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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6676 |
GCM
6676
Granby Capital Management
Miami Beach,
Florida
| $192M | +$17.2M | +10% | 9.8% | 50% | 15 | 13.33% | 11.5 |
|
| 6677 |
WWWM
6677
White Wing Wealth Management
The Wodlands,
Texas
| $192M | +$25.1M | +15% | 15.2% | – | 44 | 25% | 6.2 |
|
| 6678 |
PFA
6678
Presper Financial Architects
Akron,
Ohio
| $192M | +$23.4M | +14% | 17.5% | – | 58 | 18.97% | 3.1 |
|
| 6679 |
SFP
6679
Strategic Financial Planning
Plano,
Texas
| $192M | +$20.7M | +12% | 12.4% | 47.5% | 69 | 82.61% | 4 |
|
| 6680 |
HPM
6680
H. Partners Management
New York
| $191M | +$37.7M | +25% | 19.1% | 13.5% | 2 | 0% | 5 |
|
| 6681 |
EMCIP
6681
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
| $191M | -$30.7M | -14% | 12.4% | 63.5% | 101 | 26.73% | 4.4 |
|
| 6682 |
AA
6682
Atmos Advisory
Pittsburgh,
Pennsylvania
| $191M | +$15.2M | +9% | 7.56% | 31.9% | 20 | 0% | 17.8 |
|
| 6683 |
NWM
6683
Navigoe Wealth Management
Redondo Beach,
California
| $191M | +$21.9M | +13% | 9.73% | – | 1,235 | 82.43% | 0.9 |
|
| 6684 |
LKWM
6684
Lee-Kelleher Wealth Management
Fulton,
Maryland
| $191M | +$23.2M | +14% | 13.1% | – | 50 | 20% | 4.6 |
|
| 6685 |
PFA
6685
Pillar Financial Advisors
Louisville,
Kentucky
| $191M | +$20.1M | +12% | 10.4% | – | 116 | 10.34% | 5.3 |
|
| 6686 |
ALWM
6686
Andrews Lucia Wealth Management
Danville,
California
| $191M | +$23.8M | +14% | 12% | 59.7% | 39 | 10.26% | 11.2 |
|
| 6687 |
PBM
6687
Propel Bio Management
Los Angeles,
California
| $191M | +$32.4M | +20% | 40.6% | – | 41 | 36.59% | 3 |
|
| 6688 |
CFG
6688
Capital Financial Group
Greenwood Village,
Colorado
| $191M | +$9.03M | +5% | 7.08% | – | 113 | 15.93% | 1.9 |
|
| 6689 |
MWM
6689
Magnolia Wealth Management
Dothan,
Alabama
| $191M | +$19.4M | +11% | 11.7% | 45.4% | 212 | 91.98% | 9.5 |
|
| 6690 |
MCA
6690
Martin Capital Advisors
San Antonio,
Texas
| $191M | +$32.4M | +20% | 28.5% | 117% | 78 | 7.69% | 13.6 |
|
| 6691 |
KFGG
6691
Keystone Financial Group (Georgia)
Atlanta,
Georgia
| $191M | -$1.87M | -1% | 7.44% | – | 137 | 13.87% | 5.3 |
|
| 6692 |
GP
6692
Gridiron Partners
Wexford,
Pennsylvania
| $191M | +$26.8M | +16% | 3.43% | 15.5% | 51 | 7.84% | 8.9 |
|
| 6693 |
GWM
6693
GK Wealth Management
Reno,
Nevada
| $190M | +$75.5M | +66% | 33.3% | – | 269 | 94.05% | 0.3 |
|
| 6694 |
RS
6694
R Squared
Central,
Hong Kong
| $190M | +$8.35M | +5% | 15.5% | – | 725 | 64% | 1.4 |
|
| 6695 |
EL
6695
ES4 LLC
Newport Beach,
California
| $190M | +$35.5M | +23% | 12.3% | – | 33 | 6.06% | 1.9 |
|
| 6696 |
BFG
6696
Beto Financial Group
Boise,
Idaho
| $190M | +$19.5M | +11% | 19.1% | – | 165 | 14.55% | 1.7 |
|
| 6697 |
AFP
6697
Alpha Financial Partners
Lexington,
Kentucky
| $190M | +$21.4M | +13% | 12.9% | 61.8% | 126 | 24.6% | 4.9 |
|
| 6698 |
CCMR
6698
Core Capital Management & Research
Houston,
Texas
| $190M | – | – | 1.06% | – | 215 | – | 0 |
|
| 6699 |
CCC
6699
Chesapeake Capital Corp
Tampa,
Florida
| $190M | +$51.6M | +37% | 28.4% | – | 177 | 16.38% | 3.6 |
|
| 6700 |
IC
6700
IKE Capital
New York
| $190M | +$13.1M | +7% | 22.4% | – | 103 | 20.39% | 1.6 |
|