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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6301 |
GAA
6301
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
| $217M | +$45.7M | +27% | 15% | 106% | 130 | 26.15% | 1.7 |
|
| 6302 |
6302
Bellevue Asset Management
Bellevue,
Washington
| $217M | +$16.9M | +8% | 13.8% | 56.7% | 591 | 39.76% | 3.1 |
|
| 6303 |
6303
Chou Associates Management
Toronto,
Ontario, Canada
| $217M | +$6.33M | +3% | 7% | 66.4% | 31 | 3.23% | 3.8 |
|
| 6304 |
6304
Friedenthal Financial
Marlton,
New Jersey
| $217M | +$17.1M | +9% | 9.19% | 105% | 312 | 40.38% | 2 |
|
| 6305 |
6305
Security National Bank of So Dak
Sioux City,
Iowa
| $217M | +$9.09M | +4% | 11.4% | 67.7% | 292 | 60.96% | 2.4 |
|
| 6306 |
6306
Ballast Rock Private Wealth
Charleston,
South Carolina
| $217M | +$35.7M | +20% | 14.2% | – | 195 | 10.77% | 0.4 |
|
| 6307 |
6307
Tenzing Global Management
San Francisco,
California
| $216M | +$95.9M | +80% | 35.4% | 273% | 23 | 56.52% | 0.6 |
|
| 6308 |
6308
Omni 360 Wealth
Plainsboro,
New Jersey
| $216M | +$22.6M | +12% | 11.1% | 59.9% | 137 | 10.22% | 1.8 |
|
| 6309 |
6309
Enstar Group
Hamilton,
Bermuda
| $216M | -$1.01M | -0.5% | 0.19% | 29.5% | 9 | 0% | 4.3 |
|
| 6310 |
6310
Islay Capital Management
Lubbock,
Texas
| $216M | +$19.3M | +10% | 6.66% | 72% | 262 | 34.35% | 3.1 |
|
| 6311 |
6311
Barnes Wealth Management Group
Bakersfield,
California
| $216M | +$19.1M | +10% | 10.4% | – | 205 | 15.12% | 1.1 |
|
| 6312 |
6312
SWP Financial
San Diego,
California
| $216M | +$20.1M | +10% | 11.9% | 58.4% | 80 | 13.75% | 1.6 |
|
| 6313 |
PCMK
6313
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $216M | +$14.1M | +7% | 14.8% | 87.5% | 61 | 8.2% | 6.6 |
|
| 6314 |
6314
GuidedMoney
Black Earth,
Wisconsin
| $216M | +$25.6M | +13% | 9.45% | – | 34 | 14.71% | 0.4 |
|
| 6315 |
PIM
6315
Pullen Investment Management
Bradenton,
Florida
| $216M | +$16.8M | +8% | 10.9% | – | 108 | 18.52% | 1.6 |
|
| 6316 |
6316
Brendel Financial Advisors
Hanover,
New Hampshire
| $216M | +$13.9M | +7% | 13.3% | 126% | 116 | 31.03% | 1.9 |
|
| 6317 |
6317
Chokshi & Queen Wealth Advisors
San Diego,
California
| $216M | +$28.8M | +15% | 17.8% | – | 69 | 20.29% | 0.9 |
|
| 6318 |
6318
Planning Directions
Glen Mills,
Pennsylvania
| $216M | +$18.3M | +9% | 11.1% | 46.3% | 113 | 8.85% | 3.4 |
|
| 6319 |
6319
Kennicott Capital Management
Corte Madera,
California
| $216M | +$32.8M | +18% | 19.3% | 98% | 48 | 8.33% | 3.6 |
|
| 6320 |
6320
Sharp Financial Services
Horsham,
Pennsylvania
| $216M | +$13.4M | +7% | 10.4% | – | 135 | 17.04% | 1.4 |
|
| 6321 |
6321
J. Hagan Capital
Louisville,
Kentucky
| $216M | +$30.5M | +16% | 13.9% | – | 96 | 17.71% | 0.8 |
|
| 6322 |
6322
AUA Capital Management
Camp Hill,
Pennsylvania
| $216M | +$20.1M | +10% | 11.6% | 70.2% | 85 | 7.06% | 6.7 |
|
| 6323 |
6323
Petra Financial Advisors
Colorado Srpings,
Colorado
| $216M | +$54.1M | +33% | 18.6% | 129% | 184 | 45.11% | 1.3 |
|
| 6324 |
6324
FOCUS Wealth Advisors
Houston,
Texas
| $216M | +$11.1M | +5% | 13.8% | 68.7% | 69 | 26.09% | 3.2 |
|
| 6325 |
CWMA
6325
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
| $216M | +$72.1M | +50% | 15.8% | – | 189 | 74.07% | 0.4 |
|