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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
DCM Advisors
New York
| $213M | +$14.6M | +7% | 4.85% | 99.3% | 52 | 26.92% | 3.1 |
|
| 5452 |
5452
Pavion Blue Capital
Newport Beach,
California
| $213M | -$1.63M | -0.8% | 1% | 87.8% | 104 | 6.73% | 3.8 |
|
| 5453 |
5453
Wealth Quarterback
Toms River,
New Jersey
| $213M | +$20.8M | +11% | 1.09% | 109% | 138 | 19.57% | 2.8 |
|
| 5454 |
5454
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
| $213M | -$4.15M | -2% | 4.33% | – | 201 | 88.06% | 0.1 |
|
| 5455 |
EL
5455
EQ LLC
Bellevue,
Washington
| $213M | +$13.1M | +7% | 0.1% | 72.9% | 66 | 15.15% | 2.2 |
|
| 5456 |
5456
Norris Financial Group
Greenville,
South Carolina
| $213M | +$9.7M | +5% | 6.77% | 142% | 87 | 18.39% | 1.6 |
|
| 5457 |
5457
Beacon Investment Advisors
Gaithersburg,
Maryland
| $213M | +$1.47M | +0.7% | 0.21% | 96.4% | 158 | 5.7% | 1.6 |
|
| 5458 |
5458
Bullseye Asset Management
Denver,
Colorado
| $213M | -$4.06M | -2% | 5.83% | 81% | 65 | 10.77% | 3.5 |
|
| 5459 |
5459
Bernard Wealth Management
Royal Oak,
Michigan
| $212M | – | – | 3.08% | – | 320 | – | 0 |
|
| 5460 |
5460
Baron Wealth Management
Troy,
Michigan
| $212M | +$4.7M | +2% | 2.41% | 88.6% | 222 | 21.17% | 1.3 |
|
| 5461 |
5461
Bluestem Financial Advisors
Champaign,
Illinois
| $212M | -$1.84M | -0.9% | 2.23% | 42.2% | 27 | 0% | 4.2 |
|
| 5462 |
5462
Centennial Bank
Conway,
Arkansas
| $212M | -$5.69M | -3% | 0.28% | 69.9% | 340 | 13.53% | 1.7 |
|
| 5463 |
5463
Great Point Partners
Greenwich,
Connecticut
| $212M | -$128M | -38% | 11.4% | 710% | 34 | 35.29% | 0.8 |
|
| 5464 |
5464
Weitzel Financial Services
Dubuque,
Iowa
| $212M | -$852K | -0.4% | 1.86% | 46.3% | 42 | 4.76% | 2.8 |
|
| 5465 |
5465
Spectrum Wealth Advisory Group
Granite Bay,
California
| $212M | +$33.8M | +19% | 1.57% | 76.1% | 58 | 25.86% | 2.2 |
|
| 5466 |
5466
Horizon Bancorp
Michigan City,
Indiana
| $212M | -$3.9M | -2% | 2.7% | 33.4% | 223 | 14.35% | 2.9 |
|
| 5467 |
5467
Financial Avengers
Oakland,
California
| $212M | +$8.83M | +4% | 8.02% | 108% | 177 | 9.04% | 2.9 |
|
| 5468 |
5468
Squadra Investments
Rio De Janeiro,
Brazil
| $212M | -$299M | -59% | 30.6% | 1.55% | 7 | 57.14% | 2.5 |
|
| 5469 |
5469
Ted Buchan & Co
San Diego,
California
| $212M | +$1.01M | +0.5% | 0.85% | 65.2% | 88 | 9.09% | 1.4 |
|
| 5470 |
5470
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| $212M | +$4.37M | +2% | 0.61% | 72.4% | 95 | 18.95% | 1.9 |
|
| 5471 |
5471
Ranch Capital Advisors
Sarasota,
Florida
| $212M | -$338K | -0.2% | 2.31% | 92.6% | 152 | 10.53% | 3.4 |
|
| 5472 |
5472
Elios Financial Group
Westlake,
Ohio
| $212M | -$5.13M | -2% | 1.03% | – | 116 | 6.03% | 0.2 |
|
| 5473 |
5473
Optimist Retirement Group
Bellevue,
Washington
| $211M | -$10.2M | -5% | 1.21% | 92.2% | 127 | 10.24% | 0.7 |
|
| 5474 |
5474
Chaney Capital Management
Lynnwood,
Washington
| $211M | +$33.1M | +19% | 1.98% | – | 37 | 2.7% | 0.8 |
|
| 5475 |
5475
Lloyd Advisory Services
Suwanee,
Georgia
| $211M | +$4.22M | +2% | 0.52% | 51.1% | 122 | 38.52% | 0.6 |
|