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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6151 |
RFMS
6151
RWQ Financial Management Services
Naples,
Florida
| $114M | +$30.6M | +37% | 18.1% | 415% | 26 | 34.62% | 1 |
|
| 6152 |
NCPI
6152
NewView Capital Partners I
Burlingame,
California
| $114M | -$15.8M | -12% | 0.55% | 20.8% | 3 | 0% | 1.3 |
|
| 6153 |
UCB
6153
United Community Bank
Greenville,
South Carolina
| $114M | +$8.14M | +8% | 6.52% | 66.2% | 241 | 11.62% | 1.3 |
|
| 6154 |
AI
6154
Arena Investors
Purchase,
New York
| $114M | -$15.4M | -12% | 1.34% | – | 94 | 48.94% | 0.7 |
|
| 6155 |
AW
6155
Apricus Wealth
Beaufort,
South Carolina
| $114M | +$4.04M | +4% | 6.5% | 78.8% | 85 | 11.76% | 1.2 |
|
| 6156 |
AC
6156
AWH Capital
Dallas,
Texas
| $114M | +$15.6M | +16% | 13% | 183% | 30 | 20% | 2.4 |
|
| 6157 |
PFG
6157
Prosperity Financial Group
San Ramon,
California
| $114M | +$14.8M | +15% | 8.17% | 108% | 137 | 30.66% | 0.3 |
|
| 6158 |
NFA
6158
Northern Financial Advisors
Bloomfield Hills,
Michigan
| $114M | +$7.3M | +7% | 7.51% | 109% | 117 | 8.55% | 0.4 |
|
| 6159 |
ICM
6159
Islay Capital Management
Lubbock,
Texas
| $113M | +$11M | +11% | 5.93% | 66.3% | 244 | 16.8% | 2.4 |
|
| 6160 |
GWM
6160
Greenhouse Wealth Management
Westport,
Connecticut
| $113M | +$7.45M | +7% | 7.52% | 78.8% | 55 | 5.45% | 2.2 |
|
| 6161 |
6161
Axiom Advisory
San Diego,
California
| $113M | +$8.57M | +8% | 5.78% | 16.4% | 35 | 14.29% | 1.1 |
|
| 6162 |
EAM
6162
Empirical Asset Management
Wellesley,
Massachusetts
| $113M | +$8.47M | +8% | 1.11% | 94.5% | 185 | 36.22% | 0.8 |
|
| 6163 |
SFP
6163
Strategic Financial Planning
Plano,
Texas
| $113M | +$3.51M | +3% | 2.83% | 47.5% | 32 | 0% | 3 |
|
| 6164 |
HWMT
6164
Heritage Wealth Management (Texas)
Houston,
Texas
| $113M | +$9.1M | +9% | 4.93% | 52.3% | 26 | 11.54% | 0.5 |
|
| 6165 |
RP
6165
Riverwater Partners
Milwaukee,
Wisconsin
| $113M | +$3.99M | +4% | 4.74% | 110% | 200 | 12.5% | 1 |
|
| 6166 |
LWMNY
6166
Landmark Wealth Management (New York)
Melville,
New York
| $113M | -$66.9M | -37% | 1.05% | 37.9% | 73 | 49.32% | 1.1 |
|
| 6167 |
FDC
6167
Flight Deck Capital
San Francisco,
California
| $113M | -$17.3M | -13% | 15% | 379% | 19 | 47.37% | 0.7 |
|
| 6168 |
DA
6168
Dover Advisors
Richmond,
Virginia
| $113M | +$8.72M | +8% | 6.75% | 65% | 112 | 21.43% | 0.4 |
|
| 6169 |
JMF
6169
Johnson Midwest Financial
Glidden,
Iowa
| $113M | +$43M | +62% | 7.21% | 58.6% | 396 | 9.6% | 1.7 |
|
| 6170 |
AIM
6170
AHL Investment Management
Winter Park,
Florida
| $113M | +$4.03M | +4% | 2.29% | 57.7% | 65 | 10.77% | 1.2 |
|
| 6171 |
MFA
6171
Millington Financial Advisors
Naperville,
Illinois
| $112M | +$4.27M | +4% | 6.75% | 77.5% | 78 | 17.95% | 0.4 |
|
| 6172 |
SA
6172
SRN Advisors
Huntingdon Valley,
Pennsylvania
| $112M | +$3.28M | +3% | 10.2% | 146% | 88 | 2.27% | 1.7 |
|
| 6173 |
MWM
6173
Maripau Wealth Management
Fort Wayne,
Indiana
| $112M | +$16.2M | +17% | 4.27% | 55.6% | 107 | 33.64% | 0.9 |
|
| 6174 |
MCM
6174
McMillion Capital Management
Greensboro,
North Carolina
| $112M | +$6.27M | +6% | 6.6% | 59.3% | 197 | 62.94% | 2.4 |
|
| 6175 |
G1
6175
Greylock 15
Menlo Park,
California
| $112M | -$6.29M | -5% | 4.39% | 17.8% | 4 | 0% | 1.8 |
|