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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6176 |
MCM
6176
McMillion Capital Management
Greensboro,
North Carolina
| $112M | +$6.27M | +6% | 6.6% | 59.3% | 197 | 62.94% | 2.4 |
|
| 6177 |
6177
Greylock 15
Menlo Park,
California
| $112M | -$6.29M | -5% | 4.39% | 17.8% | 4 | 0% | 1.8 |
|
| 6178 |
6178
Dopkins Wealth Management
Williamsville,
New York
| $112M | +$5.48M | +5% | 4.74% | 64.4% | 40 | 2.5% | 1.1 |
|
| 6179 |
6179
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| $112M | +$6.59M | +6% | 6.15% | 67.4% | 63 | 4.76% | 1.2 |
|
| 6180 |
6180
RiverGlades Family Offices
Naples,
Florida
| $112M | +$3.45M | +3% | 4.56% | – | 78 | 8.97% | 3.2 |
|
| 6181 |
6181
Campion Asset Management
Falls Church,
Virginia
| $112M | +$6.21M | +6% | 4.75% | 70.2% | 96 | 6.25% | 1.9 |
|
| 6182 |
6182
Petra Financial Advisors
Colorado Srpings,
Colorado
| $112M | +$11M | +11% | 7.2% | 129% | 132 | 56.82% | 0.3 |
|
| 6183 |
ICMP
6183
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| $112M | +$2.17M | +2% | 1.85% | 39.7% | 94 | 37.23% | 1.6 |
|
| 6184 |
6184
Tilia Fiduciary Partners
Wilmington,
North Carolina
| $112M | +$7.03M | +7% | 8.17% | 101% | 553 | 10.49% | 1.3 |
|
| 6185 |
6185
iSAM Funds (UK)
London,
United Kingdom
| $112M | +$33.5M | +43% | 4.05% | 53.7% | 280 | 83.93% | 0.1 |
|
| 6186 |
6186
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| $112M | +$3.61M | +3% | 4.05% | 66% | 53 | 30.19% | 1.3 |
|
| 6187 |
6187
Zeit Capital
Greenwood Village,
Colorado
| $112M | +$3.81M | +4% | 4.18% | 56.5% | 30 | 0% | 2.2 |
|
| 6188 |
6188
W.H. Cornerstone Investments
Kingston,
Massachusetts
| $112M | +$1.72M | +2% | 6.23% | 51.4% | 138 | 20.29% | 0.6 |
|
| 6189 |
FA
6189
Financial Advantage
Columbia,
Maryland
| $112M | +$1.65M | +2% | 1.71% | 24.3% | 37 | 2.7% | 5.7 |
|
| 6190 |
6190
Waypoint Wealth Counsel
Atlanta,
Georgia
| $112M | -$17.2M | -13% | 5.87% | 111% | 99 | 16.16% | 0.4 |
|
| 6191 |
OF
6191
Outfitter Financial
Brunswick,
Maine
| $112M | +$646K | +0.6% | 6.12% | 97.6% | 80 | 7.5% | 2.3 |
|
| 6192 |
6192
Spotlight Asset Group
Oakbrook Terrace,
Illinois
| $112M | +$11M | +11% | 9.49% | – | 257 | 73.93% | 0.8 |
|
| 6193 |
6193
Cape Ann Asset Management
London,
United Kingdom
| $112M | +$4.44M | +4% | 1.52% | 199% | 6 | 0% | 2.5 |
|
| 6194 |
6194
Revisor Wealth Management
Akron,
Ohio
| $111M | +$2.06M | +2% | 4.06% | 72% | 165 | 10.91% | 0.2 |
|
| 6195 |
ASFA
6195
All Season Financial Advisors
Denver,
Colorado
| $111M | +$959K | +0.9% | 3.05% | 33.8% | 130 | 43.08% | 0.8 |
|
| 6196 |
6196
VERITY Wealth Advisors
Sausalito,
United States
| $111M | +$3.51M | +3% | 5% | 59.9% | 75 | 10.67% | 3 |
|
| 6197 |
6197
Axim Planning & Wealth
Springboro,
Ohio
| $111M | +$10.3M | +10% | 17.8% | 3.66% | 24 | 0% | 0.8 |
|
| 6198 |
6198
Kraft Asset Management
Nashville,
Tennessee
| $111M | -$795K | -0.7% | 3.8% | 41% | 35 | 20% | 1 |
|
| 6199 |
6199
Yarger Wealth Strategies
Westerville,
Ohio
| $111M | +$20M | +22% | 5.76% | 55.1% | 61 | 22.95% | 1 |
|
| 6200 |
6200
FSC Wealth Advisors
Fishkill,
New York
| $111M | +$47.9M | +76% | 4.91% | 34.3% | 198 | 17.68% | 1 |
|