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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6451 |
6451
Innova Wealth Partners
Newtown,
Pennsylvania
| $129M | +$13.3M | +11% | 7.64% | 72.5% | 81 | 27.16% | 1.5 |
|
| 6452 |
6452
Centerstone Investors
New York
| $129M | +$31.8M | +33% | 8.44% | 73.7% | 30 | 20% | 2.7 |
|
| 6453 |
6453
Abich Financial Wealth Management
Ashburn,
Virginia
| $129M | +$24.7M | +24% | 5.59% | – | 629 | 42.61% | 0.2 |
|
| 6454 |
6454
Wynn Capital
Augusta,
Georgia
| $129M | +$6.99M | +6% | 10.1% | 115% | 106 | 8.49% | 0.2 |
|
| 6455 |
6455
Campion Asset Management
Falls Church,
Virginia
| $129M | +$11.2M | +9% | 9.6% | 70.2% | 105 | 11.43% | 2.3 |
|
| 6456 |
6456
Financial Alternatives
La Jolla,
California
| $129M | +$10.9M | +9% | 5.88% | 50.2% | 83 | 4.82% | 1.1 |
|
| 6457 |
6457
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| $129M | +$4.17M | +3% | 6.07% | 65.5% | 65 | 36.92% | 1.2 |
|
| 6458 |
6458
Halter Ferguson Financial
Carmel,
Indiana
| $129M | -$27.5M | -18% | 6.59% | 131% | 31 | 9.68% | 0.2 |
|
| 6459 |
6459
Williamson Legacy Group
Carmel,
Indiana
| $129M | +$21.3M | +20% | 23.9% | – | 89 | 20.22% | 0.2 |
|
| 6460 |
KA
6460
Kearns & Associates
Palos Verdes Estates,
California
| $129M | +$11.8M | +10% | 8.22% | 78.7% | 45 | 13.33% | 1.4 |
|
| 6461 |
6461
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| $129M | +$8.17M | +7% | 6.98% | 78% | 69 | 8.7% | 1.8 |
|
| 6462 |
6462
North Ridge Wealth Advisors
Beaverton,
Oregon
| $129M | +$8.78M | +7% | 3.54% | 29.5% | 40 | 2.5% | 0.9 |
|
| 6463 |
6463
Delphi Management
Brookline,
Massachusetts
| $129M | +$20.1M | +18% | 11.5% | 107% | 93 | 22.58% | 2.7 |
|
| 6464 |
AMAL
6464
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $129M | +$7.14M | +6% | 12.2% | 125% | 17 | 5.88% | 4.4 |
|
| 6465 |
6465
Visionary Horizons
Knoxville,
Tennessee
| $129M | +$5.39M | +4% | 6.57% | 69.2% | 86 | 16.28% | 0.2 |
|
| 6466 |
6466
Brown Financial Advisory
Fairhope,
Alabama
| $129M | +$5.89M | +5% | 7.11% | 73.2% | 32 | 0% | 2.3 |
|
| 6467 |
SI
6467
Schusterman Interests
Tulsa,
Oklahoma
| $129M | +$60.5M | +89% | 80.9% | 344% | 13 | 15.38% | 1.2 |
|
| 6468 |
6468
Motiv8 Investments
Port St. Lucie,
Florida
| $129M | +$16.7M | +15% | 6.08% | – | 101 | 20.79% | 0.2 |
|
| 6469 |
6469
Sippican Capital Advisors
Boston,
Massachusetts
| $129M | +$1.1M | +0.9% | 8.02% | 81.1% | 122 | 10.66% | 5 |
|
| 6470 |
6470
Lakehouse Capital
Sydney NSW,
Australia
| $129M | +$3.46M | +3% | 12.9% | 87.4% | 15 | 6.67% | 2.7 |
|
| 6471 |
6471
National Wealth Management Group
Cincinnati,
Ohio
| $129M | +$25.2M | +24% | 11.7% | 128% | 162 | 35.8% | 1.1 |
|
| 6472 |
6472
Samson Rock Capital
London,
United Kingdom
| $128M | +$33.2M | +35% | 4.54% | 166% | 16 | 75% | 0.2 |
|
| 6473 |
6473
Comprehensive Wealth Management
Lynnwood,
Washington
| $128M | +$17.7M | +16% | 2.52% | 40.6% | 33 | 21.21% | 1.7 |
|
| 6474 |
6474
Longitude (Cayman)
Grand Cayman,
Cayman Islands
| $128M | -$44.2M | -26% | 33.2% | – | 57 | 40.35% | 1.6 |
|
| 6475 |
6475
Priebe Wealth Holdings
Maple Grove,
Minnesota
| $128M | +$6.51M | +5% | 8.94% | – | 73 | 27.4% | 0.2 |
|