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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
Treynor Bancshares
Treynor,
Iowa
| $159M | +$13.8M | +10% | 4.02% | 3.35% | 73 | 2.74% | 1.2 |
|
| 5152 |
5152
HMS Capital Management
Nashville,
Tennessee
| $159M | -$15.9M | -9% | 7.98% | 140% | 115 | 26.09% | 2.1 |
|
| 5153 |
5153
Collaborative Wealth Management
Lake Mary,
Florida
| $159M | +$6.55M | +4% | 4.66% | 46.6% | 178 | 10.11% | 1.8 |
|
| 5154 |
5154
Sterneck Capital Management
Kansas City,
Missouri
| $159M | +$7.9M | +5% | 7.62% | 61.5% | 104 | 7.69% | 4.3 |
|
| 5155 |
5155
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| $158M | +$5.57M | +4% | 3.99% | 65.3% | 128 | 16.41% | 1.2 |
|
| 5156 |
5156
DB Wealth Management Group
San Diego,
California
| $158M | +$4.13M | +3% | 3.09% | 19% | 359 | 1.39% | 1.5 |
|
| 5157 |
5157
Alta Wealth Advisors
Woburn,
Massachusetts
| $158M | +$10.4M | +7% | 15.3% | 120% | 153 | 18.95% | 1.7 |
|
| 5158 |
5158
Worldly Partners Management
Needham,
Massachusetts
| $158M | +$29.8M | +23% | 26.6% | 19.2% | 4 | 0% | 0.3 |
|
| 5159 |
5159
Reliant Investment Management
Memphis,
Tennessee
| $158M | -$9.37M | -6% | 2.03% | 129% | 61 | 16.39% | 2.7 |
|
| 5160 |
5160
PCG Wealth Advisors
Overland Park,
Kansas
| $158M | +$266K | +0.2% | 3.32% | 87% | 123 | 21.14% | 0.8 |
|
| 5161 |
5161
Forum Private Client Group
Fishers,
Indiana
| $158M | +$13.5M | +9% | 4.04% | 47.9% | 69 | 5.8% | 0.9 |
|
| 5162 |
5162
Prosperity Consulting Group
Owings Mills,
Maryland
| $158M | +$8.16M | +5% | 6.26% | 66.8% | 106 | 6.6% | 1 |
|
| 5163 |
YC
5163
Yunqi Capital
Hong Kong
| $158M | +$10.2M | +7% | 4.15% | 71.4% | 8 | 37.5% | 0.5 |
|
| 5164 |
5164
Baron Financial Group
Fair Lawn,
New Jersey
| $158M | +$7.11M | +5% | 4.77% | 55.5% | 58 | 15.52% | 1.8 |
|
| 5165 |
APSI
5165
Asset Planning Services Inc
Covington,
Louisiana
| $158M | -$54K | -0% | 5.14% | 138% | 37 | 5.41% | 3.9 |
|
| 5166 |
5166
Barrett & Company
Providence,
Rhode Island
| $158M | +$6.49M | +4% | 4.69% | 83.6% | 612 | 6.05% | 0.5 |
|
| 5167 |
5167
Planned Solutions
Folsom,
California
| $158M | +$21.3M | +16% | 6.35% | 68.3% | 82 | 13.41% | 1.7 |
|
| 5168 |
STC
5168
Sarah T. Connolly
| $158M | +$10.6M | +7% | 7.85% | 35% | 95 | 1.05% | 2 |
|
| 5169 |
5169
Palmer Knight Company
Jacksonville,
Florida
| $157M | +$45.4M | +41% | 7.46% | 78.9% | 33 | 24.24% | 2.9 |
|
| 5170 |
5170
Beacon Financial Advisory
Cleveland,
Ohio
| $157M | +$17.7M | +13% | 6.12% | 76.8% | 214 | 11.68% | 2.1 |
|
| 5171 |
5171
Burns Matteson Capital Management
Corning,
New York
| $157M | +$6.44M | +4% | 2.35% | 137% | 184 | 47.28% | 0.9 |
|
| 5172 |
5172
PFG Private Wealth Management
Lutz,
Florida
| $157M | -$3.82M | -2% | 4.38% | 52.6% | 410 | 35.61% | 1.4 |
|
| 5173 |
5173
H&H Retirement Design & Management
Las Vegas,
Nevada
| $157M | +$38.6M | +33% | 2.54% | 38.4% | 97 | 71.13% | 1.1 |
|
| 5174 |
5174
Values First Advisors
Gray,
Tennessee
| $157M | +$13.7M | +10% | 5.82% | 87.6% | 403 | 54.84% | 0.9 |
|
| 5175 |
5175
Asset Management Resources
Hyannis,
Massachusetts
| $157M | +$9.8M | +7% | 5.24% | – | 64 | 28.13% | 0.9 |
|