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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 |
5576
Brightline Capital Management
Miami,
Florida
| $247M | +$3.37M | +1% | 19.2% | 810% | 12 | 50% | 0.8 |
|
| 5577 |
5577
Westfuller Advisors
New York
| $247M | +$27.3M | +12% | 2.84% | – | 827 | 15.6% | 0.4 |
|
| 5578 |
5578
Bay Rivers Group
Williamsburg,
Virginia
| $247M | +$9.8M | +4% | 3.31% | 166% | 99 | 10.1% | 3.2 |
|
| 5579 |
ML
5579
MTCO Ltd
Nassau,
| $247M | +$12.2M | +5% | 3.24% | – | 2 | 0% | 0.3 |
|
| 5580 |
5580
Blue Door Asset Management
Stamford,
Connecticut
| $247M | +$56.9M | +30% | 5.84% | 127% | 35 | 62.86% | 1 |
|
| 5581 |
5581
Shared Vision Wealth Group
Carlsbad,
United States
| $247M | +$10.8M | +5% | 2.63% | – | 109 | 19.27% | 1.3 |
|
| 5582 |
WIA
5582
Wetzel Investment Advisors
Indianapolis,
Indiana
| $247M | +$12.6M | +5% | 3.66% | 72.2% | 137 | 9.49% | 1.6 |
|
| 5583 |
5583
Two Point Capital Management
Pittsford,
New York
| $247M | -$1.92M | -0.8% | 1.91% | – | 25 | 0% | 2.9 |
|
| 5584 |
5584
Eagle Bluffs Wealth Management
Columbia,
Missouri
| $247M | +$15M | +6% | 3.56% | 95.5% | 83 | 10.84% | 2.8 |
|
| 5585 |
5585
Montz Harcus Wealth Management
New Orleans,
Louisiana
| $247M | +$17.6M | +8% | 2.1% | 84.1% | 93 | 11.83% | 2.5 |
|
| 5586 |
5586
Cherokee Insurance
Sterling Heights,
Michigan
| $247M | +$13.2M | +6% | 4.83% | – | 124 | 7.26% | 0.9 |
|
| 5587 |
5587
Reliant Investment Management
Memphis,
Tennessee
| $247M | -$17M | -6% | 3.45% | 129% | 64 | 18.75% | 3.7 |
|
| 5588 |
5588
Parker Financial
Silverdale,
Washington
| $247M | +$2.73M | +1% | 1.57% | 49.7% | 36 | 5.56% | 2.8 |
|
| 5589 |
5589
Bernard Wealth Management
Royal Oak,
Michigan
| $246M | +$7.04M | +3% | 4.32% | – | 359 | 5.57% | 0.8 |
|
| 5590 |
5590
Legacy Bridge
West Des Moines,
Iowa
| $246M | +$6.07M | +3% | 2.32% | 236% | 474 | 36.29% | 2.9 |
|
| 5591 |
5591
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| $246M | +$5.98M | +2% | 2.16% | 72% | 138 | 11.59% | 3.4 |
|
| 5592 |
5592
Kensington Investment Counsel
Long Beach,
California
| $246M | +$672K | +0.3% | 1.54% | 81.9% | 112 | 14.29% | 3.3 |
|
| 5593 |
5593
Vermillion Wealth Management
Rosemount,
Minnesota
| $246M | -$124M | -34% | 1.89% | – | 1,609 | 65.94% | 0.8 |
|
| 5594 |
5594
TMT General Partner
Hong Kong
| $246M | -$132M | -35% | 15.1% | – | 3 | 0% | 0.8 |
|
| 5595 |
BFM
5595
Blacksheep Fund Management
Co. Dublin,
Ireland
| $246M | +$129M | +110% | 0.23% | 71.5% | 8 | 50% | 1 |
|
| 5596 |
5596
Decatur Capital Management
Decatur,
Georgia
| $246M | -$6.01M | -2% | 3.08% | 135% | 39 | 17.95% | 4.6 |
|
| 5597 |
5597
Wrenne Financial Planning
Lexington,
Kentucky
| $246M | +$11.9M | +5% | 1.63% | 54.3% | 51 | 1.96% | 1.5 |
|
| 5598 |
5598
Traveka Wealth
Los Altos,
California
| $246M | +$21.7M | +10% | 2.73% | 78.1% | 198 | 17.17% | 1.2 |
|
| 5599 |
5599
Lewis Asset Management
Lafayette,
California
| $246M | +$2.28M | +0.9% | 2.61% | 142% | 195 | 9.74% | 1.3 |
|
| 5600 |
5600
Lodestone Wealth Management
Spokane,
Washington
| $246M | +$23.1M | +10% | 2.94% | 87.1% | 798 | 78.32% | 0.5 |
|