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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5926 |
5926
PFS Partners
Mine Hill,
New Jersey
| $135M | – | – | 6.31% | 65.2% | 351 | – | 0 |
|
| 5927 |
5927
Gitterman Wealth Management
Edison,
New Jersey
| $135M | +$10.3M | +8% | 5.95% | 33% | 108 | 41.67% | 0.5 |
|
| 5928 |
5928
Warther Private Wealth
Akron,
Ohio
| $135M | +$22.6M | +20% | 14% | 94.1% | 130 | 16.15% | 0.4 |
|
| 5929 |
5929
New Silk Road Investment
Singapore
| $135M | -$18.8M | -12% | 18.7% | 21.2% | 13 | 15.38% | 1.3 |
|
| 5930 |
5930
Deep Field Asset Management
Beverly Hills,
California
| $135M | +$3.66M | +3% | 11.3% | 20.1% | 18 | 22.22% | 1.5 |
|
| 5931 |
5931
Mayport LLC
Newton,
Massachusetts
| $134M | – | – | 5.48% | 57% | 62 | – | 0 |
|
| 5932 |
5932
FWG Holdings
Winter Park,
Florida
| $134M | +$18.7M | +16% | 10.4% | 91.6% | 99 | 18.18% | 0.4 |
|
| 5933 |
5933
West Michigan Advisors
Holland,
Michigan
| $134M | – | – | 9.59% | 86.6% | 125 | – | 0 |
|
| 5934 |
5934
W Advisors LLC
Germantown,
Tennessee
| $134M | – | – | 8.65% | 88.7% | 104 | – | 0 |
|
| 5935 |
5935
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| $134M | – | – | 7.71% | 35.4% | 24 | – | 0 |
|
| 5936 |
5936
Clifford Capital Partners
Alpine,
Utah
| $134M | +$24.8M | +23% | 2.28% | 77.3% | 43 | 6.98% | 2.3 |
|
| 5937 |
5937
Carmel Capital Partners
San Diego,
California
| $134M | – | – | 13% | 65.9% | 123 | – | 0 |
|
| 5938 |
5938
Resolute Financial
Newburyport,
Massachusetts
| $134M | – | – | 6.96% | – | 116 | – | 0 |
|
| 5939 |
A
5939
Astrantus
Limassol,
Cyprus
| $134M | – | – | 7.01% | – | 208 | – | 0 |
|
| 5940 |
5940
Firethorn Wealth Partners
Augusta,
Georgia
| $134M | – | – | 6.65% | 75.1% | 148 | – | 0.7 |
|
| 5941 |
5941
Banta Asset Management
Newport Beach,
California
| $134M | +$30M | +29% | 3.74% | – | 24 | 20.83% | 1.4 |
|
| 5942 |
5942
Goodwin Investment Advisory
Woodstock,
Georgia
| $134M | +$30.7M | +30% | 7.56% | 60.8% | 192 | 30.73% | 0.6 |
|
| 5943 |
5943
Kaizen Financial Strategies
Campbell,
California
| $134M | +$9.47M | +8% | 9.08% | 126% | 159 | 20.75% | 0.7 |
|
| 5944 |
5944
Terra Nova Asset Management
New York
| $133M | +$8.88M | +7% | 13.2% | 172% | 96 | 11.46% | 2 |
|
| 5945 |
5945
Cherrydale Wealth Management
Hoboken,
New Jersey
| $133M | – | – | 7.28% | 80.8% | 39 | – | 0 |
|
| 5946 |
5946
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| $133M | +$13M | +11% | 8.22% | 46.9% | 115 | 12.17% | 0.8 |
|
| 5947 |
5947
Johnson Midwest Financial
Glidden,
Iowa
| $133M | +$11M | +9% | 11% | 58.6% | 344 | 17.15% | 0.8 |
|
| 5948 |
5948
Prosperity Consulting Group
Owings Mills,
Maryland
| $133M | – | – | 8.01% | 66.8% | 97 | – | 0 |
|
| 5949 |
WCH
5949
Willoughby Capital Holdings
Greenwich,
Connecticut
| $133M | -$38.4M | -22% | 22.4% | – | 1 | 0% | 0.3 |
|
| 5950 |
5950
Clearshares
New York
| $133M | $0 | 0% | 4.13% | – | 38 | 0% | 2.2 |
|