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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 |
MA
6051
McBroom & Associates
Las Vegas,
Nevada
| $177M | +$13.3M | +8% | 8.59% | 148% | 37 | 13.51% | 2.3 |
|
| 6052 |
6052
Watchtower Advisors
Old Greenwich,
Connecticut
| $177M | -$39.1M | -18% | 13.4% | 384% | 17 | 29.41% | 0.7 |
|
| 6053 |
6053
Kaizen Financial Strategies
Campbell,
California
| $177M | +$4.27M | +2% | 5.57% | 126% | 151 | 21.19% | 1.9 |
|
| 6054 |
6054
Compass Financial Services
West Des Moines,
Iowa
| $177M | – | – | 0.28% | – | 205 | – | 0 |
|
| 6055 |
6055
Militia Capital Partners
Las Vegas,
Nevada
| $177M | – | – | 12.3% | – | 147 | – | 0 |
|
| 6056 |
6056
Aflac Inc
Columbus,
Georgia
| $177M | +$19.3M | +12% | 14.6% | 13.4% | 4 | 25% | 2.3 |
|
| 6057 |
6057
Masterton Capital Management
New York
| $176M | +$26.5M | +18% | 5.32% | 1.94% | 27 | 40.74% | 0.6 |
|
| 6058 |
6058
Capital Wealth Alliance
Scottsdale,
Arizona
| $176M | +$4.54M | +3% | 3.91% | 124% | 84 | 15.48% | 2.5 |
|
| 6059 |
6059
Cooper/Haims Advisors
Victor,
New York
| $176M | -$5.54M | -3% | 2.99% | 58.8% | 88 | 14.77% | 4.2 |
|
| 6060 |
6060
Strengthening Families & Communities LLC
Boston,
Massachusetts
| $176M | -$214M | -55% | 3.03% | 116% | 583 | 42.02% | 1.5 |
|
| 6061 |
6061
Financial Futures
Brielle,
New Jersey
| $176M | +$1.6M | +0.9% | 0.11% | 48.5% | 57 | 12.28% | 1.8 |
|
| 6062 |
6062
Index Venture Growth Associates IV
St. Helier,
Jersey
| $176M | – | – | 1.85% | – | 1 | – | 0 |
|
| 6063 |
6063
Highlander Partners
Dallas,
Texas
| $176M | +$6.84M | +4% | 13% | 241% | 42 | 7.14% | 1.5 |
|
| 6064 |
6064
Capital Square
Chattanooga,
Tennessee
| $176M | +$11.3M | +7% | 1.1% | 62.5% | 197 | 18.27% | 2 |
|
| 6065 |
6065
Brentview Investment Management
Northfield,
Illinois
| $176M | – | – | 0.66% | – | 41 | – | 0 |
|
| 6066 |
6066
Rockbridge Capital Management
Alexandria,
Virginia
| $176M | – | – | 1.43% | – | 24 | – | 0 |
|
| 6067 |
6067
Birchbrook
Bangor,
Maine
| $176M | -$4.47M | -2% | 1.67% | 49.1% | 305 | 17.7% | 0.8 |
|
| 6068 |
6068
Whipplewood Advisors
Littleton,
Colorado
| $176M | – | – | 2.15% | – | 1,183 | – | 0 |
|
| 6069 |
6069
Loudon Investment Management
West Lebanon,
New Hampshire
| $176M | -$6.63M | -4% | 1.51% | 72.5% | 101 | 8.91% | 5.8 |
|
| 6070 |
6070
Summit Place Financial Advisors
Summit,
New Jersey
| $176M | -$3.45M | -2% | 0.67% | 111% | 96 | 11.46% | 3 |
|
| 6071 |
6071
Wrenne Financial Planning
Lexington,
Kentucky
| $176M | +$7.95M | +5% | 2.63% | 54.3% | 45 | 8.89% | 0.8 |
|
| 6072 |
6072
Mills Wealth Advisors
Southlake,
Texas
| $176M | +$30.5M | +21% | 1.2% | 37.9% | 67 | 25.37% | 1.2 |
|
| 6073 |
6073
Exane Asset Management
Paris,
France
| $176M | +$50.8M | +41% | 0.32% | 74.5% | 34 | 67.65% | 0.4 |
|
| 6074 |
6074
PFG Private Wealth Management
Lutz,
Florida
| $176M | +$3.17M | +2% | 0.08% | 52.6% | 255 | 12.94% | 2.6 |
|
| 6075 |
6075
Accent Capital Management
Centerville,
Ohio
| $176M | +$1.39M | +0.8% | 6.19% | – | 226 | 24.34% | 0.6 |
|