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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
Red Tortoise LLC
Atlanta,
Georgia
| $240M | +$4.56M | +2% | 1.37% | 43.7% | 617 | 7.62% | 2.6 |
|
| 5577 |
5577
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| $240M | +$15.8M | +7% | 2.2% | 62% | 340 | 38.24% | 2.4 |
|
| 5578 |
5578
Hengistbury Investment Partners
London,
United Kingdom
| $240M | +$17.4M | +8% | 8.39% | 108% | 4 | 25% | 4.6 |
|
| 5579 |
5579
QTR Family Wealth
Lake Mary,
Florida
| $240M | +$13M | +6% | 1.61% | – | 324 | 25.93% | 0.6 |
|
| 5580 |
5580
DMKC Advisory Services
Des Moines,
Iowa
| $240M | +$12.2M | +5% | 2.94% | – | 86 | 5.81% | 1 |
|
| 5581 |
5581
Bay Rivers Group
Williamsburg,
Virginia
| $240M | -$7.21M | -3% | 2.31% | 166% | 111 | 14.41% | 3.1 |
|
| 5582 |
5582
Groupe Bruxelles Lambert
Brussels,
Belgium
| $240M | -$125M | -34% | 34.2% | – | 1 | 0% | 2.3 |
|
| 5583 |
5583
Mainsail Financial Group
Bellevue,
Washington
| $240M | -$369K | -0.2% | 0.89% | 61.9% | 64 | 4.69% | 2.4 |
|
| 5584 |
5584
TTP Investments
San Jose,
California
| $240M | -$66.7M | -22% | 4.26% | 232% | 52 | 55.77% | 1.6 |
|
| 5585 |
5585
Ironwood Investment Management
Boston,
Massachusetts
| $240M | +$1.98M | +0.8% | 4.85% | 164% | 185 | 10.27% | 6.4 |
|
| 5586 |
WFA
5586
WMG Financial Advisors
Knoxville,
Tennessee
| $240M | -$3.03M | -1% | 1.12% | 73.8% | 118 | 19.49% | 2.5 |
|
| 5587 |
5587
SmartHarvest Portfolios
Poulsbo,
Washington
| $240M | -$48M | -17% | 0.98% | – | 435 | 26.9% | 0.2 |
|
| 5588 |
5588
Cadence Wealth Management
Westborough,
Massachusetts
| $240M | +$32.6M | +16% | 12.6% | 56.4% | 59 | 5.08% | 2.6 |
|
| 5589 |
5589
MB, Levis & Associates
Center Valley,
Pennsylvania
| $240M | +$2.13M | +0.9% | 0.17% | 43.1% | 256 | 12.89% | 2.8 |
|
| 5590 |
5590
Strategic Investment Management
Arlington,
Virginia
| $239M | +$42.2M | +21% | 2.34% | 53.4% | 15 | 20% | 5.3 |
|
| 5591 |
5591
Abbot Financial Management
Andover,
Massachusetts
| $239M | -$1.73M | -0.7% | 0.48% | 102% | 143 | 12.59% | 5.4 |
|
| 5592 |
5592
Heritage Wealth Architects
Mendota Heights,
Minnesota
| $239M | +$25.4M | +12% | 1.59% | – | 80 | 17.5% | 0.7 |
|
| 5593 |
5593
New England Professional Planning Group
Westerly,
Rhode Island
| $239M | +$652K | +0.3% | 0.61% | 64.1% | 50 | 4% | 4.7 |
|
| 5594 |
5594
HF Capital
Knoxville,
Tennessee
| $239M | +$71.5M | +43% | 1.9% | – | 5 | 20% | 0.2 |
|
| 5595 |
5595
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| $239M | +$17.3M | +8% | 25.4% | 961% | 65 | 67.69% | 0.5 |
|
| 5596 |
I2I
5596
Insight 2811 Inc
Chicago,
Illinois
| $239M | +$12.4M | +5% | 0.62% | 31.3% | 105 | 9.52% | 4.7 |
|
| 5597 |
5597
Mendel Money Management
Northbrook,
Illinois
| $239M | +$79.3K | +0% | 0.18% | 88.8% | 147 | 6.8% | 4.5 |
|
| 5598 |
5598
MYeCFO
La Jolla,
California
| $239M | +$3.41M | +1% | 1.27% | 58.5% | 69 | 11.59% | 2.4 |
|
| 5599 |
5599
Forefront Wealth Partners
Austin,
Texas
| $239M | +$27.7M | +13% | 2.44% | – | 171 | 23.98% | 0.7 |
|
| 5600 |
5600
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $239M | -$5.8M | -2% | 1.75% | 7.8% | 144 | 40.28% | 0.9 |
|