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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
5501
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| $182M | +$14M | +8% | 7.98% | 63.8% | 100 | 10% | 3.1 |
|
| 5502 |
5502
Tandem Wealth Advisors
Phoenix,
Arizona
| $182M | +$8.54M | +5% | 4.97% | 43.1% | 67 | 28.36% | 1.1 |
|
| 5503 |
5503
Ballentine Capital Advisors
Greenville,
South Carolina
| $182M | +$11.8M | +7% | 4.75% | 48.8% | 32 | 9.38% | 0.2 |
|
| 5504 |
GF
5504
Genesis Fortune
Grand Cayman,
Cayman Islands
| $182M | -$3.06M | -2% | 1.66% | – | 1 | 0% | 0.3 |
|
| 5505 |
5505
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| $182M | +$17.4M | +11% | 6.98% | 72.4% | 80 | 7.5% | 1.6 |
|
| 5506 |
5506
Crown Oak Advisors
Piedmont,
California
| $182M | +$10.6M | +6% | 6.32% | 53.3% | 22 | 4.55% | 0.2 |
|
| 5507 |
5507
Gables Capital Management
Miami,
Florida
| $182M | +$20.6M | +13% | 16% | 173% | 412 | 13.11% | 4 |
|
| 5508 |
FIM
5508
FWL Investment Management
Dallas,
Texas
| $181M | +$9.8M | +6% | 7.67% | 165% | 268 | 26.12% | 0.7 |
|
| 5509 |
5509
SVB Financial Group
Dallas,
Texas
| $181M | +$68.5M | +61% | 164% | – | 15 | 26.67% | 0.9 |
|
| 5510 |
5510
AJ Advisors
Nashville,
Tennessee
| $181M | +$18.7M | +12% | 7.37% | 64.6% | 49 | 14.29% | 0.8 |
|
| 5511 |
5511
Abbot Financial Management
Andover,
Massachusetts
| $181M | +$15M | +9% | 10.2% | 102% | 125 | 9.6% | 4.6 |
|
| 5512 |
5512
JPL Wealth Management
Highlands Ranch,
Colorado
| $181M | +$42.3M | +30% | 8.04% | – | 120 | 24.17% | 0.2 |
|
| 5513 |
5513
Adalta Capital Management
New York
| $181M | +$15.7M | +9% | 8.63% | 80.4% | 104 | 9.62% | 3.4 |
|
| 5514 |
5514
Interactive Financial Advisors
New Lenox,
Illinois
| $181M | -$5.72M | -3% | 5.35% | 47.6% | 86 | 5.81% | 6.1 |
|
| 5515 |
5515
Fluent Financial
Dallas,
Texas
| $181M | +$12.4M | +7% | 8.26% | 46.9% | 89 | 21.35% | 1.6 |
|
| 5516 |
CCP
5516
Cunning Capital Partners
Morrisville,
North Carolina
| $181M | +$20.3M | +13% | 22.2% | 268% | 92 | 20.65% | 0.5 |
|
| 5517 |
5517
ORBA Wealth Advisors
Chicago,
Illinois
| $181M | +$13.9M | +8% | 6.23% | 70.5% | 97 | 5.15% | 0.2 |
|
| 5518 |
5518
Strategic Financial Partners
Bend,
Oregon
| $181M | +$8.48M | +5% | 6.65% | 54.8% | 79 | 22.78% | 2.9 |
|
| 5519 |
DFS
5519
Dixon Fnancial Services
Lafayette,
California
| $181M | +$18M | +11% | 7.97% | 76.6% | 36 | 25% | 1.4 |
|
| 5520 |
5520
New Perspectives Inc
Ridgeland,
Mississippi
| $181M | – | – | 6.62% | – | 30 | – | 1.7 |
|
| 5521 |
5521
First City Capital Management
Savannah,
Georgia
| $181M | +$8.26M | +5% | 10.8% | 86.4% | 177 | 11.86% | 5.9 |
|
| 5522 |
5522
Toronado Partners
San Francisco,
California
| $181M | -$9.6M | -5% | 8.56% | 158% | 12 | 16.67% | 2.3 |
|
| 5523 |
5523
HMS Capital Management
Nashville,
Tennessee
| $181M | +$17.8M | +11% | 15.3% | 140% | 125 | 28% | 2.3 |
|
| 5524 |
5524
Bluesphere Advisors
East Norriton,
Pennsylvania
| $181M | +$19.3M | +12% | 11.6% | 105% | 95 | 10.53% | 2.1 |
|
| 5525 |
5525
KM Capital Management
Austin,
Texas
| $180M | +$7.27M | +4% | 7.45% | 60.8% | 48 | 18.75% | 0.9 |
|