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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 |
APSI
5451
Asset Planning Services Inc
Covington,
Louisiana
| $190M | +$10.6M | +6% | 8.63% | 138% | 35 | 0% | 4.9 |
|
| 5452 |
5452
Foresight Group
London,
United Kingdom
| $189M | +$4.79M | +3% | 2.31% | – | 34 | 8.82% | 0.4 |
|
| 5453 |
5453
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| $189M | -$963K | -0.5% | 0.46% | 82.3% | 143 | 1.4% | 3.2 |
|
| 5454 |
5454
Sharp Capital Gestora de Recursos
Rio De Janeiro,
Brazil
| $189M | -$55.3M | -23% | 4.61% | 61.4% | 6 | 16.67% | 1.5 |
|
| 5455 |
5455
Orrstown Financial Services
Harrisburg,
Pennsylvania
| $189M | +$9.9M | +6% | 1.97% | 73.7% | 85 | 10.59% | 4.3 |
|
| 5456 |
5456
DCM Advisors
New York
| $189M | -$53.2M | -22% | 1.09% | 99.3% | 78 | 37.18% | 2.4 |
|
| 5457 |
5457
Hansen & Associates Financial Group
Roseville,
California
| $189M | +$14.4M | +8% | 3.28% | – | 22 | 68.18% | 0.2 |
|
| 5458 |
5458
Catalyst Private Wealth
San Mateo,
California
| $189M | -$1.89M | -1% | 1.38% | 120% | 83 | 13.25% | 2.4 |
|
| 5459 |
WFA
5459
WMG Financial Advisors
Knoxville,
Tennessee
| $189M | +$14.2M | +8% | 1.1% | 68% | 173 | 25.43% | 1.3 |
|
| 5460 |
5460
Peirce Capital Management
The Woodlands,
Texas
| $189M | +$6.73M | +4% | 0.7% | 56.6% | 41 | 12.2% | 0.5 |
|
| 5461 |
MI
5461
Moneywise Inc
Forest,
Virginia
| $189M | +$4.88M | +3% | 0.43% | 58% | 62 | 12.9% | 3.3 |
|
| 5462 |
5462
Donald L. Hagan LLC
Sarasota,
Florida
| $189M | -$3.16M | -2% | 0.55% | 47.9% | 111 | 25.23% | 2.8 |
|
| 5463 |
5463
Rise Advisors
Rochester,
New York
| $189M | +$1.05M | +0.6% | 1.22% | 62.8% | 1,290 | 5.89% | 1.1 |
|
| 5464 |
5464
Absoluto Partners Gestao de Recursos
Leblon, Rio De Janeiro, Rj,
Brazil
| $189M | -$24.6M | -12% | 3.76% | 78.7% | 25 | 16% | 1.6 |
|
| 5465 |
5465
Jupiter Wealth Management
Glendale,
Colorado
| $189M | -$269K | -0.1% | 4.9% | 99.2% | 101 | 12.87% | 2.3 |
|
| 5466 |
5466
McNaughton Wealth Management
San Diego,
California
| $189M | +$8.23M | +5% | 1.48% | 55.6% | 55 | 7.27% | 3.5 |
|
| 5467 |
KCM
5467
Kempner Capital Management
Galveston,
Texas
| $189M | +$4.14M | +2% | 1.06% | 60.9% | 56 | 19.64% | 4.1 |
|
| 5468 |
5468
Choice Wealth Advisors
Waterville,
Maine
| $189M | +$23.4M | +14% | 2.08% | 60.3% | 29 | 10.34% | 1.5 |
|
| 5469 |
5469
Financial Avengers
Oakland,
California
| $188M | -$658K | -0.3% | 9.71% | 108% | 172 | 20.93% | 2.6 |
|
| 5470 |
5470
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| $188M | -$2.68M | -1% | 4.88% | 75.2% | 23 | 21.74% | 1.6 |
|
| 5471 |
AC
5471
Athos Capital
Hong Kong
| $188M | +$94.8M | +101% | 2.51% | 110% | 56 | 51.79% | 0.6 |
|
| 5472 |
5472
Pioneer Wealth Management Group
Austin,
Texas
| $188M | +$13.3M | +8% | 0.07% | – | 42 | 11.9% | 1.2 |
|
| 5473 |
5473
Ascension Capital Advisors
Houston,
Texas
| $188M | +$8.42M | +5% | 0.05% | 59.3% | 33 | 15.15% | 2.7 |
|
| 5474 |
5474
Mirabaud Asset Management (France)
Paris,
France
| $188M | -$34.1M | -15% | 0% | – | 20 | 0% | 0.2 |
|
| 5475 |
5475
Robbins Farley
Bedford,
New Hampshire
| $188M | -$1.76M | -0.9% | 3.68% | 106% | 179 | 12.85% | 1.9 |
|