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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
Boulder Wealth Advisors
Boulder,
Colorado
| $172M | -$22.2M | -11% | 3.99% | – | 28 | 10.71% | 1.6 |
|
| 6027 |
6027
Tower View Wealth Management
Shorewood,
Wisconsin
| $172M | -$17.5M | -9% | 2.86% | 135% | 216 | 23.15% | 3.4 |
|
| 6028 |
6028
Tull Financial Group
Chesapeake,
Virginia
| $172M | +$5.91M | +4% | 0.38% | – | 28 | 3.57% | 0.4 |
|
| 6029 |
6029
Campbell Capital Management
Miami,
Florida
| $172M | -$84M | -33% | 10.3% | – | 93 | 38.71% | 1.5 |
|
| 6030 |
6030
Values First Advisors
Gray,
Tennessee
| $171M | -$10.2M | -6% | 1.34% | 87.6% | 237 | 28.69% | 2.6 |
|
| 6031 |
6031
Yarger Wealth Strategies
Westerville,
Ohio
| $171M | -$1.93M | -1% | 3.3% | 55.1% | 100 | 14% | 1.8 |
|
| 6032 |
AFT
6032
Alpha Family Trust
Los Angeles,
California
| $171M | -$6.75M | -4% | 6.02% | 215% | 187 | 26.2% | 1.5 |
|
| 6033 |
6033
Cobblestone Asset Management
Richmond,
Virginia
| $171M | +$18M | +12% | 1.44% | 60.6% | 67 | 31.34% | 0.8 |
|
| 6034 |
6034
Lunate Capital
Al Maryah Island, Abu Dhabi,
United Arab Emirates
| $171M | – | – | 14.6% | – | 4 | – | 0 |
|
| 6035 |
MFG
6035
MTM Financial Group
Bethlehem,
Pennsylvania
| $171M | +$3.69M | +2% | 0.94% | 36.5% | 76 | 7.89% | 1.9 |
|
| 6036 |
JCFM
6036
JBR Co Financial Management
Ardmore,
Oklahoma
| $171M | +$6.89M | +4% | 4.96% | 126% | 117 | 17.95% | 0.9 |
|
| 6037 |
6037
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $171M | -$3.18M | -2% | 0.56% | 62.6% | 162 | 7.41% | 5.2 |
|
| 6038 |
RWIA
6038
Roger Wittlin Investment Advisory
San Francisco,
California
| $171M | -$7.67M | -4% | 2.81% | 61.3% | 43 | 0% | 2 |
|
| 6039 |
6039
Madison International Realty Holdings
New York
| $171M | -$27.8M | -14% | 2.26% | – | 2 | 0% | 6.3 |
|
| 6040 |
6040
Buttonwood Financial Group
Kansas City,
Missouri
| $171M | -$10M | -6% | 3.54% | 77.9% | 32 | 25% | 1.6 |
|
| 6041 |
6041
Meritas Wealth Management
Larkspur,
California
| $171M | +$4.28M | +3% | 2.66% | 69.4% | 54 | 9.26% | 1.8 |
|
| 6042 |
6042
Nipun Capital
Foster City,
California
| $170M | +$15.6M | +10% | 4.39% | 30.2% | 10 | 20% | 0.8 |
|
| 6043 |
6043
LCM Capital Management
Chicago,
Illinois
| $170M | -$6.97M | -4% | 4.74% | 128% | 104 | 9.62% | 3.1 |
|
| 6044 |
6044
Meros Investment Management
Dallas,
Texas
| $170M | -$53M | -24% | 19.2% | 102% | 46 | 23.91% | 1.7 |
|
| 6045 |
6045
Capital Square
Chattanooga,
Tennessee
| $170M | -$5.72M | -3% | 0.48% | 62.5% | 202 | 11.88% | 2.2 |
|
| 6046 |
6046
MN Wealth Advisors
Overland Park,
Kansas
| $170M | -$7.47M | -4% | 1.31% | 68.3% | 114 | 19.3% | 1 |
|
| 6047 |
6047
Sage Advisory Services
Austin,
Texas
| $170M | +$1.65M | +1% | 0.11% | 37.8% | 44 | 11.36% | 3.4 |
|
| 6048 |
6048
Private Wealth Group
Tampa,
Florida
| $170M | -$34.4M | -17% | 1.38% | 52.9% | 70 | 24.29% | 3 |
|
| 6049 |
6049
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
| $170M | +$22.2M | +15% | 0.44% | – | 126 | 19.05% | 0.2 |
|
| 6050 |
6050
Western Standard LLC
Los Angeles,
California
| $170M | +$20M | +13% | 4.22% | 83.7% | 36 | 55.56% | 0.5 |
|