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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6026 |
AG
6026
ASO Group
Road Town,
| $236M | -$1.24M | -0.5% | 9.87% | – | 57 | 3.51% | 0.5 |
|
| 6027 |
6027
CMG Global Holdings
Plano,
Texas
| $236M | +$25.9M | +12% | 14.9% | 80.8% | 104 | 11.54% | 3.7 |
|
| 6028 |
6028
EPIQ Partners
Minneapolis,
Minnesota
| $236M | +$21.8M | +10% | 10.5% | 49.6% | 99 | 17.17% | 3.1 |
|
| 6029 |
FFC
6029
Frederick Financial Consultants
Frederick,
Maryland
| $236M | +$34.7M | +17% | 15.8% | – | 125 | 16% | 1.1 |
|
| 6030 |
APSI
6030
Asset Planning Services Inc
Covington,
Louisiana
| $236M | +$7.55M | +3% | 9.81% | 138% | 36 | 2.78% | 6.1 |
|
| 6031 |
LWM
6031
Latko Wealth Management
Frankfort,
Illinois
| $236M | +$30.5M | +15% | 14.8% | – | 39 | 12.82% | 1.4 |
|
| 6032 |
TFG
6032
Team Financial Group
Temecula,
California
| $236M | +$15.2M | +7% | 8.14% | 42.4% | 274 | 79.93% | 1.9 |
|
| 6033 |
6033
BostonPremier Wealth
Hanover,
Massachusetts
| $235M | +$41.9M | +22% | 19.8% | – | 79 | 11.39% | 1.1 |
|
| 6034 |
6034
Allodium Investment Consultants
Minneapolis,
Minnesota
| $235M | +$26.6M | +13% | 10.2% | – | 57 | 8.77% | 1.3 |
|
| 6035 |
6035
DLK Investment Management
Solana Beach,
California
| $235M | -$17.8M | -7% | 5.17% | 80.4% | 126 | 50.79% | 1.5 |
|
| 6036 |
6036
Plan A Wealth
Lincoln,
Nebraska
| $235M | +$26.3M | +13% | 10.8% | – | 209 | 22.01% | 0.9 |
|
| 6037 |
6037
Prepared Retirement Institute
Lansdale,
Pennsylvania
| $235M | +$33.4M | +17% | 9.74% | – | 96 | 19.79% | 1.7 |
|
| 6038 |
6038
MN Wealth Advisors
Overland Park,
Kansas
| $235M | +$29.3M | +14% | 14.2% | 68.3% | 141 | 17.02% | 1.5 |
|
| 6039 |
BOCM
6039
Bontempo Ohly Capital Management
Bethesda,
Maryland
| $235M | +$13.2M | +6% | 8.07% | 49.6% | 34 | 2.94% | 4.4 |
|
| 6040 |
6040
AMANSA Capital
Raffles City Tower,
Singapore
| $235M | +$48.2M | +26% | 27.7% | 32% | 2 | 0% | 3 |
|
| 6041 |
6041
Crestview Partners II
New York
| $235M | -$106M | -31% | 27.8% | 157% | 3 | 0% | 7.7 |
|
| 6042 |
6042
Peregrine Investment Management
Toronto,
Ontario, Canada
| $235M | +$108M | +85% | 78.3% | – | 31 | 51.61% | 0.6 |
|
| 6043 |
6043
Core Wealth Partners
Santa Rosa,
California
| $235M | +$19.6M | +9% | 15.3% | 63.8% | 205 | 19.02% | 2.1 |
|
| 6044 |
6044
Long Path Partners
Stamford,
Connecticut
| $235M | +$14.5M | +7% | 7.95% | 9.18% | 10 | 10% | 1.7 |
|
| 6045 |
6045
Serenity Investment Advisors
Chicago,
Illinois
| $235M | +$20.9M | +10% | 13.4% | – | 79 | 10.13% | 0.4 |
|
| 6046 |
6046
Trevian Wealth Management
Weston,
Massachusetts
| $235M | +$32M | +16% | 15.1% | 94.1% | 45 | 4.44% | 1.8 |
|
| 6047 |
KIM
6047
Kane Investment Management
Los Gatos,
California
| $235M | +$40.2M | +21% | 27.3% | – | 113 | 23.89% | 1.1 |
|
| 6048 |
6048
Northern Capital Management (Washington)
Spokane,
Washington
| $235M | +$35.1M | +18% | 17.4% | 80% | 56 | 10.71% | 2.9 |
|
| 6049 |
6049
NI Acquisitions Company
Lemoyne,
Pennsylvania
| $234M | – | – | 12.1% | – | 112 | – | 0 |
|
| 6050 |
6050
Cura Wealth Advisors
Chicago,
Illinois
| $234M | +$10.8M | +5% | 8.16% | – | 146 | 17.81% | 1 |
|