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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6626 |
6626
Unionview LLC
Seattle,
Washington
| $121M | +$9.5M | +9% | 8.29% | 21.2% | 95 | 14.74% | 1.6 |
|
| 6627 |
6627
Dentgroup
Baton Rouge,
Louisiana
| $121M | +$8.23M | +7% | 6.87% | 53.6% | 82 | 14.63% | 1.8 |
|
| 6628 |
6628
Oceanside Advisors
Mount Pleasant,
South Carolina
| $121M | +$7.52M | +7% | 5.43% | 52.4% | 49 | 12.24% | 0.2 |
|
| 6629 |
6629
Encompass More Asset Management
Danville,
California
| $121M | +$31.7M | +36% | 6.66% | 80.4% | 129 | 52.71% | 0.2 |
|
| 6630 |
ASFA
6630
All Season Financial Advisors
Denver,
Colorado
| $121M | +$3.06M | +3% | 6.24% | 33.8% | 120 | 36.67% | 1 |
|
| 6631 |
FWM
6631
FMA Wealth Management
Duxbury,
Massachusetts
| $121M | +$11M | +10% | 4.63% | 40.8% | 41 | 9.76% | 0.2 |
|
| 6632 |
6632
Trademark Financial Management
Bloomington,
Minnesota
| $121M | -$15.6M | -11% | 7.81% | 67.5% | 92 | 23.91% | 0.2 |
|
| 6633 |
6633
Echo Wealth Management
Plymouth,
Minnesota
| $121M | +$13.4M | +13% | 5.51% | 42.9% | 45 | 15.56% | 1.9 |
|
| 6634 |
GAA
6634
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
| $121M | +$14M | +13% | 8.64% | 106% | 105 | 12.38% | 0.2 |
|
| 6635 |
6635
Berry Wealth Group
Granbury,
Texas
| $121M | +$11.8M | +11% | 12.5% | – | 84 | 33.33% | 0.2 |
|
| 6636 |
6636
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $121M | -$23.7M | -16% | 5.54% | 119% | 51 | 15.69% | 2 |
|
| 6637 |
6637
White Wing Wealth Management
The Wodlands,
Texas
| $120M | +$11.8M | +11% | 6.02% | – | 31 | 25.81% | 0.2 |
|
| 6638 |
6638
General Equity Holdings
Brooklyn,
New York
| $120M | +$34M | +39% | 53.7% | 775% | 5 | 20% | 2.6 |
|
| 6639 |
6639
Cravens & Co Advisors
Cookeville,
Tennessee
| $120M | +$4.47M | +4% | 4.45% | 70.4% | 75 | 9.33% | 1.1 |
|
| 6640 |
6640
Golden Road Advisors
Tampa,
Florida
| $120M | +$15.8M | +15% | 9.48% | – | 38 | 10.53% | 0.2 |
|
| 6641 |
6641
Courant Investment Management
Franklin,
Tennessee
| $120M | +$17.4M | +17% | 17.4% | 35.2% | 9 | 0% | 5.1 |
|
| 6642 |
TCM
6642
TAM Capital Management
Stamford,
Connecticut
| $120M | -$29.7M | -20% | 11.6% | 4.15% | 18 | 66.67% | 1.3 |
|
| 6643 |
6643
Arlington Capital Management
Arlington Heights,
Illinois
| $120M | +$10.3M | +9% | 20.7% | 146% | 131 | 44.27% | 0.4 |
|
| 6644 |
6644
Sound Financial Strategies Group
Madison,
Mississippi
| $120M | +$1.54M | +1% | 3.19% | 27.1% | 69 | 1.45% | 1.2 |
|
| 6645 |
6645
Atlantic Private Wealth
Chapel Hill,
North Carolina
| $120M | +$8.27M | +7% | 7.65% | 55.7% | 119 | 15.13% | 1.1 |
|
| 6646 |
6646
Perkins Capital Management
Wayzata,
Minnesota
| $120M | +$2.84M | +2% | 7.64% | 389% | 96 | 10.42% | 5 |
|
| 6647 |
6647
Fairfield University
Fairfield,
Connecticut
| $120M | +$17.7M | +17% | 7.36% | 61.9% | 3 | 0% | 6.6 |
|
| 6648 |
6648
Pacific Wealth Strategies Group
Santa Barbara,
California
| $120M | +$15M | +14% | 11.4% | 85.3% | 50 | 10% | 4.2 |
|
| 6649 |
6649
EDMP Inc
Lutz,
Florida
| $120M | +$10M | +9% | 7.97% | 78% | 76 | 6.58% | 3.6 |
|
| 6650 |
6650
Wallace Hart
Lexington,
Kentucky
| $120M | – | – | 9.8% | – | 26 | – | 0 |
|