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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6476 |
6476
MWA Asset Management
Lexington,
Massachusetts
| $183M | +$3.13M | +2% | 2.78% | 174% | 133 | 14.29% | 1.9 |
|
| 6477 |
6477
Sage Advisory Services
Austin,
Texas
| $183M | -$1M | -0.5% | 1.96% | 37.8% | 49 | 22.45% | 3.7 |
|
| 6478 |
6478
Meriwether Wealth & Planning
Minden,
Louisiana
| $183M | +$5.25M | +3% | 0.51% | – | 135 | 15.56% | 1 |
|
| 6479 |
6479
Trivant Custom Portfolio Group
San Diego,
California
| $182M | +$8.76M | +5% | 2.35% | 86.1% | 87 | 20.69% | 1.8 |
|
| 6480 |
6480
Wisconsin Capital Management
Madison,
Wisconsin
| $182M | -$15.6M | -8% | 1.12% | 153% | 55 | 16.36% | 4.6 |
|
| 6481 |
RS
6481
R Squared
Central,
Hong Kong
| $182M | -$31.9M | -15% | 2.25% | – | 696 | 57.76% | 0.4 |
|
| 6482 |
NED
6482
Nancy E. Dempze
| $182M | -$9.9M | -5% | 3.12% | 83.1% | 100 | 10% | 4.2 |
|
| 6483 |
6483
Cosner Financial Group
Windsor,
Colorado
| $182M | -$13.9M | -7% | 1.86% | 56.1% | 38 | 13.16% | 2.1 |
|
| 6484 |
6484
Capital Financial Group
Greenwood Village,
Colorado
| $182M | +$2.76M | +2% | 2.21% | – | 108 | 4.63% | 0.2 |
|
| 6485 |
6485
Oak Wealth Advisors
Northbrook,
Illinois
| $182M | +$7.83M | +4% | 0.26% | – | 60 | 6.67% | 1.1 |
|
| 6486 |
6486
Tilia Fiduciary Partners
Wilmington,
North Carolina
| $182M | +$829K | +0.5% | 1.01% | 101% | 121 | 9.92% | 3.1 |
|
| 6487 |
6487
Hager Investment Management Services
New London,
New Hampshire
| $182M | -$1.4M | -0.8% | 1.29% | – | 343 | 10.2% | 1 |
|
| 6488 |
6488
LAM Group
Lake Oswego,
Oregon
| $182M | +$7.22M | +4% | 0.96% | 61.8% | 135 | 45.19% | 1.6 |
|
| 6489 |
6489
Anderson Financial Strategies
Dayton,
Ohio
| $182M | +$9.7M | +6% | 0.13% | – | 39 | 23.08% | 0.9 |
|
| 6490 |
EMB
6490
Elefante Mark B
| $182M | +$18.6M | +11% | 2.28% | – | 60 | 10% | 4.7 |
|
| 6491 |
6491
Cladis Investment Advisory
Billings,
Montana
| $182M | -$942K | -0.5% | 2.31% | 131% | 166 | 11.45% | 2.7 |
|
| 6492 |
6492
HFG Wealth Management
The Woodlands,
Texas
| $182M | +$329K | +0.2% | 0.63% | 45.9% | 53 | 7.55% | 2 |
|
| 6493 |
6493
Lancaster Investment Management
London,
United Kingdom
| $182M | -$13.2M | -7% | 10.6% | 0.78% | 10 | 30% | 1.5 |
|
| 6494 |
6494
Delta Capital Management
Red Bank,
New Jersey
| $182M | +$3.69M | +2% | 5.12% | 129% | 106 | 8.49% | 5.9 |
|
| 6495 |
SBCM
6495
Silverberg Bernstein Capital Management
Armonk,
New York
| $182M | +$8.37M | +5% | 6.28% | 133% | 68 | 2.94% | 1.8 |
|
| 6496 |
6496
Successful Portfolios
Clearwater,
Florida
| $181M | -$14.8M | -8% | 0.98% | 110% | 200 | 10% | 4.9 |
|
| 6497 |
WPEP
6497
Walnut Private Equity Partners
Omaha,
Nebraska
| $181M | +$9.42M | +5% | 6.11% | 48% | 14 | 7.14% | 4.8 |
|
| 6498 |
6498
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| $181M | +$921K | +0.5% | 2.37% | 80.6% | 248 | 33.47% | 1.6 |
|
| 6499 |
HWMC
6499
Heritage Wealth Management (California)
San Diego,
California
| $181M | +$23.9M | +15% | 1.46% | 78.5% | 99 | 14.14% | 1.7 |
|
| 6500 |
6500
Wolff Wiese Magana
Carslbad,
California
| $181M | -$1.39M | -0.8% | 1.08% | 149% | 1,030 | 12.82% | 2.9 |
|