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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
Concorde Asset Management
Ann Arbor,
Michigan
| $250M | +$10.9M | +5% | 1.13% | – | 253 | 17% | 2 |
|
| 5552 |
5552
SGL Investment Advisors
Missoula,
Montana
| $250M | +$10M | +4% | 1.95% | – | 136 | 13.97% | 1 |
|
| 5553 |
5553
Juno Financial Group
Richmond,
Virginia
| $250M | – | – | 1.72% | – | 69 | – | 0 |
|
| 5554 |
5554
Pennington Partners & Co
Bethesda,
Maryland
| $250M | +$38.7M | +18% | 1.72% | – | 103 | 19.42% | 0.7 |
|
| 5555 |
5555
Stash Investments
New York
| $249M | +$17M | +7% | 1.15% | 40.7% | 5 | 0% | 2 |
|
| 5556 |
5556
Freshford Capital Management
Rye Brook,
New York
| $249M | -$114M | -31% | 5.16% | 97.3% | 26 | 53.85% | 0.8 |
|
| 5557 |
5557
Solstein Capital
Menlo Park,
California
| $249M | -$191M | -43% | 3.91% | 102% | 506 | 16.8% | 2.5 |
|
| 5558 |
5558
Retirement Planning Company of New England
Warwick,
Rhode Island
| $249M | +$719K | +0.3% | 3.13% | 125% | 256 | 8.2% | 3 |
|
| 5559 |
5559
Beacon Investment Advisors
Gaithersburg,
Maryland
| $249M | +$4.78M | +2% | 3.57% | 96.4% | 168 | 4.17% | 2.3 |
|
| 5560 |
5560
Index Venture Life Associates VI
St. Helier,
Jersey
| $249M | +$7.57M | +3% | 3.13% | – | 1 | 0% | 4 |
|
| 5561 |
5561
Shira Ridge Wealth Management
Larkspur,
California
| $249M | +$13.3M | +6% | 2.6% | 72.8% | 91 | 15.38% | 2.1 |
|
| 5562 |
5562
Chicago Wealth Management
Chicago,
Illinois
| $249M | +$19.4M | +8% | 8.14% | 134% | 56 | 16.07% | 2.4 |
|
| 5563 |
5563
Game Plan Financial Advisors
Westlake,
Ohio
| $249M | +$7.33M | +3% | 2.78% | – | 404 | 24.26% | 1.9 |
|
| 5564 |
5564
Beta Wealth Group
San Diego,
California
| $249M | -$4.65M | -2% | 1.74% | 45.4% | 122 | 10.66% | 2 |
|
| 5565 |
5565
Painted Porch Advisors
Santa Barbara,
California
| $249M | -$13.7M | -5% | 1.73% | – | 470 | 85.32% | 1.7 |
|
| 5566 |
MAS
5566
Madden Advisory Services
Jacksonville,
Florida
| $249M | -$9.6M | -4% | 1.93% | 52.3% | 107 | 4.67% | 5.7 |
|
| 5567 |
5567
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| $249M | +$5.52M | +2% | 1.82% | 64.8% | 82 | 2.44% | 4.3 |
|
| 5568 |
5568
Genesee Capital Advisors
Auburn,
New York
| $248M | +$18.3M | +8% | 1.73% | 107% | 136 | 14.71% | 2.2 |
|
| 5569 |
5569
MBA Advisors
Hermitage,
Pennsylvania
| $248M | +$14M | +6% | 2.41% | 66.1% | 150 | 13.33% | 3.2 |
|
| 5570 |
5570
Selby Wealth Management
Emeryville,
California
| $248M | – | – | 0.71% | – | 84 | – | 0 |
|
| 5571 |
5571
TKG Advisors
Valparaiso,
Indiana
| $248M | +$14.5M | +6% | 4.01% | 116% | 99 | 21.21% | 1.9 |
|
| 5572 |
5572
Tabor Asset Management
New York
| $248M | +$82M | +49% | 5.49% | 214% | 50 | 54% | 0.9 |
|
| 5573 |
5573
StoneCrest Wealth Management
Chandler,
Arizona
| $248M | +$19.6M | +9% | 2.65% | 168% | 77 | 15.58% | 1.2 |
|
| 5574 |
5574
Mount Capital
London,
United Kingdom
| $248M | -$31.2M | -11% | 1.72% | 34.4% | 16 | 0% | 3.7 |
|
| 5575 |
PHM
5575
Prospect Hill Management
Short Hills,
New Jersey
| $247M | +$13.5M | +6% | 6.97% | 85.1% | 14 | 7.14% | 4.4 |
|