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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5576 |
LFWA
5576
LBJ Family Wealth Advisors
Austin,
Texas
| $144M | +$1.48M | +1% | 5.36% | 64.9% | 24 | 4.17% | 6.5 |
|
| 5577 |
5577
New Republic Capital
Charlotte,
North Carolina
| $144M | +$11.5M | +9% | 6.78% | 91.4% | 251 | 14.74% | 0.4 |
|
| 5578 |
LA
5578
Latitude Advisors
Vero Beach,
Florida
| $144M | +$5.43M | +4% | 6.11% | 72% | 198 | 27.27% | 1.5 |
|
| 5579 |
5579
Wayfinding Financial
Lynnwood,
Washington
| $144M | +$12.4M | +9% | 7.54% | 68.3% | 124 | 23.39% | 0.8 |
|
| 5580 |
BCM
5580
Beaumont Capital Management
Boston,
Massachusetts
| $144M | +$35.7K | +0% | 4.6% | 45.4% | 46 | 36.96% | 0.7 |
|
| 5581 |
5581
Blackhawk Capital Partners
Thiensville,
Wisconsin
| $144M | +$7.18M | +5% | 6.57% | 87.2% | 94 | 22.34% | 1.3 |
|
| 5582 |
5582
Holistic Financial Partners
Indianapolis,
Indiana
| $144M | +$16.1M | +13% | 12.2% | 95.7% | 114 | 10.53% | 2.7 |
|
| 5583 |
NCM
5583
NCM Capital Management
Ramsey,
New Jersey
| $144M | +$10.1M | +8% | 5.38% | 105% | 156 | 7.05% | 1.3 |
|
| 5584 |
5584
AJ Advisors
Nashville,
Tennessee
| $144M | +$7.59M | +6% | 5.3% | 59.8% | 37 | 8.11% | 0.5 |
|
| 5585 |
5585
Crestwood Capital Management
New York
| $144M | +$11.2M | +8% | 10.7% | 203% | 14 | 21.43% | 2.8 |
|
| 5586 |
5586
Aegis Financial
Mc Lean,
Virginia
| $144M | +$14.8M | +11% | 2.57% | 266% | 31 | 12.9% | 1.8 |
|
| 5587 |
5587
R.W. Roge & Company
Bohemia,
New York
| $144M | -$12.5M | -8% | 6.57% | 68.1% | 46 | 10.87% | 2.2 |
|
| 5588 |
5588
Element Wealth
Ridgeland,
Mississippi
| $144M | +$9.6M | +7% | 3.93% | 59.6% | 234 | 13.25% | 2.1 |
|
| 5589 |
ASBI
5589
American State Bank (Iowa)
Sioux Center,
Iowa
| $144M | +$6.51M | +5% | 7.37% | 138% | 332 | 1.51% | 2.2 |
|
| 5590 |
5590
Littlejohn & Co
Greenwich,
Connecticut
| $144M | -$23.6M | -14% | 3.27% | 56.2% | 65 | 26.15% | 1.3 |
|
| 5591 |
5591
Castle Wealth Management
West Palm Beach,
Florida
| $143M | +$14.2M | +11% | 6% | 53.6% | 116 | 12.07% | 0.9 |
|
| 5592 |
5592
Bluesphere Advisors
East Norriton,
Pennsylvania
| $143M | +$22.7M | +19% | 9.83% | 105% | 87 | 11.49% | 1.8 |
|
| 5593 |
5593
ADE LLC
Baltimore,
Maryland
| $143M | +$3.83M | +3% | 3.6% | 52.2% | 86 | 8.14% | 1.8 |
|
| 5594 |
5594
Denver Wealth Management
Denver,
Colorado
| $143M | -$685K | -0.5% | 6.15% | 64.4% | 83 | 18.07% | 1.3 |
|
| 5595 |
5595
Birchcreek Wealth Management
Miami Township,
Ohio
| $143M | +$16.9M | +13% | 6.06% | 80.7% | 143 | 18.18% | 1.7 |
|
| 5596 |
AFT
5596
Alpha Family Trust
Los Angeles,
California
| $143M | +$17M | +13% | 15.9% | 198% | 136 | 20.59% | 0.6 |
|
| 5597 |
5597
Cherrydale Wealth Management
Hoboken,
New Jersey
| $143M | +$11.2M | +9% | 7.28% | 80.8% | 43 | 18.6% | 1 |
|
| 5598 |
OFG
5598
OTA Financial Group
Purchase,
New York
| $143M | +$29.6M | +26% | 1.52% | 320% | 49 | 91.84% | 0.6 |
|
| 5599 |
5599
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| $143M | +$46.8M | +49% | 40% | 261% | 85 | 48.24% | 1.7 |
|
| 5600 |
5600
Jones Road Capital Management
New York
| $143M | +$5.14M | +4% | 5.8% | 88.5% | 46 | 30.43% | 1 |
|