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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
Investment Research & Advisory Group
Atlanta,
Georgia
| $156M | +$3.59M | +2% | 11.1% | 105% | 205 | 7.32% | 2.1 |
|
| 5202 |
5202
Activest Wealth Management
Aventure,
Florida
| $156M | -$182M | -54% | 8.24% | 117% | 602 | 71.26% | 0.9 |
|
| 5203 |
5203
Solitude Financial Services
Charlottesville,
Virginia
| $156M | +$9.9M | +7% | 4.12% | 62.4% | 45 | 4.44% | 1.7 |
|
| 5204 |
HIS
5204
Horizon Investment Services
Hammond,
Indiana
| $156M | +$18.1M | +13% | 10.1% | 250% | 123 | 30.89% | 2.6 |
|
| 5205 |
5205
Mine & Arao Wealth Creation & Management
Campbell,
California
| $156M | +$20.7M | +15% | 10.6% | 105% | 338 | 8.58% | 2.4 |
|
| 5206 |
5206
Milestones Administradora de Recursos
Jaragua Do Sul,
Brazil
| $156M | +$20M | +15% | 18.3% | 116% | 14 | 14.29% | 1 |
|
| 5207 |
5207
Westhampton Capital
Winston-Salem,
North Carolina
| $156M | +$7.74M | +5% | 6.84% | 105% | 119 | 7.56% | 3 |
|
| 5208 |
5208
Pacific Wealth Management
San Diego,
California
| $156M | +$19.7M | +14% | 2.76% | 72.8% | 32 | 31.25% | 1 |
|
| 5209 |
5209
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $156M | -$67.9M | -30% | 14.9% | 119% | 60 | 18.33% | 1.8 |
|
| 5210 |
5210
First Capital Advisors Group
Little Silver,
New Jersey
| $156M | +$8.12M | +6% | 7.22% | – | 248 | 21.37% | 1.2 |
|
| 5211 |
5211
Ruedi Wealth Management
Champaign,
Illinois
| $156M | +$13.9M | +10% | 4.64% | 44.9% | 282 | 19.5% | 0.2 |
|
| 5212 |
5212
Seneca Financial Advisors
Rochester,
New York
| $156M | -$2.44M | -2% | 3.96% | 50.9% | 58 | 22.41% | 1.5 |
|
| 5213 |
5213
Hartree Partners
New York
| $156M | +$38.3M | +33% | 2.55% | 138% | 68 | 41.18% | 0.4 |
|
| 5214 |
5214
GoodHaven Capital Management
Millburn,
New Jersey
| $155M | +$6.71M | +5% | 9.52% | 80.7% | 29 | 6.9% | 4.1 |
|
| 5215 |
5215
AMJ Financial Wealth Management
Leesburg,
Virginia
| $155M | -$13.6M | -8% | 6.35% | 167% | 72 | 44.44% | 1.1 |
|
| 5216 |
5216
Maytus Capital Management
New York
| $155M | +$66.7M | +75% | 32% | 442% | 64 | 70.31% | 0.3 |
|
| 5217 |
5217
Birch Capital Management
Dallas,
Texas
| $155M | +$10M | +7% | 8.14% | 62% | 107 | 8.41% | 2.5 |
|
| 5218 |
5218
Channel Wealth
Santa Barbara,
California
| $155M | – | – | 9.88% | 68.1% | 202 | – | 0 |
|
| 5219 |
5219
Silverleafe Capital Partners
Germantown,
Tennessee
| $155M | +$3.76M | +2% | 6.09% | 87.7% | 61 | 14.75% | 2.2 |
|
| 5220 |
5220
ACT Advisors
Asheville,
North Carolina
| $155M | -$1.97M | -1% | 7.83% | 75.4% | 38 | 34.21% | 1.3 |
|
| 5221 |
5221
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $155M | +$39.8M | +34% | 15.7% | 282% | 40 | 25% | 1.1 |
|
| 5222 |
5222
Brown Shipley & Co
London,
United Kingdom
| $155M | – | – | 15.3% | 125% | 121 | – | 0 |
|
| 5223 |
5223
Stonebridge Financial Planning Group
Orlando,
Florida
| $155M | +$4.71M | +3% | 6.87% | 72.4% | 131 | 12.98% | 2.2 |
|
| 5224 |
5224
Matisse Capital
Portland,
Oregon
| $155M | +$42.3M | +38% | 5.44% | 73.3% | 187 | 36.36% | 1 |
|
| 5225 |
5225
Socha Financial Group
Corning,
New York
| $155M | +$13.9M | +10% | 9.23% | 88.4% | 27 | 29.63% | 0.6 |
|