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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5751 |
5751
New Millennium Group
Sandy,
Utah
| $219M | +$38.2M | +21% | 15.5% | 176% | 570 | 37.72% | 1 |
|
| 5752 |
5752
Cobblestone Asset Management
Richmond,
Virginia
| $219M | +$28.5M | +15% | 8.01% | 60.6% | 78 | 16.67% | 1 |
|
| 5753 |
5753
Resolute Wealth Strategies
Jackson,
Mississippi
| $219M | +$31.9M | +17% | 12.9% | 105% | 108 | 9.26% | 1.9 |
|
| 5754 |
5754
Strategic Financial Partners
Bend,
Oregon
| $218M | +$2.92M | +1% | 6.44% | 54.8% | 83 | 12.05% | 3.6 |
|
| 5755 |
5755
Johnson & White Wealth Management
York,
Pennsylvania
| $218M | +$19.8M | +10% | 7.14% | 85.1% | 113 | 10.62% | 1.3 |
|
| 5756 |
5756
Elite Financial
Lewiston,
Idaho
| $218M | +$15.1M | +7% | 6.7% | – | 54 | 3.7% | 0.7 |
|
| 5757 |
5757
New England Professional Planning Group
Westerly,
Rhode Island
| $218M | -$1.28M | -0.6% | 6.59% | 64.1% | 48 | 8.33% | 4.6 |
|
| 5758 |
5758
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| $218M | +$6.46M | +3% | 4.34% | 38.1% | 22 | 0% | 3.8 |
|
| 5759 |
5759
Bluesphere Advisors
East Norriton,
Pennsylvania
| $218M | +$17.6M | +9% | 10.1% | 105% | 99 | 13.13% | 2.4 |
|
| 5760 |
5760
Infusive Asset Management
New York
| $218M | -$6.23M | -3% | 8.46% | 33.8% | 38 | 31.58% | 1.5 |
|
| 5761 |
5761
Yarger Wealth Strategies
Westerville,
Ohio
| $218M | +$26.7M | +14% | 7.81% | 55.1% | 121 | 8.26% | 1.8 |
|
| 5762 |
CIA
5762
Citadel Investment Advisory
Chesterland,
Ohio
| $218M | +$11.6M | +6% | 7.22% | 66.1% | 83 | 1.2% | 4.2 |
|
| 5763 |
5763
Burrus Financial Services
Salt Lake City,
Utah
| $218M | +$9.01M | +4% | 4.27% | 31.3% | 10 | 0% | 2.8 |
|
| 5764 |
5764
WealthCollab
Bellevue,
Washington
| $218M | +$39M | +22% | 15.5% | – | 998 | 7.52% | 1.3 |
|
| 5765 |
5765
Forge First Asset Management
Toronto, Ontario,
Canada
| $218M | -$58.6M | -21% | 10.1% | 112% | 57 | 70.18% | 0.5 |
|
| 5766 |
5766
Core Wealth Partners
Santa Rosa,
California
| $218M | +$20.8M | +11% | 7.56% | 75.7% | 191 | 12.04% | 1.7 |
|
| 5767 |
5767
Tribridge Partners Financial
Columbia,
Maryland
| $218M | +$47.3M | +28% | 5.36% | – | 74 | 22.97% | 0.2 |
|
| 5768 |
NERM
5768
New England Research & Management
Chicago,
Illinois
| $218M | +$7.19M | +3% | 7.9% | 65% | 178 | 35.39% | 4.1 |
|
| 5769 |
BCM
5769
Birmingham Capital Management
Birmingham,
Alabama
| $218M | -$8.53M | -4% | 7.93% | 103% | 99 | 8.08% | 9.6 |
|
| 5770 |
5770
Wealthcare Capital Partners
West Chester,
Pennsylvania
| $218M | +$18.7M | +9% | 5.94% | – | 151 | 7.28% | 0.6 |
|
| 5771 |
5771
Cobalt Capital Management
Short Hills,
New Jersey
| $218M | +$4.5M | +2% | 7.46% | 235% | 35 | 62.86% | 1 |
|
| 5772 |
5772
Howard Wealth Management
Madison,
Connecticut
| $218M | +$19.7M | +10% | 6.74% | 69.9% | 134 | 11.94% | 2.6 |
|
| 5773 |
5773
INCA Investments
Miami,
Florida
| $217M | -$40.2M | -16% | 1.29% | 128% | 10 | 10% | 6 |
|
| 5774 |
5774
Bellevue Asset Management
Bellevue,
Washington
| $217M | +$11.8M | +6% | 6.51% | 56.7% | 504 | 9.72% | 4.1 |
|
| 5775 |
5775
New Vernon Capital Holdings II
Morristown,
New Jersey
| $217M | +$8.92M | +4% | 3.38% | 114% | 86 | 26.74% | 1.1 |
|