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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 |
AWM
6651
Aberdeen Wealth Management
Lake Bluff,
Illinois
| $150M | +$5.46M | +4% | 6.13% | 73.1% | 172 | 11.63% | 4 |
|
| 6652 |
6652
Golden Road Advisors
Tampa,
Florida
| $150M | +$22.3M | +17% | 11.4% | – | 42 | 11.9% | 1.3 |
|
| 6653 |
RCWM
6653
Royal Capital Wealth Management
Carmel,
Indiana
| $150M | +$7.66M | +5% | 8.92% | 83.8% | 90 | 6.67% | 2.8 |
|
| 6654 |
GWMI
6654
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| $150M | +$423K | +0.3% | 10.5% | 103% | 226 | 73.45% | 2.9 |
|
| 6655 |
RHDIC
6655
R.H. Dinel Investment Counsel
Los Angeles,
California
| $150M | +$3.47M | +2% | 8.7% | 55.9% | 42 | 0% | 9.4 |
|
| 6656 |
6656
Millennium Capital Advisors
Little Rock,
Arkansas
| $150M | +$14.5M | +11% | 13.7% | 134% | 123 | 8.94% | 2.6 |
|
| 6657 |
6657
Envision Financial
Brookfield,
Wisconsin
| $150M | +$17.3M | +13% | 6.28% | – | 45 | 11.11% | 0.4 |
|
| 6658 |
6658
Sterling Manor Financial
Saratoga Springs,
New York
| $150M | +$10M | +7% | 7.6% | – | 31 | 12.9% | 1.7 |
|
| 6659 |
HWMC
6659
Heritage Wealth Management (California)
San Diego,
California
| $150M | +$17M | +13% | 11.7% | – | 89 | 8.99% | 1.3 |
|
| 6660 |
6660
Upper Left Wealth Management
Tampa,
Florida
| $150M | +$10.4M | +7% | 7.91% | 52.7% | 66 | 7.58% | 2.4 |
|
| 6661 |
6661
Klein Pavlis & Peasley Financial
Irvine,
California
| $150M | +$11M | +8% | 9.75% | 97.4% | 84 | 22.62% | 1.1 |
|
| 6662 |
AIM
6662
AHL Investment Management
Winter Park,
Florida
| $150M | +$4.72M | +3% | 4.55% | 57.7% | 72 | 8.33% | 2.7 |
|
| 6663 |
6663
Renasant Bank
Tupelo,
Mississippi
| $150M | -$1.16M | -0.8% | 7.98% | 65% | 164 | 14.63% | 2.7 |
|
| 6664 |
AC
6664
ASB Consultores
Aventura,
Florida
| $150M | -$4.07M | -3% | 12.7% | 84.6% | 163 | 36.2% | 1.3 |
|
| 6665 |
6665
Sapience Investments
Newport Beach,
California
| $150M | +$9.8M | +7% | 11.3% | 54.9% | 93 | 9.68% | 3.2 |
|
| 6666 |
6666
Lakewood Asset Management
Naperville,
Illinois
| $150M | +$1.52M | +1% | 4.18% | 69.3% | 104 | 5.77% | 2.2 |
|
| 6667 |
6667
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
| $150M | +$21.1M | +16% | 11.1% | 79.7% | 114 | 16.67% | 2.3 |
|
| 6668 |
6668
Gould Capital
Tacoma,
Washington
| $150M | +$6.53M | +5% | 6.08% | 60.1% | 227 | 11.89% | 2.6 |
|
| 6669 |
6669
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
| $150M | +$7.89M | +6% | 10.1% | – | 94 | 64.89% | 0.2 |
|
| 6670 |
6670
LAM Group
Lake Oswego,
Oregon
| $150M | +$13.7M | +10% | 9% | 61.8% | 74 | 2.7% | 2.3 |
|
| 6671 |
MG
6671
McHugh Group
Bratenahl,
Ohio
| $150M | +$17.4M | +13% | 15% | – | 72 | 9.72% | 0.4 |
|
| 6672 |
KCM
6672
KRS Capital Management
Bloomfield,
Michigan
| $150M | +$23.9M | +19% | 23.1% | 272% | 111 | 11.71% | 2.5 |
|
| 6673 |
6673
Oceanside Advisors
Mount Pleasant,
South Carolina
| $150M | +$11.3M | +8% | 6.31% | – | 46 | 2.17% | 1.4 |
|
| 6674 |
6674
Atlantic Private Wealth
Chapel Hill,
North Carolina
| $149M | +$13.9M | +10% | 8.86% | 55.7% | 257 | 26.46% | 1.2 |
|
| 6675 |
6675
ACAS LLC
Rancho Santa Fe,
California
| $149M | +$17.8M | +14% | 8.07% | – | 94 | 10.64% | 2.7 |
|