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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5776 |
5776
Friedenthal Financial
Marlton,
New Jersey
| $153M | +$5.86M | +4% | 15.7% | 105% | 273 | 78.75% | 0.9 |
|
| 5777 |
WFA
5777
WMG Financial Advisors
Knoxville,
Tennessee
| $153M | +$35.6M | +30% | 11.1% | 73.8% | 132 | 30.3% | 1.2 |
|
| 5778 |
5778
Prairie Sky Financial Group
Lake Bluff,
Illinois
| $153M | +$11.2M | +8% | 9.83% | – | 81 | 9.88% | 0.5 |
|
| 5779 |
5779
Cox Capital Management
Andover,
Massachusetts
| $153M | +$11M | +8% | 10.4% | 106% | 107 | 36.45% | 3.2 |
|
| 5780 |
5780
Ampfield Management
New York
| $153M | +$41.4M | +37% | 29.5% | 56.9% | 5 | 40% | 1.7 |
|
| 5781 |
RCM
5781
Ratan Capital Management
Miami Beach,
Florida
| $153M | +$21.1M | +16% | 23.9% | 616% | 48 | 45.83% | 1.4 |
|
| 5782 |
5782
HTG Investment Advisors
New Canaan,
Connecticut
| $153M | +$28.3M | +23% | 11.1% | 57.4% | 61 | 14.75% | 0.8 |
|
| 5783 |
5783
Maxwell Wealth Strategies
Pleasanton,
California
| $153M | – | – | 10% | – | 91 | – | 0 |
|
| 5784 |
5784
TAGStone Capital
Charlotte,
North Carolina
| $153M | +$17M | +12% | 10.5% | 58.3% | 83 | 10.84% | 1.6 |
|
| 5785 |
5785
Summit Place Financial Advisors
Summit,
New Jersey
| $153M | +$12.4M | +9% | 10.5% | 111% | 93 | 11.83% | 2.5 |
|
| 5786 |
5786
RCS Financial Planning
Annapolis,
Maryland
| $153M | +$22M | +17% | 8.57% | 48.2% | 66 | 13.64% | 0.7 |
|
| 5787 |
5787
Brendel Financial Advisors
Hanover,
New Hampshire
| $153M | +$85.4M | +127% | 9.24% | 126% | 97 | 60.82% | 0.9 |
|
| 5788 |
5788
Horizons Wealth Management
Asheville,
North Carolina
| $153M | +$15.5M | +11% | 7.85% | – | 192 | 8.33% | 1.3 |
|
| 5789 |
5789
Firethorn Wealth Partners
Augusta,
Georgia
| $153M | +$22.1M | +17% | 10.2% | 75.1% | 153 | 24.84% | 1.6 |
|
| 5790 |
5790
Luminvest Wealth Management
Scottsdale,
Arizona
| $153M | – | – | 8.81% | 47.7% | 21 | – | 0 |
|
| 5791 |
5791
Arkfeld Wealth Strategies
Omaha,
Nebraska
| $153M | +$13.8M | +10% | 8.72% | 90.8% | 78 | 8.97% | 2.6 |
|
| 5792 |
5792
Lexington Partners
New York
| $152M | +$16.5M | +12% | 10.2% | 24.5% | 9 | 55.56% | 1.4 |
|
| 5793 |
5793
Colorado Capital Management
Boulder,
Colorado
| $152M | +$20.4M | +15% | 9.51% | 60.4% | 82 | 7.32% | 5.5 |
|
| 5794 |
5794
Triton Wealth Management
Sun City,
Arizona
| $152M | +$3.68M | +2% | 13.2% | – | 80 | 15% | 2.6 |
|
| 5795 |
5795
CNA Financial
Chicago,
Illinois
| $152M | -$25.9M | -15% | 5.08% | 48.6% | 19 | 42.11% | 1.9 |
|
| 5796 |
5796
Western Asset Management Company
Pasadena,
California
| $152M | -$67.6M | -31% | 0.01% | 2.29% | 20 | 25% | 2.1 |
|
| 5797 |
5797
Robinson Value Management
San Antonio,
Texas
| $152M | +$17.8M | +13% | 12.4% | 79.3% | 85 | 17.65% | 3.1 |
|
| 5798 |
5798
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| $152M | -$4.83M | -3% | 7.35% | 41.2% | 51 | 21.57% | 1.8 |
|
| 5799 |
5799
Woodward Financial Advisors
Chapel Hill,
North Carolina
| $152M | +$16.8M | +12% | 9.19% | 55% | 53 | 18.87% | 1.4 |
|
| 5800 |
5800
ELCO Management
New York
| $152M | +$13.3M | +10% | 9.23% | 98.3% | 151 | 15.89% | 3.4 |
|