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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 |
WG
6276
Wealth Group
Raleigh,
North Carolina
| $139M | +$6.9M | +5% | 5.17% | – | 154 | 8.44% | 0.2 |
|
| 6277 |
6277
Barnett & Company
Chattanooga,
Tennessee
| $139M | -$6.79M | -5% | 2.59% | 65.9% | 84 | 8.33% | 4.1 |
|
| 6278 |
6278
Lake Hills Wealth Management
Austin,
Texas
| $139M | +$28.2M | +25% | 0.9% | 83.7% | 52 | 25% | 0.7 |
|
| 6279 |
6279
Advantage Trust Company
Salina,
Kansas
| $139M | +$3.65M | +3% | 2.36% | 77.6% | 177 | 7.34% | 0.5 |
|
| 6280 |
6280
Cove Street Capital
El Segundo,
California
| $139M | -$177M | -56% | 11.9% | 84.2% | 92 | 32.61% | 3 |
|
| 6281 |
HAM
6281
Hedges Asset Management
Reno,
Nevada
| $139M | -$3.44M | -2% | 2.01% | – | 118 | 10.17% | 1.9 |
|
| 6282 |
6282
Mosaic Financial Group
Chicago,
Illinois
| $139M | +$14.4M | +12% | 2.84% | – | 132 | 6.82% | 0.2 |
|
| 6283 |
6283
WealthCollab
Bellevue,
Washington
| $139M | +$3.71M | +3% | 1.57% | – | 917 | 13.3% | 0.4 |
|
| 6284 |
6284
McAlister Sweet & Associates
Houston,
Texas
| $139M | +$11.9M | +9% | 5.32% | 83.6% | 36 | 16.67% | 1.5 |
|
| 6285 |
6285
Blantyre Capital
London,
United Kingdom
| $139M | -$44.3M | -24% | 12.4% | – | 4 | 50% | 0.4 |
|
| 6286 |
6286
OEP Capital Advisors
New York
| $139M | -$136M | -49% | 13% | 23.2% | 2 | 0% | 3.5 |
|
| 6287 |
6287
Conscious Wealth Investments
Coral Gables,
Florida
| $139M | +$7.6M | +6% | 1.98% | – | 48 | 2.08% | 0.5 |
|
| 6288 |
6288
Islay Capital Management
Lubbock,
Texas
| $139M | +$4.74M | +4% | 1.93% | 72% | 216 | 17.59% | 3.1 |
|
| 6289 |
6289
Petra Financial Advisors
Colorado Srpings,
Colorado
| $139M | +$2.82M | +2% | 3.76% | 129% | 133 | 12.78% | 1 |
|
| 6290 |
BM
6290
Bislett Management
Palo Alto,
California
| $139M | -$20.6M | -13% | 9.65% | 19.8% | 16 | 6.25% | 6.2 |
|
| 6291 |
6291
Stegner Investment Associates
Louisville,
Kentucky
| $139M | +$2.47M | +2% | 4.28% | 84.8% | 24 | 8.33% | 2.7 |
|
| 6292 |
6292
Caitlin John
Brighton,
Michigan
| $139M | +$5.06M | +4% | 1.25% | – | 963 | 18.17% | 0.4 |
|
| 6293 |
6293
Beacon Financial Strategies
Raleigh,
North Carolina
| $139M | +$182K | +0.1% | 0.44% | 54.2% | 36 | 13.89% | 2.6 |
|
| 6294 |
6294
Fort Henry Capital
Wheeling,
West Virginia
| $139M | +$3.35M | +2% | 0.49% | 39.3% | 15 | 0% | 3 |
|
| 6295 |
6295
Wallace Advisory Group
Lafayette,
California
| $139M | +$5.8M | +4% | 0.81% | 50.9% | 204 | 28.92% | 1.1 |
|
| 6296 |
6296
Charles Schwab Trust Bank
Henderson,
Nevada
| $139M | -$7.89M | -5% | 3.57% | – | 1 | 0% | 0.3 |
|
| 6297 |
6297
Richardson Financial Services
Medway,
Massachusetts
| $139M | -$3.03M | -2% | 2.57% | – | 655 | 15.88% | 0.4 |
|
| 6298 |
6298
LifePlan Investment Advisors
Raleigh,
North Carolina
| $139M | +$13.3M | +11% | 1.54% | 60.9% | 86 | 8.14% | 0.7 |
|
| 6299 |
6299
Values Added Financial
Washington,
District of Columbia
| $139M | +$10.5M | +8% | 2.52% | 58.3% | 92 | 9.78% | 0.8 |
|
| 6300 |
6300
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| $139M | -$3.13M | -2% | 0.55% | 61% | 93 | 4.3% | 6.3 |
|