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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6651 |
HFAS
6651
Hummer Financial Advisory Services
Chicago,
Illinois
| $127M | +$11.4M | +10% | 8.62% | 71.8% | 112 | 10.71% | 3.4 |
|
| 6652 |
6652
Profit Investment Management
North Bethesda,
Maryland
| $127M | -$32.7M | -20% | 9.69% | 101% | 86 | 11.63% | 6.2 |
|
| 6653 |
6653
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| $127M | +$8.18M | +7% | 5.5% | 72.3% | 93 | 8.6% | 1.7 |
|
| 6654 |
SR
6654
Summer Road
West Palm Beach,
Florida
| $127M | +$23.6M | +23% | 27% | 130% | 32 | 28.13% | 0.5 |
|
| 6655 |
SA
6655
Sage Advisors
Boulder,
Colorado
| $127M | +$3.94M | +3% | 3.61% | – | 27 | 14.81% | 0.6 |
|
| 6656 |
6656
Merkkuri Wealth Advisors
Hicksville,
New York
| $127M | +$18M | +17% | 5.05% | – | 83 | 4.82% | 0.2 |
|
| 6657 |
6657
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| $127M | +$1.73M | +1% | 6.57% | 65.5% | 82 | 47.56% | 1.2 |
|
| 6658 |
6658
Davis Capital Management
Jacksonville,
Florida
| $126M | +$11.3M | +10% | 8.26% | – | 348 | 12.64% | 2.7 |
|
| 6659 |
APS
6659
American Planning Services
Sun City Center,
Florida
| $126M | -$15.7M | -11% | 4.4% | 23.8% | 54 | 5.56% | 1.3 |
|
| 6660 |
6660
IFS Advisors
Overland Park,
Kansas
| $126M | +$7.71M | +6% | 5.17% | 54.2% | 159 | 1.89% | 2.2 |
|
| 6661 |
6661
Meadow Creek Wealth Advisors
Atlanta,
Georgia
| $126M | +$20.4M | +19% | 7.16% | – | 135 | 15.56% | 2.5 |
|
| 6662 |
6662
Trademark Financial Management
Bloomington,
Minnesota
| $126M | +$3.27M | +3% | 5.31% | 67.5% | 102 | 24.51% | 0.6 |
|
| 6663 |
6663
Mount Vernon Associates
Baltimore,
Maryland
| $126M | +$13.2M | +12% | 6.17% | 136% | 56 | 10.71% | 7.3 |
|
| 6664 |
6664
Grafton Street Partners
North Palm Beach,
Florida
| $126M | +$6.68M | +6% | 8.17% | – | 13 | 7.69% | 0.7 |
|
| 6665 |
SLFPAM
6665
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
| $126M | +$9.6M | +8% | 4.77% | 139% | 44 | 45.45% | 0.7 |
|
| 6666 |
6666
Dougherty Wealth Advisers
Wayzata,
Minnesota
| $126M | +$11.4M | +10% | 7.33% | 67.5% | 113 | 6.19% | 4.8 |
|
| 6667 |
6667
UHLMANN PRICE SECURITIES
Skokie,
Illinois
| $126M | – | – | 6.19% | – | 180 | – | 0 |
|
| 6668 |
MCM
6668
Magnolia Capital Management
Cold Spring,
New York
| $126M | +$6.6M | +6% | 5.73% | 85.9% | 71 | 2.82% | 3.4 |
|
| 6669 |
6669
Northwest Financial Advisors
Herndon,
Virginia
| $126M | +$27.3M | +28% | 6.18% | 67% | 570 | 84.21% | 0.1 |
|
| 6670 |
6670
Accordant Advisory Group
Annapolis,
Maryland
| $126M | +$19.9M | +19% | 8.15% | – | 167 | 28.14% | 0.4 |
|
| 6671 |
6671
Laraway Financial Advisors
Saint Cloud,
Minnesota
| $125M | +$8.34M | +7% | 6.55% | 92.3% | 116 | 4.31% | 2.4 |
|
| 6672 |
6672
Catalys Pacific
Tokyo,
Japan
| $125M | -$7.1M | -5% | 14.9% | – | 3 | 0% | 0.8 |
|
| 6673 |
6673
Ridgepath Capital Management
Knoxville,
Tennessee
| $125M | +$23.5M | +23% | 7.82% | – | 48 | 18.75% | 0.6 |
|
| 6674 |
6674
Gordian Advisors
Tucson,
Arizona
| $125M | +$21.6M | +21% | 5.65% | – | 41 | 36.59% | 0.4 |
|
| 6675 |
6675
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
| $125M | +$9.11M | +8% | 6.91% | 79.7% | 103 | 9.71% | 2 |
|