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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5701 |
5701
Alternative Investment Advisors
Maitland,
Florida
| $189M | -$2.47M | -1% | 2.49% | 78.6% | 57 | 7.02% | 1.1 |
|
| 5702 |
5702
Elite Financial
Lewiston,
Idaho
| $189M | +$4.58M | +2% | 2.56% | – | 112 | 55.36% | 0.1 |
|
| 5703 |
5703
PCA Investment Advisory Services
Cincinnati,
Ohio
| $189M | -$26.8M | -12% | 3.85% | 71.4% | 146 | 68.49% | 1.7 |
|
| 5704 |
LJCM
5704
Lee Johnson Capital Management
Fort Worth,
Texas
| $189M | -$421K | -0.2% | 2.98% | 118% | 43 | 41.86% | 1 |
|
| 5705 |
5705
PFS Partners
Mine Hill,
New Jersey
| $189M | +$2.24M | +1% | 0.93% | 65.2% | 462 | 8.01% | 2.4 |
|
| 5706 |
5706
Onyx Financial Advisors
Idaho Falls,
Idaho
| $189M | +$6.73M | +4% | 1.99% | 57.8% | 17 | 17.65% | 1.4 |
|
| 5707 |
5707
MYeCFO
La Jolla,
California
| $189M | +$3.7M | +2% | 0.57% | 58.5% | 59 | 5.08% | 1.8 |
|
| 5708 |
5708
Shore Point Advisors
Brielle,
New Jersey
| $189M | +$2.96M | +2% | 0.48% | 54.6% | 69 | 11.59% | 2 |
|
| 5709 |
MI
5709
Moneywise Inc
Forest,
Virginia
| $189M | -$10.6M | -5% | 4.3% | 60.8% | 59 | 18.64% | 3.4 |
|
| 5710 |
5710
Great Point Partners
Greenwich,
Connecticut
| $189M | -$23.4M | -11% | 12.8% | 710% | 36 | 38.89% | 0.7 |
|
| 5711 |
5711
Dravo Bay
Rehoboth Beach,
Delaware
| $189M | -$17.6M | -9% | 0.41% | 45.2% | 52 | 13.46% | 2.1 |
|
| 5712 |
5712
Genesis Private Wealth
Ashburn,
Virginia
| $189M | +$7.1M | +4% | 0.37% | – | 157 | 21.66% | 0.2 |
|
| 5713 |
5713
Robbins Farley
Bedford,
New Hampshire
| $188M | -$21.6M | -10% | 3.86% | 106% | 161 | 4.97% | 2.5 |
|
| 5714 |
5714
Granite Harbor Advisors
Houston,
Texas
| $188M | +$7.56M | +4% | 2.78% | 61.5% | 110 | 23.64% | 1.4 |
|
| 5715 |
5715
Everpar Advisors
Tulsa,
Oklahoma
| $188M | -$10M | -5% | 1.51% | – | 277 | 14.08% | 1 |
|
| 5716 |
5716
Silver Oak Advisory Group
Portland,
Oregon
| $188M | -$772K | -0.4% | 0.19% | 28.9% | 69 | 11.59% | 2.5 |
|
| 5717 |
5717
Mills Wealth Advisors
Southlake,
Texas
| $188M | +$12.5M | +7% | 0.93% | 37.9% | 72 | 26.39% | 1.3 |
|
| 5718 |
5718
Wrenne Financial Planning
Lexington,
Kentucky
| $188M | +$12.5M | +7% | 0.98% | 54.3% | 46 | 13.04% | 1 |
|
| 5719 |
5719
Aviso Wealth Management
Bellevue,
Washington
| $188M | -$7.88M | -4% | 2.9% | 153% | 145 | 7.59% | 1.1 |
|
| 5720 |
5720
CHB Investment Group
New Hope,
Pennsylvania
| $188M | +$3.96M | +2% | 2.85% | – | 74 | 0% | 0.5 |
|
| 5721 |
5721
Astor Investment Management
Chicago,
Illinois
| $188M | -$7.16M | -4% | 0.72% | 23.3% | 33 | 39.39% | 1.2 |
|
| 5722 |
5722
Brentview Investment Management
Northfield,
Illinois
| $188M | +$12M | +7% | 2.74% | – | 68 | 41.18% | 0.1 |
|
| 5723 |
5723
Lodestone Wealth Management
Spokane,
Washington
| $188M | -$11.4M | -6% | 1.56% | 87.1% | 159 | 9.43% | 1.7 |
|
| 5724 |
5724
WD Rutherford
Portland,
Oregon
| $188M | -$23M | -11% | 4.26% | 189% | 80 | 20% | 2.9 |
|
| 5725 |
5725
Econ Financial Services
Harrisburg,
Pennsylvania
| $188M | +$13.5M | +8% | 2.14% | 16.9% | 101 | 42.57% | 0.7 |
|