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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5251 |
5251
Collaborative Wealth Management
Lake Mary,
Florida
| $199M | +$14.8M | +8% | 5.12% | 46.6% | 180 | 10.56% | 2.3 |
|
| 5252 |
5252
Altus Wealth Group
Colorado Springs,
Colorado
| $199M | +$19M | +11% | 8.12% | 76.7% | 161 | 26.09% | 2 |
|
| 5253 |
5253
Leisure Capital Management
Costa Mesa,
California
| $199M | +$14.3M | +8% | 8.52% | 111% | 144 | 18.06% | 5 |
|
| 5254 |
5254
Ardent Capital Management
Cincinnati,
Ohio
| $199M | +$8.36M | +4% | 10.5% | 87.2% | 47 | 6.38% | 1.2 |
|
| 5255 |
5255
FIDELIS iM
Medford,
Oregon
| $199M | +$13.4M | +7% | 4.56% | 44.8% | 18 | 11.11% | 2.2 |
|
| 5256 |
5256
Towerpoint Wealth
Sacramento,
California
| $199M | +$15.6M | +9% | 7.17% | 67.7% | 86 | 11.63% | 3.5 |
|
| 5257 |
5257
WorthPointe
La Jolla,
California
| $199M | +$2.06M | +1% | 7.76% | 59.7% | 88 | 42.05% | 1.1 |
|
| 5258 |
5258
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| $199M | +$9.34M | +5% | 2.22% | 35.4% | 45 | 13.33% | 1.5 |
|
| 5259 |
5259
Sittner & Nelson
Eugene,
Oregon
| $199M | +$11.4M | +6% | 9.2% | 88.1% | 514 | 15.18% | 2.4 |
|
| 5260 |
5260
Act Wealth Management
Plano,
Texas
| $198M | +$13M | +7% | 6.69% | 70% | 50 | 22% | 2 |
|
| 5261 |
CNBT
5261
Cornerstone National Bank & Trust
Palatine,
Illinois
| $198M | +$11.6M | +6% | 3.92% | 38.5% | 62 | 4.84% | 3.4 |
|
| 5262 |
5262
Claris Advisors
St. Louis,
Missouri
| $198M | +$17.6M | +10% | 7.08% | 65.7% | 59 | 15.25% | 1.4 |
|
| 5263 |
5263
Acuitas Investments
Seattle,
Washington
| $198M | +$6.73M | +4% | 12.2% | 120% | 139 | 27.34% | 0.7 |
|
| 5264 |
5264
Luken Investment Analytics
Brentwood,
Tennessee
| $198M | +$12.8M | +7% | 4.41% | 51% | 136 | 8.09% | 2.4 |
|
| 5265 |
5265
Boothe Investment Group
Dover,
Delaware
| $198M | -$23.3M | -11% | 5.38% | 75.6% | 38 | 13.16% | 2 |
|
| 5266 |
5266
Silphium Asset Management
London,
United Kingdom
| $198M | +$10.2M | +5% | 14.6% | 118% | 55 | 43.64% | 0.7 |
|
| 5267 |
5267
Weitzel Financial Services
Dubuque,
Iowa
| $198M | +$11.6M | +6% | 4.9% | 46.3% | 43 | 13.95% | 2.2 |
|
| 5268 |
5268
Foresite Capital Management IV
Larkspur,
California
| $198M | +$40.5K | +0% | 5.39% | 151% | 5 | 0% | 3 |
|
| 5269 |
5269
APEIRON Capital Ltd
Hong Kong
| $198M | +$130M | +191% | 44.4% | 362% | 14 | 57.14% | 0.8 |
|
| 5270 |
5270
Old West Investment Management
Los Angeles,
California
| $198M | +$3.25M | +2% | 3.29% | 242% | 55 | 32.73% | 2.6 |
|
| 5271 |
5271
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| $198M | +$14.9M | +8% | 7.87% | 64.8% | 81 | 12.35% | 3.1 |
|
| 5272 |
5272
Lanham O'Dell & Company
Hurricane,
West Virginia
| $198M | +$53.5M | +37% | 13.7% | 81% | 36 | 36.11% | 1.2 |
|
| 5273 |
5273
Game Plan Financial Advisors
Westlake,
Ohio
| $198M | +$23M | +13% | 12.6% | – | 486 | 19.55% | 0.7 |
|
| 5274 |
LFP
5274
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| $198M | +$17.6M | +10% | 7.82% | 65.4% | 69 | 11.59% | 0.4 |
|
| 5275 |
5275
Plum Street Advisors
New Orleans,
Louisiana
| $197M | +$47.3M | +32% | 5.44% | – | 85 | 31.76% | 0.2 |
|