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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
Kingsman Wealth Management
Pensacola,
Florida
| $161M | +$23.7M | +17% | 25.5% | – | 72 | 23.61% | 0.2 |
|
| 6452 |
6452
TSG Consumer Partners
Larkspur,
California
| $160M | +$15.6M | +11% | 10.7% | 70.1% | 1 | 0% | 3.5 |
|
| 6453 |
6453
Prospect Financial Services
Melville,
New York
| $160M | -$20M | -11% | 12.3% | – | 120 | 23.33% | 1.1 |
|
| 6454 |
6454
Element Squared
Minneapolis,
Minnesota
| $160M | – | – | 13.3% | – | 55 | – | 0 |
|
| 6455 |
6455
Straightline Group
Troy,
Michigan
| $160M | +$5.6M | +4% | 4.67% | – | 13 | 7.69% | 0.4 |
|
| 6456 |
6456
Cloud Capital Management
Seattle,
Washington
| $160M | +$19.5M | +14% | 8.47% | – | 282 | 73.05% | 0.2 |
|
| 6457 |
6457
Hofer & Associates
Thousand Oaks,
California
| $160M | +$12.9M | +9% | 7.65% | 61.7% | 62 | 19.35% | 2.6 |
|
| 6458 |
6458
Taylor Financial Group
Roanoke,
Virginia
| $160M | +$16.4M | +11% | 10.1% | – | 106 | 10.38% | 1.2 |
|
| 6459 |
6459
Sowa Financial Group
Lincoln,
Rhode Island
| $160M | +$7.9M | +5% | 6.46% | 100% | 31 | 19.35% | 3.1 |
|
| 6460 |
6460
FPC Investment Advisory
Petaluma,
California
| $160M | +$14.3M | +10% | 5.56% | – | 29 | 10.34% | 1 |
|
| 6461 |
6461
Blackston Financial Advisory Group
The Villages,
Florida
| $160M | +$12.5M | +8% | 9.4% | 69.1% | 107 | 16.82% | 1.3 |
|
| 6462 |
EIM
6462
Ervin Investment Management
Seattle,
Washington
| $160M | +$11.7M | +8% | 6.5% | 92.9% | 42 | 14.29% | 2.6 |
|
| 6463 |
CCA
6463
Cypress Capital Advisors
Franklin,
Tennessee
| $160M | +$16M | +11% | 6.72% | – | 79 | 15.19% | 0.4 |
|
| 6464 |
6464
Burk Holdings
Tulsa,
Oklahoma
| $160M | +$27.2M | +21% | 7.32% | – | 61 | 6.56% | 0.5 |
|
| 6465 |
6465
FFG Retirement Advisors
Centennial,
Colorado
| $160M | +$12.7M | +9% | 6.12% | 43.4% | 50 | 24% | 1.5 |
|
| 6466 |
6466
Tenzing Global Management
San Francisco,
California
| $160M | +$21.7M | +16% | 43.4% | 273% | 30 | 60% | 0.9 |
|
| 6467 |
LAMC
6467
Longview Asset Management (California)
San Rafael,
California
| $160M | +$8.08M | +5% | 4.92% | – | 134 | 10.45% | 0.5 |
|
| 6468 |
SCA
6468
Sassicaia Capital Advisers
Jericho,
New York
| $160M | +$132M | +478% | 44.7% | 4,519% | 58 | 87.93% | 0.1 |
|
| 6469 |
6469
Cladis Investment Advisory
Billings,
Montana
| $160M | +$21.4M | +15% | 13.7% | 131% | 152 | 13.16% | 2.3 |
|
| 6470 |
6470
Meriwether Wealth & Planning
Minden,
Louisiana
| $160M | +$6.3M | +4% | 7.13% | – | 135 | 14.81% | 0.4 |
|
| 6471 |
HCA
6471
Hyperion Capital Advisors
New York
| $160M | -$24.2M | -13% | 9.15% | 86.1% | 69 | 15.94% | 3.1 |
|
| 6472 |
6472
Whalen Wealth Management
Las Vegas,
Nevada
| $159M | +$9.42M | +6% | 9.71% | 90.2% | 236 | 66.53% | 0.3 |
|
| 6473 |
6473
Beacon Financial Strategies
Raleigh,
North Carolina
| $159M | +$10.8M | +7% | 6.92% | 54.2% | 39 | 5.13% | 3.2 |
|
| 6474 |
6474
Robinson Value Management
San Antonio,
Texas
| $159M | +$4.26M | +3% | 7.38% | 79.3% | 74 | 10.81% | 3.7 |
|
| 6475 |
6475
Vienna Insurance Group
Warsaw,
Poland
| $159M | -$24.5M | -13% | 9.07% | 188% | 93 | 5.38% | 2.2 |
|