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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 |
SHFP
5576
Second Half Financial Partners
Sebring,
Florida
| $205M | +$16M | +8% | 0.38% | 36.8% | 111 | 32.43% | 0.7 |
|
| 5577 |
5577
Marshall & Sullivan
Seattle,
Washington
| $205M | -$3.61M | -2% | 0.83% | 82% | 41 | 2.44% | 7.7 |
|
| 5578 |
5578
Private Wealth Group
Tampa,
Florida
| $205M | +$4.49M | +2% | 0.75% | 52.9% | 67 | 8.96% | 3.1 |
|
| 5579 |
5579
Alexis Investment Partners
Montgomery,
Texas
| $204M | – | – | 0.12% | – | 88 | – | 0 |
|
| 5580 |
DRP
5580
Decade Renewable Partners
Houston,
Texas
| $204M | +$13.7M | +7% | 3.66% | – | 44 | 56.82% | 0.5 |
|
| 5581 |
5581
Shira Ridge Wealth Management
Larkspur,
California
| $204M | +$8.28M | +4% | 0.55% | 72.8% | 85 | 14.12% | 1.5 |
|
| 5582 |
5582
Bluesphere Advisors
East Norriton,
Pennsylvania
| $204M | +$2.02M | +1% | 3.22% | 105% | 108 | 10.19% | 2.3 |
|
| 5583 |
5583
Kirkwood Financial Services
San Antonio,
Texas
| $204M | – | – | 2.54% | – | 25 | – | 0 |
|
| 5584 |
5584
Brogan Financial
Knoxville,
Tennessee
| $204M | +$28.5M | +16% | 0.96% | 46.4% | 59 | 16.95% | 1.3 |
|
| 5585 |
5585
Towerpoint Wealth
Sacramento,
California
| $204M | -$6.85M | -3% | 0.03% | 67.7% | 92 | 19.57% | 3.9 |
|
| 5586 |
ORC
5586
O'Rourke & Company
Boston,
Massachusetts
| $204M | +$4.3M | +2% | 3.02% | 71.9% | 155 | 9.68% | 2.2 |
|
| 5587 |
5587
Unison Asset Management
North Miami Beach,
Florida
| $204M | -$6.39M | -3% | 0.33% | 81.4% | 35 | 8.57% | 3 |
|
| 5588 |
5588
Quad-Cities Investment Group
Davenport,
Iowa
| $204M | +$4.71M | +2% | 1.59% | 67.3% | 188 | 6.91% | 3.7 |
|
| 5589 |
AFC
5589
AFT Forsyth & Company
West Palm Beach,
Florida
| $204M | +$1.09M | +0.5% | 4.93% | 135% | 131 | 3.82% | 7.2 |
|
| 5590 |
5590
Summa Corp
Tomball,
Texas
| $204M | -$4.71M | -2% | 3.95% | 348% | 68 | 16.18% | 0.8 |
|
| 5591 |
5591
Investmark Advisory Group
Shelton,
Connecticut
| $204M | -$2.05M | -1% | 0.34% | 73.8% | 126 | 12.7% | 2.2 |
|
| 5592 |
5592
Autumn Glory Partners
Dallas,
Texas
| $204M | -$56.3M | -22% | 0.56% | 76% | 214 | 27.57% | 1.7 |
|
| 5593 |
5593
Burford Brothers
Dallas,
Texas
| $204M | +$11.9M | +6% | 3.71% | 97.4% | 167 | 12.57% | 0.9 |
|
| 5594 |
5594
FIDELIS iM
Medford,
Oregon
| $204M | -$16.8M | -8% | 1.28% | 44.8% | 22 | 4.55% | 2.6 |
|
| 5595 |
5595
Parker Financial
Silverdale,
Washington
| $204M | +$4.28M | +2% | 2.35% | 49.7% | 36 | 5.56% | 1.8 |
|
| 5596 |
5596
Maltin Wealth Management
Ridgewood,
New Jersey
| $204M | -$1.82M | -0.9% | 1.47% | 58.2% | 133 | 9.02% | 2.8 |
|
| 5597 |
5597
Cherry Creek Investment Advisors
Englewood,
Colorado
| $203M | +$10M | +5% | 7.2% | 151% | 116 | 12.07% | 2.2 |
|
| 5598 |
5598
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| $203M | -$32.7M | -14% | 22.5% | 961% | 53 | 54.72% | 0.9 |
|
| 5599 |
5599
Union Savings Bank
Litchfield,
Connecticut
| $203M | -$631K | -0.3% | 0.15% | – | 303 | 6.27% | 1.4 |
|
| 5600 |
5600
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| $203M | +$6.77M | +3% | 0.41% | 81.9% | 500 | 4% | 3.2 |
|