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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6701 |
6701
Rayburn West Financial Services
Nashville,
Tennessee
| $170M | +$8.91M | +6% | 1.34% | – | 83 | 4.82% | 0.2 |
|
| 6702 |
6702
Wellington-Altus USA
Winnipeg, Manitoba,
Manitoba, Canada
| $170M | +$34.7M | +26% | 1.26% | – | 775 | 23.87% | 0.2 |
|
| 6703 |
CF
6703
Carlson Financial
Canby,
Oregon
| $170M | -$3.04M | -2% | 0.19% | – | 194 | 13.92% | 0.2 |
|
| 6704 |
6704
Financial Planning Hawaii
Honolulu,
Hawaii
| $170M | -$3.98M | -2% | 0.01% | – | 130 | 6.92% | 0.2 |
|
| 6705 |
6705
Live Oak Investment Partners
Austin,
Texas
| $169M | +$6.67M | +4% | 1.76% | – | 98 | 19.39% | 2 |
|
| 6706 |
6706
PVG Asset Management
Golden,
Colorado
| $169M | +$122M | +260% | 5.56% | – | 142 | 47.89% | 0.5 |
|
| 6707 |
6707
Madrid Financial Services
Manhattan Beach,
California
| $169M | +$30.2M | +22% | 8.48% | – | 29 | 41.38% | 0.6 |
|
| 6708 |
6708
Upper Left Wealth Management
Tampa,
Florida
| $169M | +$5.28M | +3% | 1.43% | 52.7% | 71 | 9.86% | 3 |
|
| 6709 |
NWM
6709
Navigoe Wealth Management
Redondo Beach,
California
| $169M | +$7.3M | +5% | 2.38% | – | 277 | 20.58% | 0.9 |
|
| 6710 |
6710
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
| $169M | +$28.3M | +20% | 1.42% | 41.6% | 18 | 44.44% | 1.3 |
|
| 6711 |
6711
Emergent Wealth Advisors
Williamsville,
New York
| $169M | -$8.6M | -5% | 1.13% | 74.2% | 151 | 28.48% | 1.5 |
|
| 6712 |
6712
United Financial Planning Group
Hauppauge,
New York
| $169M | +$4.34M | +3% | 0.4% | – | 660 | 56.21% | 0.2 |
|
| 6713 |
6713
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| $169M | +$13.4M | +9% | 0.82% | 61% | 107 | 18.69% | 5.9 |
|
| 6714 |
6714
Forerunner Ventures Management
San Francisco,
California
| $169M | -$58.2M | -26% | 25.6% | – | 1 | 0% | 0.3 |
|
| 6715 |
6715
Optimus Capital Advisors
Coppel,
Texas
| $169M | -$1.67M | -1% | 0.55% | – | 33 | 12.12% | 0.2 |
|
| 6716 |
TCM
6716
Thoma Capital Management
Towson,
Maryland
| $169M | -$4.48M | -3% | 2.11% | – | 62 | 14.52% | 1.1 |
|
| 6717 |
6717
Daviman Financial
Noblesville,
Indiana
| $169M | -$1.32M | -0.8% | 1.77% | – | 95 | 17.89% | 0.2 |
|
| 6718 |
6718
Granite FO LLC
Bedford,
New Hampshire
| $169M | -$18.4M | -10% | 2.28% | 112% | 175 | 2.86% | 1.9 |
|
| 6719 |
6719
Mountain Hill Investment Partners
Atlantic Highlands,
New Jersey
| $169M | +$29.4M | +21% | 7.9% | – | 250 | 30.4% | 0.9 |
|
| 6720 |
6720
William Allan Corp
Fort Collins,
Colorado
| $169M | -$7.29M | -4% | 1.22% | 94.2% | 62 | 11.29% | 2.6 |
|
| 6721 |
MG
6721
McHugh Group
Bratenahl,
Ohio
| $169M | -$6.81M | -4% | 5.1% | – | 86 | 10.47% | 1 |
|
| 6722 |
6722
Alpha Financial Partners
Lexington,
Kentucky
| $169M | +$5.11M | +3% | 0.75% | 61.8% | 105 | 11.43% | 1.2 |
|
| 6723 |
6723
Cascade Investment Advisors
Oregon City,
Oregon
| $169M | -$1.13M | -0.7% | 1.95% | 79.1% | 121 | 10.74% | 4.5 |
|
| 6724 |
6724
Tacita Capital
Toronto,
Ontario, Canada
| $169M | -$3.71M | -2% | 2.39% | 72.3% | 256 | 22.66% | 3.2 |
|
| 6725 |
6725
McClarren Financial Advisors
State College,
Pennsylvania
| $169M | +$1.3M | +0.8% | 2.3% | 63% | 82 | 9.76% | 1.6 |
|