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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
Prudent Man Advisors
Naperville,
Illinois
| $275M | +$3.23M | +1% | 3.32% | 92.5% | 140 | 8.57% | 3.8 |
|
| 5277 |
5277
Access Financial Services
Minneapolis,
Minnesota
| $275M | -$1.43M | -0.5% | 1.31% | 44.8% | 108 | 13.89% | 3.9 |
|
| 5278 |
5278
Absolute Capital Management
Pittsburgh,
Pennsylvania
| $275M | +$41.1M | +18% | 2.73% | 98.2% | 141 | 20.57% | 1.4 |
|
| 5279 |
5279
Dupree Financial Group
Lexington,
Kentucky
| $274M | +$11.3M | +4% | 2.2% | 75.8% | 85 | 23.53% | 1.2 |
|
| 5280 |
5280
Nova R Wealth
Overland Park,
Kansas
| $274M | +$38.5M | +16% | 2.69% | 60.7% | 94 | 21.28% | 2.5 |
|
| 5281 |
5281
Fourth Dimension Wealth
Middleburg Heights,
Ohio
| $274M | +$11.9M | +5% | 2.45% | – | 625 | 8.96% | 0.9 |
|
| 5282 |
5282
BKM Wealth Management
Brookfield,
Wisconsin
| $274M | +$2.29M | +0.8% | 2.14% | 69.6% | 157 | 8.28% | 1.7 |
|
| 5283 |
5283
Zullo Investment Group
Scranton,
Pennsylvania
| $273M | +$2.93M | +1% | 3.3% | 143% | 158 | 6.33% | 3.3 |
|
| 5284 |
5284
Mullooly Asset Management
Wall Township,
New Jersey
| $273M | +$12.7M | +5% | 1.71% | – | 52 | 3.85% | 0.7 |
|
| 5285 |
5285
New Wave Wealth Advisors
Springdale,
Arkansas
| $273M | +$16.8M | +7% | 4.97% | – | 200 | 20.5% | 0.9 |
|
| 5286 |
5286
Balanced Wealth Group
Westlake,
Ohio
| $273M | +$45.6M | +20% | 2.03% | – | 72 | 4.17% | 1.8 |
|
| 5287 |
5287
Brown Financial Advisors
Milford,
Ohio
| $273M | +$2.56M | +0.9% | 1.67% | – | 172 | 26.16% | 0.9 |
|
| 5288 |
5288
IMZ Advisory
Boca Raton,
Florida
| $273M | +$4.53M | +2% | 1.81% | 73.1% | 41 | 4.88% | 1.8 |
|
| 5289 |
5289
Inlight Wealth Management
Atlanta,
Georgia
| $273M | +$60.1M | +28% | 3.77% | – | 258 | 13.95% | 0.7 |
|
| 5290 |
5290
Potentia Wealth
San Jose,
California
| $273M | +$10.8M | +4% | 1.95% | – | 98 | 8.16% | 0.8 |
|
| 5291 |
5291
SB Capital Management
Encino,
California
| $273M | – | – | 14.8% | – | 93 | – | 0 |
|
| 5292 |
5292
Waypoint Wealth Counsel
Atlanta,
Georgia
| $273M | +$19.5M | +8% | 5.53% | 111% | 324 | 29.32% | 1 |
|
| 5293 |
5293
Letson Investment Management
Atlanta,
Georgia
| $273M | -$6.03M | -2% | 0.89% | 56.7% | 102 | 3.92% | 1.6 |
|
| 5294 |
5294
Ted Buchan & Co
San Diego,
California
| $272M | +$17.2M | +7% | 1.67% | 65.2% | 90 | 10% | 1.9 |
|
| 5295 |
5295
Cyrus Capital Partners
New York
| $272M | -$145M | -35% | 21.9% | 163% | 5 | 20% | 1.6 |
|
| 5296 |
5296
AMANSA Capital
Raffles City Tower,
Singapore
| $272M | -$59M | -18% | 6.33% | 32% | 2 | 0% | 2.5 |
|
| 5297 |
5297
Spectrum Wealth Advisory Group
Granite Bay,
California
| $272M | +$29.8M | +12% | 1.94% | 76.1% | 67 | 17.91% | 2.8 |
|
| 5298 |
5298
Stance Capital
Boston,
Massachusetts
| $272M | -$740K | -0.3% | 4.44% | – | 314 | 68.47% | 0.4 |
|
| 5299 |
5299
Amiral Gestion
Paris,
France
| $272M | -$3.24M | -1% | 5.4% | – | 33 | 36.36% | 0.5 |
|
| 5300 |
5300
Congruence Capital
Los Angeles,
California
| $272M | – | – | 3.62% | – | 30 | – | 0 |
|