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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5901 |
5901
Better Money Decisions
Santa Fe,
New Mexico
| $115M | +$12.6M | +12% | 6.01% | 32.7% | 69 | 18.84% | 1.3 |
|
| 5902 |
WF
5902
Williams Financial
North Bennington,
Vermont
| $115M | -$2.87M | -2% | 4.64% | 33.1% | 36 | 58.33% | 0.7 |
|
| 5903 |
5903
Avondale Wealth Management
West Lake Hills,
Texas
| $115M | +$23.5M | +26% | 6.54% | 83.8% | 127 | 11.02% | 2.4 |
|
| 5904 |
5904
Alpha Financial Advisors
Charlotte,
North Carolina
| $115M | – | – | 7.55% | 41.6% | 43 | – | 0 |
|
| 5905 |
5905
Walker Asset Management
Verona,
Missouri
| $115M | +$3.97M | +4% | 4.75% | 87.6% | 90 | 6.67% | 0.9 |
|
| 5906 |
5906
Penobscot Wealth Management
Portland,
Maine
| $115M | +$11.7M | +11% | 9.12% | 56.7% | 63 | 7.94% | 1.2 |
|
| 5907 |
SCM
5907
Soros Capital Management
New York
| $115M | -$31.2M | -21% | 27.7% | 732% | 38 | 36.84% | 1.3 |
|
| 5908 |
5908
Twin Securities
New York
| $115M | -$100M | -47% | 26.9% | 506% | 32 | 81.25% | 0.2 |
|
| 5909 |
5909
Tower Wealth Partners
Lewisburg,
Pennsylvania
| $115M | +$9.47M | +9% | 8.25% | 53.7% | 54 | 11.11% | 1.4 |
|
| 5910 |
5910
Aspire Wealth Management
Waltham,
Massachusetts
| $115M | +$8.71M | +8% | 7.46% | 26% | 201 | 18.91% | 0.8 |
|
| 5911 |
FSI
5911
Flow State Investments
Chicago,
Illinois
| $115M | – | – | 16.1% | – | 171 | – | 0 |
|
| 5912 |
MFG
5912
MTM Financial Group
Bethlehem,
Pennsylvania
| $115M | +$4.18M | +4% | 7.65% | 36.5% | 49 | 6.12% | 0.7 |
|
| 5913 |
5913
Cresta Advisors
Laredo,
Texas
| $115M | +$33.6M | +41% | 6.37% | 66.8% | 37 | 21.62% | 0.2 |
|
| 5914 |
5914
Mezzasalma Advisors
Tinton Falls,
New Jersey
| $115M | -$11.2M | -9% | 2.89% | 203% | 86 | 10.47% | 1.7 |
|
| 5915 |
5915
Mudita Advisors
London,
United Kingdom
| $115M | +$6.84M | +6% | 14.9% | 143% | 21 | 19.05% | 0.9 |
|
| 5916 |
5916
Creative Capital Management Investments
San Diego,
California
| $115M | – | – | 7.91% | 53.6% | 233 | – | 0 |
|
| 5917 |
5917
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| $114M | +$7.99M | +8% | 8.98% | 117% | 257 | 14.79% | 0.4 |
|
| 5918 |
5918
Salesforce Inc
San Francisco,
California
| $114M | -$11.9M | -9% | 6.94% | 33.9% | 2 | 0% | 1.9 |
|
| 5919 |
SC
5919
Settian Capital
New York
| $114M | +$23.1M | +25% | 7.35% | 62.5% | 38 | 23.68% | 0.5 |
|
| 5920 |
5920
Kinsale Capital Group
Richmond,
Virginia
| $114M | +$19.4M | +20% | 10.1% | 70.9% | 26 | 92.31% | 0.1 |
|
| 5921 |
5921
Refined Wealth Management
Salt Lake City,
Utah
| $114M | +$3.45M | +3% | 3.21% | 99.4% | 26 | 3.85% | 1.2 |
|
| 5922 |
5922
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| $114M | +$6.58M | +6% | 8.04% | 51.7% | 376 | 13.56% | 0.9 |
|
| 5923 |
5923
Signify Wealth
Saint Louis,
Missouri
| $114M | +$20.2M | +21% | 1.43% | 36.7% | 35 | 42.86% | 0.7 |
|
| 5924 |
PIP
5924
PB Investment Partners
Burlingame,
California
| $114M | +$12.5M | +12% | 14% | 81.1% | 11 | 9.09% | 0.8 |
|
| 5925 |
SM
5925
Sabby Management
Miami Beach,
Florida
| $114M | +$34.8M | +44% | 26.1% | 95.5% | 142 | 39.44% | 0.7 |
|