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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6776 |
6776
Sheridan Capital Management
San Rafael,
California
| $145M | +$7.76M | +6% | 8.13% | – | 31 | 22.58% | 1.1 |
|
| 6777 |
6777
Atala Financial
Calabasas,
California
| $145M | +$7.65M | +6% | 14.6% | – | 476 | 73.95% | 0.5 |
|
| 6778 |
6778
Pillar Financial Advisors
Louisville,
Kentucky
| $145M | +$10.6M | +8% | 6.14% | – | 111 | 1.8% | 0.5 |
|
| 6779 |
6779
Vannoy Advisory Group
Austin,
Texas
| $145M | +$9.8M | +7% | 6.95% | 52.5% | 27 | 3.7% | 1.4 |
|
| 6780 |
6780
Argosy-Lionbridge Management
New York
| $145M | -$5.23M | -3% | 4.59% | – | 13 | 15.38% | 0.4 |
|
| 6781 |
PWAM
6781
Pinnacle West Asset Management
Casper,
Wyoming
| $145M | +$6.2M | +4% | 7.94% | 100% | 113 | 0.88% | 2 |
|
| 6782 |
VFS
6782
Valpey Financial Services
Concord,
New Hampshire
| $145M | – | – | 7.07% | – | 67 | – | 0 |
|
| 6783 |
6783
EntreWealth
Austin,
Texas
| $145M | +$14.5M | +11% | 6.51% | – | 68 | 16.18% | 0.4 |
|
| 6784 |
6784
Christian Investment Advisors
New Braunfels,
Texas
| $145M | +$744K | +0.5% | 5.59% | – | 14 | 28.57% | 0.4 |
|
| 6785 |
6785
Note Advisors
Buffalo,
New York
| $145M | +$23.5M | +19% | 5.72% | – | 78 | 10.26% | 0.5 |
|
| 6786 |
6786
Banco de Sabadell
Miami,
Florida
| $145M | +$13M | +10% | 9.07% | 75.1% | 65 | 13.85% | 5.2 |
|
| 6787 |
6787
M3 Advisory Group
Needham Heights,
Massachusetts
| $145M | +$18M | +14% | 11.6% | – | 151 | 11.26% | 1.2 |
|
| 6788 |
6788
SFI Advisors
Montclair,
New Jersey
| $145M | +$9.21M | +7% | 12.2% | 82.9% | 79 | 36.71% | 2 |
|
| 6789 |
6789
Coordinated Financial Services
Denver,
Colorado
| $144M | +$13.9M | +11% | 8.15% | – | 152 | 11.84% | 1 |
|
| 6790 |
6790
Bluegrass Capital Partners
Palm Beach,
Florida
| $144M | +$27.6M | +24% | 15.9% | 60.1% | 12 | 16.67% | 2.5 |
|
| 6791 |
6791
Challenger Wealth Management
Aliso Viejo,
California
| $144M | +$18M | +14% | 11.4% | – | 120 | 18.33% | 0.4 |
|
| 6792 |
ALS
6792
Andrew L. Share
| $144M | +$7.1M | +5% | 7.27% | 14.8% | 13 | 0% | 2 |
|
| 6793 |
6793
Panoramic Capital Partners
Lake Oswego,
Oregon
| $144M | +$47.2M | +49% | 9.99% | – | 62 | 20.97% | 0.4 |
|
| 6794 |
6794
Dentgroup
Baton Rouge,
Louisiana
| $144M | +$10.8M | +8% | 7.81% | 53.6% | 95 | 18.95% | 2.2 |
|
| 6795 |
6795
Novak & Powell Financial Services
St. Petersburg,
Florida
| $144M | -$16.6M | -10% | 9.4% | – | 156 | 8.97% | 1.3 |
|
| 6796 |
6796
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| $144M | +$7.59M | +6% | 4.17% | 59.7% | 62 | 3.23% | 2.2 |
|
| 6797 |
6797
Axon Enterprise
Scottsdale,
Arizona
| $144M | -$30.9M | -18% | 17.7% | – | 1 | 0% | 0.5 |
|
| 6798 |
6798
Wernau Asset Management
Gloucester,
Massachusetts
| $144M | +$15.9M | +12% | 5.19% | – | 49 | 6.12% | 0.5 |
|
| 6799 |
6799
Brucke Financial
Indianapolis,
Indiana
| $144M | +$28.7M | +25% | 10.6% | – | 148 | 6.76% | 0.5 |
|
| 6800 |
6800
Del-Sette Capital Management
Schenectady,
New York
| $144M | +$16.5M | +13% | 12.6% | 112% | 51 | 35.29% | 1.4 |
|