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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6401 |
RCWM
6401
Royal Capital Wealth Management
Carmel,
Indiana
| $142M | +$8.76M | +7% | 6.36% | 83.8% | 99 | 13.13% | 2 |
|
| 6402 |
6402
Sheridan Capital Management
San Rafael,
California
| $142M | +$6.98M | +5% | 4.85% | – | 27 | 11.11% | 0.7 |
|
| 6403 |
6403
Promethium Advisors
Bethesda,
Maryland
| $142M | – | – | 8.87% | – | 133 | – | 0 |
|
| 6404 |
MSK
6404
Melissa S. Kampmann
| $141M | +$4.51M | +3% | 5.87% | 70.4% | 41 | 2.44% | 1 |
|
| 6405 |
6405
Whalen Wealth Management
Las Vegas,
Nevada
| $141M | +$15.2M | +12% | 4.51% | 90.2% | 146 | 54.11% | 0.3 |
|
| 6406 |
6406
Brown Financial Advisory
Fairhope,
Alabama
| $141M | +$11.3M | +9% | 7.67% | 66.3% | 37 | 16.22% | 2.4 |
|
| 6407 |
6407
RF&L Wealth Management
Acton,
Massachusetts
| $141M | +$9.9M | +8% | 6.37% | 73.8% | 59 | 6.78% | 1.5 |
|
| 6408 |
6408
Avid Wealth Partners
San Antonio,
Texas
| $141M | +$12.6M | +10% | 4.68% | – | 46 | 21.74% | 0.5 |
|
| 6409 |
6409
Counterweight Ventures
Wilmington,
North Carolina
| $141M | +$8.86M | +7% | 5.78% | – | 70 | 10% | 0.7 |
|
| 6410 |
6410
LAM Group
Lake Oswego,
Oregon
| $141M | +$22.6M | +19% | 8.11% | 61.8% | 133 | 2.26% | 1.5 |
|
| 6411 |
6411
Fortune 45 LLC
Gonzales,
Louisiana
| $141M | +$10.1M | +8% | 4.6% | 85.2% | 27 | 18.52% | 2.1 |
|
| 6412 |
6412
S.R. Schill & Associates
Mercer Island,
Washington
| $141M | -$87.1M | -38% | 7.48% | 42.7% | 86 | 61.63% | 3.8 |
|
| 6413 |
BFS
6413
Burr Financial Services
Pleasant Hill,
California
| $141M | -$2.03M | -1% | 1.97% | 478% | 30 | 13.33% | 0.7 |
|
| 6414 |
PP
6414
Pingora Partners
Wilson,
Wyoming
| $141M | -$51.4K | -0% | 12.6% | – | 237 | 8.02% | 0.7 |
|
| 6415 |
RCP
6415
RPM Capital Partners
New York
| $141M | +$20.8M | +17% | 17.3% | 8.37% | 1 | 0% | 0.8 |
|
| 6416 |
6416
Andrews Lucia Wealth Management
Danville,
California
| $141M | -$1.99M | -1% | 6.52% | 59.7% | 27 | 0% | 2.2 |
|
| 6417 |
6417
Leibman Financial Services
Louisville,
Nebraska
| $141M | +$6.22M | +5% | 4.85% | 59.2% | 63 | 20.63% | 0.6 |
|
| 6418 |
HWMC
6418
Heritage Wealth Management (California)
San Diego,
California
| $141M | +$4.79M | +4% | 5.57% | 78.5% | 130 | 10.77% | 0.7 |
|
| 6419 |
6419
InTrack Investment Management
South Burlington,
Vermont
| $141M | +$479K | +0.3% | 5.64% | 99.2% | 134 | 12.69% | 2 |
|
| 6420 |
6420
Better Money Decisions
Santa Fe,
New Mexico
| $141M | +$8.07M | +6% | 5.49% | 32.7% | 67 | 7.46% | 2.5 |
|
| 6421 |
6421
University of Maryland Foundation
Adelphi,
Maryland
| $141M | +$47.1M | +50% | 6.63% | 51.2% | 7 | 14.29% | 3.7 |
|
| 6422 |
6422
Starwood Capital Group Management
Miami Beach,
Florida
| $141M | +$101M | +249% | 11.5% | 16.2% | 7 | 57.14% | 0.5 |
|
| 6423 |
6423
Mosaic Financial Group
Chicago,
Illinois
| $141M | +$1.61M | +1% | 6.34% | – | 137 | 17.52% | 0.5 |
|
| 6424 |
6424
Ategra Capital Management
Vienna,
Virginia
| $141M | +$21.5M | +18% | 14.6% | 114% | 27 | 29.63% | 2.2 |
|
| 6425 |
6425
Atmos Advisory
Pittsburgh,
Pennsylvania
| $141M | +$12.9M | +10% | 6.25% | 31.9% | 20 | 0% | 2.7 |
|