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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 |
6026
W Advisors LLC
Germantown,
Tennessee
| $162M | +$9.9M | +7% | 5.69% | 73.8% | 120 | 9.17% | 2 |
|
| 6027 |
6027
Tudor Financial
Dayton,
Ohio
| $162M | – | – | 7.82% | – | 124 | – | 0 |
|
| 6028 |
HCM
6028
Helios Capital Management
Singapore
| $162M | +$8.77M | +6% | 5.64% | 124% | 50 | 0% | 2 |
|
| 6029 |
6029
Richmond Brothers
Jackson,
Michigan
| $162M | +$112M | +221% | 5.93% | 77.2% | 38 | 55.26% | 1.2 |
|
| 6030 |
6030
TRV GP IV
Boston,
Massachusetts
| $162M | -$40.1M | -20% | 9.77% | 1,102% | 3 | 0% | 4.1 |
|
| 6031 |
6031
4Thought Financial Group
Syosset,
New York
| $162M | +$1.12M | +0.7% | 5.54% | 37.6% | 109 | 0.92% | 2.7 |
|
| 6032 |
6032
Finer Wealth Management
Salem,
Massachusetts
| $162M | +$7.02M | +5% | 3.75% | 175% | 81 | 12.35% | 2.2 |
|
| 6033 |
6033
Beacon Financial Planning
Hyannis,
Massachusetts
| $162M | +$14.8M | +10% | 7.02% | 71.1% | 45 | 13.33% | 1.2 |
|
| 6034 |
6034
Treasure Coast Financial Planning
Vero Beach,
Florida
| $162M | +$10.4M | +7% | 4.63% | 32.6% | 35 | 8.57% | 1.8 |
|
| 6035 |
6035
BluePath Capital Management
Atlanta,
Georgia
| $162M | +$19.3M | +14% | 6.93% | 106% | 119 | 23.53% | 0.8 |
|
| 6036 |
6036
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| $162M | +$8.25M | +5% | 7.09% | 57.3% | 84 | 7.14% | 2.7 |
|
| 6037 |
WBWA
6037
William B. Walkup & Associates
Columbia,
South Carolina
| $162M | +$8.97M | +6% | 6.88% | – | 162 | 4.32% | 0.2 |
|
| 6038 |
6038
Meritas Wealth Management
Larkspur,
California
| $162M | +$19.8M | +14% | 7.54% | 69.4% | 51 | 9.8% | 1.4 |
|
| 6039 |
6039
Von Berge Wealth Management Group
San Diego,
California
| $162M | +$4.32M | +3% | 6.83% | 60.5% | 70 | 11.43% | 2.1 |
|
| 6040 |
SIA
6040
Schear Investment Advisers
Cincinnati,
Ohio
| $162M | +$23.1M | +17% | 4.57% | 241% | 86 | 8.14% | 1.4 |
|
| 6041 |
6041
Garrison Point Advisors
Walnut Creek,
California
| $162M | +$10.1M | +7% | 6.89% | 81.5% | 148 | 4.73% | 4.4 |
|
| 6042 |
6042
David J. Yvars Group
University Park,
Florida
| $161M | +$1.67M | +1% | 2.32% | 143% | 85 | 14.12% | 2.3 |
|
| 6043 |
6043
Herbst Group
Westport,
Connecticut
| $161M | -$3.01M | -2% | 4.84% | 142% | 69 | 24.64% | 2.1 |
|
| 6044 |
6044
Destiny Capital
Golden,
Colorado
| $161M | +$15M | +10% | 5.43% | – | 50 | 8% | 1.5 |
|
| 6045 |
6045
Prospect Financial Services
Melville,
New York
| $161M | +$31.3M | +24% | 8.59% | – | 109 | 33.94% | 0.5 |
|
| 6046 |
6046
Walker Asset Management
Verona,
Missouri
| $161M | +$12.7M | +9% | 8.28% | 87.6% | 147 | 10.88% | 1.7 |
|
| 6047 |
6047
William Allan Corp
Fort Collins,
Colorado
| $161M | +$11.6M | +8% | 8.09% | 94.2% | 53 | 3.77% | 2.2 |
|
| 6048 |
6048
Clearfield Capital Management
New York
| $161M | +$49.9M | +45% | 28.4% | 421% | 8 | 37.5% | 0.9 |
|
| 6049 |
RMSCM
6049
R.M. Sincerbeaux Capital Management
New York
| $161M | +$8.83M | +6% | 5.86% | 76.4% | 37 | 0% | 9 |
|
| 6050 |
6050
General Partner Inc
Pittsburgh,
Pennsylvania
| $161M | +$4.44M | +3% | 7.66% | 83.1% | 164 | 3.05% | 1.4 |
|