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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5951 |
5951
GEM Asset Management
Plymouth,
Michigan
| $144M | +$17.8M | +14% | 10.8% | 62.9% | 84 | 11.9% | 0.9 |
|
| 5952 |
5952
Mudita Advisors
London,
United Kingdom
| $144M | +$7.05M | +5% | 8.88% | 143% | 17 | 5.88% | 1.6 |
|
| 5953 |
5953
Strengthening Families & Communities LLC
Boston,
Massachusetts
| $144M | -$87.2M | -38% | 11.3% | 116% | 446 | 54.04% | 1.5 |
|
| 5954 |
5954
WESPAC Advisors
Orinda,
California
| $144M | +$10.3M | +8% | 8.76% | 126% | 172 | 28.49% | 0.8 |
|
| 5955 |
5955
Lakeside Advisors
Seattle,
Washington
| $144M | +$13.8M | +11% | 13% | 83.7% | 63 | 3.17% | 1.8 |
|
| 5956 |
5956
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| $144M | +$15.8M | +12% | 8.84% | 55.5% | 58 | 20.69% | 0.7 |
|
| 5957 |
5957
Castle Creek Capital Partners VI
San Diego,
California
| $144M | – | – | 18.8% | – | 5 | – | 0 |
|
| 5958 |
5958
Financial Guidance Group
Palm Harbor,
Florida
| $144M | +$11.1M | +8% | 9.21% | 58.7% | 56 | 12.5% | 1.4 |
|
| 5959 |
5959
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
| $144M | +$16.3M | +13% | 10.7% | 68.7% | 209 | 26.79% | 0.8 |
|
| 5960 |
5960
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $144M | +$8.56M | +6% | 8.28% | 62.6% | 160 | 13.75% | 4.4 |
|
| 5961 |
5961
Power Wealth Management
Alpharetta,
Georgia
| $144M | – | – | 9.2% | 41.8% | 94 | – | 0 |
|
| 5962 |
5962
Stevens Capital Partners
Omaha,
Nebraska
| $144M | +$19.2M | +15% | 12.1% | 76.3% | 51 | 9.8% | 0.9 |
|
| 5963 |
VFG
5963
V2 Financial group
Naperville,
Illinois
| $144M | +$10.4M | +8% | 13.1% | 63.3% | 66 | 12.12% | 2.1 |
|
| 5964 |
5964
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| $144M | +$17.6M | +14% | 10.7% | 72% | 116 | 17.24% | 2.5 |
|
| 5965 |
5965
Continental Grain Company
New York
| $144M | -$11M | -7% | 16.5% | 5.73% | 4 | 25% | 1.6 |
|
| 5966 |
BC
5966
Bowman & Company
Oshkosh,
Wisconsin
| $144M | +$18M | +14% | 10.1% | 59.7% | 91 | 12.09% | 1.6 |
|
| 5967 |
5967
Paragon Private Wealth Management
Lexington,
Kentucky
| $144M | +$22.5M | +19% | 12.1% | 104% | 143 | 17.48% | 1.4 |
|
| 5968 |
5968
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| $144M | -$26.6M | -16% | 9.42% | 68.8% | 115 | 10.43% | 1.8 |
|
| 5969 |
5969
Lauterbach Financial Advisors
El Paso,
Texas
| $144M | +$16.2M | +13% | 10.8% | 76.5% | 68 | 13.24% | 1.5 |
|
| 5970 |
5970
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| $143M | +$24.4M | +20% | 7.79% | 38.4% | 12 | 33.33% | 2.1 |
|
| 5971 |
5971
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| $143M | +$12.9M | +10% | 9.53% | 62.6% | 75 | 5.33% | 2.3 |
|
| 5972 |
5972
Treasure Coast Financial Planning
Vero Beach,
Florida
| $143M | -$652K | -0.5% | 6.13% | 35.5% | 32 | 9.38% | 1.4 |
|
| 5973 |
5973
Delta Capital Management
Red Bank,
New Jersey
| $143M | +$9.8M | +7% | 9.01% | 129% | 77 | 1.3% | 6.4 |
|
| 5974 |
5974
Destiny Capital
Golden,
Colorado
| $143M | – | – | 9.84% | 60.5% | 49 | – | 0.8 |
|
| 5975 |
5975
Fortune Financial Advisors
Overland Park,
Kansas
| $143M | +$12.5M | +10% | 9.97% | 76.8% | 129 | 10.08% | 0.5 |
|