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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
Greenberg Financial Group
Tucson,
Arizona
| $243M | -$42.6M | -15% | 1.08% | – | 160 | 43.75% | 0.6 |
|
| 5627 |
CWMG
5627
Compass Wealth Management (Georgia)
Atlanta,
Georgia
| $243M | +$17M | +8% | 1.98% | – | 66 | 6.06% | 0.5 |
|
| 5628 |
5628
Threadgill Financial
Spring,
Texas
| $243M | +$36.5M | +18% | 0.09% | 49.3% | 64 | 35.94% | 1.5 |
|
| 5629 |
WFA
5629
WMG Financial Advisors
Knoxville,
Tennessee
| $243M | -$57M | -19% | 2.41% | 73.8% | 220 | 51.82% | 2.2 |
|
| 5630 |
PCG
5630
PFC Capital Group
Los Angeles,
California
| $243M | +$4.69M | +2% | 3.83% | 118% | 90 | 7.78% | 1.5 |
|
| 5631 |
5631
Element Wealth
Ridgeland,
Mississippi
| $243M | +$12.5M | +5% | 2.6% | 59.6% | 214 | 14.02% | 3.2 |
|
| 5632 |
5632
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| $243M | -$20.4M | -8% | 3.77% | 44.1% | 42 | 11.9% | 2.6 |
|
| 5633 |
5633
Vernal Point Advisors
San Francisco,
California
| $243M | +$10.6M | +5% | 1.84% | – | 23 | 4.35% | 1.5 |
|
| 5634 |
5634
Quad-Cities Investment Group
Davenport,
Iowa
| $242M | +$7.47M | +3% | 2.04% | 67.3% | 198 | 8.59% | 4.2 |
|
| 5635 |
5635
Burford Brothers
Dallas,
Texas
| $242M | +$8.29M | +4% | 3.36% | 97.4% | 183 | 14.21% | 1.5 |
|
| 5636 |
5636
Security Benefit Life Insurance Company
Topeka,
Kansas
| $242M | -$6.38M | -3% | 0.07% | 61.7% | 19 | 0% | 3 |
|
| 5637 |
5637
Ariadne Wealth Management
Santa Barbara,
California
| $242M | +$18.9M | +8% | 7.57% | – | 284 | 21.83% | 0.9 |
|
| 5638 |
5638
Investors Asset Management of Georgia
Atlanta,
Georgia
| $242M | +$6.85M | +3% | 3.96% | 118% | 189 | 7.94% | 6.4 |
|
| 5639 |
5639
Deane Retirement Strategies
New Orleans,
Louisiana
| $242M | +$9.19M | +4% | 3.12% | 73.4% | 83 | 30.12% | 3.2 |
|
| 5640 |
5640
HMS Capital Management
Nashville,
Tennessee
| $242M | +$3.87M | +2% | 4.25% | 140% | 110 | 9.09% | 3.3 |
|
| 5641 |
5641
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
| $241M | +$7.47M | +3% | 3.2% | – | 2 | 0% | 0.8 |
|
| 5642 |
TTA
5642
Thor Trading Advisors
Greensburg,
Pennsylvania
| $241M | +$44.6M | +23% | 2.66% | – | 14 | 14.29% | 0.5 |
|
| 5643 |
5643
Clarus Wealth Advisors
Peoria,
Arizona
| $241M | +$15.2M | +7% | 2.02% | 89.7% | 92 | 13.04% | 2.9 |
|
| 5644 |
5644
Zeno Equity Partners
London,
United Kingdom
| $241M | +$26.1M | +12% | 1.61% | – | 11 | 18.18% | 1.4 |
|
| 5645 |
5645
Abbot Financial Management
Andover,
Massachusetts
| $241M | +$7.08M | +3% | 3.58% | 102% | 139 | 9.35% | 5.5 |
|
| 5646 |
5646
DCM Advisors
New York
| $241M | +$3.78M | +2% | 1.52% | 99.3% | 39 | 5.13% | 3.9 |
|
| 5647 |
5647
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| $241M | +$2.47M | +1% | 1.26% | 82.3% | 145 | 2.07% | 4.4 |
|
| 5648 |
5648
Pavion Blue Capital
Newport Beach,
California
| $241M | +$6.21M | +3% | 4.24% | 87.8% | 110 | 10.91% | 4.2 |
|
| 5649 |
5649
JNE Partners
London,
United Kingdom
| $241M | +$5.8M | +2% | 8.45% | 100% | 8 | 12.5% | 1.3 |
|
| 5650 |
5650
Dravo Bay
Rehoboth Beach,
Delaware
| $241M | +$14.2M | +6% | 1.74% | 45.2% | 53 | 13.21% | 2.6 |
|