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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5826 |
5826
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| $165M | +$4.69M | +3% | 1.99% | 2.24% | 240 | 8.75% | 2 |
|
| 5827 |
5827
Dopkins Wealth Management
Williamsville,
New York
| $164M | -$1.55M | -0.9% | 0.02% | 64.4% | 86 | 6.98% | 1.1 |
|
| 5828 |
5828
Herbst Group
Westport,
Connecticut
| $164M | +$2.88M | +2% | 4.48% | 142% | 66 | 9.09% | 1.9 |
|
| 5829 |
5829
Regis Acquisition
Denver,
Colorado
| $164M | -$310K | -0.2% | 0.39% | – | 43 | 11.63% | 1 |
|
| 5830 |
5830
Windle Wealth
Oklahoma City,
Oklahoma
| $164M | +$7.01M | +4% | 5.08% | 73% | 29 | 0% | 1.4 |
|
| 5831 |
5831
Prosperitas Financial
Valencia,
California
| $164M | +$7.93M | +5% | 5.7% | 107% | 60 | 6.67% | 0.7 |
|
| 5832 |
5832
HealthInvest Partners
Stockholm,
Sweden
| $164M | -$349K | -0.2% | 1.01% | – | 47 | 25.53% | 1 |
|
| 5833 |
UFAC
5833
Urban Financial Advisory Corp
Chicago,
Illinois
| $164M | +$1.07M | +0.7% | 0.82% | – | 26 | 11.54% | 0.4 |
|
| 5834 |
5834
Obsidian Personal Planning Solutions
Rockville,
Maryland
| $164M | +$11.5M | +8% | 0.7% | 58.2% | 104 | 11.54% | 1.1 |
|
| 5835 |
5835
Penbrook Management
New York
| $164M | +$2.49M | +2% | 5.45% | 107% | 107 | 10.28% | 5.7 |
|
| 5836 |
5836
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $164M | -$6.76M | -4% | 0.01% | 37.8% | 33 | 0% | 6 |
|
| 5837 |
LA
5837
Latitude Advisors
Vero Beach,
Florida
| $164M | +$3.8M | +2% | 4.05% | 72% | 194 | 14.43% | 2.1 |
|
| 5838 |
5838
General Equity Holdings
Brooklyn,
New York
| $164M | +$43.3M | +36% | 37.8% | 775% | 6 | 50% | 1.7 |
|
| 5839 |
XXIP
5839
Xiamen Xinweidachuang Investment Partnership
Xiamen,
China
| $164M | -$113M | -41% | 41% | 66.6% | 1 | 0% | 2.5 |
|
| 5840 |
5840
Plan Group Financial
Oklahoma City,
Oklahoma
| $164M | +$11.2M | +7% | 0.55% | 63.4% | 107 | 19.63% | 0.8 |
|
| 5841 |
5841
RHS Financial
San Francisco,
California
| $163M | -$8.21M | -5% | 1.89% | 65.6% | 110 | 31.82% | 2.9 |
|
| 5842 |
5842
Fox Hill Wealth Management
Dedham,
Massachusetts
| $163M | +$14.9M | +10% | 9.57% | – | 145 | 10.34% | 0.5 |
|
| 5843 |
5843
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| $163M | +$4.4M | +3% | 0.8% | 51.7% | 431 | 20.42% | 1.8 |
|
| 5844 |
VCM
5844
Viewpoint Capital Management
Seattle,
Washington
| $163M | +$6.07M | +4% | 3.95% | 120% | 143 | 9.09% | 2 |
|
| 5845 |
5845
Indus Capital Partners
New York
| $163M | +$2.48M | +2% | 11.2% | 117% | 5 | 0% | 2.6 |
|
| 5846 |
5846
Clarity Capital Partners
Newport Beach,
California
| $163M | +$11.3M | +7% | 5.91% | – | 140 | 24.29% | 0.4 |
|
| 5847 |
5847
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
| $163M | -$2.44M | -1% | 1.86% | 144% | 20 | 45% | 0.5 |
|
| 5848 |
5848
Fortune Financial Advisors
Overland Park,
Kansas
| $163M | +$5.41M | +3% | 1.71% | 76.8% | 129 | 5.43% | 0.9 |
|
| 5849 |
5849
E Fund Management (HK)
Central,
Hong Kong
| $163M | +$10.5M | +7% | 5.69% | 163% | 168 | 69.05% | 0.5 |
|
| 5850 |
5850
Accent Capital Management
Centerville,
Ohio
| $163M | +$47.1M | +41% | 11.7% | – | 233 | 49.36% | 0.3 |
|