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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6051 |
6051
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
| $113M | +$12.7M | +13% | 6.14% | 64.9% | 28 | 3.57% | 0.9 |
|
| 6052 |
BWM
6052
Bullock Wealth Management
Bloomington,
Indiana
| $113M | +$11.9M | +12% | 6.15% | 101% | 616 | 13.47% | 1.2 |
|
| 6053 |
6053
RCS Financial Planning
Annapolis,
Maryland
| $113M | +$9.8M | +10% | 4.79% | 48.2% | 53 | 13.21% | 0.2 |
|
| 6054 |
6054
HF Advisory Group
Annapolis,
Maryland
| $113M | +$13.8M | +14% | 5.83% | 73.2% | 134 | 2.24% | 0.2 |
|
| 6055 |
6055
Tenret Company
Tampa,
Florida
| $113M | +$9.8M | +9% | 5.33% | – | 27 | 7.41% | 1.5 |
|
| 6056 |
6056
Evergreen Wealth Management
Williamston,
Michigan
| $113M | +$3.92M | +4% | 6.64% | 68.8% | 56 | 12.5% | 0.2 |
|
| 6057 |
6057
Carson Advisory
Athens,
Georgia
| $113M | +$8.25M | +8% | 2.9% | 70.9% | 159 | 18.24% | 0.9 |
|
| 6058 |
A
6058
Atomvest
Hong Kong
| $112M | +$31.5M | +39% | 18.7% | 90% | 5 | 40% | 1.2 |
|
| 6059 |
6059
Pioneer Wealth Management Group
Austin,
Texas
| $112M | +$6.24M | +6% | 3.85% | – | 33 | 6.06% | 0.3 |
|
| 6060 |
6060
Calixto Global Investors
Coral Gables,
Florida
| $112M | +$44.9M | +67% | 23.1% | 180% | 10 | 50% | 0.7 |
|
| 6061 |
HIA
6061
Harvest Investment Advisors
Tallahassee,
Florida
| $112M | +$5.88M | +6% | 5.76% | 78.3% | 57 | 14.04% | 0.2 |
|
| 6062 |
6062
Johnson & White Wealth Management
York,
Pennsylvania
| $112M | +$13M | +13% | 4.77% | 85.1% | 131 | 83.21% | 0.1 |
|
| 6063 |
6063
Washington Capital Management
Seattle,
Washington
| $112M | +$3.7M | +3% | 3.1% | 81.8% | 116 | 20.69% | 2.8 |
|
| 6064 |
6064
Westwood Wealth Management
Los Angeles,
California
| $112M | +$29M | +35% | 37.9% | 495% | 47 | 12.77% | 1 |
|
| 6065 |
6065
Northwestern University
Evanston,
Illinois
| $112M | +$7.93M | +8% | 10.6% | 28.2% | 7 | 0% | 2.3 |
|
| 6066 |
LA
6066
Lane & Associates
Moorestown,
New Jersey
| $112M | +$6.62M | +6% | 5.98% | – | 108 | 25.93% | 0.2 |
|
| 6067 |
6067
Schubert & Co
Mckinney,
Texas
| $112M | +$2.51M | +2% | 12.4% | 47.3% | 1,700 | 5.53% | 1.1 |
|
| 6068 |
6068
Kraft Asset Management
Nashville,
Tennessee
| $112M | +$2.36M | +2% | 3.22% | 41% | 33 | 21.21% | 0.8 |
|
| 6069 |
6069
Long Walk Management
Greenwich,
Connecticut
| $112M | +$19.3M | +21% | 35.6% | 302% | 9 | 33.33% | 0.9 |
|
| 6070 |
KC
6070
Kenfarb & Co
Ashland,
Kentucky
| $112M | -$766K | -0.7% | 4.81% | – | 230 | 8.7% | 1 |
|
| 6071 |
6071
Von Berge Wealth Management Group
San Diego,
California
| $112M | +$791K | +0.7% | 7.65% | 60.5% | 65 | 7.69% | 1.1 |
|
| 6072 |
6072
Flagship Private Wealth
Woburn,
Massachusetts
| $112M | +$4.92M | +5% | 6.53% | 70.2% | 75 | 5.33% | 1.9 |
|
| 6073 |
RWIA
6073
Roger Wittlin Investment Advisory
San Francisco,
California
| $112M | +$11.7M | +12% | 4.23% | 61.3% | 44 | 18.18% | 0.5 |
|
| 6074 |
6074
Gouws Capital LLC
Charlotte,
North Carolina
| $112M | +$5.58M | +5% | 6.66% | 114% | 48 | 6.25% | 1.1 |
|
| 6075 |
MA
6075
McBroom & Associates
Las Vegas,
Nevada
| $112M | +$19.7M | +21% | 15.9% | 148% | 37 | 8.11% | 1 |
|