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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5726 |
LI
5726
Latash Investments
Anchorage,
Alaska
| $123M | -$1.55M | -1% | 3.17% | 110% | 23 | 8.7% | 2.5 |
|
| 5727 |
5727
Boyar Asset Management
New York
| $123M | +$1.22M | +1% | 12% | 75.5% | 86 | 12.79% | 6 |
|
| 5728 |
5728
MMA Asset Management
Conshohocken,
Pennsylvania
| $123M | +$6.8M | +6% | 7.97% | 54.3% | 110 | 22.73% | 1.3 |
|
| 5729 |
5729
Covestor
London,
United Kingdom
| $123M | +$9.13M | +8% | 10.4% | 136% | 2,894 | 10.95% | 0.8 |
|
| 5730 |
5730
Provence Wealth Management Group
Irvine,
California
| $123M | +$45.9M | +60% | 7.32% | – | 122 | 59.84% | 0.4 |
|
| 5731 |
5731
Dravo Bay
Rehoboth Beach,
Delaware
| $122M | +$12.3M | +11% | 7.44% | 45.2% | 45 | 13.33% | 0.8 |
|
| 5732 |
5732
Wealth Advisors of Iowa
West Des Moines,
Iowa
| $122M | +$15.3M | +14% | 9.24% | 60.9% | 68 | 23.53% | 1.3 |
|
| 5733 |
5733
Lederer & Associates Investment Counsel
Long Beach,
California
| $122M | +$3.96M | +3% | 8.44% | 92.7% | 88 | 2.27% | 4.9 |
|
| 5734 |
5734
Element Wealth
Ridgeland,
Mississippi
| $122M | +$13.9M | +13% | 7.48% | 59.6% | 222 | 22.07% | 2 |
|
| 5735 |
5735
Garrison Point Advisors
Walnut Creek,
California
| $122M | +$10.2M | +9% | 10.5% | 81.5% | 142 | 4.23% | 3.3 |
|
| 5736 |
5736
Financial Avengers
Oakland,
California
| $122M | -$126K | -0.1% | 3.06% | 108% | 190 | 24.21% | 1.4 |
|
| 5737 |
5737
Fulcrum Equity Management
Plano,
Texas
| $122M | +$3.92M | +3% | 7.92% | 116% | 81 | 34.57% | 1.1 |
|
| 5738 |
5738
Ravenstone Capital Management
Toronto,
| $122M | +$7.91M | +7% | 8.16% | 63% | 38 | 7.89% | 1.3 |
|
| 5739 |
5739
Lakeside Advisors
Seattle,
Washington
| $122M | +$10.2M | +9% | 10.9% | 83.7% | 58 | 3.45% | 0.9 |
|
| 5740 |
5740
Howard Wealth Management
Madison,
Connecticut
| $122M | -$19.3M | -14% | 5.4% | 69.9% | 123 | 17.07% | 1.4 |
|
| 5741 |
5741
Retirement Guys Formula
Maumee,
Ohio
| $122M | +$26.9M | +28% | 8.83% | 75.7% | 143 | 33.57% | 0.7 |
|
| 5742 |
5742
RiverTree Advisors
Winter Park,
Florida
| $122M | -$359K | -0.3% | 5.81% | 25.4% | 47 | 65.96% | 0.4 |
|
| 5743 |
5743
Sebold Capital Management
Lisle,
Illinois
| $122M | – | – | 8.35% | – | 69 | – | 0 |
|
| 5744 |
5744
Brooktree Capital Management
Gand Rapids,
Michigan
| $122M | +$267K | +0.2% | 2.96% | 82.9% | 33 | 0% | 2.4 |
|
| 5745 |
5745
Cassia Capital Partners
Winston Salem,
North Carolina
| $122M | +$12.5M | +11% | 5.85% | 55% | 83 | 54.22% | 0.5 |
|
| 5746 |
5746
MYeCFO
La Jolla,
California
| $122M | – | – | 6.55% | 58.5% | 43 | – | 0 |
|
| 5747 |
LAI
5747
Legal Advantage Investments
Los Altos Hills,
California
| $122M | +$14.9M | +14% | 12.6% | 116% | 90 | 13.33% | 1.3 |
|
| 5748 |
5748
Shore Point Advisors
Brielle,
New Jersey
| $122M | +$19.1M | +19% | 10% | 54.6% | 49 | 32.65% | 0.6 |
|
| 5749 |
5749
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
| $122M | – | – | 9.85% | 68.7% | 163 | – | 0 |
|
| 5750 |
5750
Destiny Capital
Golden,
Colorado
| $122M | – | – | 4.14% | – | 44 | – | 0 |
|