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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
Sharp Financial Services
Horsham,
Pennsylvania
| $199M | +$14.8M | +8% | 3.11% | – | 117 | 13.68% | 1.2 |
|
| 6252 |
6252
Prepared Retirement Institute
Lansdale,
Pennsylvania
| $199M | +$6.86M | +4% | 1.55% | – | 85 | 7.06% | 1.5 |
|
| 6253 |
WPA
6253
Wealth Preservation Advisors
Chattanooga,
Tennessee
| $199M | +$26.8M | +16% | 4.84% | – | 639 | 10.64% | 0.6 |
|
| 6254 |
6254
Evergreen Wealth Management
Williamston,
Michigan
| $199M | +$7.81M | +4% | 4.47% | 68.8% | 55 | 9.09% | 2.2 |
|
| 6255 |
6255
Miller Capital Partners
Troy,
Michigan
| $199M | – | – | 4.94% | – | 265 | – | 0 |
|
| 6256 |
6256
Fairfield University
Fairfield,
Connecticut
| $199M | -$3.27M | -2% | 1.94% | 61.9% | 3 | 0% | 8.3 |
|
| 6257 |
6257
Optimize Financial
Laguna Hills,
California
| $199M | +$6.5M | +3% | 9.47% | – | 325 | 2.15% | 0.4 |
|
| 6258 |
6258
Planning Directions
Glen Mills,
Pennsylvania
| $198M | +$6.86M | +4% | 1.17% | 46.3% | 103 | 11.65% | 3.3 |
|
| 6259 |
6259
Innova Wealth Partners
Newtown,
Pennsylvania
| $198M | +$13.1M | +7% | 2.89% | 72.5% | 159 | 23.9% | 0.8 |
|
| 6260 |
6260
Prospera Capital Management
Gilbert,
Arizona
| $198M | -$8.64M | -4% | 1.75% | – | 49 | 18.37% | 0.7 |
|
| 6261 |
6261
BDFS Capital
Rehoboth Beach,
Delaware
| $198M | – | – | 1.2% | – | 134 | – | 0 |
|
| 6262 |
6262
MN Wealth Advisors
Overland Park,
Kansas
| $198M | +$10.9M | +6% | 2.97% | 68.3% | 131 | 17.56% | 1.3 |
|
| 6263 |
ALS
6263
Andrew L. Share
| $198M | +$53.4M | +37% | 3.68% | 3.31% | 18 | 11.11% | 1.8 |
|
| 6264 |
6264
PKO BP Bankowy Universal Pension Society
Warsaw,
Poland
| $198M | +$29.2M | +17% | 27.1% | – | 13 | 0% | 0.9 |
|
| 6265 |
6265
Brown Financial Advisory
Fairhope,
Alabama
| $198M | +$6.89M | +4% | 2.56% | 73.2% | 57 | 5.26% | 2.3 |
|
| 6266 |
6266
Signature Resources Capital Management
Newport Beach,
California
| $198M | +$15.1M | +8% | 2.75% | 67.8% | 718 | 31.2% | 1 |
|
| 6267 |
6267
Wisconsin Capital Management
Madison,
Wisconsin
| $198M | +$1.91M | +1% | 5.17% | 153% | 52 | 9.62% | 4.7 |
|
| 6268 |
6268
Washington University
St Louis,
Missouri
| $198M | +$19.3M | +11% | 7.63% | 44% | 5 | 40% | 1.7 |
|
| 6269 |
MGM
6269
Miura Global Management
New York
| $198M | +$130M | +191% | 1.22% | 375% | 22 | 50% | 1.5 |
|
| 6270 |
6270
Horizon Advisory Services
West Henrietta,
New York
| $198M | +$2.19M | +1% | 0.53% | – | 66 | 57.58% | 0.8 |
|
| 6271 |
6271
Main Line Retirement Advisors
Whitefish,
Montana
| $198M | +$2.72M | +1% | 1.9% | 47.6% | 48 | 10.42% | 1.7 |
|
| 6272 |
6272
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $198M | -$3.53M | -2% | 0.98% | 152% | 95 | 8.42% | 4.5 |
|
| 6273 |
6273
Spring Capital Management
Amarillo,
Texas
| $198M | -$6.69M | -3% | 2.17% | 73.6% | 49 | 0% | 2.3 |
|
| 6274 |
6274
PharVision Advisers
Boca Raton,
Florida
| $198M | +$19.8M | +11% | 0.93% | – | 1,063 | 75.73% | 0.1 |
|
| 6275 |
6275
Anchor Capital Management Group
Aliso Viejo,
California
| $198M | $0 | 0% | 1.82% | – | 16 | 0% | 1 |
|