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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
Autumn Glory Partners
Dallas,
Texas
| $164M | +$27.2M | +20% | 2.57% | 76% | 168 | 28.57% | 0.9 |
|
| 5152 |
5152
Tandem Wealth Advisors
Phoenix,
Arizona
| $164M | -$1.65M | -1% | 3.71% | 43.1% | 61 | 21.31% | 0.6 |
|
| 5153 |
5153
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| $164M | +$16.4M | +11% | 1.79% | 61.6% | 60 | 6.67% | 1.4 |
|
| 5154 |
NFAM
5154
North Fourth Asset Management
Englewood Cliffs,
New Jersey
| $164M | -$122M | -43% | 2.65% | 104% | 100 | 86% | 0.2 |
|
| 5155 |
5155
Crestmont Private Wealth
Houston,
Texas
| $163M | -$7.11M | -4% | 3.35% | 54.8% | 51 | 13.73% | 1 |
|
| 5156 |
5156
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $163M | -$13.9M | -8% | 3.98% | 98.6% | 130 | 4.62% | 4.6 |
|
| 5157 |
5157
Grand Wealth Management
Grand Rapids,
Michigan
| $163M | -$4.88M | -3% | 3.28% | 54.1% | 79 | 20.25% | 1.2 |
|
| 5158 |
5158
Alta Wealth Advisors
Woburn,
Massachusetts
| $163M | -$7.07M | -4% | 3.91% | 120% | 138 | 10.87% | 2.1 |
|
| 5159 |
5159
Slagle Financial
Edwardsville,
Illinois
| $163M | +$2.46M | +2% | 3.01% | 77.9% | 128 | 14.84% | 0.2 |
|
| 5160 |
5160
Provence Wealth Management Group
Irvine,
California
| $163M | -$7.19M | -4% | 2.67% | – | 482 | 70.95% | 0.3 |
|
| 5161 |
5161
Hutner Capital Management
Manchester,
Vermont
| $163M | -$8M | -5% | 3.59% | 52.2% | 46 | 6.52% | 5.5 |
|
| 5162 |
5162
Applied Capital
Little Rock,
Arkansas
| $163M | +$1.85M | +1% | 3.65% | 52.6% | 38 | 10.53% | 1.5 |
|
| 5163 |
5163
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| $163M | -$8.81M | -5% | 3.29% | 107% | 185 | 12.97% | 1.2 |
|
| 5164 |
5164
Rainsberger Wealth Advisors
Colorado Springs,
Colorado
| $163M | -$2.78M | -2% | 3.38% | – | 69 | 4.35% | 1.5 |
|
| 5165 |
5165
NWK Group
San Francisco,
California
| $163M | -$7.72M | -5% | 1.36% | 268% | 73 | 28.77% | 2.5 |
|
| 5166 |
5166
MBA Advisors
Hermitage,
Pennsylvania
| $163M | -$4.37M | -3% | 2.95% | 66.1% | 126 | 14.29% | 2 |
|
| 5167 |
CNBT
5167
Cornerstone National Bank & Trust
Palatine,
Illinois
| $163M | -$10.2M | -6% | 3.2% | 38.5% | 58 | 6.9% | 3.3 |
|
| 5168 |
5168
Northeast Financial Group
Tannersville,
Pennsylvania
| $163M | +$6.73M | +4% | 3.86% | 31.6% | 66 | 9.09% | 1.4 |
|
| 5169 |
IWN
5169
Independent Wealth Network
Urbandale,
Iowa
| $163M | -$3.76M | -2% | 1.81% | 78.2% | 214 | 9.35% | 1.5 |
|
| 5170 |
5170
Equita Financial Network
Fort Washington,
Pennsylvania
| $163M | – | – | 3.23% | 50.5% | 57 | – | 0 |
|
| 5171 |
QC
5171
Qalhat Capital
Tortola,
British Virgin Islands
| $162M | -$5.69M | -3% | 3.44% | 90.3% | 8 | 0% | 1.6 |
|
| 5172 |
OIM
5172
Opus Investment Management
Worcester,
Massachusetts
| $162M | -$116M | -42% | 3.6% | 52.8% | 73 | 43.84% | 7 |
|
| 5173 |
5173
Activest Wealth Management
Aventure,
Florida
| $162M | +$17.9M | +12% | 3.63% | 117% | 459 | 62.09% | 0.6 |
|
| 5174 |
5174
Rooted Wealth Advisors
Bourbonnais,
Illinois
| $162M | +$14.1M | +9% | 3.68% | 50.8% | 88 | 22.73% | 0.6 |
|
| 5175 |
5175
Mezzasalma Advisors
Tinton Falls,
New Jersey
| $162M | -$2.71M | -2% | 1.02% | 203% | 88 | 9.09% | 2.2 |
|