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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 |
5601
One Wealth Capital Management
Scottsdale,
Arizona
| $213M | +$26.6M | +14% | 16.6% | – | 115 | 12.17% | 0.4 |
|
| 5602 |
VM
5602
VPR Management
Houston,
Texas
| $213M | +$7.13M | +3% | 9.05% | 54.5% | 64 | 20.31% | 3.3 |
|
| 5603 |
5603
Granite Harbor Advisors
Houston,
Texas
| $213M | +$24.6M | +13% | 8.72% | 61.5% | 120 | 11.67% | 1.5 |
|
| 5604 |
5604
Prosperitas Financial
Valencia,
California
| $213M | +$19.4M | +10% | 11.8% | 118% | 63 | 14.29% | 1.2 |
|
| 5605 |
5605
Meridian Financial Partners
Warrenton,
Virginia
| $213M | +$15.7M | +8% | 9.26% | 80.8% | 109 | 8.26% | 2 |
|
| 5606 |
5606
Rubicon Founders
Nashville,
Tennessee
| $213M | +$50.1M | +31% | 4.16% | – | 3 | 0% | 0.7 |
|
| 5607 |
5607
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| $213M | +$10.7M | +5% | 8% | 58.7% | 50 | 6% | 4.8 |
|
| 5608 |
5608
FWG Holdings
Winter Park,
Florida
| $213M | +$9.44M | +5% | 12.3% | 91.6% | 115 | 14.78% | 2.3 |
|
| 5609 |
5609
Lewis Asset Management
Lafayette,
California
| $213M | +$91.7M | +76% | 14.7% | 142% | 183 | 34.43% | 0.9 |
|
| 5610 |
5610
Logan Stone Capital
Chicago,
Illinois
| $213M | -$2.03M | -0.9% | 16.8% | 43.9% | 98 | 47.96% | 1.1 |
|
| 5611 |
5611
Quantum Financial Planning Services
Spokane,
Washington
| $212M | +$29.6M | +16% | 8.14% | – | 50 | 32% | 0.4 |
|
| 5612 |
5612
Riverwater Partners
Milwaukee,
Wisconsin
| $212M | +$17.6M | +9% | 9.1% | 110% | 219 | 15.53% | 1.9 |
|
| 5613 |
5613
Blue Barn Wealth
Orem,
Utah
| $212M | +$20.5M | +11% | 8.6% | 46.4% | 166 | 15.66% | 2.1 |
|
| 5614 |
5614
Genesis Private Wealth
Ashburn,
Virginia
| $212M | +$23.7M | +13% | 7.5% | – | 168 | 22.02% | 0.4 |
|
| 5615 |
SHFP
5615
Second Half Financial Partners
Sebring,
Florida
| $212M | +$10.6M | +5% | 6.15% | 36.8% | 98 | 24.49% | 0.9 |
|
| 5616 |
5616
Compass Capital Corp
Braintree,
Massachusetts
| $212M | +$21.4M | +11% | 15.8% | – | 206 | 24.27% | 0.4 |
|
| 5617 |
5617
Mayfair Advisory Group
Birmingham,
Alabama
| $212M | +$38.8M | +22% | 7.93% | 71.5% | 180 | 15.56% | 2.4 |
|
| 5618 |
RA
5618
Ransom Advisory
Providence,
Rhode Island
| $212M | +$9.7M | +5% | 10.8% | – | 343 | 9.04% | 1.1 |
|
| 5619 |
5619
Hahn Capital Management
Walnut Creek,
California
| $212M | +$5.32M | +3% | 3.96% | 53.6% | 29 | 3.45% | 7.4 |
|
| 5620 |
TM
5620
Thiel Macro
Los Angeles,
California
| $212M | +$59M | +39% | 40% | – | 5 | 40% | 0.4 |
|
| 5621 |
5621
JDM Financial Group
Austin,
Texas
| $212M | +$14.9M | +8% | 8.89% | 56.7% | 311 | 20.9% | 1.9 |
|
| 5622 |
5622
Alta Wealth Advisors
Woburn,
Massachusetts
| $212M | -$5.94M | -3% | 11.8% | 120% | 153 | 30.72% | 2.6 |
|
| 5623 |
5623
Proactive Wealth Strategies
Marietta,
Georgia
| $212M | +$24.3M | +13% | 11.2% | – | 141 | 12.06% | 0.7 |
|
| 5624 |
5624
Security Benefit Life Insurance Company
Topeka,
Kansas
| $212M | -$55.3M | -21% | 10% | 60.6% | 19 | 0% | 2.5 |
|
| 5625 |
5625
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| $212M | +$19.9M | +10% | 4.84% | 38.1% | 22 | 0% | 3.5 |
|