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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5626 |
5626
Optivise Advisory Services
Franklin,
Tennessee
| $190M | +$4.83M | +3% | 3.72% | – | 192 | 21.35% | 0.2 |
|
| 5627 |
5627
Carl P. Sherr & Co
Worcester,
Massachusetts
| $190M | +$10.7M | +6% | 7.14% | 68.8% | 120 | 8.33% | 3.2 |
|
| 5628 |
5628
New Insight Wealth Advisors
San Ramon,
California
| $190M | +$20.1M | +12% | 6.97% | – | 93 | 12.9% | 0.6 |
|
| 5629 |
5629
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| $190M | +$14.9M | +9% | 5.57% | 55.5% | 65 | 9.23% | 1.2 |
|
| 5630 |
5630
Envision Financial Planning
Memphis,
Tennessee
| $190M | +$59M | +45% | 5.17% | 32.1% | 38 | 26.32% | 0.7 |
|
| 5631 |
5631
Tandem Capital Management
Woodcliff Lake,
New Jersey
| $190M | +$7.35M | +4% | 8.12% | 128% | 118 | 7.63% | 2.8 |
|
| 5632 |
5632
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| $190M | +$17.5M | +10% | 8.95% | 31.7% | 44 | 4.55% | 1.8 |
|
| 5633 |
5633
Discipline Wealth Solutions
Greenville,
South Carolina
| $189M | +$62.8M | +50% | 5.29% | 45.9% | 70 | 62.86% | 0.2 |
|
| 5634 |
5634
Plan Group Financial
Oklahoma City,
Oklahoma
| $189M | +$25.9M | +16% | 6.69% | 63.4% | 120 | 22.5% | 0.9 |
|
| 5635 |
5635
Hansen & Associates Financial Group
Roseville,
California
| $189M | +$265K | +0.1% | 4.54% | – | 23 | 73.91% | 0.2 |
|
| 5636 |
5636
Axiom Financial Strategies
New Albany,
Indiana
| $189M | +$35.5M | +23% | 6.62% | 54.5% | 45 | 42.22% | 2 |
|
| 5637 |
5637
D. Scott Neal
Lexington,
Kentucky
| $189M | +$9.43M | +5% | 8.88% | 105% | 67 | 19.4% | 3.5 |
|
| 5638 |
FCFC
5638
First Citizens Financial Corp
Mason City,
Iowa
| $189M | +$20.1M | +12% | 6.55% | 72.9% | 121 | 5.79% | 3 |
|
| 5639 |
5639
Holowesko Partners
Nassau,
Bahamas
| $189M | +$1.55M | +0.8% | 8.39% | 51.1% | 27 | 14.81% | 3.3 |
|
| 5640 |
5640
Financial Freedom LLC
Cincinnati,
Ohio
| $189M | +$12.9M | +7% | 4.86% | 72% | 372 | 4.3% | 1.6 |
|
| 5641 |
5641
Solstein Capital
Menlo Park,
California
| $189M | +$35.6M | +23% | 5.21% | 91.4% | 323 | 5.26% | 2.8 |
|
| 5642 |
5642
Element Wealth
Ridgeland,
Mississippi
| $189M | +$11.1M | +6% | 6.05% | 59.6% | 306 | 12.09% | 2.7 |
|
| 5643 |
5643
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
| $189M | – | – | 5.18% | – | 59 | – | 0 |
|
| 5644 |
SHFP
5644
Second Half Financial Partners
Sebring,
Florida
| $189M | +$63.8M | +51% | 7.83% | 36.8% | 100 | 67% | 0.5 |
|
| 5645 |
5645
S.A. Mason
Holland,
Michigan
| $189M | +$12.8M | +7% | 6.36% | 116% | 332 | 6.33% | 3.7 |
|
| 5646 |
5646
Quantitative Strategies
Calabasas,
California
| $189M | +$13.4M | +8% | 6.23% | – | 21 | 14.29% | 1.2 |
|
| 5647 |
5647
Sterling Group Wealth Management
Pasadena,
California
| $189M | +$14.4M | +8% | 5.85% | 67.7% | 63 | 7.94% | 0.3 |
|
| 5648 |
5648
Acorn Creek Capital
Fort Collins,
Colorado
| $189M | +$21M | +13% | 5.78% | – | 76 | 17.11% | 0.6 |
|
| 5649 |
5649
Summit Investment Advisory Services
Roseville,
Minnesota
| $189M | +$103M | +122% | 7.29% | 68.3% | 100 | 89% | 0.2 |
|
| 5650 |
5650
CHB Investment Group
New Hope,
Pennsylvania
| $188M | – | – | 7.53% | – | 73 | – | 0 |
|