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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5851 |
5851
Tower View Wealth Management
Shorewood,
Wisconsin
| $189M | +$6.53M | +4% | 2.21% | 135% | 216 | 19.44% | 3.2 |
|
| 5852 |
LAI
5852
Legal Advantage Investments
Los Altos Hills,
California
| $189M | +$7.24M | +4% | 6.86% | 116% | 108 | 12.96% | 2.3 |
|
| 5853 |
5853
Silver Oak Advisory Group
Portland,
Oregon
| $189M | -$5.91M | -3% | 2.58% | 28.9% | 70 | 10% | 2.4 |
|
| 5854 |
5854
GSI Capital Advisors
Newport Beach,
California
| $189M | -$10.7M | -5% | 5.61% | 39.7% | 34 | 20.59% | 1.8 |
|
| 5855 |
5855
Dogwood Wealth Management
Lenexa,
Kansas
| $189M | +$15.2M | +9% | 0.28% | – | 294 | 34.69% | 0.7 |
|
| 5856 |
5856
Delphi Financial Group
Wilmington,
Delaware
| $189M | +$11.9M | +7% | 5.69% | 66.3% | 28 | 39.29% | 2 |
|
| 5857 |
5857
Pacific Wealth Management
San Diego,
California
| $189M | -$26.1M | -12% | 0.25% | 72.8% | 21 | 14.29% | 1.9 |
|
| 5858 |
5858
MRA Advisory Group
Parsippany,
New Jersey
| $189M | +$5.82M | +3% | 3.02% | 86.8% | 140 | 27.14% | 1.9 |
|
| 5859 |
5859
Lipe & Dalton
Syracuse,
New York
| $189M | -$9.41M | -5% | 1.32% | 101% | 104 | 11.54% | 5.9 |
|
| 5860 |
5860
FOCUS Wealth Advisors
Houston,
Texas
| $189M | -$12M | -6% | 1.33% | 68.7% | 65 | 20% | 2.2 |
|
| 5861 |
5861
Forte Asset Management
Bedford,
New York
| $188M | +$854K | +0.5% | 1.04% | 57.7% | 65 | 10.77% | 1.7 |
|
| 5862 |
5862
Peninsula Asset Management
Bradenton,
Florida
| $188M | -$10.1M | -5% | 2.1% | 44.1% | 44 | 2.27% | 8.4 |
|
| 5863 |
WPEP
5863
Walnut Private Equity Partners
Omaha,
Nebraska
| $188M | +$20.1M | +12% | 8.77% | 48% | 16 | 31.25% | 6.1 |
|
| 5864 |
5864
Threadgill Financial
Spring,
Texas
| $188M | +$20M | +12% | 0.84% | 49.3% | 50 | 18% | 1.4 |
|
| 5865 |
5865
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
| $188M | -$805K | -0.4% | 0.86% | – | 62 | 12.9% | 0.2 |
|
| 5866 |
5866
RCS Financial Planning
Annapolis,
Maryland
| $188M | +$7.87M | +4% | 2.02% | 48.2% | 78 | 14.1% | 1.4 |
|
| 5867 |
5867
First City Capital Management
Savannah,
Georgia
| $188M | -$6.56M | -3% | 1.4% | 86.4% | 169 | 13.02% | 6.2 |
|
| 5868 |
SIA
5868
Schear Investment Advisers
Cincinnati,
Ohio
| $188M | +$26.2M | +16% | 5.34% | 241% | 90 | 8.89% | 1.6 |
|
| 5869 |
5869
One68 Global Capital
New York
| $188M | – | – | 4.06% | – | 94 | – | 0 |
|
| 5870 |
PC
5870
Panoramic Capital
Larkspur,
California
| $188M | – | – | 13.5% | – | 43 | – | 0 |
|
| 5871 |
5871
Headwater Capital
Hong Kong,
China
| $188M | – | – | 4.28% | – | 10 | – | 0 |
|
| 5872 |
5872
Cascades Capital Asset Management
Greensboro,
North Carolina
| $188M | +$5.98M | +3% | 1.2% | – | 112 | 15.18% | 0.2 |
|
| 5873 |
5873
Kapstone Financial Advisors
Lebanon,
Ohio
| $187M | +$22.5M | +14% | 12.6% | 131% | 119 | 13.45% | 1.5 |
|
| 5874 |
5874
Carl Stuart Investment Advisor
Austin,
Texas
| $187M | +$9.5M | +5% | 1.01% | 84.4% | 20 | 25% | 1.6 |
|
| 5875 |
5875
Master's Wealth Management
Lancaster,
Pennsylvania
| $187M | – | – | 2.71% | – | 40 | – | 0 |
|