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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
Millington Financial Advisors
Naperville,
Illinois
| $237M | +$11.7M | +5% | 0.94% | 77.5% | 124 | 8.06% | 1.7 |
|
| 5627 |
5627
Evolution Advisers
Richmond,
Virginia
| $237M | +$6.32M | +3% | 0.91% | 44.8% | 174 | 11.49% | 3.4 |
|
| 5628 |
5628
TradeWell Securities
Fort Wayne,
Indiana
| $237M | -$19.7M | -8% | 5.17% | – | 53 | 20.75% | 1 |
|
| 5629 |
5629
FreeGulliver LLC
New Orleans,
Louisiana
| $237M | -$34.5M | -13% | 3.15% | – | 136 | 37.5% | 1 |
|
| 5630 |
5630
One Plus One Wealth Management
Jupiter,
Florida
| $237M | +$20.3M | +9% | 5.52% | 71.9% | 107 | 22.43% | 2.6 |
|
| 5631 |
AG
5631
ASO Group
Road Town,
| $237M | -$18.8M | -7% | 4.47% | – | 57 | 5.26% | 0.2 |
|
| 5632 |
5632
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
| $237M | +$4.55M | +2% | 1.28% | – | 64 | 14.06% | 1.2 |
|
| 5633 |
5633
Foresite Capital Management IV
Larkspur,
California
| $237M | +$7.37M | +3% | 0.68% | 151% | 8 | 12.5% | 1.7 |
|
| 5634 |
BCM
5634
Birmingham Capital Management
Birmingham,
Alabama
| $237M | +$10.1M | +4% | 9.41% | 103% | 91 | 3.3% | 9.9 |
|
| 5635 |
5635
Bayshore Capital Advisors
Tampa,
Florida
| $237M | +$36.7M | +18% | 14.9% | – | 44 | 29.55% | 0.2 |
|
| 5636 |
5636
Gables Capital Management
Miami,
Florida
| $237M | +$205K | +0.1% | 1.41% | 173% | 480 | 5% | 4.6 |
|
| 5637 |
5637
Guardian Financial Partners
Orange,
California
| $237M | -$264K | -0.1% | 0.01% | 53.9% | 72 | 9.72% | 1.9 |
|
| 5638 |
5638
Palogic Value Management
Dallas,
Texas
| $237M | -$3M | -1% | 6.07% | 31.3% | 200 | 33% | 1.9 |
|
| 5639 |
5639
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| $237M | $0 | 0% | 1.27% | 14.4% | 55 | 0% | 1.6 |
|
| 5640 |
5640
Tekne Capital Management
New York
| $237M | -$43.5M | -16% | 13.3% | 516% | 5 | 60% | 1.5 |
|
| 5641 |
5641
Windle Wealth
Oklahoma City,
Oklahoma
| $237M | +$13.4M | +6% | 5.25% | 73% | 34 | 5.88% | 3 |
|
| 5642 |
NERM
5642
New England Research & Management
Chicago,
Illinois
| $237M | +$8.01M | +4% | 0.47% | 65% | 173 | 34.1% | 4.3 |
|
| 5643 |
5643
Boyd Wealth Management
Sacramento,
California
| $236M | +$658K | +0.3% | 1.85% | 56.8% | 51 | 11.76% | 3.1 |
|
| 5644 |
5644
Kaizen Financial Strategies
Campbell,
California
| $236M | +$9.8M | +4% | 2.06% | 126% | 191 | 22.51% | 2.1 |
|
| 5645 |
5645
StoneCrest Wealth Management
Chandler,
Arizona
| $236M | -$11.4M | -5% | 2.95% | 168% | 77 | 12.99% | 1.4 |
|
| 5646 |
5646
Johnson & White Wealth Management
York,
Pennsylvania
| $236M | +$6.57M | +3% | 1.97% | 85.1% | 113 | 7.96% | 1.8 |
|
| 5647 |
5647
Sightline Wealth Advisors
Groton,
Connecticut
| $236M | +$1.68M | +0.7% | 0.77% | 48.5% | 100 | 10% | 2.7 |
|
| 5648 |
5648
Keeler Thomas Management
Orem,
Utah
| $236M | +$26.4M | +13% | 2.32% | 52.1% | 147 | 53.06% | 1.1 |
|
| 5649 |
5649
Raelipskie Partnership
Waterloo,
Ontario, Canada
| $236M | -$2.28M | -1% | 0.56% | – | 128 | 16.41% | 1.8 |
|
| 5650 |
5650
Foundry Financial
Pasadena,
California
| $236M | +$45.7M | +24% | 0.44% | – | 78 | 23.08% | 0.2 |
|