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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5201 |
5201
Zeno Research
New York
| $151M | +$45.5M | +43% | 10.3% | 25.2% | 32 | 53.13% | 0.3 |
|
| 5202 |
5202
Mader & Shannon Wealth Management
Kansas City,
Missouri
| $151M | +$59.3M | +65% | 9.32% | 53.1% | 18 | 44.44% | 2.1 |
|
| 5203 |
SCA
5203
Sander Capital Advisors
Seattle,
Washington
| $151M | -$1.71M | -1% | 1.51% | 113% | 15 | 13.33% | 2.7 |
|
| 5204 |
5204
Okabena Investment Services
Minneapolis,
Minnesota
| $151M | -$56M | -27% | 10.7% | 72.4% | 260 | 53.46% | 0.9 |
|
| 5205 |
5205
Theory Financial
Fort Collins,
Colorado
| $151M | – | – | 6.98% | 54.5% | 56 | – | 0.7 |
|
| 5206 |
5206
Burns Matteson Capital Management
Corning,
New York
| $151M | +$15M | +11% | 8.21% | 137% | 188 | 61.17% | 0.7 |
|
| 5207 |
5207
Baron Financial Group
Fair Lawn,
New Jersey
| $151M | +$2.41M | +2% | 6.12% | 55.5% | 53 | 9.43% | 1.8 |
|
| 5208 |
5208
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
| $151M | -$18.6M | -11% | 2.09% | 81.3% | 2 | 50% | 1.5 |
|
| 5209 |
5209
Joule Financial
Lexington,
Kentucky
| $151M | +$17.5M | +13% | 5.83% | 55.5% | 107 | 24.3% | 0.4 |
|
| 5210 |
5210
BMS Financial Advisors
Rapid City,
South Dakota
| $151M | +$8.18M | +6% | 7.92% | – | 116 | 34.48% | 0.8 |
|
| 5211 |
5211
Sterneck Capital Management
Kansas City,
Missouri
| $151M | +$9.29M | +7% | 6.21% | 61.5% | 107 | 18.69% | 4 |
|
| 5212 |
RM
5212
Rudius Management
New York
| $151M | +$17.6M | +13% | 13.3% | 8.92% | 4 | 0% | 1.9 |
|
| 5213 |
5213
Forza Wealth Management
Sarasota,
Florida
| $151M | – | – | 9.91% | 69.8% | 142 | – | 0 |
|
| 5214 |
SC
5214
Stephens Consulting
Flint,
Michigan
| $151M | +$39.3M | +35% | 8.83% | 50.1% | 571 | 13.66% | 0.9 |
|
| 5215 |
5215
R.W. Roge & Company
Bohemia,
New York
| $150M | +$9.32M | +7% | 2.92% | 68.1% | 41 | 17.07% | 2.1 |
|
| 5216 |
5216
Magnolia Capital Advisors
Jackson,
Mississippi
| $150M | +$32.2M | +27% | 7.27% | 78.7% | 140 | 11.43% | 1.5 |
|
| 5217 |
5217
Sharper & Granite
El Segundo,
California
| $150M | – | – | 8.18% | 47.1% | 99 | – | 0 |
|
| 5218 |
5218
EPIQ Partners
Minneapolis,
Minnesota
| $150M | -$11.4M | -7% | 2.61% | 49.6% | 84 | 15.48% | 2.2 |
|
| 5219 |
5219
Stonebridge Financial Planning Group
Orlando,
Florida
| $150M | +$7.29M | +5% | 5.58% | 67.2% | 125 | 9.6% | 2.1 |
|
| 5220 |
WMA
5220
Wealth Management Associates
Cherry Hill,
New Jersey
| $150M | +$8.21M | +6% | 9.98% | 111% | 196 | 16.33% | 2.4 |
|
| 5221 |
5221
7G Capital Management
New York
| $150M | -$5.36M | -3% | 0.6% | 137% | 9 | 33.33% | 1.2 |
|
| 5222 |
5222
Corepath Wealth Partners
Scottsdale,
Arizona
| $150M | +$15.4M | +11% | 7.97% | 62.1% | 38 | 0% | 1.8 |
|
| 5223 |
5223
Prosperity Consulting Group
Owings Mills,
Maryland
| $150M | +$28.2M | +23% | 8.17% | 66.8% | 105 | 12.38% | 0.8 |
|
| 5224 |
5224
Virtus Investment Advisers
Hartford,
Connecticut
| $150M | -$67.6M | -31% | 13.3% | 172% | 388 | 20.88% | 0.2 |
|
| 5225 |
5225
Heron Financial Group
New York
| $150M | -$12.1M | -7% | 10.2% | 47.5% | 144 | 19.44% | 2.4 |
|