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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
Summa Corp
Tomball,
Texas
| $242M | +$8.75M | +4% | 5.17% | 348% | 88 | 18.18% | 1.3 |
|
| 5552 |
5552
TKG Advisors
Valparaiso,
Indiana
| $242M | -$6.05M | -2% | 5.27% | 116% | 98 | 17.35% | 2 |
|
| 5553 |
RA
5553
Resolute Advisors
San Francisco,
California
| $242M | -$64.8M | -21% | 6.52% | 36.7% | 101 | 38.61% | 2.1 |
|
| 5554 |
5554
McNaughton Wealth Management
San Diego,
California
| $242M | -$1.08M | -0.4% | 2.21% | 55.6% | 73 | 6.85% | 3.8 |
|
| 5555 |
5555
Dover Advisors
Richmond,
Virginia
| $242M | -$16.4M | -6% | 0.66% | 65% | 169 | 8.28% | 2 |
|
| 5556 |
5556
FMB Wealth Management
Westlake Village,
California
| $242M | -$11.7M | -5% | 0.65% | 71.1% | 92 | 21.74% | 2.3 |
|
| 5557 |
5557
Beta Wealth Group
San Diego,
California
| $242M | -$7.02M | -3% | 0.5% | 45.4% | 122 | 13.93% | 2.2 |
|
| 5558 |
5558
Tribridge Partners Financial
Columbia,
Maryland
| $242M | +$3.28M | +1% | 2.09% | – | 81 | 6.17% | 0.6 |
|
| 5559 |
5559
denkapparat Operations
Berlin,
Germany
| $242M | +$57.7M | +31% | 5.61% | – | 364 | 27.75% | 0.7 |
|
| 5560 |
5560
Ballentine Capital Advisors
Greenville,
South Carolina
| $242M | +$4.14M | +2% | 0.34% | 48.8% | 27 | 7.41% | 1.9 |
|
| 5561 |
5561
Physician Wealth Solutions
North Las Vegas,
Nevada
| $242M | +$5.78M | +2% | 1.01% | 43.6% | 45 | 0% | 2.1 |
|
| 5562 |
5562
Dean Capital Management
Overland Park,
Kansas
| $241M | +$6.69M | +3% | 10.3% | 89.7% | 127 | 20.47% | 1.8 |
|
| 5563 |
TTA
5563
Thor Trading Advisors
Greensburg,
Pennsylvania
| $241M | +$72.2K | +0% | 1.25% | – | 13 | 7.69% | 0.8 |
|
| 5564 |
5564
Altman Advisors
Chicago,
Illinois
| $241M | -$24.1M | -9% | 1.28% | 143% | 99 | 26.26% | 3 |
|
| 5565 |
5565
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| $241M | -$5.15M | -2% | 2.66% | 72% | 143 | 13.99% | 3.4 |
|
| 5566 |
5566
Continuum Wealth Advisors
Saratoga Springs,
New York
| $241M | -$17.8M | -7% | 3.42% | 69% | 84 | 23.81% | 1.8 |
|
| 5567 |
5567
Sherborne Investors Management
New York
| $241M | -$142M | -37% | 37.1% | 54.2% | 1 | 0% | 3.3 |
|
| 5568 |
5568
Onyx Financial Advisors
Idaho Falls,
Idaho
| $241M | +$4.95M | +2% | 0.68% | 57.8% | 18 | 5.56% | 2.2 |
|
| 5569 |
5569
Rakuten Securities
Tokyo,
Japan
| $241M | -$67.5M | -22% | 3.81% | 999% | 964 | 16.29% | 1.5 |
|
| 5570 |
5570
MBE Wealth Management
Tomah,
Wisconsin
| $241M | +$1.91M | +0.8% | 0.23% | 66.5% | 145 | 11.03% | 2.7 |
|
| 5571 |
GL
5571
GHE LLC
Memphis,
Tennessee
| $241M | -$61.1M | -20% | 5.14% | 188% | 56 | 5.36% | 2.4 |
|
| 5572 |
5572
Daily Journal Corp
Los Angeles,
California
| $241M | -$36M | -13% | 12.9% | 109% | 4 | 0% | 10.4 |
|
| 5573 |
5573
Foronjy Financial
Santa Barbara,
California
| $241M | +$1.06M | +0.4% | 2.28% | – | 105 | 8.57% | 0.7 |
|
| 5574 |
5574
Advisortrust Partners
Raleigh,
North Carolina
| $240M | +$12.8M | +6% | 2.9% | – | 267 | 46.07% | 0.1 |
|
| 5575 |
5575
Caerus Investment Advisors
West Lake Hills,
Texas
| $240M | -$68.5M | -22% | 1.28% | 85% | 382 | 45.03% | 0.6 |
|