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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
5176
Lifestyle Asset Management
Friendswood,
Texas
| $167M | +$17M | +11% | 5.55% | 88.3% | 100 | 35% | 0.3 |
|
| 5177 |
5177
Meridian Financial Partners
Warrenton,
Virginia
| $166M | +$78.3M | +89% | 4.88% | 80.8% | 91 | 53.85% | 1.3 |
|
| 5178 |
IWN
5178
Independent Wealth Network
Urbandale,
Iowa
| $166M | +$10.1M | +6% | 4.24% | 78.2% | 220 | 14.09% | 1.3 |
|
| 5179 |
5179
Acute Investment Advisory
Mesa,
Arizona
| $166M | +$13.7M | +9% | 1.12% | 15% | 15 | 20% | 0.8 |
|
| 5180 |
5180
CNA Financial
Chicago,
Illinois
| $166M | +$724K | +0.4% | 7.33% | 48.6% | 22 | 40.91% | 1.8 |
|
| 5181 |
WA1
5181
Wimmer Associates 1
Pasadena,
California
| $166M | +$9.6M | +6% | 7.82% | 78.9% | 106 | 0.94% | 5.7 |
|
| 5182 |
5182
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| $166M | -$4.59M | -3% | 2.43% | 62% | 302 | 24.5% | 2.2 |
|
| 5183 |
5183
Baugh & Associates
Atlanta,
Georgia
| $166M | +$9.6M | +6% | 4.02% | 98.8% | 43 | 6.98% | 4.3 |
|
| 5184 |
5184
Institutional Venture Management XIV
Menlo Park,
California
| $166M | -$4.44M | -3% | 13.4% | 18.1% | 3 | 0% | 2.4 |
|
| 5185 |
5185
Praetorian PR
Rincon,
Puerto Rico
| $166M | +$29M | +21% | 16% | 80.3% | 37 | 64.86% | 0.1 |
|
| 5186 |
5186
Brookmont Capital Management
Dallas,
Texas
| $166M | +$6.93M | +4% | 4.29% | 32.2% | 50 | 4% | 6.4 |
|
| 5187 |
5187
Rainsberger Wealth Advisors
Colorado Springs,
Colorado
| $166M | -$2.83M | -2% | 3.45% | – | 78 | 17.95% | 1.3 |
|
| 5188 |
5188
Benchmark Wealth Management
Old Lyme,
Connecticut
| $166M | +$8.91M | +6% | 4.36% | 42.7% | 51 | 5.88% | 2.7 |
|
| 5189 |
5189
Reliant Wealth Planning
Louisville,
Kentucky
| $166M | +$4.44M | +3% | 4.78% | 39.4% | 15 | 46.67% | 1.2 |
|
| 5190 |
5190
Goepper Burkhardt
Greenville,
South Carolina
| $166M | +$12.9M | +8% | 6.19% | 50.4% | 67 | 2.99% | 2 |
|
| 5191 |
5191
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| $166M | +$5.99M | +4% | 3.2% | 82.3% | 155 | 5.16% | 2.2 |
|
| 5192 |
5192
Values First Advisors
Gray,
Tennessee
| $166M | +$8.63M | +5% | 7.05% | 87.6% | 370 | 55.14% | 2.2 |
|
| 5193 |
5193
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| $166M | +$3.11M | +2% | 4.05% | 46.3% | 23 | 26.09% | 1.7 |
|
| 5194 |
ODFS
5194
O'Donnell Financial Services
San Rafael,
California
| $166M | +$109M | +195% | 6% | 61% | 25 | 24% | 0.9 |
|
| 5195 |
STC
5195
Sarah T. Connolly
| $165M | +$7.8M | +5% | 7.57% | 35% | 94 | 1.06% | 2.3 |
|
| 5196 |
5196
WorthPointe
La Jolla,
California
| $165M | +$11.4M | +7% | 5% | 59.7% | 67 | 38.81% | 0.7 |
|
| 5197 |
5197
APEIRON Capital Ltd
Hong Kong
| $165M | -$13.7M | -8% | 5.68% | 487% | 16 | 43.75% | 0.7 |
|
| 5198 |
5198
Bluestem Financial Advisors
Champaign,
Illinois
| $165M | +$2.98M | +2% | 3.2% | 42.2% | 26 | 3.85% | 3 |
|
| 5199 |
5199
Tandem Wealth Advisors
Phoenix,
Arizona
| $165M | +$4.64M | +3% | 3.36% | 43.1% | 50 | 8% | 0.5 |
|
| 5200 |
MM
5200
MWG Management
Road Town, Tortola,
British Virgin Islands
| $165M | +$23.3M | +16% | 18.5% | 59.2% | 3 | 0% | 1.7 |
|