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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5276 |
5276
Maxwell Wealth Strategies
Pleasanton,
California
| $197M | +$44.3M | +29% | 10.7% | – | 110 | 24.55% | 0.2 |
|
| 5277 |
5277
Van Leeuwen & Company
Princeton,
New Jersey
| $197M | +$25.5M | +15% | 17% | 75.4% | 96 | 20.83% | 2.1 |
|
| 5278 |
5278
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| $197M | +$14.5M | +8% | 13.6% | 151% | 106 | 25.47% | 1.7 |
|
| 5279 |
5279
Gallacher Capital Management
Lone Tree,
Colorado
| $197M | +$17.7M | +10% | 6.22% | 82.8% | 320 | 37.19% | 0.7 |
|
| 5280 |
5280
First Financial Corp
Terre Haute,
Indiana
| $197M | +$461K | +0.2% | 7.22% | 95.3% | 574 | 37.28% | 4.5 |
|
| 5281 |
5281
Deane Retirement Strategies
New Orleans,
Louisiana
| $197M | +$13.6M | +7% | 8.51% | 73.4% | 87 | 47.13% | 2.4 |
|
| 5282 |
5282
Wealth Management Partners
Tucson,
Arizona
| $197M | +$17.6M | +10% | 15.6% | 194% | 127 | 14.96% | 2.2 |
|
| 5283 |
5283
Aspen Investment Management
Grand Rapids,
Michigan
| $197M | +$17.9M | +10% | 8.43% | 92.6% | 159 | 16.35% | 5.6 |
|
| 5284 |
5284
OMC Financial Services
Dewitt,
New York
| $197M | – | – | 17.2% | – | 60 | – | 0 |
|
| 5285 |
5285
Holistic Financial Partners
Indianapolis,
Indiana
| $197M | +$30.5M | +18% | 14.8% | 95.7% | 143 | 21.68% | 2.5 |
|
| 5286 |
5286
Alta Wealth Advisors
Woburn,
Massachusetts
| $197M | +$17.5M | +10% | 11.1% | 120% | 133 | 9.02% | 2.3 |
|
| 5287 |
5287
United Bank (Georgia)
Zebulon,
Georgia
| $197M | +$15.5M | +9% | 9.63% | 93.7% | 97 | 9.28% | 4.7 |
|
| 5288 |
5288
Silverlake Wealth Management
Williston,
Vermont
| $196M | +$15.1M | +8% | 7.41% | 73.3% | 258 | 17.83% | 1.6 |
|
| 5289 |
5289
Searcy Financial Services
Overland Park,
Kansas
| $196M | +$16.2M | +9% | 6.38% | 60.2% | 27 | 25.93% | 2.2 |
|
| 5290 |
5290
Theory Financial
Fort Collins,
Colorado
| $196M | +$9.22M | +5% | 5.4% | 54.5% | 85 | 32.94% | 1 |
|
| 5291 |
AP
5291
Arlington Partners
Birmingham,
Alabama
| $196M | -$151M | -44% | 7.5% | 46.4% | 261 | 78.93% | 2 |
|
| 5292 |
HWMA
5292
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| $196M | +$11.8M | +6% | 6.03% | – | 185 | 13.51% | 2.4 |
|
| 5293 |
5293
Denver Wealth Management
Denver,
Colorado
| $196M | +$19.2M | +11% | 7.13% | 64.4% | 83 | 13.25% | 1.7 |
|
| 5294 |
5294
Verger Capital Management
Winston-Salem,
North Carolina
| $196M | +$16.6M | +9% | 6.94% | 58.3% | 13 | 0% | 7.1 |
|
| 5295 |
5295
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| $196M | +$20.2M | +12% | 6.57% | 58.3% | 52 | 23.08% | 1.9 |
|
| 5296 |
5296
True Wind Capital Management
San Francisco,
California
| $196M | -$142M | -42% | 14.8% | 59.6% | 3 | 33.33% | 2.3 |
|
| 5297 |
5297
Morris Financial Concepts
Mount Pleasant,
South Carolina
| $195M | +$20.4M | +12% | 6.32% | 56.5% | 174 | 12.07% | 1.6 |
|
| 5298 |
5298
Centennial Bank
Conway,
Arkansas
| $195M | +$28.1M | +17% | 7.24% | 69.9% | 341 | 7.04% | 1.1 |
|
| 5299 |
5299
Castellan Group
Louisville,
Kentucky
| $195M | +$34.3M | +21% | 24.7% | 184% | 69 | 31.88% | 1.6 |
|
| 5300 |
5300
Cypress Point Wealth Management
Dallas,
Texas
| $195M | +$60.7M | +45% | 12.2% | 255% | 72 | 26.39% | 1 |
|