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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
| $247M | +$18M | +8% | 5.79% | 41.6% | 201 | 11.94% | 3 |
|
| 5377 |
5377
1492 Capital Management
Milwaukee,
Wisconsin
| $247M | +$30.1M | +14% | 11.8% | 332% | 126 | 20.63% | 1.6 |
|
| 5378 |
5378
BCU Wealth Advisors
Vernon Hills,
Illinois
| $247M | +$24.5M | +11% | 6.27% | 57.7% | 61 | 8.2% | 1.2 |
|
| 5379 |
5379
Tealwood Asset Management
Minneapolis,
Minnesota
| $247M | +$22.4M | +10% | 8.02% | 128% | 136 | 9.56% | 3.3 |
|
| 5380 |
CCP
5380
Caden Capital Partners
Santa Monica,
California
| $247M | -$54.1M | -18% | 5.85% | 19.1% | 12 | 16.67% | 1.5 |
|
| 5381 |
AAG
5381
Avalon Advisory Group
Wexford,
Pennsylvania
| $247M | +$13.9M | +6% | 5.55% | 46% | 18 | 11.11% | 2.9 |
|
| 5382 |
5382
Evergreen Private Wealth
Greenwood Village,
Colorado
| $247M | +$8.02M | +3% | 6.26% | 80.2% | 299 | 23.75% | 1.3 |
|
| 5383 |
5383
Swan Capital
Pensacola,
Florida
| $247M | +$16.4M | +7% | 5.47% | 47.9% | 558 | 26.34% | 0.9 |
|
| 5384 |
5384
ANB Bank
Denver,
Colorado
| $247M | +$23.9M | +11% | 7.08% | – | 137 | 18.98% | 0.6 |
|
| 5385 |
5385
HFM Investment Advisors
Glassboro,
New Jersey
| $246M | +$19M | +8% | 5.64% | – | 1,323 | 6.88% | 0.5 |
|
| 5386 |
AA
5386
AF Advisors
Sacramento,
California
| $246M | -$43.7M | -15% | 14.2% | 76.5% | 30 | 6.67% | 2.4 |
|
| 5387 |
5387
Weitzel Financial Services
Dubuque,
Iowa
| $246M | +$9.9M | +4% | 4.5% | 46.3% | 49 | 4.08% | 2.9 |
|
| 5388 |
5388
Mine & Arao Wealth Creation & Management
Campbell,
California
| $246M | +$22.1M | +10% | 10.2% | 105% | 78 | 6.41% | 5 |
|
| 5389 |
5389
Moerus Capital Management
New York
| $246M | +$11.7M | +5% | 11.8% | 220% | 14 | 7.14% | 4.4 |
|
| 5390 |
5390
Grunden Financial Advisory
Denton,
Texas
| $246M | +$19.5M | +9% | 4.93% | – | 32 | 6.25% | 1.3 |
|
| 5391 |
5391
Mills Wealth Advisors
Southlake,
Texas
| $246M | +$27.7M | +13% | 4.39% | 37.9% | 74 | 12.16% | 1.5 |
|
| 5392 |
5392
Trellis Wealth Advisors
San Luis Obispo,
California
| $246M | +$16M | +7% | 6.65% | 62.2% | 38 | 2.63% | 1.9 |
|
| 5393 |
5393
Kensington Investment Counsel
Long Beach,
California
| $246M | +$12.3M | +5% | 4.8% | 81.9% | 108 | 10.19% | 3.1 |
|
| 5394 |
RFG
5394
RFP Financial Group
Atlanta,
Georgia
| $246M | +$3.34M | +1% | 6.53% | 53.2% | 112 | 25.89% | 1.7 |
|
| 5395 |
5395
Parkshore Wealth Management
Granite Bay,
California
| $245M | +$40.8M | +20% | 7.71% | – | 70 | 11.43% | 0.6 |
|
| 5396 |
5396
Red Spruce Capital
Berwyn,
Pennsylvania
| $245M | +$14.5M | +6% | 7.88% | 98.4% | 93 | 4.3% | 3.9 |
|
| 5397 |
GBI
5397
GP Brinson Investments
Chicago,
Illinois
| $245M | +$10.7M | +5% | 4.67% | 51.2% | 16 | 0% | 3.6 |
|
| 5398 |
CNBT
5398
Cornerstone National Bank & Trust
Palatine,
Illinois
| $245M | +$12.7M | +5% | 4.24% | 38.5% | 178 | 7.87% | 2.2 |
|
| 5399 |
5399
Keeler Thomas Management
Orem,
Utah
| $245M | +$12.7M | +5% | 2.94% | 52.1% | 110 | 9.09% | 1.3 |
|
| 5400 |
5400
Northstar Advisory Group
Northfield,
New Jersey
| $245M | +$40.1M | +20% | 13% | 141% | 122 | 27.05% | 1.7 |
|