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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6101 |
6101
Midwest Capital Advisors
Grand Rapids,
Michigan
| $209M | +$1.31M | +0.6% | 1.72% | – | 228 | 23.25% | 0.9 |
|
| 6102 |
6102
Sound Stewardship
Overland Park,
Kansas
| $209M | +$253K | +0.1% | 2.81% | 45.9% | 69 | 13.04% | 2.2 |
|
| 6103 |
6103
Private Wealth Group
Tampa,
Florida
| $208M | +$7.47M | +4% | 1.35% | 52.9% | 71 | 11.27% | 3.2 |
|
| 6104 |
6104
Flatrock Wealth Partners
Newport Beach,
California
| $208M | – | – | 4.08% | – | 167 | – | 0 |
|
| 6105 |
6105
Strategic Value Partners
Greenwich,
Connecticut
| $208M | – | – | 7.91% | – | 1 | – | 0 |
|
| 6106 |
6106
Union Square Park Capital Management
New York
| $208M | -$73.1M | -26% | 6.77% | 75.8% | 68 | 45.59% | 0.9 |
|
| 6107 |
ASBI
6107
American State Bank (Iowa)
Sioux Center,
Iowa
| $208M | +$11.7M | +6% | 3.4% | 149% | 138 | 5.8% | 4.1 |
|
| 6108 |
IFS
6108
Intelligent Financial Strategies
Excelsior,
Minnesota
| $208M | +$2.5M | +1% | 1.78% | 63.5% | 75 | 6.67% | 3.3 |
|
| 6109 |
6109
Meritas Wealth Management
Larkspur,
California
| $208M | +$6M | +3% | 2.62% | 69.4% | 60 | 5% | 2.2 |
|
| 6110 |
6110
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| $208M | +$21.1M | +11% | 3.49% | 91.4% | 138 | 15.94% | 2.7 |
|
| 6111 |
6111
Pacific Sun Financial
Los Angeles,
California
| $208M | +$705K | +0.3% | 1.24% | 70.3% | 207 | 7.73% | 5 |
|
| 6112 |
6112
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
| $208M | -$49M | -19% | 1.41% | 144% | 25 | 52% | 0.8 |
|
| 6113 |
C
6113
Croban
Fremont,
Ohio
| $207M | +$57.4M | +38% | 1.47% | – | 85 | 10.59% | 1.6 |
|
| 6114 |
BAM
6114
Bosun Asset Management
Chicago,
Illinois
| $207M | +$12.8M | +7% | 5.04% | 278% | 82 | 17.07% | 2.5 |
|
| 6115 |
6115
Beacon Financial Planning
Hyannis,
Massachusetts
| $207M | +$14.2M | +7% | 1.8% | 74.3% | 57 | 17.54% | 2 |
|
| 6116 |
6116
Cadence Wealth Management
Westborough,
Massachusetts
| $207M | +$16.2M | +8% | 7.21% | 56.4% | 61 | 11.48% | 2.4 |
|
| 6117 |
6117
CWC Advisors
Lake Oswego,
Oregon
| $207M | +$2.89M | +1% | 3.21% | – | 154 | 7.79% | 1 |
|
| 6118 |
6118
Resolute Capital Asset Partners
Denver,
Colorado
| $207M | +$15.8M | +8% | 20.3% | 657% | 71 | 69.01% | 0.4 |
|
| 6119 |
6119
LCM Capital Management
Chicago,
Illinois
| $207M | -$1.56M | -0.7% | 2.1% | 128% | 116 | 7.76% | 3.3 |
|
| 6120 |
6120
University of Chicago
Chicago,
Illinois
| $207M | +$2.14M | +1% | 2.3% | 62.3% | 12 | 8.33% | 1.5 |
|
| 6121 |
6121
Eads & Heald Wealth Management
Atlanta,
Georgia
| $207M | -$2.75M | -1% | 3.08% | 93.3% | 144 | 5.56% | 8.3 |
|
| 6122 |
6122
Finer Wealth Management
Salem,
Massachusetts
| $207M | +$6.01M | +3% | 6.53% | 175% | 91 | 14.29% | 2.8 |
|
| 6123 |
6123
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $207M | +$2.12M | +1% | 0.73% | 66.8% | 228 | 81.14% | 2.1 |
|
| 6124 |
6124
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $207M | +$4.7M | +2% | 0.47% | 45.1% | 40 | 5% | 6.4 |
|
| 6125 |
6125
Sterling Group Wealth Management
Pasadena,
California
| $207M | +$4.73M | +2% | 2.7% | 75.9% | 53 | 5.66% | 1.4 |
|