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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
Prairie Wealth Advisors
Omaha,
Nebraska
| $202M | +$5.06M | +3% | 4.55% | – | 157 | 16.56% | 0.4 |
|
| 5427 |
5427
Diametric Capital
Boston,
Massachusetts
| $202M | +$18M | +10% | 9.7% | 175% | 532 | 63.72% | 0.5 |
|
| 5428 |
5428
Bluesphere Advisors
East Norriton,
Pennsylvania
| $202M | +$6.04M | +3% | 4.34% | 105% | 108 | 18.52% | 2.3 |
|
| 5429 |
APSI
5429
Asset Planning Services Inc
Covington,
Louisiana
| $202M | +$12.7M | +7% | 7.17% | 138% | 35 | 0% | 5.2 |
|
| 5430 |
5430
Laidlaw Wealth Management
New York City,
New York
| $202M | +$20.1M | +11% | 6.64% | 150% | 201 | 19.4% | 2.3 |
|
| 5431 |
5431
Sapience Investments
Newport Beach,
California
| $202M | +$6.43M | +3% | 7.61% | 54.9% | 94 | 18.09% | 3.1 |
|
| 5432 |
5432
KKM Financial
Chicago,
Illinois
| $202M | -$8.77M | -4% | 6.45% | – | 157 | 17.2% | 0.7 |
|
| 5433 |
5433
Verger Capital Management
Winston-Salem,
North Carolina
| $202M | +$5.93M | +3% | 5.5% | 58.3% | 14 | 7.14% | 7 |
|
| 5434 |
5434
New England Professional Planning Group
Westerly,
Rhode Island
| $202M | +$11.7M | +6% | 6.11% | 64.1% | 56 | 19.64% | 3.6 |
|
| 5435 |
BCFD
5435
Boit C.F. David
| $202M | +$9.9M | +5% | 7.02% | 84.2% | 130 | 3.08% | 2.4 |
|
| 5436 |
5436
Burrus Financial Services
Salt Lake City,
Utah
| $202M | +$5.86M | +3% | 5.49% | 31.3% | 10 | 10% | 1.8 |
|
| 5437 |
5437
Paragon Private Wealth Management
Lexington,
Kentucky
| $202M | +$24.8M | +14% | 6.27% | 104% | 167 | 10.18% | 1.7 |
|
| 5438 |
5438
Ergawealth Advisors
Oak Brook,
Illinois
| $202M | +$18M | +10% | 6.69% | 50% | 65 | 12.31% | 1.2 |
|
| 5439 |
5439
Redwood Wealth Management Group
Medford,
New Jersey
| $202M | +$68.9M | +52% | 3.59% | 74.1% | 1,239 | 90.31% | 1.1 |
|
| 5440 |
CC
5440
Checkpoint Capital
San Francisco,
California
| $202M | +$35.7M | +22% | 23.5% | – | 19 | 31.58% | 0.5 |
|
| 5441 |
5441
Colonial River Investments
Midlothian,
Virginia
| $202M | +$15.8M | +8% | 7.71% | 156% | 231 | 31.6% | 1.4 |
|
| 5442 |
5442
Riverwater Partners
Milwaukee,
Wisconsin
| $201M | +$66.5M | +49% | 11.3% | 110% | 219 | 21% | 1.5 |
|
| 5443 |
5443
FWG Holdings
Winter Park,
Florida
| $201M | +$2.14M | +1% | 4.74% | 91.6% | 108 | 9.26% | 2 |
|
| 5444 |
5444
Bay Rivers Group
Williamsburg,
Virginia
| $201M | +$8.89M | +5% | 5.69% | 166% | 85 | 7.06% | 2.7 |
|
| 5445 |
5445
Pine Harbor Wealth Management
Silver Spring,
Maryland
| $201M | +$31M | +18% | 4.17% | – | 104 | 9.62% | 0.7 |
|
| 5446 |
5446
Retirement Planning Company of New England
Warwick,
Rhode Island
| $201M | +$17.2M | +9% | 7.78% | 125% | 232 | 9.05% | 2.1 |
|
| 5447 |
5447
Hutner Capital Management
Manchester,
Vermont
| $201M | +$18.5M | +10% | 10.6% | 52.2% | 45 | 2.22% | 6.3 |
|
| 5448 |
I2I
5448
Insight 2811 Inc
Chicago,
Illinois
| $201M | +$8.27M | +4% | 4.96% | 30.8% | 91 | 7.69% | 4.3 |
|
| 5449 |
5449
NewGen Asset Management
Toronto,
Ontario, Canada
| $201M | -$29.3M | -13% | 10.8% | 402% | 41 | 58.54% | 0.5 |
|
| 5450 |
LWMI
5450
Landmark Wealth Management (Illinois)
Normal,
Illinois
| $201M | +$19.1M | +11% | 6.4% | – | 42 | 2.38% | 0.3 |
|