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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
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| $199M | +$1.57M | +0.8% | 0.96% | 56.8% | 81 | 7.41% | 3.3 |
|
| 5302 |
5302
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| $199M | +$3.66M | +2% | 1.78% | 58.3% | 53 | 7.55% | 2 |
|
| 5303 |
5303
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| $199M | +$35.1M | +21% | 2.25% | 60.1% | 121 | 8.26% | 2 |
|
| 5304 |
5304
WD Rutherford
Portland,
Oregon
| $199M | +$5.98M | +3% | 5% | 170% | 100 | 9% | 2.2 |
|
| 5305 |
5305
FWG Holdings
Winter Park,
Florida
| $199M | +$12.6M | +7% | 3.61% | 91.6% | 112 | 9.82% | 1.8 |
|
| 5306 |
5306
New Republic Capital
Charlotte,
North Carolina
| $199M | +$41.6M | +26% | 2.27% | 91.4% | 260 | 21.15% | 1 |
|
| 5307 |
5307
Stonebridge Financial Planning Group
Orlando,
Florida
| $199M | +$9.9M | +5% | 3.25% | 67.2% | 159 | 8.81% | 2.5 |
|
| 5308 |
CCM
5308
Conway Capital Management
Burbank,
California
| $199M | +$20.2M | +11% | 14.3% | 139% | 47 | 14.89% | 2.5 |
|
| 5309 |
5309
Luken Investment Analytics
Brentwood,
Tennessee
| $199M | +$655K | +0.3% | 2.74% | 47.6% | 148 | 13.51% | 2.3 |
|
| 5310 |
5310
Bayshore Asset Management
Coral Gables,
Florida
| $199M | -$5.1M | -3% | 1.35% | 62.3% | 43 | 25.58% | 2.1 |
|
| 5311 |
5311
Sequent Asset Management
Houston,
Texas
| $199M | +$9.5M | +5% | 0.46% | 51.3% | 93 | 12.9% | 2.4 |
|
| 5312 |
5312
Mithaq Capital SPC
Al Malqa, Riyadh,
Saudi Arabia
| $199M | -$184M | -48% | 20.9% | 51.1% | 5 | 20% | 0.8 |
|
| 5313 |
FIM
5313
FWL Investment Management
Dallas,
Texas
| $198M | +$16.9M | +9% | 5.5% | 165% | 277 | 30.69% | 0.8 |
|
| 5314 |
5314
Fluent Financial
Dallas,
Texas
| $198M | +$17.4M | +10% | 0.45% | 46.9% | 102 | 46.08% | 1.6 |
|
| 5315 |
5315
Midwest Heritage Bank
West Des Moines,
Iowa
| $198M | +$7.87M | +4% | 0.56% | 50% | 58 | 12.07% | 1.9 |
|
| 5316 |
5316
Bluestem Financial Advisors
Champaign,
Illinois
| $198M | +$4.37M | +2% | 0.15% | 42.2% | 28 | 3.57% | 3.7 |
|
| 5317 |
5317
Register Financial Advisors
Atlanta,
Georgia
| $198M | +$5.13M | +3% | 0.49% | 130% | 769 | 8.84% | 0.6 |
|
| 5318 |
5318
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
| $198M | – | – | 15.1% | – | 88 | – | 0 |
|
| 5319 |
5319
Nalanda India Fund
Moka,
Mauritius
| $198M | -$41.9M | -17% | 3.9% | 15.3% | 1 | 0% | 5.5 |
|
| 5320 |
PL
5320
Polianta Ltd
St Helier,
Jersey
| $198M | -$7.62M | -4% | 3.53% | 31.6% | 101 | 55.45% | 0.6 |
|
| 5321 |
5321
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| $198M | +$6.86M | +4% | 0.26% | 38.1% | 22 | 0% | 2.9 |
|
| 5322 |
5322
Unison Asset Management
North Miami Beach,
Florida
| $198M | +$6.6M | +3% | 3.19% | 81.4% | 33 | 3.03% | 2.6 |
|
| 5323 |
5323
Kennedy Investment Group
West Depford,
New Jersey
| $197M | +$10.1M | +5% | 4.4% | 95.4% | 124 | 7.26% | 1.3 |
|
| 5324 |
5324
Wisconsin Capital Management
Madison,
Wisconsin
| $197M | +$6.85M | +4% | 7.16% | 153% | 50 | 12% | 4.5 |
|
| 5325 |
5325
Prairie Wealth Advisors
Omaha,
Nebraska
| $197M | -$15.9M | -7% | 6.73% | – | 170 | 18.24% | 0.2 |
|