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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
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| $206M | +$7.34M | +4% | 0.7% | 35.4% | 43 | 9.3% | 1.8 |
|
| 5202 |
5202
Creative Capital Management Investments
San Diego,
California
| $206M | +$12.3M | +6% | 0.76% | 50.7% | 269 | 29.37% | 1 |
|
| 5203 |
5203
Wealth Management Partners
Tucson,
Arizona
| $206M | +$8.72M | +4% | 7.87% | 194% | 121 | 14.88% | 2.4 |
|
| 5204 |
5204
Amtrust Financial Services
New York
| $206M | +$5.9M | +3% | 2.51% | 61.9% | 15 | 6.67% | 2.6 |
|
| 5205 |
5205
BCS Wealth Management
Johnson City,
Tennessee
| $206M | -$106M | -34% | 1.89% | 46.7% | 241 | 38.17% | 1.7 |
|
| 5206 |
5206
Investors Asset Management of Georgia
Atlanta,
Georgia
| $206M | -$7.17M | -3% | 0.54% | 118% | 165 | 4.85% | 6.4 |
|
| 5207 |
5207
Mine & Arao Wealth Creation & Management
Campbell,
California
| $205M | +$3.32M | +2% | 6.74% | 92% | 385 | 80.78% | 4.3 |
|
| 5208 |
5208
Raine Capital
New York
| $205M | -$30.1M | -13% | 17.8% | 119% | 5 | 0% | 2.7 |
|
| 5209 |
5209
Sensible Money
Scottsdale,
Arizona
| $205M | +$19.1M | +10% | 0.91% | 69.1% | 86 | 9.3% | 1.3 |
|
| 5210 |
5210
Warner Financial
Bethesda,
Maryland
| $205M | +$5.47M | +3% | 1.37% | 62.1% | 112 | 4.46% | 1.9 |
|
| 5211 |
DRP
5211
Decade Renewable Partners
Houston,
Texas
| $205M | +$16.2M | +9% | 0.23% | – | 46 | 63.04% | 0.4 |
|
| 5212 |
5212
Traveka Wealth
Los Altos,
California
| $205M | -$11.5M | -5% | 2.74% | 78.1% | 137 | 7.3% | 0.5 |
|
| 5213 |
LFP
5213
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| $205M | +$7.24M | +4% | 0.9% | 65.4% | 72 | 11.11% | 0.7 |
|
| 5214 |
5214
Collaborative Wealth Management
Lake Mary,
Florida
| $205M | +$5.11M | +3% | 0.7% | 41.6% | 176 | 5.11% | 2.5 |
|
| 5215 |
5215
Voisard Asset Management Group
Grand Rapids,
Michigan
| $205M | +$26.9M | +15% | 0.87% | 50.5% | 429 | 21.91% | 0.4 |
|
| 5216 |
5216
Bullseye Asset Management
Denver,
Colorado
| $204M | -$8.68M | -4% | 4.24% | 81% | 67 | 11.94% | 3.3 |
|
| 5217 |
5217
Aull & Monroe Investment Management
Mobile,
Alabama
| $204M | -$14.4M | -7% | 0.86% | 98.3% | 135 | 8.15% | 8 |
|
| 5218 |
5218
Guinness Atkinson Asset Management
Pasadena,
California
| $204M | -$8.6M | -4% | 6.2% | 132% | 105 | 5.71% | 5.8 |
|
| 5219 |
5219
Virtus ETF Advisers
New York
| $204M | +$15.9M | +8% | 0.14% | 177% | 488 | 21.72% | 2.2 |
|
| 5220 |
5220
JPL Wealth Management
Highlands Ranch,
Colorado
| $204M | +$23M | +13% | 2.82% | – | 115 | 13.04% | 0.4 |
|
| 5221 |
5221
Maxwell Wealth Strategies
Pleasanton,
California
| $204M | +$6.8M | +3% | 2.64% | – | 105 | 3.81% | 0.4 |
|
| 5222 |
5222
Centennial Bank
Conway,
Arkansas
| $204M | +$8.74M | +4% | 1.39% | 69.9% | 352 | 13.07% | 1.3 |
|
| 5223 |
5223
Ardent Capital Management
Cincinnati,
Ohio
| $204M | +$4.84M | +2% | 3.54% | 87.2% | 46 | 8.7% | 1.5 |
|
| 5224 |
5224
FullCircle Wealth
Dallas,
Texas
| $204M | – | – | 0.68% | – | 167 | – | 0 |
|
| 5225 |
AFC
5225
AFT Forsyth & Company
West Palm Beach,
Florida
| $204M | +$28.5M | +16% | 10.5% | 135% | 140 | 5% | 6.5 |
|