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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5451 |
5451
HFM Investment Advisors
Glassboro,
New Jersey
| $285M | +$25.1M | +10% | 10% | – | 1,330 | 12.26% | 1.1 |
|
| 5452 |
LAI
5452
Legal Advantage Investments
Los Altos Hills,
California
| $285M | +$91.6M | +47% | 9.19% | 116% | 89 | 24.72% | 3.1 |
|
| 5453 |
5453
Midwest Financial Group
Overland Park,
Kansas
| $285M | +$50.6M | +22% | 31.9% | 103% | 142 | 15.49% | 2.1 |
|
| 5454 |
5454
Choice Wealth Advisors
Waterville,
Maine
| $285M | +$30.2M | +12% | 10.5% | 60.3% | 36 | 5.56% | 2.5 |
|
| 5455 |
5455
MBE Wealth Management
Tomah,
Wisconsin
| $284M | +$43.7M | +18% | 13% | 66.5% | 173 | 20.23% | 2.4 |
|
| 5456 |
5456
Formula Growth
Montreal,
Quebec, Canada
| $284M | +$62.7M | +28% | 39.6% | 118% | 169 | 33.14% | 2.8 |
|
| 5457 |
5457
Advantage Trust Company
Salina,
Kansas
| $284M | +$61.1M | +27% | 15.2% | 77.6% | 203 | 42.36% | 1.3 |
|
| 5458 |
5458
Vivid Wealth Management
West Des Moines,
Iowa
| $284M | +$37.1M | +15% | 15.7% | 107% | 76 | 17.11% | 1.4 |
|
| 5459 |
5459
Bandera Partners
New York
| $284M | +$62.8M | +28% | 27.4% | 55.4% | 19 | 10.53% | 3.8 |
|
| 5460 |
5460
Cumberland Advisors
Sarasota,
Florida
| $284M | +$28.3M | +11% | 14.5% | 73.5% | 50 | 6% | 5.4 |
|
| 5461 |
5461
1776 Wealth
Atlanta,
Georgia
| $284M | +$29.4M | +12% | 15% | 90.4% | 155 | 7.74% | 3.3 |
|
| 5462 |
5462
William Mack & Associates
Troy,
Michigan
| $284M | +$109M | +62% | 10.3% | – | 110 | 35.45% | 0.9 |
|
| 5463 |
CWMGP
5463
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| $284M | +$44.9M | +19% | 21% | 75.9% | 109 | 21.1% | 1.8 |
|
| 5464 |
5464
FreeGulliver LLC
New Orleans,
Louisiana
| $284M | +$46.4M | +20% | 13.6% | – | 137 | 26.28% | 1.1 |
|
| 5465 |
5465
American Financial Group
Cincinnati,
Ohio
| $284M | +$13.9M | +5% | 4.33% | 32.5% | 76 | 10.53% | 5.6 |
|
| 5466 |
5466
Sellwood Investment Partners
Portland,
Oregon
| $284M | +$29.7M | +12% | 10.4% | – | 61 | 6.56% | 1.2 |
|
| 5467 |
5467
Game Creek Capital
Boston,
Massachusetts
| $283M | -$17.4M | -6% | 41% | 176% | 98 | 26.53% | 3.3 |
|
| 5468 |
5468
Beaconlight Capital
New York
| $283M | +$93.5M | +49% | 32.5% | 282% | 46 | 54.35% | 1.3 |
|
| 5469 |
5469
Lodestone Wealth Management
Spokane,
Washington
| $283M | +$30.9M | +12% | 17% | 87.1% | 801 | 5.24% | 1 |
|
| 5470 |
5470
Flagship Private Wealth
Woburn,
Massachusetts
| $283M | +$36.5M | +15% | 14.8% | 62.7% | 121 | 14.88% | 3.2 |
|
| 5471 |
5471
Mendon Capital Advisors
Key Largo,
Florida
| $283M | +$24.9M | +10% | 19% | – | 57 | 26.32% | 2.4 |
|
| 5472 |
5472
Seneca House Advisors
Richmond,
Virginia
| $283M | +$31.2M | +12% | 12.1% | 58.2% | 107 | 14.02% | 4 |
|
| 5473 |
5473
Thomas Story & Son
Culver,
Indiana
| $283M | +$22.3M | +9% | 22.6% | 101% | 54 | 7.41% | 7.4 |
|
| 5474 |
5474
O'Connor Financial Group
Quincy,
Illinois
| $283M | +$38.3M | +16% | 11.8% | 48.4% | 72 | 23.61% | 1.9 |
|
| 5475 |
5475
ShariaPortfolio
Lake Mary,
Florida
| $283M | +$56.8M | +25% | 42.8% | 254% | 47 | 23.4% | 1.1 |
|