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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 |
6301
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
| $139M | +$3.09M | +2% | 1.51% | – | 45 | 0% | 0.5 |
|
| 6302 |
6302
Strategic Financial Planning
Plano,
Texas
| $139M | +$5.02M | +4% | 0.11% | 47.5% | 36 | 5.56% | 3.6 |
|
| 6303 |
MFFIA
6303
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
| $139M | +$947K | +0.7% | 0.34% | 136% | 67 | 2.99% | 1.3 |
|
| 6304 |
SIA
6304
Schear Investment Advisers
Cincinnati,
Ohio
| $138M | +$14M | +11% | 7.28% | 241% | 81 | 2.47% | 1.3 |
|
| 6305 |
6305
CRCM LP
San Francisco,
California
| $138M | +$5.35M | +4% | 6.91% | – | 7 | 28.57% | 0.2 |
|
| 6306 |
6306
Lederer & Associates Investment Counsel
Long Beach,
California
| $138M | -$5.68M | -4% | 4.59% | 92.7% | 90 | 7.78% | 5.5 |
|
| 6307 |
6307
Benchmark Investment Advisors
Chicago,
Illinois
| $138M | +$11.4M | +9% | 13.3% | – | 98 | 17.35% | 1.6 |
|
| 6308 |
6308
SeaTown Holdings
Singapore
| $138M | -$19.9M | -13% | 9% | 220% | 22 | 63.64% | 1.6 |
|
| 6309 |
MF
6309
Meridian Financial
Holliston,
Massachusetts
| $138M | +$4.07M | +3% | 0.13% | 58.5% | 125 | 7.2% | 1.8 |
|
| 6310 |
6310
VitalStone Financial
Shavano Park,
Texas
| $138M | +$7.06M | +5% | 3.71% | – | 606 | 31.35% | 0.9 |
|
| 6311 |
6311
Lantern Wealth Advisors
Melville,
New York
| $138M | -$4.41M | -3% | 2.11% | – | 139 | 14.39% | 0.4 |
|
| 6312 |
6312
Cladis Investment Advisory
Billings,
Montana
| $138M | +$1.6M | +1% | 4.76% | 131% | 147 | 13.61% | 1.9 |
|
| 6313 |
6313
ROI Financial Advisors
Beaverton,
Oregon
| $138M | +$10.6M | +8% | 10.5% | 165% | 66 | 7.58% | 0.5 |
|
| 6314 |
6314
Kerusso Capital Management
Winston Salem,
North Carolina
| $138M | – | – | 1.79% | – | 54 | – | 0 |
|
| 6315 |
6315
KPCB DGF II Associates
Menlo Park,
California
| $138M | -$21.4M | -13% | 13.4% | 2.08% | 2 | 0% | 0.8 |
|
| 6316 |
BWIA
6316
Bryant Woods Investment Advisors
Getzville,
New York
| $137M | -$32M | -19% | 2.75% | 66.3% | 48 | 16.67% | 2.1 |
|
| 6317 |
6317
McDonough Capital Management
Orlando,
Florida
| $137M | +$10.7M | +8% | 8.83% | 98.1% | 46 | 8.7% | 2.2 |
|
| 6318 |
6318
Traction Financial Partners
Encampment,
Wyoming
| $137M | +$9.3M | +7% | 0.39% | – | 57 | 7.02% | 0.5 |
|
| 6319 |
6319
Broadview Financial Management
Wauwatosa,
Wisconsin
| $137M | -$22.3K | -0% | 0.2% | 52.4% | 41 | 4.88% | 5 |
|
| 6320 |
6320
Endowment Wealth Management
Appleton,
Wisconsin
| $137M | +$3.71M | +3% | 0.41% | 66.3% | 136 | 7.35% | 1.8 |
|
| 6321 |
6321
Lowery Thomas LLC
Pebble Beach,
California
| $137M | +$6.43M | +5% | 3.74% | 74.7% | 47 | 4.26% | 1.9 |
|
| 6322 |
6322
13D Management
New York
| $137M | -$26.7M | -16% | 6.45% | 157% | 31 | 41.94% | 1.6 |
|
| 6323 |
6323
Greenhouse Wealth Management
Westport,
Connecticut
| $137M | +$3.54M | +3% | 2.98% | 87.2% | 60 | 6.67% | 2.9 |
|
| 6324 |
6324
WealthTrust Asset Management
Destin,
Florida
| $137M | +$5.62M | +4% | 6.01% | 102% | 99 | 25.25% | 1.4 |
|
| 6325 |
MSK
6325
Melissa S. Kampmann
| $137M | -$2.17M | -2% | 0.43% | 70.4% | 40 | 2.5% | 0.7 |
|