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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 |
6176
Defined Wealth Management
Beaverton,
Oregon
| $144M | +$4.56M | +3% | 2.06% | 78.1% | 109 | 7.34% | 2.5 |
|
| 6177 |
6177
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
| $144M | +$30.2M | +27% | 0.4% | – | 68 | 8.82% | 0.4 |
|
| 6178 |
6178
Laurel Wealth Planning
Edina,
Minnesota
| $144M | -$6.84M | -5% | 0.92% | 53.1% | 54 | 7.41% | 2.8 |
|
| 6179 |
6179
Udine Wealth Management
Boca Raton,
Florida
| $144M | -$1.47M | -1% | 6.33% | 141% | 30 | 30% | 1.1 |
|
| 6180 |
6180
Robinson Value Management
San Antonio,
Texas
| $144M | -$5.46M | -4% | 0.54% | 79.3% | 73 | 5.48% | 3.1 |
|
| 6181 |
6181
Teca Partners
Austin,
Texas
| $144M | -$14M | -9% | 1.41% | 66% | 13 | 15.38% | 1.5 |
|
| 6182 |
6182
FFG Retirement Advisors
Centennial,
Colorado
| $143M | +$1.49M | +1% | 0.83% | 43.4% | 48 | 10.42% | 1 |
|
| 6183 |
6183
Lakewood Asset Management
Naperville,
Illinois
| $143M | -$3.66M | -2% | 1.02% | 65.3% | 121 | 9.09% | 1.3 |
|
| 6184 |
6184
Prentiss Smith & Co
Brattleboro,
Vermont
| $143M | +$1.16M | +0.8% | 0.84% | 63.9% | 71 | 8.45% | 5.7 |
|
| 6185 |
6185
AFG Fiduciary Services
Hingham,
Massachusetts
| $143M | +$8.19M | +6% | 1.78% | 72.4% | 89 | 23.6% | 1.6 |
|
| 6186 |
6186
DHK Financial Advisors
Portsmouth,
New Hampshire
| $143M | +$2.06M | +1% | 0.55% | 46.1% | 103 | 57.28% | 0.7 |
|
| 6187 |
6187
McClarren Financial Advisors
State College,
Pennsylvania
| $143M | +$3.99M | +3% | 1.88% | 63% | 385 | 15.06% | 1.6 |
|
| 6188 |
BFS
6188
Burr Financial Services
Pleasant Hill,
California
| $143M | +$15.1M | +12% | 20.9% | 478% | 34 | 17.65% | 0.5 |
|
| 6189 |
6189
Pring Turner Capital Group
Alamo,
California
| $143M | +$6.07M | +4% | 1.27% | 70.8% | 72 | 13.89% | 4 |
|
| 6190 |
6190
Spotlight Asset Group
Oakbrook Terrace,
Illinois
| $143M | +$3.42M | +2% | 4.62% | – | 267 | 6.37% | 1.7 |
|
| 6191 |
6191
Successful Portfolios
Clearwater,
Florida
| $143M | -$3.44M | -2% | 4.77% | 110% | 172 | 8.72% | 4.5 |
|
| 6192 |
OM
6192
OV Management
Minneapolis,
Minnesota
| $143M | +$5.21M | +4% | 6.04% | – | 65 | 12.31% | 0.5 |
|
| 6193 |
6193
Andrews Lucia Wealth Management
Danville,
California
| $143M | +$2.68M | +2% | 0.57% | 59.7% | 27 | 0% | 2 |
|
| 6194 |
6194
Melfa Wealth Management
Westborough,
Massachusetts
| $143M | +$4.55M | +3% | 2.27% | 42.9% | 202 | 4.95% | 1.1 |
|
| 6195 |
6195
Cadence Wealth Management
Westborough,
Massachusetts
| $143M | +$45.8M | +47% | 4.32% | 56.4% | 50 | 22% | 1.4 |
|
| 6196 |
DIS
6196
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $143M | -$5.54M | -4% | 0.13% | 86% | 51 | 7.84% | 4.4 |
|
| 6197 |
6197
Presidio Capital Management
San Diego,
California
| $143M | +$5.9M | +4% | 0.37% | 56.1% | 68 | 39.71% | 1 |
|
| 6198 |
6198
Northland Capital Management
Virginia,
Minnesota
| $143M | -$10.8K | -0% | 0.33% | 37.5% | 32 | 9.38% | 1.5 |
|
| 6199 |
6199
Lakehouse Capital
Sydney NSW,
Australia
| $143M | +$14.2M | +11% | 7.72% | 87.4% | 15 | 6.67% | 3.1 |
|
| 6200 |
CI
6200
Carroll Investors
Mt Pleasant,
South Carolina
| $143M | +$9.9M | +7% | 10.9% | 241% | 26 | 23.08% | 1.7 |
|