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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6126 |
6126
RiverGlades Family Offices
Naples,
Florida
| $109M | +$16.8K | +0% | 5.77% | – | 83 | 19.28% | 3 |
|
| 6127 |
6127
Onyx Financial Advisors
Idaho Falls,
Idaho
| $109M | +$8.26M | +8% | 4.77% | 57.8% | 10 | 0% | 0.3 |
|
| 6128 |
6128
Jupiter Wealth Management
Glendale,
Colorado
| $109M | +$5.27M | +5% | 6.37% | 99.2% | 70 | 24.29% | 2.4 |
|
| 6129 |
6129
Cottonwood Capital Advisors
Salt Lake City,
Utah
| $109M | -$3.36M | -3% | 3.86% | 79% | 99 | 9.09% | 1.1 |
|
| 6130 |
6130
JDM Financial Group
Austin,
Texas
| $109M | +$4.05M | +4% | 7.03% | 56.7% | 233 | 13.73% | 0.2 |
|
| 6131 |
6131
Midwest Financial Group
Overland Park,
Kansas
| $109M | – | – | 6.85% | 103% | 90 | – | 0 |
|
| 6132 |
AIM
6132
AHL Investment Management
Winter Park,
Florida
| $108M | +$855K | +0.8% | 2.18% | 57.7% | 65 | 10.77% | 1 |
|
| 6133 |
6133
V-Square Quantitative Management
Chicago,
Illinois
| $108M | – | – | 13.3% | 111% | 140 | – | 0 |
|
| 6134 |
6134
KM Capital Management
Austin,
Texas
| $108M | +$7.9M | +8% | 5.84% | 60.8% | 49 | 18.37% | 0.2 |
|
| 6135 |
6135
Valley Brook Capital Group
Venetia,
Pennsylvania
| $108M | +$4.14M | +4% | 5.28% | 122% | 113 | 8.85% | 2 |
|
| 6136 |
6136
Milestone Advisory Partners
Southern Pines,
North Carolina
| $108M | -$26M | -19% | 2.96% | 19.7% | 72 | 9.72% | 2.7 |
|
| 6137 |
RCA
6137
Reitz Capital Advisors
Freeland,
Michigan
| $108M | +$3.35M | +3% | 3.89% | 11% | 52 | 5.77% | 2.1 |
|
| 6138 |
6138
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| $108M | +$5.74M | +6% | 2.86% | 65.5% | 47 | 17.02% | 1.3 |
|
| 6139 |
6139
AFG Fiduciary Services
Hingham,
Massachusetts
| $108M | +$2.02M | +2% | 10.8% | 72.4% | 90 | 28.89% | 0.8 |
|
| 6140 |
6140
Founders Circle Capital
Campbell,
California
| $108M | -$34.1M | -24% | 2.47% | 28% | 11 | 18.18% | 1.4 |
|
| 6141 |
6141
Montz Harcus Wealth Management
New Orleans,
Louisiana
| $108M | +$7.36M | +7% | 8.21% | 84.1% | 55 | 7.27% | 1.1 |
|
| 6142 |
6142
Millington Financial Advisors
Naperville,
Illinois
| $108M | +$5.66M | +6% | 6.24% | 77.5% | 70 | 1.43% | 0.3 |
|
| 6143 |
6143
Zeit Capital
Greenwood Village,
Colorado
| $108M | +$5.14M | +5% | 5.88% | 56.5% | 33 | 9.09% | 1.9 |
|
| 6144 |
6144
Capital Square
Chattanooga,
Tennessee
| $108M | -$2.58M | -2% | 2.3% | 62.5% | 159 | 18.24% | 2 |
|
| 6145 |
6145
VERITY Wealth Advisors
Sausalito,
United States
| $108M | +$5.93M | +6% | 5.8% | 59.9% | 74 | 2.7% | 2.8 |
|
| 6146 |
6146
Greycroft
New York
| $108M | +$7.46M | +7% | 21.4% | 20% | 3 | 33.33% | 1.1 |
|
| 6147 |
6147
Signature Wealth Management Partners
Montvale,
New Jersey
| $108M | +$6.26M | +6% | 8.83% | 97.9% | 111 | 10.81% | 1.8 |
|
| 6148 |
6148
Brooklyn FI
New York
| $108M | -$32M | -23% | 4.43% | 60.4% | 48 | 29.17% | 1 |
|
| 6149 |
6149
Shearwater Capital
Denver,
Colorado
| $108M | +$8.68M | +9% | 10.2% | 74.4% | 41 | 14.63% | 1.1 |
|
| 6150 |
6150
Whitefort Capital Management
New York
| $108M | -$21.1M | -16% | 7.3% | 243% | 21 | 23.81% | 0.7 |
|