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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 |
GWMI
6501
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| $169M | +$19M | +13% | 9.89% | 98.1% | 65 | 12.31% | 2.9 |
|
| 6502 |
6502
STAR Financial Bank
Fort Wayne,
Indiana
| $169M | +$11.4M | +7% | 5.85% | 53.4% | 126 | 19.84% | 1.6 |
|
| 6503 |
6503
Brown University
Providence,
Rhode Island
| $169M | +$27.1M | +19% | 1.22% | 37.9% | 10 | 30% | 2.7 |
|
| 6504 |
6504
Jones Road Capital Management
New York
| $169M | -$67.4M | -28% | 9.3% | 88.5% | 28 | 39.29% | 1.1 |
|
| 6505 |
6505
Ledgewood Wealth Advisors
Exeter,
New Hampshire
| $169M | +$10.3M | +6% | 6.22% | 42.8% | 76 | 10.53% | 1.4 |
|
| 6506 |
BVC
6506
Bright Valley Capital
Hong Kong
| $169M | +$27.3M | +19% | 7.96% | – | 17 | 58.82% | 0.4 |
|
| 6507 |
6507
Anderson Financial Strategies
Dayton,
Ohio
| $169M | +$12.5M | +8% | 5.8% | – | 46 | 28.26% | 0.5 |
|
| 6508 |
6508
Bush Investment Group
Valdosta,
Georgia
| $169M | +$19.8M | +13% | 7.92% | – | 38 | 7.89% | 1.2 |
|
| 6509 |
6509
Spahn Wealth & Retirement
Scottsdale,
Arizona
| $169M | +$13.2M | +8% | 11.3% | – | 38 | 13.16% | 0.6 |
|
| 6510 |
6510
PKO BP Bankowy Universal Pension Society
Warsaw,
Poland
| $169M | +$22.9M | +16% | 13.1% | – | 15 | 26.67% | 0.6 |
|
| 6511 |
6511
Conscious Wealth Investments
Coral Gables,
Florida
| $169M | +$12.1M | +8% | 6.62% | – | 58 | 6.9% | 1.3 |
|
| 6512 |
6512
Shearwater Capital
Denver,
Colorado
| $169M | +$9.5M | +6% | 6.62% | 74.4% | 50 | 0% | 2.9 |
|
| 6513 |
6513
Ehrlich Financial Group
Laguna Niguel,
California
| $168M | +$14.1M | +9% | 6.2% | 56.2% | 118 | 14.41% | 1.1 |
|
| 6514 |
6514
Foresight Global Investors
Purchase,
New York
| $168M | +$27.6M | +20% | 3.6% | 69.9% | 35 | 74.29% | 0.5 |
|
| 6515 |
6515
Ames National Corp
Ames,
Iowa
| $168M | +$13.8M | +9% | 6.48% | – | 69 | 5.8% | 0.7 |
|
| 6516 |
6516
Blackston Financial Advisory Group
The Villages,
Florida
| $168M | +$8.49M | +5% | 7.15% | 69.1% | 122 | 25.41% | 1.3 |
|
| 6517 |
6517
Note Advisors
Buffalo,
New York
| $168M | +$23.6M | +16% | 5.38% | – | 83 | 10.84% | 0.6 |
|
| 6518 |
6518
MPWM Advisory Solutions
Alpharetta,
Georgia
| $168M | +$10.1M | +6% | 6.91% | – | 547 | 9.51% | 0.7 |
|
| 6519 |
6519
Independent Order of Foresters
Toronto,
Ontario, Canada
| $168M | +$12.3M | +8% | 7.91% | 66.3% | 2 | 0% | 5.5 |
|
| 6520 |
6520
Optivise Advisory Services
Franklin,
Tennessee
| $168M | -$27.6M | -14% | 8.12% | – | 245 | 36.33% | 0.8 |
|
| 6521 |
6521
Archon Capital Management
Seattle,
Washington
| $168M | +$45.9M | +38% | 31.3% | 222% | 58 | 37.93% | 1.2 |
|
| 6522 |
6522
Vienna Asset Management
Saratoga,
California
| $168M | +$22.7M | +16% | 14.8% | – | 64 | 34.38% | 1.4 |
|
| 6523 |
6523
Objectivity Squared
Charleston,
South Carolina
| $168M | +$22.2M | +15% | 7.41% | – | 56 | 16.07% | 1.3 |
|
| 6524 |
6524
Michael S. Ryan Inc
Latham,
New York
| $168M | +$10.2M | +6% | 7% | 63.3% | 59 | 28.81% | 1.3 |
|
| 6525 |
6525
PTM Wealth Management
North Wales,
United States
| $168M | +$16.4M | +11% | 6.98% | – | 54 | 9.26% | 0.4 |
|