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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5401 |
5401
Abound Financial
Granite Bay,
California
| $227M | +$29.6M | +15% | 9.32% | – | 270 | 75.56% | 0.5 |
|
| 5402 |
5402
Dover Advisors
Richmond,
Virginia
| $227M | -$2.51M | -1% | 9.34% | 65% | 177 | 16.38% | 1.4 |
|
| 5403 |
AV
5403
Aspiring Ventures
Cincinnati,
Ohio
| $227M | +$47.1M | +26% | 27.6% | – | 62 | 11.29% | 0.4 |
|
| 5404 |
5404
SimpliFi Inc
San Diego,
California
| $227M | +$9.02M | +4% | 3.94% | 27.9% | 42 | 4.76% | 3.2 |
|
| 5405 |
BIA
5405
Bigelow Investment Advisors
Portland,
Maine
| $227M | +$16.4M | +8% | 7.99% | 75.7% | 151 | 5.96% | 4.8 |
|
| 5406 |
KLP
5406
Kent Lake PR
Anasco,
Puerto Rico
| $227M | +$10.2M | +5% | 8.95% | – | 45 | 44.44% | 0.4 |
|
| 5407 |
5407
O'Connor Financial Group
Quincy,
Illinois
| $227M | +$34.4M | +18% | 7.1% | 48.4% | 63 | 17.46% | 1.5 |
|
| 5408 |
5408
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| $227M | +$15.4M | +7% | 8.13% | 64.8% | 83 | 7.23% | 3.8 |
|
| 5409 |
5409
Plum Street Advisors
New Orleans,
Louisiana
| $227M | +$19.1M | +9% | 6.39% | – | 87 | 8.05% | 1.2 |
|
| 5410 |
5410
RPD Fund Management
New York
| $227M | +$40M | +21% | 0.1% | – | 8 | 25% | 0.4 |
|
| 5411 |
5411
Grunden Financial Advisory
Denton,
Texas
| $226M | +$20.6M | +10% | 6.51% | – | 31 | 19.35% | 1.1 |
|
| 5412 |
TSM
5412
Two Star Manager
Miami Beach,
Florida
| $226M | +$18.9M | +9% | 14.3% | – | 16 | 18.75% | 1 |
|
| 5413 |
5413
Kondo Wealth Advisors
Pasadena,
California
| $226M | +$23.6M | +12% | 8.06% | – | 68 | 11.76% | 0.4 |
|
| 5414 |
5414
Tenon Financial
Metuchen,
New Jersey
| $226M | +$64.8M | +40% | 9.46% | – | 46 | 0% | 1.1 |
|
| 5415 |
5415
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| $226M | +$11.9M | +6% | 5.35% | 82.3% | 145 | 0.69% | 4 |
|
| 5416 |
WAM
5416
Westport Asset Management
Southport,
Connecticut
| $226M | +$20.1M | +10% | 11.4% | 64.2% | 76 | 2.63% | 6.9 |
|
| 5417 |
5417
Strathmore Capital Advisors
Charlotte,
North Carolina
| $226M | – | – | 7.54% | – | 100 | – | 0.2 |
|
| 5418 |
BCM
5418
Birmingham Capital Management
Birmingham,
Alabama
| $226M | -$39.6M | -15% | 4.53% | 103% | 110 | 10.91% | 9 |
|
| 5419 |
5419
Corundum Group
Colorado Springs,
Colorado
| $226M | +$17.7M | +8% | 9.58% | 89.5% | 105 | 8.57% | 5 |
|
| 5420 |
5420
GKV Capital Management
Walnut Creek,
California
| $226M | +$24.8M | +12% | 19% | – | 172 | 54.07% | 0.5 |
|
| 5421 |
5421
Altus Wealth Group
Colorado Springs,
Colorado
| $226M | +$12.5M | +6% | 10.1% | 76.7% | 143 | 10.49% | 2.7 |
|
| 5422 |
5422
Victrix Investment Advisors
Stuart,
Florida
| $226M | +$35.6M | +19% | 11.2% | – | 106 | 13.21% | 0.4 |
|
| 5423 |
5423
Mendel Money Management
Northbrook,
Illinois
| $226M | +$14.7M | +7% | 9.72% | 75.4% | 145 | 8.28% | 4.1 |
|
| 5424 |
5424
GS Investments
Minneapolis,
Minnesota
| $226M | +$13.5M | +6% | 11.4% | 94.1% | 122 | 7.38% | 4.3 |
|
| 5425 |
5425
Towerpoint Wealth
Sacramento,
California
| $226M | +$23.9M | +12% | 8.35% | 67.7% | 93 | 13.98% | 3.8 |
|