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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
LifePlan Investment Advisors
Raleigh,
North Carolina
| $254M | +$8.95M | +4% | 0.38% | 60.9% | 130 | 16.92% | 1.8 |
|
| 5402 |
5402
1776 Wealth
Atlanta,
Georgia
| $254M | -$11.3M | -4% | 7.27% | 90.4% | 149 | 7.38% | 3.2 |
|
| 5403 |
TSM
5403
Two Star Manager
Miami Beach,
Florida
| $254M | -$34.5M | -12% | 13.8% | – | 13 | 15.38% | 1.4 |
|
| 5404 |
5404
Beach Point Capital Management
Santa Monica,
California
| $254M | -$4.4M | -2% | 13.1% | 84.1% | 19 | 57.89% | 1.5 |
|
| 5405 |
5405
Wealth Quarterback
Toms River,
New Jersey
| $254M | -$23.7M | -9% | 0.24% | 109% | 167 | 11.98% | 2.8 |
|
| 5406 |
LI
5406
LHM Inc
Sandy,
Utah
| $254M | -$14.8M | -6% | 2.75% | – | 22 | 0% | 1.4 |
|
| 5407 |
5407
Selby Wealth Management
Emeryville,
California
| $254M | +$5.85M | +2% | 1.62% | – | 84 | 3.57% | 0.3 |
|
| 5408 |
MAS
5408
Madden Advisory Services
Jacksonville,
Florida
| $254M | +$5.2M | +2% | 1.06% | 52.3% | 112 | 9.82% | 5.7 |
|
| 5409 |
5409
Sellwood Investment Partners
Portland,
Oregon
| $254M | -$2.27M | -0.9% | 1.92% | – | 60 | 3.33% | 1 |
|
| 5410 |
5410
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $254M | -$21.3M | -8% | 0.38% | 103% | 53 | 15.09% | 4.2 |
|
| 5411 |
5411
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| $254M | -$146M | -37% | 0.1% | 67.5% | 124 | 27.42% | 3.1 |
|
| 5412 |
5412
TL Private Wealth
Southlake,
Texas
| $253M | -$6.43M | -2% | 1.89% | 50.6% | 46 | 4.35% | 4.4 |
|
| 5413 |
5413
Shore Point Advisors
Brielle,
New Jersey
| $253M | +$16.9M | +7% | 1.65% | 54.6% | 79 | 8.86% | 2.6 |
|
| 5414 |
5414
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| $253M | -$6.81M | -3% | 1.43% | 68.8% | 131 | 6.87% | 3.1 |
|
| 5415 |
5415
5T Wealth
Napa,
California
| $253M | +$2.72M | +1% | 1.25% | – | 138 | 14.49% | 0.9 |
|
| 5416 |
5416
Avos Capital Management
Seattle,
Washington
| $253M | +$24.2M | +11% | 3.61% | – | 68 | 61.76% | 1 |
|
| 5417 |
5417
Jupiter Wealth Management
Glendale,
Colorado
| $253M | +$28.4M | +13% | 2.65% | 99.2% | 95 | 16.84% | 3.1 |
|
| 5418 |
5418
DLK Investment Management
Solana Beach,
California
| $253M | -$15.8M | -6% | 3.1% | 80.4% | 103 | 25.24% | 1.6 |
|
| 5419 |
5419
Naspers
South Africa
| $253M | -$210M | -45% | 0.97% | 88.2% | 3 | 0% | 4.3 |
|
| 5420 |
5420
Shira Ridge Wealth Management
Larkspur,
California
| $253M | +$3.78M | +2% | 2.61% | 72.8% | 85 | 9.41% | 2.4 |
|
| 5421 |
FP
5421
FFG Partners
Fort Lauderdale,
Florida
| $253M | -$92.2M | -27% | 0.87% | 277% | 50 | 50% | 1.1 |
|
| 5422 |
ORC
5422
O'Rourke & Company
Boston,
Massachusetts
| $253M | -$4.48M | -2% | 2.28% | 71.9% | 177 | 8.47% | 2.9 |
|
| 5423 |
5423
Stonehearth Capital Management
Danvers,
Massachusetts
| $252M | -$17.8M | -7% | 2.17% | 87.5% | 103 | 13.59% | 3.4 |
|
| 5424 |
5424
Ruggaard & Associates
Hudson,
Ohio
| $252M | -$1.61M | -0.6% | 0.46% | 47.6% | 126 | 7.14% | 2.3 |
|
| 5425 |
5425
Lodestone Wealth Management
Spokane,
Washington
| $252M | +$6.77M | +3% | 1.89% | 87.1% | 825 | 8.85% | 0.7 |
|