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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
OGF
5601
Orin Green Financial
San Diego,
California
| $271M | +$27.3M | +11% | 13.3% | 59.1% | 84 | 8.33% | 1.1 |
|
| 5602 |
5602
M1 Capital Management
Bloomfield Hills,
Michigan
| $271M | +$53.8M | +25% | 16.1% | – | 122 | 16.39% | 1.1 |
|
| 5603 |
AAG
5603
Avalon Advisory Group
Wexford,
Pennsylvania
| $271M | +$22.9M | +9% | 9.68% | 46% | 14 | 14.29% | 4 |
|
| 5604 |
5604
Integrity Wealth Solutions
Denver,
Colorado
| $271M | +$16.1M | +6% | 10.9% | – | 139 | 13.67% | 1.8 |
|
| 5605 |
5605
Kaleidoscope Capital
Boston,
Massachusetts
| $271M | +$10.9M | +4% | 8.51% | – | 16 | 6.25% | 2.3 |
|
| 5606 |
5606
Peloton Wealth Strategists
Indianapolis,
Indiana
| $271M | +$23.3M | +9% | 11.2% | 51.3% | 94 | 11.7% | 3.5 |
|
| 5607 |
5607
Burk Holdings
Tulsa,
Oklahoma
| $271M | +$37.2M | +16% | 12.3% | – | 698 | 10.89% | 0.4 |
|
| 5608 |
5608
Howard Wealth Management
Madison,
Connecticut
| $270M | +$32.9M | +14% | 11.9% | 69.9% | 156 | 8.97% | 2.8 |
|
| 5609 |
5609
Evergreen Private Wealth
Greenwood Village,
Colorado
| $270M | +$23M | +9% | 16.3% | – | 91 | 7.69% | 2.2 |
|
| 5610 |
5610
Allie Family Office
Miami,
Florida
| $270M | +$41M | +18% | 9.76% | 59% | 125 | 32% | 2.4 |
|
| 5611 |
5611
Cascades Capital Asset Management
Greensboro,
North Carolina
| $270M | +$31.8M | +13% | 16.2% | – | 178 | 17.42% | 1.2 |
|
| 5612 |
5612
Citrine Capital
San Francisco,
California
| $270M | +$39.5M | +17% | 9.03% | – | 66 | 21.21% | 0.9 |
|
| 5613 |
5613
EntreWealth
Austin,
Texas
| $270M | +$46.8M | +21% | 9.1% | – | 147 | 34.01% | 0.8 |
|
| 5614 |
5614
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| $270M | +$28.8M | +12% | 11.8% | 72% | 155 | 21.94% | 3.3 |
|
| 5615 |
5615
NavPoint Financial
Prior Lake,
Minnesota
| $270M | +$22.6M | +9% | 5.31% | 58.5% | 75 | 6.67% | 1.7 |
|
| 5616 |
5616
Verisail Partners
Chamblee,
Georgia
| $270M | +$23.3M | +9% | 8.68% | – | 28 | 17.86% | 1.2 |
|
| 5617 |
TW
5617
Titan Wealth
St Peter Port,
| $269M | +$37.8M | +16% | 19% | – | 56 | 17.86% | 0.4 |
|
| 5618 |
5618
Rosalind Advisors
Toronto,
Ontario, Canada
| $269M | +$20.3M | +8% | 22.9% | – | 45 | 42.22% | 1 |
|
| 5619 |
5619
Game Plan Financial Advisors
Westlake,
Ohio
| $269M | +$46.9M | +21% | 18.8% | – | 492 | 35.37% | 1.7 |
|
| 5620 |
5620
Plustick Management
Charlottesville,
Virginia
| $269M | +$61.9M | +30% | 77.6% | 1,667% | 32 | 56.25% | 0.7 |
|
| 5621 |
5621
Zeno Equity Partners
London,
United Kingdom
| $269M | +$22.6M | +9% | 8.83% | – | 16 | 18.75% | 1.1 |
|
| 5622 |
5622
Landesbank Baden-Wuerttemberg
Stuttgart Baden-Wuerttemberg,
Germany
| $269M | -$221M | -45% | 3.84% | – | 7 | 14.29% | 0.5 |
|
| 5623 |
5623
5T Wealth
Napa,
California
| $269M | +$15.5M | +6% | 10.8% | – | 139 | 10.79% | 1.1 |
|
| 5624 |
VFG
5624
V2 Financial group
Naperville,
Illinois
| $268M | +$53.7M | +25% | 15.8% | 63.3% | 127 | 18.11% | 2.5 |
|
| 5625 |
5625
Oakcliff Capital Partners
New York
| $268M | +$41.8M | +18% | 13% | 133% | 9 | 11.11% | 5.4 |
|