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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 |
LFP
5176
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| $234M | +$7.4M | +3% | 1.28% | 65.4% | 80 | 8.75% | 1 |
|
| 5177 |
BVC
5177
Bright Valley Capital
Hong Kong
| $234M | +$107M | +83% | 31.5% | – | 13 | 61.54% | 0.3 |
|
| 5178 |
5178
Kings Path Partners
Sugar Land,
Texas
| $234M | -$4.15M | -2% | 1.81% | – | 314 | 13.06% | 0.5 |
|
| 5179 |
5179
Miller Value Partners
Sarasota,
Florida
| $234M | +$57M | +32% | 11.1% | 133% | 33 | 9.09% | 2.5 |
|
| 5180 |
5180
Prairiewood Capital
Fargo,
North Dakota
| $234M | -$2M | -0.8% | 4.11% | 42.6% | 87 | 19.54% | 2.3 |
|
| 5181 |
WMA
5181
Wealth Management Associates
Cherry Hill,
New Jersey
| $234M | +$6.61M | +3% | 6.78% | 111% | 219 | 8.68% | 3.4 |
|
| 5182 |
5182
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| $234M | $0 | 0% | 3.71% | 46.9% | 157 | 0% | 2.7 |
|
| 5183 |
5183
Tanglewood Legacy Advisors
Houston,
Texas
| $234M | +$8.81M | +4% | 1.23% | 61.1% | 306 | 9.8% | 1.6 |
|
| 5184 |
5184
Cambridge Financial Group (Arizona)
Tucson,
Arizona
| $234M | -$6.42M | -3% | 1.97% | 69.5% | 135 | 8.15% | 0.9 |
|
| 5185 |
5185
CVS Health
Woonsocket,
Rhode Island
| $234M | +$3.54M | +2% | 2.13% | 50% | 5 | 40% | 2.6 |
|
| 5186 |
5186
Murchinson
Toronto,
Ontario, Canada
| $234M | -$134M | -37% | 10.6% | 107% | 107 | 74.77% | 0.4 |
|
| 5187 |
5187
Monte Financial Group
Guilford,
Connecticut
| $234M | -$7.6M | -3% | 1.83% | 66.7% | 87 | 8.05% | 3.6 |
|
| 5188 |
5188
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $234M | -$6.11M | -3% | 3.73% | 86.2% | 89 | 4.49% | 3.9 |
|
| 5189 |
5189
HGC Investment Management
Toronto,
Ontario, Canada
| $234M | -$9.27M | -4% | 4.22% | 33.2% | 113 | 45.13% | 1 |
|
| 5190 |
5190
Topel & Distasi Wealth Management
Berkeley,
California
| $233M | -$7.74M | -3% | 1.76% | 43.6% | 78 | 0% | 2.5 |
|
| 5191 |
AFP
5191
Advus Financial Partners
Winter Park,
Florida
| $233M | -$4.48M | -2% | 1.95% | 56.5% | 67 | 16.42% | 2.1 |
|
| 5192 |
5192
Elevation Capital Advisory
Bend,
Oregon
| $233M | +$6.87M | +3% | 2.56% | – | 80 | 66.25% | 0.3 |
|
| 5193 |
CWM
5193
Capital Wealth Management
W. Warwick,
Rhode Island
| $233M | -$80.6K | -0% | 2.04% | 51.3% | 44 | 15.91% | 2.9 |
|
| 5194 |
5194
Northwest Capital Management
Lake Oswego,
Oregon
| $233M | -$44.2M | -16% | 0.82% | 57% | 467 | 8.99% | 2 |
|
| 5195 |
5195
Morris Financial Concepts
Mount Pleasant,
South Carolina
| $233M | +$388K | +0.2% | 0.03% | 56.5% | 197 | 8.63% | 2.1 |
|
| 5196 |
5196
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| $233M | -$1.3M | -0.6% | 4.78% | 35.4% | 43 | 6.98% | 2.1 |
|
| 5197 |
5197
Diadema Partners
Morristown,
New Jersey
| $233M | – | – | 9.46% | – | 107 | – | 0 |
|
| 5198 |
5198
Samalin Investment Counsel
Chappaqua,
New York
| $233M | +$3.2M | +1% | 0.75% | 68.3% | 322 | 20.5% | 2.6 |
|
| 5199 |
5199
Warner Financial
Bethesda,
Maryland
| $233M | +$7.13M | +3% | 0.68% | 69.2% | 119 | 9.24% | 2.3 |
|
| 5200 |
5200
Lumbard & Kellner
Hollis,
New Hampshire
| $233M | +$5.69M | +3% | 6.87% | 137% | 84 | 11.9% | 3.1 |
|