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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5651 |
5651
MB, Levis & Associates
Center Valley,
Pennsylvania
| $200M | -$3.05M | -2% | 1.46% | 43.1% | 308 | 10.71% | 1.8 |
|
| 5652 |
5652
Physician Wealth Solutions
North Las Vegas,
Nevada
| $200M | -$809K | -0.4% | 3.11% | 43.6% | 41 | 0% | 1 |
|
| 5653 |
5653
New Insight Wealth Advisors
San Ramon,
California
| $200M | +$9.6M | +5% | 3.8% | – | 97 | 13.4% | 0.8 |
|
| 5654 |
5654
Kinloch Capital
Glen Allen,
Virginia
| $200M | -$6.74M | -3% | 3% | 63.4% | 83 | 7.23% | 2.8 |
|
| 5655 |
5655
Jupiter Wealth Management
Glendale,
Colorado
| $200M | +$4.11M | +2% | 3.81% | 99.2% | 101 | 19.8% | 2.6 |
|
| 5656 |
MI
5656
Moneywise Inc
Forest,
Virginia
| $199M | -$3.84M | -2% | 0.95% | 60.8% | 60 | 15% | 3.6 |
|
| 5657 |
5657
Lodestone Wealth Management
Spokane,
Washington
| $199M | -$444K | -0.2% | 0.19% | 87.1% | 159 | 12.58% | 1.5 |
|
| 5658 |
5658
MBA Advisors
Hermitage,
Pennsylvania
| $199M | -$9.03M | -4% | 1.25% | 66.1% | 139 | 13.67% | 2.6 |
|
| 5659 |
5659
Register Financial Advisors
Atlanta,
Georgia
| $199M | +$4.23M | +2% | 3.68% | 130% | 310 | 8.71% | 1.6 |
|
| 5660 |
5660
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $199M | +$461K | +0.2% | 2.23% | 65% | 30 | 10% | 3.5 |
|
| 5661 |
5661
Fogel Capital Management
Stuart,
Florida
| $199M | +$5.17M | +3% | 4.66% | 122% | 43 | 13.95% | 0.8 |
|
| 5662 |
5662
Argentarii
Cincinnati,
Ohio
| $199M | – | – | 5.68% | – | 160 | – | 0 |
|
| 5663 |
5663
Sunpointe
St. Louis,
Missouri
| $199M | +$77.3M | +64% | 2.44% | 122% | 214 | 29.91% | 0.6 |
|
| 5664 |
AC
5664
AMS Capital
Sao Paulo,
Brazil
| $199M | -$375M | -65% | 1.98% | 63.1% | 20 | 35% | 1 |
|
| 5665 |
5665
Trellis Wealth Advisors
San Luis Obispo,
California
| $199M | -$891K | -0.4% | 2.39% | 62.2% | 35 | 20% | 1.4 |
|
| 5666 |
5666
Deane Retirement Strategies
New Orleans,
Louisiana
| $199M | -$6.35M | -3% | 0.97% | 73.4% | 86 | 32.56% | 2.9 |
|
| 5667 |
5667
TCFG Wealth Management
Laguna Niguel,
California
| $199M | -$327K | -0.2% | 3% | – | 243 | 15.64% | 0.2 |
|
| 5668 |
5668
Birch Capital Management
Dallas,
Texas
| $199M | -$5.99M | -3% | 0.01% | 62% | 91 | 14.29% | 3.8 |
|
| 5669 |
DCM
5669
Dudley Capital Management
Middleburg,
Virginia
| $199M | +$5.18M | +3% | 4.31% | 129% | 143 | 15.38% | 1.5 |
|
| 5670 |
SV
5670
Stilwell Value
New York
| $198M | -$12.8M | -6% | 1.43% | 87.9% | 35 | 14.29% | 5.1 |
|
| 5671 |
5671
Idaho Trust Bank
Boise,
Idaho
| $198M | -$8.72M | -4% | 3.74% | 50.5% | 83 | 14.46% | 0.6 |
|
| 5672 |
5672
Madison International Realty Holdings
New York
| $198M | -$7.4M | -4% | 13.9% | – | 2 | 0% | 6 |
|
| 5673 |
5673
Sitrin Capital Management
Century City,
California
| $198M | -$1.82M | -0.9% | 0.81% | 139% | 44 | 9.09% | 4 |
|
| 5674 |
5674
Nova R Wealth
Overland Park,
Kansas
| $198M | -$4.73M | -2% | 0.75% | 60.7% | 88 | 15.91% | 2 |
|
| 5675 |
5675
Beaton Management Company
Haverhill,
Massachusetts
| $198M | +$666K | +0.3% | 0.17% | 95.9% | 137 | 3.65% | 5.5 |
|