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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5876 |
5876
Peak Retirement Planning
Columbus,
Ohio
| $180M | +$32.3M | +22% | 0.31% | – | 111 | 18.92% | 0.2 |
|
| 5877 |
MWA
5877
Miller Wealth Advisors
Ridgeway,
Colorado
| $180M | -$16M | -8% | 6.97% | 147% | 101 | 11.88% | 2 |
|
| 5878 |
5878
Peninsula Asset Management
Bradenton,
Florida
| $180M | -$8.12M | -4% | 0.8% | 44.1% | 46 | 8.7% | 8.1 |
|
| 5879 |
5879
Pacific Point Advisors
Rancho Santa Fe,
California
| $180M | +$15.6M | +9% | 1.85% | – | 130 | 20.77% | 0.2 |
|
| 5880 |
AV
5880
Aspiring Ventures
Cincinnati,
Ohio
| $180M | +$21.2M | +13% | 16.3% | – | 60 | 26.67% | 0.2 |
|
| 5881 |
GWA
5881
GGM Wealth Advisors
Baltimore,
Maryland
| $180M | -$11.5M | -6% | 0.63% | 25.9% | 151 | 19.21% | 1.9 |
|
| 5882 |
5882
Old North State Wealth Management
Wilmington,
North Carolina
| $180M | +$1.71M | +1% | 1.15% | 91.5% | 118 | 11.02% | 1.9 |
|
| 5883 |
5883
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $180M | -$19.5M | -10% | 4.19% | 65% | 32 | 12.5% | 3.3 |
|
| 5884 |
5884
Lindenwold Advisors
Reading,
Pennsylvania
| $180M | -$7.7M | -4% | 0.79% | 75% | 122 | 20.49% | 2.3 |
|
| 5885 |
AIC
5885
Anthracite Investment Company
Fort Worth,
Texas
| $180M | -$106M | -37% | 3.71% | – | 102 | 49.02% | 0.8 |
|
| 5886 |
PK
5886
Pflug Koory
Omaha,
Nebraska
| $180M | -$18M | -9% | 1.07% | – | 397 | 1.26% | 6.2 |
|
| 5887 |
5887
Sequent Asset Management
Houston,
Texas
| $180M | -$23.6M | -12% | 1.86% | 51.3% | 89 | 10.11% | 3.1 |
|
| 5888 |
5888
Guinness Atkinson Asset Management
Pasadena,
California
| $180M | -$16.6M | -8% | 2.52% | 148% | 86 | 2.33% | 6.7 |
|
| 5889 |
5889
Finley Financial
Las Vegas,
Nevada
| $179M | -$12.7M | -7% | 3.89% | – | 123 | 2.44% | 0.2 |
|
| 5890 |
5890
Howard Wealth Management
Madison,
Connecticut
| $179M | -$5.41M | -3% | 2.22% | 69.9% | 121 | 9.09% | 2.6 |
|
| 5891 |
5891
Horizon Financial Services
Winston Salem,
North Carolina
| $179M | +$1.59M | +0.9% | 0.56% | 42.6% | 357 | 46.78% | 0.9 |
|
| 5892 |
5892
Delap Wealth Advisory
Lake Oswego,
Oregon
| $179M | +$12M | +7% | 0.36% | 73% | 84 | 17.86% | 1.4 |
|
| 5893 |
5893
Darrow Company
Needham,
Massachusetts
| $179M | +$6.87M | +4% | 1.3% | 44.5% | 50 | 4% | 1.9 |
|
| 5894 |
5894
Fortress Private Ledger
Raleigh,
North Carolina
| $179M | +$15.6M | +10% | 0.35% | – | 188 | 29.26% | 0.2 |
|
| 5895 |
5895
Battery Global Advisors
Boston,
Massachusetts
| $179M | -$7.82M | -4% | 4.57% | – | 143 | 9.79% | 0.6 |
|
| 5896 |
5896
Legacy Bridge
West Des Moines,
Iowa
| $179M | -$12.6M | -7% | 4.51% | 236% | 337 | 16.32% | 3.8 |
|
| 5897 |
5897
Resolute Wealth Strategies
Jackson,
Mississippi
| $179M | -$15.3M | -8% | 2.9% | 105% | 106 | 16.98% | 1.5 |
|
| 5898 |
5898
Black Maple Capital Management
Milwaukee,
Wisconsin
| $179M | -$11.2M | -6% | 5.01% | 35.7% | 118 | 46.61% | 0.8 |
|
| 5899 |
5899
Atlantic Investment Management
New York
| $179M | -$28M | -14% | 11.6% | 28.8% | 12 | 41.67% | 0.8 |
|
| 5900 |
5900
Tandem Capital Management
Woodcliff Lake,
New Jersey
| $179M | -$7.84M | -4% | 0.54% | 128% | 117 | 7.69% | 3.1 |
|