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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
Boothe Investment Group
Dover,
Delaware
| $219M | +$3.03M | +1% | 5.19% | 75.6% | 47 | 25.53% | 1.9 |
|
| 5202 |
5202
Alta Wealth Advisors
Woburn,
Massachusetts
| $219M | +$18.4M | +9% | 5.48% | 120% | 136 | 13.97% | 2.4 |
|
| 5203 |
5203
nVerses Capital
Wellington,
Florida
| $219M | +$51.1M | +31% | 8.26% | – | 1,446 | 65.98% | 0.2 |
|
| 5204 |
5204
Alexander Labrunerie & Co
Columbia,
Missouri
| $218M | +$32.3M | +17% | 5.38% | – | 105 | 16.19% | 0.4 |
|
| 5205 |
5205
Forza Wealth Management
Sarasota,
Florida
| $218M | +$24.4M | +13% | 6.82% | 69.8% | 189 | 10.58% | 1.4 |
|
| 5206 |
MAS
5206
Madden Advisory Services
Jacksonville,
Florida
| $218M | +$21.7M | +11% | 5.82% | 52.3% | 101 | 8.91% | 5.1 |
|
| 5207 |
5207
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $218M | +$30.2M | +16% | 15.5% | 36.9% | 68 | 0% | 7.5 |
|
| 5208 |
5208
Centennial Bank
Conway,
Arkansas
| $218M | +$14M | +7% | 7.81% | 69.9% | 345 | 11.3% | 1.5 |
|
| 5209 |
5209
Trinity Wealth Management
Berwyn,
Pennsylvania
| $218M | +$17.5M | +9% | 4.78% | 56.7% | 58 | 24.14% | 2.3 |
|
| 5210 |
5210
Access Financial Services
Minneapolis,
Minnesota
| $218M | -$1.98M | -0.9% | 6% | 44.8% | 106 | 14.15% | 3.5 |
|
| 5211 |
5211
Jessup Wealth Management
Dayton,
Ohio
| $218M | -$16.5M | -7% | 3.9% | 181% | 68 | 32.35% | 1 |
|
| 5212 |
5212
Symmetry Peak Management
Radnor,
Pennsylvania
| $218M | +$161M | +284% | 8.19% | 320% | 109 | 83.49% | 0.1 |
|
| 5213 |
5213
Gallacher Capital Management
Lone Tree,
Colorado
| $218M | +$27.9M | +15% | 16.1% | 82.8% | 332 | 35.24% | 1 |
|
| 5214 |
5214
John W. Brooker & Co
Oakland,
California
| $218M | +$18.2M | +9% | 5.5% | 43.4% | 77 | 5.19% | 3.4 |
|
| 5215 |
5215
Luken Investment Analytics
Brentwood,
Tennessee
| $218M | +$18.9M | +10% | 4.8% | 47.6% | 148 | 13.51% | 2.8 |
|
| 5216 |
5216
Continental Grain Company
New York
| $218M | +$17.4M | +9% | 8.78% | 5.73% | 2 | 0% | 3 |
|
| 5217 |
5217
Realta Investment Advisors
Wilmington,
Delaware
| $217M | -$293M | -57% | 5.19% | 151% | 800 | 58.13% | 2.6 |
|
| 5218 |
5218
Kennedy Investment Group
West Depford,
New Jersey
| $217M | +$19.9M | +10% | 6% | 95.4% | 128 | 12.5% | 1.5 |
|
| 5219 |
5219
Hazlett, Burt & Watson
Wheeling,
West Virginia
| $217M | +$23.2M | +12% | 6.79% | 97.1% | 761 | 10.91% | 1.9 |
|
| 5220 |
5220
Asia Research & Capital Management
Hong Kong
| $217M | +$101M | +87% | 0.37% | – | 6 | 50% | 0.3 |
|
| 5221 |
5221
Decatur Capital Management
Decatur,
Georgia
| $217M | +$10.9M | +5% | 4.31% | 135% | 51 | 7.84% | 4 |
|
| 5222 |
JPLA
5222
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $217M | +$21.9M | +11% | 5.2% | 84% | 139 | 13.67% | 3.4 |
|
| 5223 |
5223
High Ground Investment Management
London,
United Kingdom
| $217M | -$39.4M | -15% | 1.8% | 25.9% | 10 | 20% | 1.3 |
|
| 5224 |
5224
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
| $217M | +$19.2M | +10% | 7.2% | – | 215 | 89.77% | 0 |
|
| 5225 |
5225
New Wave Wealth Advisors
Springdale,
Arkansas
| $217M | +$30.9M | +17% | 7.2% | – | 167 | 29.94% | 0.2 |
|