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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6501 |
SM
6501
Salzhauer Michael
| $118M | +$23.7M | +25% | 27.3% | 98% | 93 | 21.51% | 3.9 |
|
| 6502 |
ASFA
6502
All Season Financial Advisors
Denver,
Colorado
| $118M | +$18.8M | +19% | 8.78% | 33.8% | 115 | 40.87% | 0.9 |
|
| 6503 |
6503
Thompson Davis & Co
Richmond,
Virginia
| $118M | +$36.7M | +45% | 60.7% | 188% | 143 | 46.15% | 2.5 |
|
| 6504 |
6504
Wrenne Financial Planning
Lexington,
Kentucky
| $117M | – | – | 10.8% | 54.3% | 26 | – | 0 |
|
| 6505 |
6505
BluePath Capital Management
Atlanta,
Georgia
| $117M | +$8.61M | +8% | 7.29% | 106% | 342 | 71.05% | 0.2 |
|
| 6506 |
LFGH
6506
Lee Financial Group Hawaii
Honolulu,
Hawaii
| $117M | +$8.48M | +8% | 8.05% | 12.9% | 32 | 12.5% | 1.9 |
|
| 6507 |
6507
Mayfair Advisory Group
Birmingham,
Alabama
| $117M | +$13.8M | +13% | 8.33% | 71.5% | 140 | 17.86% | 1.9 |
|
| 6508 |
6508
Plustick Management
Charlottesville,
Virginia
| $117M | -$9.8M | -8% | 8.93% | 1,667% | 23 | 30.43% | 1.1 |
|
| 6509 |
6509
Waypoint Wealth Counsel
Atlanta,
Georgia
| $117M | +$11.3M | +11% | 10.8% | 111% | 101 | 11.88% | 0.8 |
|
| 6510 |
6510
Briaud Financial Planning
College Station,
Texas
| $117M | -$6.16M | -5% | 10.4% | 113% | 178 | 94.94% | 2.3 |
|
| 6511 |
6511
Monument Group Wealth Advisors
Concord,
Massachusetts
| $117M | – | – | 10.6% | 68.6% | 43 | – | 0 |
|
| 6512 |
KA
6512
Kearns & Associates
Palos Verdes Estates,
California
| $117M | +$11.2M | +11% | 11.2% | 78.7% | 45 | 11.11% | 1.2 |
|
| 6513 |
6513
Abel Hall LLC
Baton Rouge,
Louisiana
| $117M | – | – | 10.8% | 133% | 122 | – | 0 |
|
| 6514 |
6514
Dean Jacobson Financial Services
Fort Worth,
Texas
| $117M | +$8.89M | +8% | 12.5% | 59.6% | 15 | 40% | 1.1 |
|
| 6515 |
6515
SFI Advisors
Montclair,
New Jersey
| $117M | +$14.8M | +14% | 12.4% | 95.9% | 110 | 42.73% | 1.1 |
|
| 6516 |
6516
Perkins Capital Management
Wayzata,
Minnesota
| $117M | +$16.2M | +16% | 19.7% | 389% | 101 | 11.88% | 4.8 |
|
| 6517 |
6517
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| $117M | +$17.9M | +18% | 9.78% | 70.9% | 115 | 11.3% | 1.5 |
|
| 6518 |
6518
Washington Capital Management
Seattle,
Washington
| $117M | +$7.99M | +7% | 11.2% | 81.8% | 117 | 23.93% | 2.9 |
|
| 6519 |
MSK
6519
Melissa S. Kampmann
| $117M | +$13.1M | +13% | 13.6% | 82.1% | 40 | 2.5% | 0.2 |
|
| 6520 |
6520
Magnolia Wealth Management
Dothan,
Alabama
| $117M | +$9.2M | +9% | 9.78% | 48.7% | 12 | 16.67% | 1.6 |
|
| 6521 |
PWAM
6521
Pinnacle West Asset Management
Casper,
Wyoming
| $117M | +$14.6M | +14% | 10.6% | 100% | 100 | 3% | 0.7 |
|
| 6522 |
6522
Zeit Capital
Greenwood Village,
Colorado
| $117M | +$8.77M | +8% | 9.4% | 56.5% | 30 | 0% | 2.7 |
|
| 6523 |
6523
Spectrum Strategic Capital Management
Corvallis,
Oregon
| $117M | – | – | 10.9% | 85.6% | 24 | – | 0 |
|
| 6524 |
6524
Lowery Thomas LLC
Pebble Beach,
California
| $116M | +$11.9M | +11% | 10.9% | 74.7% | 49 | 8.16% | 1.5 |
|
| 6525 |
6525
VERITY Wealth Advisors
Sausalito,
United States
| $116M | +$10.1M | +9% | 10% | 59.9% | 73 | 12.33% | 3.3 |
|