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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
Kaizen Financial Strategies
Campbell,
California
| $160M | +$12.9M | +9% | 6.34% | 126% | 161 | 36.65% | 1.7 |
|
| 5902 |
5902
LCM Capital Management
Chicago,
Illinois
| $160M | +$5.6M | +4% | 3.94% | 128% | 97 | 11.34% | 2.7 |
|
| 5903 |
5903
Carl Stuart Investment Advisor
Austin,
Texas
| $160M | +$5.65M | +4% | 2.81% | 84.4% | 16 | 12.5% | 1.7 |
|
| 5904 |
IF
5904
Integrity Financial
Cheyenne,
Wyoming
| $160M | +$14M | +10% | 4% | 66.3% | 221 | 7.24% | 1.9 |
|
| 5905 |
5905
David J. Yvars Group
University Park,
Florida
| $160M | +$11.5M | +8% | 8.87% | 143% | 83 | 14.46% | 2.2 |
|
| 5906 |
5906
Platinum Equity
Beverly Hills,
California
| $160M | +$12.8M | +9% | 14% | 52.7% | 6 | 0% | 2.1 |
|
| 5907 |
5907
Profit Investment Management
North Bethesda,
Maryland
| $160M | -$17.2M | -10% | 3.71% | 101% | 83 | 9.64% | 6.3 |
|
| 5908 |
II
5908
Ironclad Investments
Maitland,
Florida
| $160M | +$4.41M | +3% | 4.07% | – | 3 | 0% | 0.5 |
|
| 5909 |
5909
Adapt Wealth Advisors
Atlanta,
Georgia
| $160M | +$19.1M | +14% | 1.49% | – | 65 | 26.15% | 0.2 |
|
| 5910 |
MA
5910
McBroom & Associates
Las Vegas,
Nevada
| $160M | +$7.73M | +5% | 6.49% | 133% | 33 | 0% | 2.1 |
|
| 5911 |
5911
Cetera Trust Company
St. Paul,
Minnesota
| $159M | -$6.9M | -4% | 3.53% | – | 427 | 7.49% | 0.5 |
|
| 5912 |
5912
Private Client Services
Louisville,
Kentucky
| $159M | +$10.3M | +7% | 3.23% | 72% | 152 | 25% | 0.4 |
|
| 5913 |
5913
MGO Private Wealth
Irvine,
California
| $159M | -$168K | -0.1% | 2.23% | 51.5% | 85 | 9.41% | 1.3 |
|
| 5914 |
5914
Matrix Private Capital Group
New York
| $159M | +$11.6M | +8% | 1.98% | 62.5% | 151 | 5.96% | 3.3 |
|
| 5915 |
LFWA
5915
LBJ Family Wealth Advisors
Austin,
Texas
| $159M | +$1.74M | +1% | 0.29% | 64.9% | 28 | 17.86% | 6.1 |
|
| 5916 |
5916
Graphene Investments SAS
Paris,
France
| $159M | -$6.8M | -4% | 0.41% | 103% | 47 | 10.64% | 1.2 |
|
| 5917 |
5917
Burns Matteson Capital Management
Corning,
New York
| $159M | +$4.45M | +3% | 2.65% | 137% | 192 | 37.5% | 1.3 |
|
| 5918 |
KC
5918
Kades & Cheifetz
Berwyn,
Pennsylvania
| $159M | +$2.83M | +2% | 1.62% | – | 94 | 6.38% | 1.2 |
|
| 5919 |
KA
5919
Kailix Advisors
Fort Lauderdale,
Florida
| $159M | -$12M | -7% | 20.2% | 16.3% | 9 | 55.56% | 0.8 |
|
| 5920 |
5920
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| $159M | +$269K | +0.2% | 1.04% | 74.4% | 140 | 7.14% | 2.4 |
|
| 5921 |
5921
Criterion Capital Advisors
Nashville,
Tennessee
| $159M | +$8.81M | +6% | 1.61% | – | 360 | 7.5% | 0.5 |
|
| 5922 |
5922
Brogan Financial
Knoxville,
Tennessee
| $159M | +$7.17M | +5% | 2.57% | 46.4% | 47 | 10.64% | 1.1 |
|
| 5923 |
5923
Vaughan & Co Securities
Ridgewood,
New Jersey
| $159M | +$1.44M | +0.9% | 1% | 70.7% | 59 | 13.56% | 2.9 |
|
| 5924 |
5924
Prosperity Financial Group
San Ramon,
California
| $158M | -$3.42M | -2% | 5.29% | 108% | 158 | 17.72% | 1 |
|
| 5925 |
5925
FinDec Wealth Services
Stockton,
California
| $158M | -$657K | -0.4% | 1.75% | 47.6% | 45 | 13.33% | 1.2 |
|