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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
Collaborative Wealth Management
Lake Mary,
Florida
| $229M | +$15.4M | +7% | 5.19% | 41.6% | 188 | 11.17% | 3.1 |
|
| 5377 |
5377
Cherokee Insurance
Sterling Heights,
Michigan
| $229M | +$2.92M | +1% | 1.36% | – | 124 | 2.42% | 0.5 |
|
| 5378 |
5378
Register Financial Advisors
Atlanta,
Georgia
| $229M | +$36.9M | +19% | 16.3% | 130% | 347 | 15.85% | 1.7 |
|
| 5379 |
5379
Wittenberg Investment Management
Carlisle,
Massachusetts
| $229M | +$7.21M | +3% | 4.82% | 89.9% | 80 | 12.5% | 5.3 |
|
| 5380 |
BC
5380
Bayforest Capital
London,
United Kingdom
| $229M | -$725K | -0.3% | 10.6% | – | 939 | 48.35% | 0.3 |
|
| 5381 |
5381
Game Plan Financial Advisors
Westlake,
Ohio
| $229M | +$22.9M | +11% | 13.3% | – | 398 | 24.37% | 1.7 |
|
| 5382 |
5382
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| $229M | +$42.1M | +23% | 15.9% | 75.2% | 23 | 26.09% | 1 |
|
| 5383 |
5383
Viola Ventures VC Management 4
Herzliya,
Israel
| $229M | +$30.1M | +15% | 59.1% | 79.1% | 4 | 25% | 2.5 |
|
| 5384 |
5384
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| $229M | +$26.2M | +13% | 9.07% | 55.5% | 66 | 15.15% | 1.7 |
|
| 5385 |
PIP
5385
Palisades Investment Partners
Santa Monica,
California
| $229M | +$29.5M | +15% | 25.1% | – | 42 | 11.9% | 0.8 |
|
| 5386 |
5386
Holistic Financial Partners
Indianapolis,
Indiana
| $228M | +$21M | +10% | 6.47% | 95.7% | 135 | 14.07% | 3.4 |
|
| 5387 |
5387
Decatur Capital Management
Decatur,
Georgia
| $228M | +$35.6M | +18% | 21.9% | 135% | 42 | 9.52% | 4 |
|
| 5388 |
5388
Curio Wealth
Annapolis,
Maryland
| $228M | +$36.3M | +19% | 6.99% | – | 409 | 16.38% | 0.4 |
|
| 5389 |
HIS
5389
Horizon Investment Services
Hammond,
Indiana
| $228M | +$22.4M | +11% | 19.1% | 250% | 130 | 21.54% | 3.2 |
|
| 5390 |
SCM
5390
Stonehill Capital Management
New York
| $228M | -$100M | -30% | 14.6% | 117% | 17 | 47.06% | 0.7 |
|
| 5391 |
5391
Luken Investment Analytics
Brentwood,
Tennessee
| $228M | +$14.6M | +7% | 8.66% | 47.6% | 153 | 7.19% | 2.9 |
|
| 5392 |
5392
Verde Servicos Internacionais
Sao Paulo,
Brazil
| $228M | +$53.1M | +30% | 19.4% | 130% | 50 | 66% | 0.4 |
|
| 5393 |
5393
Vantage Point Financial
Lisle,
Illinois
| $228M | +$29.5M | +15% | 9.35% | – | 153 | 17.65% | 0.4 |
|
| 5394 |
5394
Scholtz & Company
Stamford,
Connecticut
| $228M | +$25.8M | +13% | 15.2% | 89.2% | 54 | 9.26% | 2.2 |
|
| 5395 |
5395
MB, Levis & Associates
Center Valley,
Pennsylvania
| $228M | +$12.2M | +6% | 4.83% | 43.1% | 286 | 8.04% | 2.3 |
|
| 5396 |
5396
Vivid Wealth Management
West Des Moines,
Iowa
| $228M | +$27.8M | +14% | 18.3% | 107% | 67 | 16.42% | 1 |
|
| 5397 |
5397
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $227M | +$1.57M | +0.7% | 12.3% | 103% | 45 | 13.33% | 4.8 |
|
| 5398 |
5398
HFM Investment Advisors
Glassboro,
New Jersey
| $227M | +$21.3M | +10% | 7.3% | – | 1,329 | 13.69% | 0.2 |
|
| 5399 |
5399
Lind Value II ApS
Aarhus C,
Denmark
| $227M | +$1.98M | +0.9% | 16.9% | – | 12 | 41.67% | 0.5 |
|
| 5400 |
5400
Powers Advisory Group
Highland,
Illinois
| $227M | +$17.5M | +8% | 5.01% | 49.8% | 116 | 8.62% | 2.5 |
|