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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
Kaizen Financial Strategies
Campbell,
California
| $227M | +$5.45M | +2% | 3.54% | 126% | 168 | 11.9% | 2.1 |
|
| 5852 |
5852
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| $227M | +$3.73M | +2% | 1.74% | 47.5% | 48 | 4.17% | 3.9 |
|
| 5853 |
5853
Kilter Group
Rhinebeck,
New York
| $227M | +$14.5M | +7% | 2.11% | – | 1,499 | 26.42% | 0.4 |
|
| 5854 |
FA
5854
FAI Advisors
Farmington Hills,
Michigan
| $227M | +$5.26M | +2% | 2.72% | – | 175 | 9.71% | 0.9 |
|
| 5855 |
CIS
5855
Custom Index Systems
New York
| $226M | -$110M | -33% | 2.63% | – | 296 | 31.08% | 0.9 |
|
| 5856 |
5856
Midwest Financial Group
Overland Park,
Kansas
| $226M | +$16.6M | +8% | 5.83% | 103% | 129 | 10.85% | 1.9 |
|
| 5857 |
APSI
5857
Asset Planning Services Inc
Covington,
Louisiana
| $226M | -$11M | -5% | 2% | 138% | 36 | 5.56% | 5.7 |
|
| 5858 |
5858
Chris Bulman
Roseville,
California
| $226M | +$26.4M | +13% | 2.48% | – | 166 | 24.7% | 0.9 |
|
| 5859 |
DIM
5859
DC Investments Management
Mclean,
Virginia
| $226M | -$15M | -6% | 1.62% | 56.3% | 95 | 49.47% | 1.5 |
|
| 5860 |
5860
Bluesphere Advisors
East Norriton,
Pennsylvania
| $226M | +$7.97M | +4% | 3.24% | 105% | 101 | 8.91% | 2.5 |
|
| 5861 |
5861
Harold Davidson & Associates
Los Angeles,
California
| $226M | +$5.94M | +3% | 4.29% | – | 67 | 4.48% | 0.9 |
|
| 5862 |
5862
Plustick Management
Charlottesville,
Virginia
| $226M | -$12.5M | -5% | 14.5% | 1,667% | 25 | 36% | 1.2 |
|
| 5863 |
5863
Cobalt Capital Management
Short Hills,
New Jersey
| $226M | +$8.35M | +4% | 2.29% | 235% | 37 | 64.86% | 0.8 |
|
| 5864 |
5864
Garrison Point Advisors
Walnut Creek,
California
| $226M | -$12.5M | -5% | 1.76% | 81.5% | 177 | 9.6% | 4.7 |
|
| 5865 |
5865
Millington Financial Advisors
Naperville,
Illinois
| $226M | +$19.5M | +9% | 1.68% | 77.5% | 131 | 30.53% | 1.5 |
|
| 5866 |
5866
Nightview Capital
Austin,
Texas
| $226M | +$9.18M | +4% | 5.84% | 170% | 15 | 20% | 1.9 |
|
| 5867 |
DFS
5867
Dixon Fnancial Services
Lafayette,
California
| $226M | +$5.97M | +3% | 4.45% | 76.6% | 53 | 22.64% | 2.2 |
|
| 5868 |
5868
Wealth Advisors Northwest
Portland,
Oregon
| $225M | +$18.7M | +9% | 2.19% | – | 63 | 12.7% | 0.9 |
|
| 5869 |
5869
MOKAN Wealth Management
Overland Park,
Kansas
| $225M | +$26.6M | +13% | 1.91% | – | 114 | 22.81% | 0.7 |
|
| 5870 |
5870
CMG Global Holdings
Plano,
Texas
| $225M | +$20.8M | +10% | 2.35% | 80.8% | 98 | 6.12% | 3.5 |
|
| 5871 |
SHFP
5871
Second Half Financial Partners
Sebring,
Florida
| $225M | -$1.75M | -0.8% | 0.25% | 36.8% | 107 | 14.95% | 1.2 |
|
| 5872 |
5872
Blue Square Asset Management
New York
| $225M | -$4.1M | -2% | 2.75% | 117% | 86 | 26.74% | 2.3 |
|
| 5873 |
5873
Sequent Asset Management
Houston,
Texas
| $225M | +$14.9M | +7% | 1.46% | 51.3% | 100 | 7% | 2.9 |
|
| 5874 |
ECM
5874
EMC Capital Management
Houston,
Texas
| $225M | +$13.7M | +7% | 6.14% | – | 318 | 7.86% | 2.3 |
|
| 5875 |
5875
Twin Lakes Capital Management
Redwood Shores,
California
| $225M | +$8.88M | +4% | 4.68% | 131% | 224 | 0.89% | 3.6 |
|