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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
TL Private Wealth
Southlake,
Texas
| $202M | -$21.5M | -10% | 1.74% | 50.6% | 43 | 4.65% | 3.9 |
|
| 5502 |
5502
Ergawealth Advisors
Oak Brook,
Illinois
| $202M | -$539K | -0.3% | 2.21% | 50% | 65 | 10.77% | 1.6 |
|
| 5503 |
5503
Towerpoint Wealth
Sacramento,
California
| $202M | -$2.42M | -1% | 1.58% | 67.7% | 84 | 7.14% | 4.1 |
|
| 5504 |
SHFP
5504
Second Half Financial Partners
Sebring,
Florida
| $202M | -$2.99M | -1% | 2.71% | 36.8% | 99 | 23.23% | 0.9 |
|
| 5505 |
ORC
5505
O'Rourke & Company
Boston,
Massachusetts
| $202M | -$2.55M | -1% | 2.93% | 71.9% | 153 | 5.23% | 2.4 |
|
| 5506 |
5506
Argentarii
Cincinnati,
Ohio
| $202M | +$2.56M | +1% | 2.31% | – | 177 | 20.9% | 0.2 |
|
| 5507 |
5507
Autumn Glory Partners
Dallas,
Texas
| $201M | -$2.24M | -1% | 0.32% | 76% | 193 | 20.73% | 1.8 |
|
| 5508 |
5508
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| $201M | -$1.82M | -0.9% | 0.79% | 81.9% | 503 | 3.18% | 3.3 |
|
| 5509 |
5509
Thomas H. Lee (THL) Partners
Boston,
Massachusetts
| $201M | -$79.3M | -28% | 28.3% | 37.2% | 1 | 0% | 4.5 |
|
| 5510 |
5510
GKV Capital Management
Walnut Creek,
California
| $201M | -$43.9M | -18% | 3.14% | – | 182 | 21.43% | 0.2 |
|
| 5511 |
5511
Retirement Guys Formula
Maumee,
Ohio
| $201M | +$2.97M | +2% | 0.81% | 75.7% | 168 | 38.1% | 1.5 |
|
| 5512 |
5512
Ananym Capital Management
New York
| $201M | +$36.2M | +22% | 8.24% | – | 11 | 18.18% | 0.2 |
|
| 5513 |
5513
Bridger Management
New York
| $201M | +$15M | +8% | 1.32% | 103% | 34 | 32.35% | 1.9 |
|
| 5514 |
5514
Aull & Monroe Investment Management
Mobile,
Alabama
| $201M | +$4.91M | +3% | 4.2% | 98.3% | 126 | 4.76% | 8.8 |
|
| 5515 |
5515
Greenbush Financial Group
Albany,
New York
| $201M | +$11.3M | +6% | 1.57% | – | 34 | 5.88% | 0.2 |
|
| 5516 |
5516
MY.Alpha Management HK Advisors
Hong Kong
| $201M | -$26.4M | -12% | 22.8% | 423% | 22 | 40.91% | 0.8 |
|
| 5517 |
5517
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| $201M | -$4.79M | -2% | 2.75% | 72% | 134 | 10.45% | 3.1 |
|
| 5518 |
5518
Sustainable Insight Capital Management
New York
| $201M | -$27.6M | -12% | 1.53% | 168% | 82 | 30.49% | 1.9 |
|
| 5519 |
5519
Prosperity Financial Group
San Ramon,
California
| $201M | +$45.9K | +0% | 5% | 121% | 199 | 29.65% | 1.3 |
|
| 5520 |
5520
New England Professional Planning Group
Westerly,
Rhode Island
| $201M | +$103K | +0.1% | 1.86% | 64.1% | 49 | 8.16% | 4.4 |
|
| 5521 |
5521
Retirement Planning Company of New England
Warwick,
Rhode Island
| $201M | -$5.34M | -3% | 2.03% | 125% | 241 | 9.96% | 2.5 |
|
| 5522 |
5522
Owen LaRue
Elizabethtown,
Kentucky
| $201M | +$9.37M | +5% | 0.09% | 126% | 108 | 31.48% | 1.2 |
|
| 5523 |
5523
Bayshore Asset Management
Coral Gables,
Florida
| $201M | -$16.9M | -8% | 1.73% | 66.1% | 56 | 39.29% | 2.6 |
|
| 5524 |
5524
Boyd Wealth Management
Sacramento,
California
| $201M | -$2.14M | -1% | 1.03% | 56.8% | 49 | 12.24% | 2.5 |
|
| 5525 |
5525
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| $201M | -$23M | -10% | 3.22% | 44.1% | 60 | 43.33% | 1.9 |
|