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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
Red Tortoise LLC
Atlanta,
Georgia
| $201M | +$15.2M | +8% | 6.97% | 43.7% | 577 | 2.77% | 1.5 |
|
| 5452 |
5452
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $201M | -$9.41M | -4% | 9.23% | 152% | 94 | 13.83% | 4.3 |
|
| 5453 |
5453
Physician Wealth Solutions
North Las Vegas,
Nevada
| $201M | +$60.4M | +43% | 5.93% | 43.6% | 41 | 0% | 0.7 |
|
| 5454 |
5454
FOCUS Wealth Advisors
Houston,
Texas
| $201M | +$5.68M | +3% | 6.03% | 68.7% | 60 | 1.67% | 2.2 |
|
| 5455 |
5455
Powers Advisory Group
Highland,
Illinois
| $200M | +$17.1M | +9% | 6.72% | 49.8% | 101 | 7.92% | 2.2 |
|
| 5456 |
5456
Agate Pass Investment Management
Bainbridge Island,
Washington
| $200M | +$12.4M | +7% | 7.74% | 76% | 96 | 4.17% | 2.3 |
|
| 5457 |
5457
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| $200M | +$14.6M | +8% | 6.65% | 58.7% | 48 | 4.17% | 4.5 |
|
| 5458 |
5458
Ridgewood Investments
Springfield,
New Jersey
| $200M | +$406K | +0.2% | 7.78% | – | 823 | 15.07% | 1.1 |
|
| 5459 |
5459
1492 Capital Management
Milwaukee,
Wisconsin
| $200M | +$23.3M | +13% | 21.9% | 332% | 113 | 26.55% | 1.6 |
|
| 5460 |
5460
Sitrin Capital Management
Century City,
California
| $200M | +$12M | +6% | 5.88% | 139% | 44 | 6.82% | 3.5 |
|
| 5461 |
5461
Fortress Wealth Management
Culver City,
California
| $200M | +$4.68M | +2% | 5.61% | 52.1% | 72 | 6.94% | 1.8 |
|
| 5462 |
5462
Choice Wealth Advisors
Waterville,
Maine
| $200M | +$11.6M | +6% | 5.65% | 60.3% | 31 | 9.68% | 1.7 |
|
| 5463 |
5463
Private Wealth Group
Tampa,
Florida
| $200M | +$9.6M | +5% | 6.42% | 52.9% | 67 | 17.91% | 3 |
|
| 5464 |
5464
Members Advisory Group
Williamsville,
New York
| $200M | +$16.8M | +9% | 5.7% | 70.6% | 36 | 19.44% | 1.3 |
|
| 5465 |
5465
Magnolia Capital Advisors
Jackson,
Mississippi
| $200M | +$21.3M | +12% | 6.73% | 78.7% | 153 | 29.41% | 0.8 |
|
| 5466 |
5466
Bridger Management
New York
| $200M | +$5.58M | +3% | 8.3% | 103% | 34 | 32.35% | 1.6 |
|
| 5467 |
5467
Lodestone Wealth Management
Spokane,
Washington
| $200M | +$10.1M | +5% | 5.75% | 87.1% | 157 | 12.1% | 1.4 |
|
| 5468 |
ORC
5468
O'Rourke & Company
Boston,
Massachusetts
| $200M | +$22.2M | +12% | 8.48% | 71.9% | 152 | 9.21% | 2 |
|
| 5469 |
EL
5469
EQ LLC
Bellevue,
Washington
| $200M | +$32.8M | +20% | 5.96% | 72.9% | 64 | 25% | 2.1 |
|
| 5470 |
5470
Signet Investment Advisory Group
Providence,
Rhode Island
| $200M | +$13.3M | +7% | 8.04% | 59.6% | 72 | 8.33% | 4.4 |
|
| 5471 |
5471
Trellis Wealth Advisors
San Luis Obispo,
California
| $200M | +$17.6M | +10% | 5.89% | 62.2% | 31 | 6.45% | 1.3 |
|
| 5472 |
5472
GSI Capital Advisors
Newport Beach,
California
| $200M | +$30.3M | +18% | 15.7% | 39.7% | 35 | 34.29% | 1.7 |
|
| 5473 |
5473
Porter White Investment Advisors
Birmingham,
Alabama
| $200M | +$13M | +7% | 6.67% | 58% | 33 | 3.03% | 1.4 |
|
| 5474 |
5474
Woodward Financial Advisors
Chapel Hill,
North Carolina
| $199M | +$23.8M | +14% | 5.87% | 55% | 55 | 7.27% | 2 |
|
| 5475 |
5475
Ballentine Capital Advisors
Greenville,
South Carolina
| $199M | +$11.3M | +6% | 5.95% | 48.8% | 30 | 6.67% | 0.7 |
|