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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5551 |
5551
Islander Capital Partners
San Francisco,
California
| $276M | -$32.2M | -10% | 19.5% | – | 19 | 42.11% | 0.4 |
|
| 5552 |
5552
Wealth Analytics Partners
San Diego,
California
| $276M | +$29.7M | +12% | 11.9% | – | 50 | 8% | 0.5 |
|
| 5553 |
5553
Greykasell Wealth Strategies
Danville,
California
| $275M | +$27.4M | +11% | 18% | – | 570 | 15.79% | 1 |
|
| 5554 |
5554
Dopkins Wealth Management
Williamsville,
New York
| $275M | +$26.3M | +11% | 11.7% | 64.4% | 95 | 8.42% | 2.2 |
|
| 5555 |
5555
Valued Wealth Advisors
Holladay,
Utah
| $275M | +$28.4M | +12% | 10.9% | – | 936 | 22.76% | 1.5 |
|
| 5556 |
5556
Unique Wealth Strategies
Burr Ridge,
Illinois
| $275M | +$28.6M | +12% | 18.7% | 96.9% | 276 | 41.3% | 1.1 |
|
| 5557 |
5557
Spreng Capital Management
Bucyrus,
Ohio
| $275M | +$62.9M | +30% | 13.9% | 72.5% | 79 | 18.99% | 4.4 |
|
| 5558 |
5558
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| $275M | +$32.8M | +14% | 18% | – | 1,452 | 23.83% | 1 |
|
| 5559 |
5559
American Capital Advisory
Ketchum,
Idaho
| $275M | +$27.1M | +11% | 10% | 69% | 1,234 | 13.29% | 1.2 |
|
| 5560 |
5560
Wills Financial Group
Richmond,
Virginia
| $275M | +$9.4M | +4% | 10.6% | 57.5% | 82 | 8.54% | 4.9 |
|
| 5561 |
5561
Westfuller Advisors
New York
| $275M | +$43M | +19% | 15.3% | – | 813 | 14.15% | 0.8 |
|
| 5562 |
SL
5562
SOF Ltd
George Town,
Cayman Islands
| $274M | -$4.4M | -2% | 1.58% | 42.3% | 1 | 0% | 9.5 |
|
| 5563 |
CP
5563
CPV Partners
Stamford,
Connecticut
| $274M | +$50.2M | +22% | 9.46% | 105% | 5 | 20% | 4.3 |
|
| 5564 |
5564
Kerusso Capital Management
Winston Salem,
North Carolina
| $274M | +$74.7M | +37% | 14.8% | – | 59 | 11.86% | 1.5 |
|
| 5565 |
5565
Boulder Wealth Advisors
Boulder,
Colorado
| $274M | +$23.4M | +9% | 14.2% | – | 41 | 34.15% | 1.8 |
|
| 5566 |
5566
Cloud Capital Management
Seattle,
Washington
| $274M | +$44.7M | +19% | 11.9% | – | 127 | 18.11% | 0.8 |
|
| 5567 |
JCFM
5567
JBR Co Financial Management
Ardmore,
Oklahoma
| $274M | +$35.2M | +15% | 19.3% | 126% | 139 | 17.99% | 1.7 |
|
| 5568 |
5568
Chris Bulman
Roseville,
California
| $274M | +$45.5M | +20% | 12.7% | – | 181 | 25.97% | 1.1 |
|
| 5569 |
5569
Meramec Financial Planners
Saint Louis,
Missouri
| $274M | +$21.6M | +9% | 12.8% | – | 628 | 29.62% | 0.4 |
|
| 5570 |
5570
Kinloch Capital
Glen Allen,
Virginia
| $274M | +$28.4M | +12% | 11.7% | 63.4% | 85 | 9.41% | 3.7 |
|
| 5571 |
5571
Parker Financial
Silverdale,
Washington
| $273M | +$23.2M | +9% | 9.89% | 45% | 37 | 0% | 3 |
|
| 5572 |
MEPT
5572
Missouri Education Pension Trust
Jefferson City,
Missouri
| $273M | -$20.1M | -7% | 17.7% | – | 2 | 0% | 0.5 |
|
| 5573 |
5573
Sightline Wealth Advisors
Groton,
Connecticut
| $273M | +$37M | +16% | 11.5% | 48.5% | 96 | 9.38% | 2.9 |
|
| 5574 |
LP
5574
LGL Partners
Philadelphia,
Pennsylvania
| $273M | +$30.5M | +13% | 14.6% | 68.9% | 73 | 24.66% | 4.4 |
|
| 5575 |
5575
Platform Wealth Management
Holladay,
Utah
| $273M | – | – | 10.2% | – | 57 | – | 0.5 |
|