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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6276 |
6276
Strait & Sound Wealth Management
San Francisco,
California
| $101M | +$8.98M | +10% | 15.8% | 74% | 114 | 4.39% | 0.2 |
|
| 6277 |
6277
Spotlight Asset Group
Oakbrook Terrace,
Illinois
| $101M | – | – | 12.8% | – | 77 | – | 2.7 |
|
| 6278 |
6278
Little Harbor Advisors
Marblehead,
Massachusetts
| $100M | -$22.5M | -18% | 6.23% | 59% | 4 | 50% | 0.7 |
|
| 6279 |
KA
6279
Kearns & Associates
Palos Verdes Estates,
California
| $100M | +$5.48M | +6% | 6.88% | 78.7% | 42 | 2.38% | 0.6 |
|
| 6280 |
6280
Nalls Sherbakoff Group
Knoxville,
Tennessee
| $100M | – | – | 4.86% | – | 517 | – | 2.2 |
|
| 6281 |
6281
Vanguard Capital Wealth Advisors
Denver,
Colorado
| $100M | +$14M | +16% | 15% | 234% | 134 | 19.4% | 2.5 |
|
| 6282 |
6282
Pillar Wealth Advisors
West Chester,
Pennsylvania
| $100M | -$3.37M | -3% | 5.44% | 21.9% | 69 | 15.94% | 1 |
|
| 6283 |
6283
Richwood Investment Advisors
Cincinnati,
Ohio
| $100M | +$856K | +0.9% | 2.64% | 71.9% | 107 | 5.61% | 1.2 |
|
| 6284 |
6284
Advanced Portfolio Management
New York
| $100M | – | – | 2.28% | 19.8% | 70 | – | 0 |
|
| 6285 |
6285
Buttonwood Financial Group
Kansas City,
Missouri
| $100M | -$9.8M | -9% | 7.36% | 77.9% | 35 | 54.29% | 0.5 |
|
| 6286 |
6286
Growth Interface Management
Orlando,
Florida
| $100M | +$16.4M | +20% | 13.8% | 12% | 10 | 30% | 1.1 |
|
| 6287 |
6287
Mendota Financial Group
Madison,
Wisconsin
| $100M | +$21.7M | +28% | 7.47% | 50.1% | 367 | 31.61% | 0.2 |
|
| 6288 |
6288
Melfa Wealth Management
Westborough,
Massachusetts
| $100M | +$4.35M | +5% | 2.81% | 49.9% | 142 | 7.04% | 0.2 |
|
| 6289 |
6289
Hofer & Associates
Thousand Oaks,
California
| $100M | -$343K | -0.3% | 4.68% | 61.7% | 52 | 0% | 1.1 |
|
| 6290 |
6290
North Ridge Wealth Advisors
Beaverton,
Oregon
| $100M | – | – | 5.81% | 29.5% | 40 | – | 0 |
|
| 6291 |
6291
Waycross Investment Management
Bellingham,
Washington
| $100M | +$900K | +0.9% | 3.92% | 49.6% | 54 | 5.56% | 0.2 |
|
| 6292 |
6292
EDMP Inc
Lutz,
Florida
| $100M | -$1.71M | -2% | 0.31% | 78% | 63 | 14.29% | 3.9 |
|
| 6293 |
6293
Seldon Capital
San Francisco,
California
| $100M | -$15.8M | -14% | 11.1% | 604% | 262 | 83.59% | 1.1 |
|
| 6294 |
6294
MY Wealth Management
Germantown,
Maryland
| $100M | +$34.2M | +52% | 6.83% | 41.2% | 28 | 21.43% | 0.9 |
|
| 6295 |
6295
Brewster Financial Planning
Brooklyn,
New York
| $100M | +$5.32M | +6% | 5.21% | 44.3% | 13 | 0% | 1.2 |
|
| 6296 |
6296
Moon Capital Management
New York
| $100M | -$46.9M | -32% | 8.48% | 76.3% | 18 | 27.78% | 2.3 |
|
| 6297 |
6297
SFI Advisors
Montclair,
New Jersey
| $100M | +$7.56M | +8% | 7.6% | 95.9% | 94 | 30.85% | 0.9 |
|
| 6298 |
6298
Beam Wealth Advisors
Covington,
Louisiana
| $100M | +$3.69M | +4% | 3.85% | 69.2% | 103 | 5.83% | 2.1 |
|
| 6299 |
6299
Core Wealth Partners
Santa Rosa,
California
| $100M | +$10.7M | +12% | 6.1% | 75.7% | 145 | 55.17% | 0.2 |
|
| 6300 |
6300
Sustainable Insight Capital Management
New York
| $100M | +$10.8M | +12% | 12.1% | 168% | 123 | 47.97% | 1.6 |
|