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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
LifePlan Investment Advisors
Raleigh,
North Carolina
| $246M | +$7.16M | +3% | 1.44% | 60.9% | 119 | 8.4% | 1.7 |
|
| 5602 |
5602
Metavasi Capital
Larchmont,
New York
| $245M | -$85.6M | -26% | 8.45% | 840% | 45 | 62.22% | 1 |
|
| 5603 |
5603
HighMark Wealth Management
St. Paul,
Minnesota
| $245M | +$18.2M | +8% | 10.6% | 110% | 667 | 21.29% | 3.1 |
|
| 5604 |
5604
Tumwater Wealth Management
Boise,
Idaho
| $245M | +$20.2M | +9% | 2.97% | – | 36 | 11.11% | 0.9 |
|
| 5605 |
SWMG
5605
Signature Wealth Management Group
Atlanta,
Georgia
| $245M | -$12.4M | -5% | 0.24% | – | 120 | 16.67% | 3.7 |
|
| 5606 |
5606
Financial Symmetry
Raleigh,
North Carolina
| $245M | +$22.2M | +10% | 3.22% | 68.4% | 62 | 16.13% | 1.3 |
|
| 5607 |
AAG
5607
Avalon Advisory Group
Wexford,
Pennsylvania
| $245M | -$1.65M | -0.7% | 1.38% | 46% | 18 | 27.78% | 3.8 |
|
| 5608 |
5608
Bayshore Asset Management
Coral Gables,
Florida
| $245M | +$11.8M | +5% | 3.09% | 66.1% | 41 | 2.44% | 2.9 |
|
| 5609 |
5609
Dopkins Wealth Management
Williamsville,
New York
| $245M | +$7.77M | +3% | 2.93% | 64.4% | 82 | 4.88% | 2 |
|
| 5610 |
5610
Elevation Capital Advisory
Bend,
Oregon
| $245M | -$5.59M | -2% | 1.02% | – | 86 | 56.98% | 0.5 |
|
| 5611 |
5611
Bull Oak Capital
San Diego,
California
| $245M | +$9.34M | +4% | 1.52% | 62.1% | 37 | 16.22% | 1.2 |
|
| 5612 |
5612
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $245M | +$56.1M | +30% | 0.08% | 7.8% | 128 | 28.91% | 1.2 |
|
| 5613 |
5613
Family Office Research
Bethesda,
Maryland
| $245M | +$16M | +7% | 6.42% | – | 79 | 11.39% | 0.8 |
|
| 5614 |
5614
Financial Guidance Group
Palm Harbor,
Florida
| $244M | +$21.4M | +10% | 1.65% | 58.7% | 91 | 8.79% | 2.3 |
|
| 5615 |
5615
WealthCollab
Bellevue,
Washington
| $244M | +$26.5M | +12% | 1.01% | – | 1,113 | 20.58% | 1.4 |
|
| 5616 |
5616
CNB Bank
Clearfield,
Pennsylvania
| $244M | +$4.32M | +2% | 3.28% | 91.6% | 523 | 6.69% | 4.5 |
|
| 5617 |
SM
5617
Salzhauer Michael
| $244M | +$35.9M | +17% | 6.99% | 98% | 106 | 23.58% | 4 |
|
| 5618 |
5618
Financial Avengers
Oakland,
California
| $244M | +$11.5M | +5% | 6.29% | 108% | 148 | 7.43% | 3.8 |
|
| 5619 |
5619
Fiduciary Wealth Partners
Boston,
Massachusetts
| $244M | +$5.71M | +2% | 2.6% | – | 96 | 12.5% | 1.2 |
|
| 5620 |
5620
Porter White Investment Advisors
Birmingham,
Alabama
| $244M | +$10.9M | +5% | 2.71% | 58% | 36 | 2.78% | 2.4 |
|
| 5621 |
5621
Aristotle Pacific Capital
Newport Beach,
California
| $244M | +$38.4M | +19% | 0.47% | 1.84% | 6 | 16.67% | 3.8 |
|
| 5622 |
5622
Glass Wealth Management
San Antonio,
Texas
| $244M | +$19.4M | +9% | 8.69% | – | 58 | 5.17% | 1.6 |
|
| 5623 |
5623
Verisail Partners
Chamblee,
Georgia
| $243M | +$7.71M | +3% | 1.72% | – | 24 | 8.33% | 0.9 |
|
| 5624 |
5624
Ananym Capital Management
New York
| $243M | -$17M | -7% | 0.92% | – | 10 | 20% | 0.9 |
|
| 5625 |
5625
McNaughton Wealth Management
San Diego,
California
| $243M | +$5.76M | +2% | 1.54% | 55.6% | 77 | 11.69% | 3.6 |
|