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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5226 |
5226
Amtrust Financial Services
New York
| $217M | +$11.3M | +5% | 5.2% | 61.9% | 14 | 0% | 2.9 |
|
| 5227 |
5227
Twin Peaks Wealth Advisors
Burlingame,
California
| $217M | +$16.4M | +8% | 5.45% | – | 140 | 15% | 0.6 |
|
| 5228 |
5228
Bullseye Asset Management
Denver,
Colorado
| $217M | +$12.6M | +6% | 12.9% | 81% | 64 | 9.38% | 3.4 |
|
| 5229 |
5229
United Bank (Georgia)
Zebulon,
Georgia
| $217M | +$16.4M | +8% | 6.38% | 81.2% | 104 | 10.58% | 4.6 |
|
| 5230 |
5230
Elios Financial Group
Westlake,
Ohio
| $217M | – | – | 5.91% | – | 113 | – | 0 |
|
| 5231 |
5231
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| $216M | -$25.9M | -11% | 9.3% | 22.2% | 5 | 20% | 1.4 |
|
| 5232 |
5232
CNB Bank
Clearfield,
Pennsylvania
| $216M | +$8.33M | +4% | 6.92% | 91.6% | 540 | 7.78% | 3.8 |
|
| 5233 |
5233
IMZ Advisory
Boca Raton,
Florida
| $216M | +$15.8M | +8% | 4.94% | – | 37 | 16.22% | 0.6 |
|
| 5234 |
5234
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| $216M | +$15.1M | +8% | 4.46% | 44.1% | 40 | 5% | 3.6 |
|
| 5235 |
5235
Denver Wealth Management
Denver,
Colorado
| $216M | +$16.4M | +8% | 5.24% | 64.4% | 88 | 6.82% | 2 |
|
| 5236 |
5236
Horizon Bancorp
Michigan City,
Indiana
| $216M | +$5.54M | +3% | 5.87% | 33.4% | 235 | 8.94% | 2.8 |
|
| 5237 |
SCA
5237
Sander Capital Advisors
Seattle,
Washington
| $216M | -$3.03M | -1% | 0.09% | 113% | 16 | 12.5% | 3.8 |
|
| 5238 |
KCM
5238
Knoll Capital Management
Miami,
Florida
| $216M | +$67.4M | +45% | 33.4% | 258% | 37 | 8.11% | 2 |
|
| 5239 |
5239
Watchtower Advisors
Old Greenwich,
Connecticut
| $216M | +$60.6M | +39% | 10.7% | 384% | 17 | 47.06% | 0.7 |
|
| 5240 |
5240
Evergreen Private Wealth
Greenwood Village,
Colorado
| $216M | +$12.7M | +6% | 5.66% | 80.2% | 217 | 5.07% | 0.7 |
|
| 5241 |
5241
Wealth Management Partners
Tucson,
Arizona
| $216M | +$10.1M | +5% | 6.86% | 194% | 121 | 19.83% | 2.4 |
|
| 5242 |
5242
Aull & Monroe Investment Management
Mobile,
Alabama
| $216M | +$11.3M | +6% | 8.47% | 98.3% | 131 | 4.58% | 8 |
|
| 5243 |
5243
Bull Street Advisors
Savannah,
Georgia
| $215M | +$8.18M | +4% | 6.64% | 48.5% | 92 | 2.17% | 4.6 |
|
| 5244 |
5244
Verde Servicos Internacionais
Sao Paulo,
Brazil
| $215M | -$1.28M | -0.6% | 6.98% | 130% | 41 | 58.54% | 0.5 |
|
| 5245 |
5245
Mine & Arao Wealth Creation & Management
Campbell,
California
| $215M | +$10M | +5% | 5.11% | 105% | 75 | 1.33% | 4.5 |
|
| 5246 |
5246
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| $215M | +$16.2M | +8% | 6.5% | 60.1% | 127 | 9.45% | 2.2 |
|
| 5247 |
5247
HF Advisory Group
Annapolis,
Maryland
| $215M | +$21.8M | +11% | 7.35% | 73.2% | 167 | 3.59% | 1.5 |
|
| 5248 |
5248
Pacific Wealth Management
San Diego,
California
| $215M | +$18.6M | +9% | 5.15% | 72.8% | 22 | 27.27% | 1.9 |
|
| 5249 |
5249
Retirement Guys Formula
Maumee,
Ohio
| $215M | +$6.44M | +3% | 6.74% | 75.7% | 139 | 18.71% | 1.4 |
|
| 5250 |
5250
Left Brain Wealth Management
Naperville,
Illinois
| $215M | +$828K | +0.4% | 3.92% | 376% | 81 | 18.52% | 1.2 |
|