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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6251 |
6251
Johnson & White Wealth Management
York,
Pennsylvania
| $165M | +$49.1M | +42% | 0.97% | 85.1% | 99 | 46.46% | 0.8 |
|
| 6252 |
6252
Von Berge Wealth Management Group
San Diego,
California
| $165M | +$3.6M | +2% | 0.16% | 60.5% | 68 | 8.82% | 2.4 |
|
| 6253 |
6253
Armstrong Fleming & Moore
Washington,
District of Columbia
| $165M | -$6.48M | -4% | 1.26% | 135% | 102 | 9.8% | 1.3 |
|
| 6254 |
6254
Ananym Capital Management
New York
| $165M | – | – | 0.64% | – | 9 | – | 0 |
|
| 6255 |
6255
BostonPremier Wealth
Hanover,
Massachusetts
| $165M | – | – | 2.11% | – | 59 | – | 0 |
|
| 6256 |
6256
Mendel Capital Management
Little Rock,
Arkansas
| $165M | +$2.02M | +1% | 0.52% | – | 96 | 5.21% | 2.2 |
|
| 6257 |
BWG
6257
Boomfish Wealth Group
Alpharetta,
Georgia
| $165M | +$1.72M | +1% | 0.46% | 86% | 95 | 8.42% | 0.9 |
|
| 6258 |
6258
DHK Financial Advisors
Portsmouth,
New Hampshire
| $165M | +$1.67M | +1% | 0.76% | 46.1% | 93 | 15.05% | 0.9 |
|
| 6259 |
6259
Lauterbach Financial Advisors
El Paso,
Texas
| $165M | +$367K | +0.2% | 0.21% | 76.5% | 77 | 12.99% | 2.1 |
|
| 6260 |
6260
Destiny Capital
Golden,
Colorado
| $165M | +$3.36M | +2% | 0.42% | 60.5% | 49 | 2.04% | 1.7 |
|
| 6261 |
SCH
6261
Shengqi Capital (HK)
Hong Kong
| $165M | +$30.8M | +23% | 10.4% | – | 7 | 57.14% | 0.1 |
|
| 6262 |
VFG
6262
V2 Financial group
Naperville,
Illinois
| $165M | +$9.6M | +6% | 1.92% | 63.3% | 85 | 11.76% | 2.5 |
|
| 6263 |
6263
H&H Retirement Design & Management
Las Vegas,
Nevada
| $165M | -$5.1M | -3% | 2.82% | 38.4% | 79 | 7.59% | 1.6 |
|
| 6264 |
6264
Blue Oak Capital
Menlo Park,
California
| $165M | – | – | 2.53% | – | 73 | – | 0 |
|
| 6265 |
6265
Pacific Point Advisors
Rancho Santa Fe,
California
| $165M | – | – | 1.87% | – | 117 | – | 0 |
|
| 6266 |
SA
6266
Sunesis Advisors
Overland Park,
Kansas
| $165M | -$1.32M | -0.8% | 0.5% | – | 43 | 6.98% | 3.3 |
|
| 6267 |
6267
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $165M | +$994K | +0.6% | 0.84% | 70.6% | 544 | 18.93% | 2.9 |
|
| 6268 |
6268
RedJay Asset Management
Toronto,
Ontario, Canada
| $164M | -$17.6M | -10% | 7.43% | – | 23 | 26.09% | 0.7 |
|
| 6269 |
6269
AGP Franklin
Franklin,
Tennessee
| $164M | – | – | 6.1% | – | 80 | – | 0 |
|
| 6270 |
6270
FCG Investment Company
Germantown,
Tennessee
| $164M | +$11.9M | +8% | 4.42% | – | 93 | 8.6% | 0.7 |
|
| 6271 |
6271
Quartz Partners
Saratoga Springs,
New York
| $164M | +$4.67M | +3% | 3.38% | – | 156 | 13.46% | 0.2 |
|
| 6272 |
6272
Elyxium Wealth
San Mateo,
California
| $164M | -$17.5M | -10% | 5.16% | – | 135 | 46.67% | 0.2 |
|
| 6273 |
JCFM
6273
JBR Co Financial Management
Ardmore,
Oklahoma
| $164M | +$11.2M | +7% | 4.5% | 126% | 109 | 12.84% | 0.9 |
|
| 6274 |
ALAM
6274
Asahi Life Asset Management
Tokyo,
Japan
| $164M | -$1.16M | -0.7% | 4.2% | 133% | 224 | 58.04% | 1.7 |
|
| 6275 |
6275
David J. Yvars Group
University Park,
Florida
| $164M | +$2.43M | +2% | 6.19% | 143% | 87 | 18.39% | 2.5 |
|