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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
Carlson Capital
Dallas,
Texas
| $170M | +$3.88M | +2% | 5.37% | 67.9% | 34 | 91.18% | 0.4 |
|
| 6177 |
6177
Marshall Investment Management
Littleton,
Colorado
| $170M | – | – | 0.31% | – | 135 | – | 0 |
|
| 6178 |
6178
JCP Investment Management
Houston,
Texas
| $170M | +$49.1M | +41% | 12.1% | 94.7% | 19 | 31.58% | 1 |
|
| 6179 |
6179
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
| $170M | +$1.17M | +0.7% | 1.71% | 61.3% | 76 | 18.42% | 0.8 |
|
| 6180 |
6180
Westbourne Investments
Alexandria,
Virginia
| $170M | – | – | 6.76% | – | 125 | – | 0 |
|
| 6181 |
6181
Little Harbor Advisors
Marblehead,
Massachusetts
| $169M | +$8.47M | +5% | 1.76% | 59% | 7 | 0% | 1.8 |
|
| 6182 |
6182
Vista Investment Partners II
Richmond,
Indiana
| $169M | – | – | 3.83% | – | 127 | – | 0 |
|
| 6183 |
6183
Keener Financial Planning
Keller,
Texas
| $169M | +$16.6M | +11% | 1.75% | 70.5% | 199 | 16.58% | 0.9 |
|
| 6184 |
6184
Evergreen Wealth Management
Williamston,
Michigan
| $169M | +$3.04M | +2% | 0.83% | 68.8% | 54 | 3.7% | 1.7 |
|
| 6185 |
6185
Aletheian Wealth Advisors
Bellevue,
Washington
| $169M | -$2.1M | -1% | 1.17% | – | 84 | 10.71% | 2.2 |
|
| 6186 |
6186
Brooks Moore & Associates
Chattanooga,
Tennessee
| $169M | -$199K | -0.1% | 1.28% | 63.7% | 97 | 6.19% | 4.2 |
|
| 6187 |
6187
Arthedge Capital Management
Jericho,
New York
| $169M | +$16.2M | +11% | 21.8% | 80.7% | 11 | 0% | 3.2 |
|
| 6188 |
6188
Krensavage Asset Management
New York
| $169M | -$9.44M | -5% | 2.74% | 124% | 13 | 7.69% | 3.4 |
|
| 6189 |
6189
Stone House Capital Management
Bay Harbor Islands,
Florida
| $169M | -$5.47M | -3% | 4.28% | 151% | 4 | 25% | 1.8 |
|
| 6190 |
LWM
6190
Latko Wealth Management
Frankfort,
Illinois
| $169M | +$3.74M | +2% | 1.69% | – | 32 | 9.38% | 0.2 |
|
| 6191 |
6191
Maripau Wealth Management
Fort Wayne,
Indiana
| $169M | +$53.1M | +46% | 1.13% | 55.6% | 142 | 67.61% | 0.6 |
|
| 6192 |
6192
Cigogne Management
Luxembourg
| $169M | – | – | 10.3% | – | 86 | – | 0 |
|
| 6193 |
6193
True Vision MN
Woodbury,
Minnesota
| $169M | +$1.38M | +0.8% | 0.38% | – | 118 | 33.9% | 0.7 |
|
| 6194 |
6194
Sage Advisory Services
Austin,
Texas
| $169M | -$188M | -53% | 2.66% | 37.8% | 52 | 30.77% | 3.3 |
|
| 6195 |
6195
Plotkin Financial Advisors
Chevy Chase,
Maryland
| $168M | +$1.39M | +0.8% | 1.94% | 95.3% | 94 | 7.45% | 2.9 |
|
| 6196 |
6196
Wheelhouse Advisory Group
St. Louis,
Missouri
| $168M | +$13.1M | +8% | 1.99% | 67.9% | 44 | 4.55% | 0.8 |
|
| 6197 |
6197
HRC Wealth Management
Moscow,
Idaho
| $168M | +$13.6M | +9% | 3.31% | 82.2% | 52 | 21.15% | 0.7 |
|
| 6198 |
6198
JNE Partners
London,
United Kingdom
| $168M | +$82.3M | +96% | 15.2% | 100% | 7 | 42.86% | 1.6 |
|
| 6199 |
6199
Guardian Financial Partners
Orange,
California
| $168M | +$8.39M | +5% | 0.92% | 53.9% | 49 | 10.2% | 1.3 |
|
| 6200 |
6200
Sound Stewardship
Overland Park,
Kansas
| $168M | -$9.9M | -6% | 2.63% | 45.9% | 66 | 18.18% | 1.5 |
|