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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5676 |
5676
Windle Wealth
Oklahoma City,
Oklahoma
| $224M | +$19M | +9% | 8.97% | 73% | 33 | 0% | 2.4 |
|
| 5677 |
5677
Transcendent Capital Group
Edmond,
Oklahoma
| $223M | +$28.9M | +15% | 7.43% | 82.3% | 126 | 28.57% | 1.1 |
|
| 5678 |
5678
New Perspectives Inc
Ridgeland,
Mississippi
| $223M | +$21.2M | +10% | 6.97% | – | 41 | 14.63% | 2.3 |
|
| 5679 |
5679
Penney Financial
Houston,
Texas
| $223M | +$26.6M | +14% | 5.32% | 54.8% | 51 | 21.57% | 1.1 |
|
| 5680 |
5680
Edge Financial Advisors
Wheaton,
Illinois
| $223M | +$33.4M | +18% | 7.45% | – | 141 | 15.6% | 0.8 |
|
| 5681 |
5681
Ariadne Wealth Management
Santa Barbara,
California
| $223M | +$14M | +7% | 10.1% | – | 261 | 18.01% | 0.8 |
|
| 5682 |
5682
Financial Guidance Group
Palm Harbor,
Florida
| $223M | +$17.2M | +8% | 6.3% | 58.7% | 87 | 5.75% | 2.2 |
|
| 5683 |
5683
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| $223M | +$15.1M | +7% | 7.68% | 83.9% | 110 | 8.18% | 2.8 |
|
| 5684 |
5684
Financial Symmetry
Raleigh,
North Carolina
| $223M | +$29.4M | +15% | 7.25% | 68.4% | 54 | 11.11% | 1.3 |
|
| 5685 |
5685
Silver Heights Capital Management
Toronto,
Ontario, Canada
| $223M | -$39.2M | -15% | 21.6% | 39.8% | 4 | 0% | 7.9 |
|
| 5686 |
5686
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| $223M | +$27.4M | +14% | 9.66% | 74.4% | 155 | 7.74% | 3.1 |
|
| 5687 |
5687
One Wealth Capital Management
Scottsdale,
Arizona
| $223M | +$9.9M | +5% | 7.04% | – | 129 | 20.16% | 0.6 |
|
| 5688 |
5688
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| $223M | +$23.4M | +12% | 5.76% | 44.1% | 47 | 19.15% | 3.8 |
|
| 5689 |
DCM
5689
Dudley Capital Management
Middleburg,
Virginia
| $223M | +$22.3M | +11% | 11.4% | 129% | 142 | 14.79% | 2 |
|
| 5690 |
PC
5690
Panoramic Capital
Larkspur,
California
| $223M | +$90.4M | +68% | 29.6% | – | 54 | 44.44% | 0.3 |
|
| 5691 |
5691
Lodestone Wealth Management
Spokane,
Washington
| $222M | +$17.1M | +8% | 8.96% | 87.1% | 177 | 7.34% | 1.9 |
|
| 5692 |
5692
Worth Asset Management
Dallas,
Texas
| $222M | +$19.7M | +10% | 7.79% | 115% | 204 | 43.63% | 1 |
|
| 5693 |
5693
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| $222M | +$13.5M | +6% | 8.08% | 85.6% | 148 | 6.76% | 5.1 |
|
| 5694 |
5694
Siligmueller & Norvid Wealth Advisors
Glen Ellyn,
Illinois
| $222M | -$35.1M | -14% | 6% | – | 228 | 89.91% | 0.1 |
|
| 5695 |
5695
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| $222M | +$9.7M | +5% | 7.69% | 58.7% | 54 | 11.11% | 4.7 |
|
| 5696 |
5696
Evolution Advisers
Richmond,
Virginia
| $222M | +$18.4M | +9% | 5.08% | 40.8% | 162 | 5.56% | 3 |
|
| 5697 |
5697
Omega Fund Management
Boston,
Massachusetts
| $222M | +$67.9M | +44% | 48.9% | 106% | 14 | 21.43% | 2.3 |
|
| 5698 |
5698
Investment Research Partners
Lemont,
Pennsylvania
| $222M | – | – | 7.65% | – | 224 | – | 0 |
|
| 5699 |
SCM
5699
Sage Capital Management
Stockton,
New Jersey
| $222M | +$14.5M | +7% | 6.79% | 94.3% | 164 | 8.54% | 1.5 |
|
| 5700 |
5700
Matisse Capital
Portland,
Oregon
| $222M | +$10.6M | +5% | 8.39% | 73.3% | 183 | 18.58% | 2.3 |
|