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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
Disciplined Equity Management
Neptune Beach,
Florida
| $152M | +$1.25M | +0.8% | 0.36% | 72.3% | 64 | 9.38% | 1.5 |
|
| 6052 |
6052
Cassia Capital Partners
Winston Salem,
North Carolina
| $152M | +$1.2M | +0.8% | 1.11% | 55% | 62 | 4.84% | 1.9 |
|
| 6053 |
6053
Stash Investments
New York
| $152M | +$11.9M | +8% | 0.95% | – | 5 | 0% | 0.5 |
|
| 6054 |
6054
Treasure Coast Financial Planning
Vero Beach,
Florida
| $152M | -$1.28M | -0.8% | 0.17% | 32.6% | 35 | 11.43% | 1.7 |
|
| 6055 |
6055
Advanced Portfolio Management
New York
| $152M | +$98.6M | +186% | 1.63% | 19.8% | 47 | 34.04% | 0.3 |
|
| 6056 |
BMMM
6056
Boston Mountain Money Management
Bentonville,
Arkansas
| $152M | +$5.57M | +4% | 3.9% | – | 64 | 7.81% | 0.2 |
|
| 6057 |
6057
Garrison Point Advisors
Walnut Creek,
California
| $152M | -$4.03M | -3% | 3.47% | 81.5% | 152 | 7.24% | 4.3 |
|
| 6058 |
6058
SWP Financial
San Diego,
California
| $151M | +$8.53M | +6% | 2.53% | 58.4% | 53 | 15.09% | 0.4 |
|
| 6059 |
6059
Asset Allocation & Management Company
Chicago,
Illinois
| $151M | -$1.43M | -0.9% | 1.46% | 58.5% | 49 | 2.04% | 3 |
|
| 6060 |
6060
CMG Global Holdings
Plano,
Texas
| $151M | +$5.64M | +4% | 2.91% | 80.8% | 95 | 6.32% | 2.6 |
|
| 6061 |
6061
Ables Iannone Moore & Associates
Savannah,
Georgia
| $151M | +$11.2M | +8% | 9.9% | 116% | 74 | 28.38% | 0.5 |
|
| 6062 |
6062
Center For Asset Management
Palm Beach Gardens,
Florida
| $151M | +$29M | +24% | 3.17% | 66.6% | 125 | 23.2% | 1.6 |
|
| 6063 |
6063
Battery Global Advisors
Boston,
Massachusetts
| $151M | +$27.8M | +23% | 2.8% | – | 41 | 29.27% | 0.4 |
|
| 6064 |
6064
Pacific Capital Partners
London,
| $151M | -$1.76M | -1% | 1.6% | 49.8% | 63 | 15.87% | 0.7 |
|
| 6065 |
6065
Kestrel Investment Management
San Mateo,
California
| $151M | +$1.2M | +0.8% | 3.28% | 89.2% | 44 | 31.82% | 1.5 |
|
| 6066 |
6066
Ballew Advisors
Jackson,
Mississippi
| $151M | +$6.03M | +4% | 2.38% | 68% | 105 | 6.67% | 3.6 |
|
| 6067 |
6067
Chaney Capital Management
Lynnwood,
Washington
| $151M | +$26.5M | +21% | 5.72% | – | 38 | 23.68% | 0.4 |
|
| 6068 |
6068
Strategic Value Bank Partners
Cleveland,
Ohio
| $151M | -$2.03M | -1% | 1.01% | 98.1% | 22 | 0% | 2.1 |
|
| 6069 |
6069
Evergreen Wealth Management
Williamston,
Michigan
| $151M | +$3.19M | +2% | 2.87% | 62.1% | 55 | 0% | 1.4 |
|
| 6070 |
6070
Archvest Wealth Advisors
Concord,
California
| $151M | +$9.41M | +7% | 1.54% | 47.8% | 65 | 16.92% | 1.6 |
|
| 6071 |
6071
Prepared Retirement Institute
Lansdale,
Pennsylvania
| $151M | +$16.9M | +13% | 1.08% | – | 83 | 18.07% | 0.4 |
|
| 6072 |
6072
Guardian Financial Partners
Orange,
California
| $151M | +$4.87M | +3% | 1.82% | 50.2% | 46 | 4.35% | 1 |
|
| 6073 |
CE
6073
Cornerstone Enterprises
Appleton,
Wisconsin
| $151M | +$14.7M | +11% | 7.61% | 85.7% | 35 | 5.71% | 0.4 |
|
| 6074 |
6074
Millennium Capital Advisors
Little Rock,
Arkansas
| $150M | +$8.86M | +6% | 8.24% | 134% | 126 | 7.94% | 1.9 |
|
| 6075 |
6075
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| $150M | -$3.79M | -2% | 4.72% | 91.4% | 133 | 10.53% | 2.1 |
|