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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
Forum Private Client Group
Fishers,
Indiana
| $210M | +$3.64M | +2% | 0.9% | 47.9% | 76 | 7.89% | 0.5 |
|
| 5152 |
5152
Hahn Capital Management
Walnut Creek,
California
| $210M | +$43.1M | +26% | 3.82% | 53.6% | 32 | 3.13% | 6.6 |
|
| 5153 |
5153
CM Wealth Advisors
Beachwood,
Ohio
| $210M | -$140M | -40% | 2.09% | 64.7% | 188 | 62.77% | 1.3 |
|
| 5154 |
SI
5154
Saxon Interests
Houston,
Texas
| $210M | +$463K | +0.2% | 2.45% | 73% | 197 | 13.71% | 0.6 |
|
| 5155 |
MWM
5155
MTC Wealth Management
Tampa,
Florida
| $210M | -$7.52M | -3% | 0.28% | 30.5% | 14 | 7.14% | 2.5 |
|
| 5156 |
5156
Castellan Group
Louisville,
Kentucky
| $210M | +$14.7M | +8% | 6.9% | 184% | 69 | 28.99% | 1.6 |
|
| 5157 |
5157
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $210M | +$135K | +0.1% | 1.47% | 152% | 87 | 2.3% | 4.5 |
|
| 5158 |
NAH
5158
Neumann Advisory (HK)
Central,
Hong Kong
| $210M | +$6.3M | +3% | 7.39% | 77.3% | 15 | 6.67% | 4.3 |
|
| 5159 |
AAG
5159
Avalon Advisory Group
Wexford,
Pennsylvania
| $210M | +$3.43M | +2% | 1.43% | 46% | 15 | 13.33% | 2.2 |
|
| 5160 |
HCM
5160
Hall Capital Management
Barrington,
Rhode Island
| $210M | +$7.15M | +4% | 2.06% | – | 100 | 4% | 6.1 |
|
| 5161 |
5161
Exeter Financial
Scottsdale,
Arizona
| $210M | -$7.27M | -3% | 0.09% | 59.1% | 94 | 10.64% | 4.9 |
|
| 5162 |
5162
Sharper & Granite
El Segundo,
California
| $210M | +$2.66M | +1% | 0.5% | 47.1% | 100 | 5% | 1.4 |
|
| 5163 |
5163
Bain Capital Venture Investors
Boston,
Massachusetts
| $210M | +$79M | +61% | 5.99% | 34.2% | 4 | 25% | 1.4 |
|
| 5164 |
BIA
5164
Bigelow Investment Advisors
Portland,
Maine
| $209M | +$6.04M | +3% | 2.39% | 75.7% | 156 | 4.49% | 3.9 |
|
| 5165 |
5165
Grand Alliance Asset Management
Central,
Hong Kong
| $209M | +$33.7M | +19% | 18.5% | – | 13 | 15.38% | 0.4 |
|
| 5166 |
5166
Power Wealth Management
Alpharetta,
Georgia
| $209M | +$49.9M | +31% | 0.66% | – | 107 | 19.63% | 0.4 |
|
| 5167 |
CCM
5167
Consolidated Capital Management
Burbank,
California
| $209M | +$409K | +0.2% | 6.86% | 166% | 46 | 17.39% | 4 |
|
| 5168 |
5168
Eastover Investment Advisors
Charlotte,
North Carolina
| $209M | +$4.62M | +2% | 4.46% | 105% | 50 | 16% | 2.4 |
|
| 5169 |
5169
Palmer Knight Company
Jacksonville,
Florida
| $209M | +$3.7M | +2% | 0.38% | 78.9% | 35 | 5.71% | 3.4 |
|
| 5170 |
5170
Horizon Advisory Services
West Henrietta,
New York
| $209M | -$5.8M | -3% | 2.28% | – | 46 | 2.17% | 0.3 |
|
| 5171 |
5171
Forefront Analytics
West Conshohocken,
Pennsylvania
| $209M | +$2.68M | +1% | 0.63% | 50.9% | 72 | 12.5% | 3.9 |
|
| 5172 |
5172
Morris Financial Concepts
Mount Pleasant,
South Carolina
| $209M | +$13.4M | +7% | 1.17% | 56.5% | 169 | 7.1% | 1.9 |
|
| 5173 |
5173
Castle Wealth Management
West Palm Beach,
Florida
| $209M | +$17.5M | +9% | 1.32% | 53.6% | 128 | 15.63% | 1.5 |
|
| 5174 |
5174
Demars Financial Group
Spokane Valley,
Washington
| $209M | +$5.65M | +3% | 3.05% | 69.1% | 73 | 15.07% | 2.1 |
|
| 5175 |
5175
Retirement Guys Formula
Maumee,
Ohio
| $209M | +$3.56M | +2% | 2.21% | 75.7% | 132 | 12.88% | 1.4 |
|