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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5376 |
5376
Brookmont Capital Management
Dallas,
Texas
| $190M | +$11.6M | +6% | 7.57% | 32.2% | 54 | 14.81% | 6.7 |
|
| 5377 |
5377
Altus Wealth Management
Ft Mitchell,
Kentucky
| $190M | +$22.9M | +14% | 9.28% | 73% | 42 | 9.52% | 2.5 |
|
| 5378 |
5378
Long Path Partners
Stamford,
Connecticut
| $190M | -$22.3M | -10% | 3.69% | 9.18% | 9 | 0% | 1.5 |
|
| 5379 |
5379
Midwest Heritage Bank
West Des Moines,
Iowa
| $190M | +$42.8M | +29% | 6.66% | 52.2% | 59 | 16.95% | 1.8 |
|
| 5380 |
5380
Robbins Farley
Bedford,
New Hampshire
| $190M | +$23.2M | +14% | 13.6% | 106% | 175 | 5.71% | 1.8 |
|
| 5381 |
5381
Napa Wealth Management
Napa,
California
| $190M | +$5.62M | +3% | 2.6% | – | 124 | 54.84% | 0.2 |
|
| 5382 |
5382
Machina Capital
Paris,
France
| $190M | +$35M | +23% | 7.14% | 42.5% | 350 | 63.71% | 0.3 |
|
| 5383 |
5383
Gunma Bank
Gunma,
Japan
| $190M | +$86.6M | +84% | 5.64% | 24.5% | 26 | 23.08% | 1.8 |
|
| 5384 |
ACM
5384
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| $190M | -$66.6M | -26% | 31.4% | 2,106% | 24 | 79.17% | 0.3 |
|
| 5385 |
5385
7G Capital Management
New York
| $190M | -$5.01M | -3% | 3.28% | 137% | 7 | 0% | 1.9 |
|
| 5386 |
MAS
5386
Madden Advisory Services
Jacksonville,
Florida
| $190M | +$12.3M | +7% | 6.67% | 52.3% | 92 | 2.17% | 5 |
|
| 5387 |
5387
StrongBox Wealth
Lee's Summit,
Missouri
| $190M | +$18.3M | +11% | 7.13% | 63.9% | 83 | 9.64% | 2.7 |
|
| 5388 |
5388
WJ Interests
Sugar Land,
Texas
| $190M | +$31M | +20% | 5.38% | 55.2% | 12 | 0% | 1.4 |
|
| 5389 |
5389
Powell Investment Advisors
Miami,
Florida
| $189M | +$8.53M | +5% | 8.13% | 82.4% | 154 | 11.04% | 2.6 |
|
| 5390 |
5390
Sequent Asset Management
Houston,
Texas
| $189M | +$16.7M | +10% | 5.33% | 51.3% | 86 | 11.63% | 2.4 |
|
| 5391 |
5391
GraniteShares Advisors
New York
| $189M | +$78.1M | +70% | 28.3% | 88.4% | 92 | 2.17% | 0.9 |
|
| 5392 |
5392
Stonebridge Financial Planning Group
Orlando,
Florida
| $189M | +$15.4M | +9% | 9.01% | 72.4% | 156 | 8.33% | 2.4 |
|
| 5393 |
5393
Financial Avengers
Oakland,
California
| $189M | +$22.7M | +14% | 16.8% | 108% | 182 | 17.58% | 2.6 |
|
| 5394 |
5394
Ridgewood Investments
Springfield,
New Jersey
| $189M | +$19.9M | +12% | 7.09% | – | 221 | 17.65% | 2.8 |
|
| 5395 |
5395
Jupiter Wealth Management
Glendale,
Colorado
| $189M | +$18.9M | +11% | 10.3% | 99.2% | 98 | 16.33% | 2.2 |
|
| 5396 |
DRP
5396
Decade Renewable Partners
Houston,
Texas
| $189M | +$14.8M | +9% | 7.01% | – | 44 | 61.36% | 0.4 |
|
| 5397 |
5397
OnyxPoint Global Management
New York
| $189M | +$5.25M | +3% | 26.5% | 162% | 11 | 27.27% | 1 |
|
| 5398 |
5398
Scientech Research LLC
Jersey City,
New Jersey
| $189M | +$88.2M | +88% | 12.6% | – | 613 | 85.15% | 0.1 |
|
| 5399 |
5399
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $189M | +$14.3M | +8% | 7.78% | 98.6% | 132 | 5.3% | 4.7 |
|
| 5400 |
5400
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| $188M | +$16M | +9% | 9.1% | 107% | 196 | 18.88% | 1.5 |
|