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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
Yoder Wealth Management
Walnut Creek,
California
| $219M | -$271K | -0.1% | 2.26% | 69.3% | 129 | 11.63% | 2.2 |
|
| 5877 |
5877
Financial Avengers
Oakland,
California
| $219M | -$24.7M | -10% | 5.95% | 108% | 154 | 7.79% | 3.8 |
|
| 5878 |
5878
IDG China Venture Capital Fund IV Associates
Hong Kong
| $219M | -$14.3M | -6% | 14.1% | 59.2% | 4 | 0% | 4.1 |
|
| 5879 |
5879
Garrison Point Advisors
Walnut Creek,
California
| $219M | -$6.67M | -3% | 1.4% | 81.5% | 172 | 5.81% | 4.9 |
|
| 5880 |
LMHBHCT
5880
Leona M. & Harry B. Helmsley Charitable Trust
New York
| $219M | -$97.9M | -31% | 4.37% | – | 2 | 50% | 0.1 |
|
| 5881 |
5881
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
| $219M | +$7.79M | +4% | 0.57% | 65.6% | 67 | 17.91% | 1.5 |
|
| 5882 |
5882
Orion Resource Partners
New York
| $219M | +$15.5M | +8% | 16.4% | – | 27 | 48.15% | 0.7 |
|
| 5883 |
5883
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| $219M | +$11M | +5% | 3.56% | 91.4% | 150 | 15.33% | 2.6 |
|
| 5884 |
5884
Unison Asset Management
North Miami Beach,
Florida
| $219M | -$4.5M | -2% | 10.6% | 81.4% | 33 | 9.09% | 3.5 |
|
| 5885 |
5885
Fogel Capital Management
Stuart,
Florida
| $219M | +$1.73M | +0.8% | 1.48% | 122% | 55 | 14.55% | 1.5 |
|
| 5886 |
WA
5886
Win Advisors
Palm Beach Gardens,
Florida
| $219M | -$16.9M | -7% | 8.25% | 266% | 128 | 81.25% | 0.3 |
|
| 5887 |
5887
Decatur Capital Management
Decatur,
Georgia
| $219M | -$27.3M | -11% | 5.12% | 135% | 37 | 18.92% | 4.6 |
|
| 5888 |
5888
Burrus Financial Services
Salt Lake City,
Utah
| $218M | +$42.6M | +24% | 0.18% | 31.3% | 16 | 56.25% | 2 |
|
| 5889 |
5889
Signet Investment Advisory Group
Providence,
Rhode Island
| $218M | +$3.11M | +1% | 2.26% | 68.2% | 70 | 1.43% | 5.4 |
|
| 5890 |
5890
Sound Stewardship
Overland Park,
Kansas
| $218M | +$9.6M | +5% | 0.94% | 45.9% | 65 | 6.15% | 2.4 |
|
| 5891 |
LA
5891
Latitude Advisors
Vero Beach,
Florida
| $218M | -$9M | -4% | 0.7% | 79.6% | 238 | 16.39% | 2.7 |
|
| 5892 |
PK
5892
Pflug Koory
Omaha,
Nebraska
| $218M | +$3.92M | +2% | 3.02% | – | 425 | 3.06% | 6.4 |
|
| 5893 |
5893
Bright Financial Advisors
Portage,
Michigan
| $218M | +$6.5M | +3% | 0.56% | – | 70 | 11.43% | 1.5 |
|
| 5894 |
5894
PFS Partners
Mine Hill,
New Jersey
| $218M | -$417K | -0.2% | 1.44% | 65.2% | 605 | 4.63% | 2.5 |
|
| 5895 |
5895
MOR Wealth Management
Philadelphia,
Pennsylvania
| $218M | -$780K | -0.4% | 1.83% | – | 115 | 19.13% | 0.2 |
|
| 5896 |
5896
Rockingstone Advisors
Great Barrington,
Massachusetts
| $218M | -$1.53M | -0.7% | 0.23% | 114% | 115 | 4.35% | 2.5 |
|
| 5897 |
5897
Collaborative Wealth Management
Lake Mary,
Florida
| $218M | -$65.9M | -23% | 0.99% | 46.6% | 250 | 39.6% | 3.3 |
|
| 5898 |
5898
Fairtree Asset Management
Bellville, Cape Town,
South Africa
| $218M | +$493K | +0.2% | 7.54% | – | 116 | 30.17% | 0.8 |
|
| 5899 |
5899
PACK Private Wealth
Wayzata,
Minnesota
| $218M | -$1.6M | -0.7% | 1.26% | 52.8% | 59 | 5.08% | 2.7 |
|
| 5900 |
5900
Retirement Guys Formula
Maumee,
Ohio
| $217M | -$1.87M | -0.9% | 2.16% | 75.7% | 185 | 35.68% | 1.6 |
|