159
Ranch Capital Advisors
Sarasota,
Florida
| $316M | +$39M | +14% | 12.9% | 92.6% | 162 | 8.02% | 3.9 |
|
| 5160 |
5160
Tencap Wealth Coaching
South Jordan,
Utah
| $315M | +$49.7M | +19% | 9.4% | – | 20 | 65% | 0.2 |
|
| 5161 |
5161
Meros Investment Management
Dallas,
Texas
| $315M | +$84.4M | +37% | 39.2% | 102% | 59 | 27.12% | 1.6 |
|
| 5162 |
5162
Trinity Wealth Management
Berwyn,
Pennsylvania
| $315M | +$42.8M | +16% | 15.1% | 56.7% | 82 | 20.73% | 2.9 |
|
| 5163 |
5163
Richards, Merrill & Peterson
Spokane,
Washington
| $315M | +$42.5M | +16% | 18.8% | – | 295 | 7.46% | 1.1 |
|
| 5164 |
5164
VMS Asset Management
Hong Kong,
| $315M | +$151M | +92% | 116% | – | 46 | 78.26% | 0.1 |
|
| 5165 |
5165
TAGStone Capital
Charlotte,
North Carolina
| $315M | +$31.8M | +11% | 10.8% | 58.3% | 143 | 6.99% | 2.5 |
|
| 5166 |
5166
Thomist Capital Management
Houston,
Texas
| $315M | -$56.9M | -15% | 1.38% | 71.2% | 82 | 76.83% | 0.3 |
|
| 5167 |
5167
Inlight Wealth Management
Atlanta,
Georgia
| $315M | +$44.5M | +16% | 8.08% | – | 63 | 22.22% | 1.1 |
|
| 5168 |
5168
Longitude (Cayman)
Grand Cayman,
Cayman Islands
| $314M | +$70M | +29% | 49% | – | 57 | 29.82% | 1.6 |
|
| 5169 |
5169
MMA Asset Management
Conshohocken,
Pennsylvania
| $314M | +$30.2M | +11% | 10.8% | 54.3% | 188 | 8.51% | 2.2 |
|
| 5170 |
5170
Mosley Wealth Management
Anaheim,
California
| $314M | +$93.4M | +42% | 12.4% | – | 829 | 49.58% | 0.4 |
|
| 5171 |
5171
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| $314M | +$11.9M | +4% | 9.58% | 17.8% | 1 | 0% | 13 |
|
| 5172 |
5172
Cypress Funds
Los Angeles,
California
| $314M | -$83.5M | -21% | 9.72% | 100% | 14 | 0% | 4.6 |
|
| 5173 |
5173
Malaga Cove Capital
Pv Estates,
California
| $314M | +$35.8M | +13% | 23.7% | 97.3% | 207 | 17.87% | 2.9 |
|
| 5174 |
DRD
5174
Dennis R. Delaney
| $314M | +$31.6M | +11% | 25.3% | 84.3% | 62 | 4.84% | 5.5 |
|
| 5175 |
5175
Stonebridge Financial Planning Group
Orlando,
Florida
| $314M | +$41.6M | +15% | 15.6% | 67.2% | 188 | 11.7% | 3.4 |
|