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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5301 |
5301
Claris Advisors
St. Louis,
Missouri
| $181M | +$24.1M | +15% | 11.3% | 65.7% | 55 | 16.36% | 1.3 |
|
| 5302 |
5302
Myriad Asset Management US
West Palm Beach,
Florida
| $181M | +$176M | +3,563% | 17.5% | – | 8 | 87.5% | 0.1 |
|
| 5303 |
5303
Geneva Partners
Lake Geneva,
Wisconsin
| $181M | +$29.8M | +20% | 15.1% | 417% | 81 | 35.8% | 1.7 |
|
| 5304 |
5304
Altus Wealth Group
Colorado Springs,
Colorado
| $180M | +$22.9M | +15% | 11% | 76.7% | 143 | 11.19% | 1.9 |
|
| 5305 |
IGYL
5305
I.G.Y. Ltd
London,
United Kingdom
| $180M | +$18.4M | +11% | 14.2% | 80.5% | 3 | 0% | 3.8 |
|
| 5306 |
5306
Searcy Financial Services
Overland Park,
Kansas
| $180M | +$14.7M | +9% | 8.81% | 60.2% | 21 | 0% | 2.5 |
|
| 5307 |
5307
Worldly Partners Management
Needham,
Massachusetts
| $180M | +$23.5M | +15% | 17.2% | 19.2% | 4 | 25% | 1 |
|
| 5308 |
5308
MQS Management
New York
| $180M | +$15.9M | +10% | 8.84% | 4.55% | 706 | 80.17% | 0.1 |
|
| 5309 |
LFP
5309
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| $180M | +$4.59M | +3% | 10.6% | 65.4% | 68 | 17.65% | 0.2 |
|
| 5310 |
5310
Moseley Investment Management
Bradenton,
Florida
| $180M | +$12.5M | +7% | 12% | 96.6% | 157 | 15.29% | 3.1 |
|
| 5311 |
5311
Lifestyle Asset Management
Friendswood,
Texas
| $180M | +$15M | +9% | 8.33% | 88.3% | 107 | 28.04% | 0.6 |
|
| 5312 |
5312
Burkett Financial Services
Rock Hill,
South Carolina
| $180M | – | – | 9.96% | 63.6% | 198 | – | 0 |
|
| 5313 |
5313
MBA Advisors
Hermitage,
Pennsylvania
| $179M | +$16.4M | +10% | 8.99% | 66.1% | 126 | 11.9% | 2 |
|
| 5314 |
5314
Corepath Wealth Partners
Scottsdale,
Arizona
| $179M | +$13.5M | +8% | 9.55% | 62.1% | 42 | 7.14% | 2.6 |
|
| 5315 |
5315
Christopher J. Hasenberg
Eau Claire,
Wisconsin
| $179M | – | – | 11.2% | – | 21 | – | 0 |
|
| 5316 |
5316
Gallacher Capital Management
Lone Tree,
Colorado
| $179M | +$19.2M | +12% | 9.35% | 82.8% | 305 | 38.36% | 0.6 |
|
| 5317 |
5317
New York Life Insurance Company
New York
| $179M | -$718M | -80% | 11.2% | 71% | 8 | 62.5% | 4.5 |
|
| 5318 |
5318
Wealth Management Partners
Tucson,
Arizona
| $179M | +$19M | +12% | 12.4% | 194% | 124 | 11.29% | 2 |
|
| 5319 |
5319
Alta Wealth Advisors
Woburn,
Massachusetts
| $179M | +$16M | +10% | 15% | 120% | 140 | 18.57% | 2.1 |
|
| 5320 |
5320
Verger Capital Management
Winston-Salem,
North Carolina
| $179M | +$66M | +58% | 7.85% | 58.3% | 13 | 0% | 6.8 |
|
| 5321 |
5321
PCG Wealth Advisors
Overland Park,
Kansas
| $179M | +$26.6M | +17% | 8.58% | 87% | 115 | 19.13% | 1.3 |
|
| 5322 |
5322
Greenstone Partners & Co
Larkspur,
California
| $179M | +$27.9M | +18% | 13.1% | 527% | 9 | 0% | 2.4 |
|
| 5323 |
5323
Aspen Investment Management
Grand Rapids,
Michigan
| $179M | +$13.9M | +8% | 11% | 92.6% | 155 | 21.94% | 6 |
|
| 5324 |
5324
LDR Capital Management
New York
| $179M | +$14.2M | +9% | 9.71% | 28.4% | 45 | 11.11% | 1.5 |
|
| 5325 |
5325
Kennedy Investment Group
West Depford,
New Jersey
| $179M | +$12.7M | +8% | 9.84% | 95.4% | 129 | 14.73% | 0.9 |
|