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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5426 |
5426
Divergent Planning
Bethesda,
Maryland
| $156M | +$19.6M | +14% | 5.5% | 43.3% | 22 | 22.73% | 0.9 |
|
| 5427 |
5427
Kozak & Associates
Highlands Ranch,
Colorado
| $156M | $0 | 0% | 5.9% | 97.4% | 388 | 0.52% | 0.6 |
|
| 5428 |
5428
Rainsberger Wealth Advisors
Colorado Springs,
Colorado
| $156M | -$14.1M | -8% | 1.89% | – | 68 | 10.29% | 0.2 |
|
| 5429 |
5429
626 Financial
Portage,
Michigan
| $156M | -$7.21M | -4% | 2.91% | 71.3% | 113 | 8.85% | 1 |
|
| 5430 |
LFWA
5430
LBJ Family Wealth Advisors
Austin,
Texas
| $156M | -$15.9M | -9% | 5.52% | 64.9% | 23 | 0% | 5.6 |
|
| 5431 |
5431
Foundation Capital
Palo Alto,
California
| $156M | -$104M | -40% | 49% | – | 5 | 20% | 1.6 |
|
| 5432 |
5432
Royal Harbor Partners
Houston,
Texas
| $156M | -$1.54M | -1% | 0.79% | 49.5% | 83 | 10.84% | 1.4 |
|
| 5433 |
CCM
5433
Conway Capital Management
Burbank,
California
| $156M | -$14.2M | -8% | 5.94% | 139% | 72 | 31.94% | 0.9 |
|
| 5434 |
5434
Founders Capital Management (Texas)
Houston,
Texas
| $156M | $0 | 0% | 2.75% | 131% | 317 | 0% | 3.4 |
|
| 5435 |
5435
Medina Value Partners
Los Angeles,
California
| $156M | +$15.5M | +11% | 0.32% | 80% | 24 | 41.67% | 0.2 |
|
| 5436 |
5436
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| $156M | +$26.4M | +20% | 15.2% | 44.9% | 58 | 37.93% | 0.2 |
|
| 5437 |
5437
Members Capital Advisors Inc
Madison,
Wisconsin
| $156M | -$39.1M | -20% | 1.39% | – | 70 | 5.71% | 1.5 |
|
| 5438 |
5438
Boyar Asset Management
New York
| $156M | -$10.3M | -6% | 7.28% | 75.5% | 86 | 1.16% | 5 |
|
| 5439 |
5439
Vetamer Capital Management
Menlo Park,
California
| $156M | -$52.5M | -25% | 12.3% | – | 49 | 38.78% | 0.2 |
|
| 5440 |
5440
Highview Capital Management
Buffalo Grove,
Illinois
| $156M | +$1.38M | +0.9% | 3.41% | 123% | 125 | 32% | 0.2 |
|
| 5441 |
5441
Palumbo Wealth Management
Great Neck,
New York
| $156M | -$4.12M | -3% | 0.17% | 115% | 97 | 19.59% | 1.1 |
|
| 5442 |
5442
Providence Wealth Advisors
Frankfort,
Illinois
| $156M | -$3.6M | -2% | 2.27% | 112% | 102 | 6.86% | 2.8 |
|
| 5443 |
5443
Activest Wealth Management
Aventure,
Florida
| $155M | -$6.29M | -4% | 5.32% | 117% | 390 | 21.03% | 0.7 |
|
| 5444 |
5444
Albert D. Mason Inc
Boston,
Massachusetts
| $155M | -$12.3M | -7% | 0.67% | 83.4% | 165 | 15.76% | 4.5 |
|
| 5445 |
5445
Northstar Advisory Group
Northfield,
New Jersey
| $155M | -$13.4M | -8% | 2.82% | 141% | 117 | 30.77% | 0.3 |
|
| 5446 |
5446
ACT Advisors
Asheville,
North Carolina
| $155M | +$19.2M | +14% | 5.06% | 75.4% | 37 | 40.54% | 0.9 |
|
| 5447 |
5447
Westhampton Capital
Winston-Salem,
North Carolina
| $155M | -$8.17M | -5% | 3.18% | 95.6% | 120 | 9.17% | 2.3 |
|
| 5448 |
BCM
5448
Beaumont Capital Management
Boston,
Massachusetts
| $155M | -$17.9M | -10% | 3.14% | 45.4% | 52 | 40.38% | 0.5 |
|
| 5449 |
5449
Members Advisory Group
Williamsville,
New York
| $155M | +$3.67M | +2% | 3.5% | 70.6% | 27 | 44.44% | 0.2 |
|
| 5450 |
5450
Cordasco Financial Network
Naples,
Florida
| $155M | -$5.02M | -3% | 2.57% | 31.1% | 612 | 16.01% | 3.4 |
|