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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
Pacific Wealth Management
San Diego,
California
| $203M | +$20.6M | +11% | 5.74% | 72.8% | 23 | 26.09% | 1.8 |
|
| 5777 |
5777
Eads & Heald Wealth Management
Atlanta,
Georgia
| $202M | +$5.53M | +3% | 9.16% | 84.4% | 143 | 9.79% | 8.3 |
|
| 5778 |
5778
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $202M | -$5.83M | -3% | 8.68% | 104% | 261 | 3.07% | 8.3 |
|
| 5779 |
5779
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| $202M | +$29.4M | +17% | 6.63% | – | 64 | 14.06% | 3.2 |
|
| 5780 |
5780
Tandem Wealth Advisors
Phoenix,
Arizona
| $202M | +$11M | +6% | 6.36% | 43.1% | 55 | 14.55% | 1.9 |
|
| 5781 |
5781
New Perspectives Inc
Ridgeland,
Mississippi
| $202M | +$14.8M | +8% | 8.92% | – | 40 | 15% | 2.4 |
|
| 5782 |
5782
Patron Partners
Houston,
Texas
| $202M | +$17.1M | +9% | 9.2% | 90.2% | 185 | 10.81% | 3 |
|
| 5783 |
SIA
5783
Schear Investment Advisers
Cincinnati,
Ohio
| $202M | +$28.4M | +16% | 21.3% | 241% | 93 | 11.83% | 1.9 |
|
| 5784 |
AFT
5784
Alpha Family Trust
Los Angeles,
California
| $202M | +$30.6M | +18% | 18.9% | 198% | 199 | 20.1% | 1.5 |
|
| 5785 |
5785
Allie Family Office
Miami,
Florida
| $202M | +$18.8M | +10% | 7.71% | 59% | 111 | 19.82% | 2.2 |
|
| 5786 |
5786
Waypoint Wealth Counsel
Atlanta,
Georgia
| $202M | +$42.4M | +27% | 10.7% | 111% | 199 | 42.21% | 1.1 |
|
| 5787 |
CCC
5787
Chelsea Counsel Company
Los Angeles,
California
| $202M | +$17.7M | +10% | 7.37% | 106% | 210 | 9.05% | 3.6 |
|
| 5788 |
5788
Alhambra Investment Management
Palmetto Bay,
Florida
| $202M | +$7.61M | +4% | 5.09% | 67.7% | 183 | 12.57% | 3 |
|
| 5789 |
5789
Alternative Investment Advisors
Maitland,
Florida
| $201M | +$12.3M | +6% | 9.56% | 70.2% | 61 | 19.67% | 1.2 |
|
| 5790 |
5790
5th Street Advisors
Southport,
Connecticut
| $201M | -$6.01M | -3% | 6.85% | 47.5% | 48 | 29.17% | 1.9 |
|
| 5791 |
5791
LifePlan Investment Advisors
Raleigh,
North Carolina
| $201M | +$27.5M | +16% | 8.24% | 60.9% | 108 | 10.19% | 1.4 |
|
| 5792 |
5792
Heritage Wealth Management (Texas)
Houston,
Texas
| $201M | +$28.7M | +17% | 6.14% | 52.3% | 40 | 25% | 1.7 |
|
| 5793 |
LPCM
5793
Lynwood Price Capital Management
Austin,
Texas
| $201M | +$25.8M | +15% | 13.8% | – | 18 | 33.33% | 0.4 |
|
| 5794 |
5794
Powers Capital
San Francisco,
California
| $201M | +$16.9M | +9% | 10.6% | – | 2 | 0% | 0.5 |
|
| 5795 |
5795
RCS Financial Planning
Annapolis,
Maryland
| $201M | +$11.6M | +6% | 6.26% | 48.2% | 85 | 12.94% | 1.7 |
|
| 5796 |
5796
Ampersand Capital Group
Burlingame,
California
| $201M | +$56.1M | +39% | 23.2% | – | 7 | 0% | 0.5 |
|
| 5797 |
5797
Marmo Financial Group
Johnson City,
Tennessee
| $201M | +$18M | +10% | 8.91% | 47.5% | 30 | 13.33% | 1.5 |
|
| 5798 |
5798
D. Scott Neal
Lexington,
Kentucky
| $201M | +$20.3M | +11% | 11.3% | 105% | 57 | 8.77% | 4.3 |
|
| 5799 |
5799
Keener Financial Planning
Keller,
Texas
| $201M | +$46.7M | +30% | 9.52% | – | 221 | 18.55% | 1 |
|
| 5800 |
5800
Kapstone Financial Advisors
Lebanon,
Ohio
| $201M | +$23.8M | +13% | 14.2% | 131% | 126 | 15.87% | 1.8 |
|