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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
Bond Capital Management
San Francisco,
California
| $233M | +$25.4M | +12% | 15.9% | 47.5% | 5 | 0% | 2.8 |
|
| 5202 |
5202
Gen-Wealth Partners
Zeeland,
Michigan
| $233M | +$3.64M | +2% | 0.58% | – | 694 | 11.67% | 0.7 |
|
| 5203 |
SIM
5203
Synergy Investment Management
Altamonte Springs,
Florida
| $233M | – | – | 0.32% | – | 636 | – | 0 |
|
| 5204 |
5204
Verde Servicos Internacionais
Sao Paulo,
Brazil
| $232M | +$16.8M | +8% | 8.41% | 130% | 51 | 66.67% | 0.4 |
|
| 5205 |
WFA
5205
WMG Financial Advisors
Knoxville,
Tennessee
| $232M | +$10.9M | +5% | 0.47% | 73.8% | 189 | 15.87% | 1.6 |
|
| 5206 |
5206
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| $232M | -$8.28M | -3% | 1.96% | 83% | 124 | 6.45% | 6.2 |
|
| 5207 |
5207
1248 Management
Kansas City,
Missouri
| $232M | – | – | 2.79% | – | 75 | – | 0 |
|
| 5208 |
5208
Wela Strategies
Atlanta,
Georgia
| $232M | +$2.63M | +1% | 4.45% | 51.3% | 76 | 61.84% | 2.4 |
|
| 5209 |
5209
John W. Brooker & Co
Oakland,
California
| $232M | +$14M | +6% | 0.55% | 43.4% | 78 | 7.69% | 3.6 |
|
| 5210 |
5210
Payne Capital Management
New York
| $232M | – | – | 0.9% | – | 69 | – | 0 |
|
| 5211 |
5211
Wealth Management Partners
Tucson,
Arizona
| $232M | +$16M | +7% | 6.97% | 194% | 122 | 16.39% | 2.5 |
|
| 5212 |
5212
Wills Financial Group
Richmond,
Virginia
| $232M | -$6.8M | -3% | 2.1% | 57.5% | 67 | 5.97% | 5.3 |
|
| 5213 |
5213
Lokken Investment Group
Lewes,
Delaware
| $232M | -$8.26M | -3% | 0.19% | 65.3% | 164 | 19.51% | 2.2 |
|
| 5214 |
5214
Pacifica Partners
Surrey,
Canada
| $231M | -$10.7M | -4% | 0.12% | 127% | 514 | 8.75% | 3.2 |
|
| 5215 |
5215
Axis Capital Holdings
Pembroke,
| $231M | +$3.8M | +2% | 1.72% | 76% | 3 | 0% | 8.1 |
|
| 5216 |
5216
Napa Wealth Management
Napa,
California
| $231M | +$20M | +9% | 4.07% | – | 219 | 51.14% | 0.4 |
|
| 5217 |
OFCM
5217
One Fin Capital Management
San Francisco,
California
| $231M | -$33.4M | -13% | 5.16% | 92% | 23 | 43.48% | 0.7 |
|
| 5218 |
5218
AlphaMark Advisors
Ft. Wright,
Kentucky
| $231M | -$58.7M | -20% | 0.21% | 26.4% | 773 | 25.87% | 4.2 |
|
| 5219 |
5219
Castellan Group
Louisville,
Kentucky
| $231M | -$6.42M | -3% | 9.88% | 184% | 70 | 28.57% | 1.5 |
|
| 5220 |
5220
Sittner & Nelson
Eugene,
Oregon
| $231M | +$7.09M | +3% | 2.08% | 88.1% | 507 | 18.15% | 2.8 |
|
| 5221 |
YRHAM
5221
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| $231M | -$115M | -33% | 81.7% | 2,310% | 38 | 76.32% | 0.3 |
|
| 5222 |
5222
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| $231M | +$15.2M | +7% | 0.33% | 68.8% | 126 | 7.94% | 2.4 |
|
| 5223 |
5223
Sherman Porfolios
Coeur D'alene,
Idaho
| $230M | – | – | 4.93% | – | 56 | – | 0 |
|
| 5224 |
5224
Boothe Investment Group
Dover,
Delaware
| $230M | +$11.5M | +5% | 0.16% | 75.6% | 41 | 9.76% | 2.2 |
|
| 5225 |
5225
Arch Venture Management
Chicago,
Illinois
| $230M | -$30.3M | -12% | 4.08% | 228% | 9 | 0% | 1.7 |
|