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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 |
MBWA
6776
Marin Bay Wealth Advisors
San Anselmo,
California
| $166M | -$8.26M | -5% | 0.62% | – | 141 | 24.82% | 0.2 |
|
| 6777 |
6777
Pring Turner Capital Group
Alamo,
California
| $166M | +$4.56M | +3% | 3.72% | 70.8% | 75 | 13.33% | 4.6 |
|
| 6778 |
6778
Bucket List Wealth Management
The Villages,
Florida
| $166M | -$1.32M | -0.8% | 1.12% | – | 74 | 37.84% | 0.2 |
|
| 6779 |
6779
Gentry Private Wealth
Wichita,
Kansas
| $166M | +$7.32M | +5% | 2.54% | – | 98 | 9.18% | 0.9 |
|
| 6780 |
6780
Mithaq Capital SPC
Al Malqa, Riyadh,
Saudi Arabia
| $166M | -$30.4M | -15% | 6.23% | 27.4% | 4 | 0% | 2.8 |
|
| 6781 |
LF
6781
Lighthouse Financial
Largo,
Florida
| $166M | +$12.8M | +8% | 2.69% | – | 80 | 15% | 1 |
|
| 6782 |
6782
LFG Wealth Partners
Elizabethtown,
Kentucky
| $166M | +$8.93M | +6% | 1.41% | – | 96 | 22.92% | 0.2 |
|
| 6783 |
6783
Copley Financial Group
San Diego,
California
| $166M | +$4.12M | +3% | 3.58% | – | 116 | 4.31% | 0.9 |
|
| 6784 |
FSBI
6784
Fearless Solutions (Best Invest)
San Antonio,
Texas
| $166M | +$649K | +0.4% | 0.61% | – | 129 | 7.75% | 1 |
|
| 6785 |
6785
Fee-Only Financial Planning
Okatie,
South Carolina
| $166M | -$5.89M | -3% | 1.78% | 72.6% | 44 | 6.82% | 2.8 |
|
| 6786 |
6786
Moon Capital Management
New York
| $166M | +$4.9M | +3% | 6.6% | 76.3% | 17 | 58.82% | 3.4 |
|
| 6787 |
6787
Savoir Faire Capital Management
Norwalk,
Connecticut
| $166M | -$45.4M | -22% | 1.74% | 0.01% | 51 | 31.37% | 1.2 |
|
| 6788 |
6788
Eight 31 Financial
Midland,
Texas
| $166M | -$16.8M | -9% | 3.39% | – | 74 | 8.11% | 1.5 |
|
| 6789 |
6789
Luminus Management
Houston,
Texas
| $166M | +$51.3M | +45% | 24.1% | 8.7% | 33 | 60.61% | 0.9 |
|
| 6790 |
SHC
6790
SALT Holding Corp
Wilmington,
Delaware
| $165M | +$36.4M | +28% | 7.73% | – | 26 | 26.92% | 0.5 |
|
| 6791 |
6791
SFM LLC
Manchester,
New Hampshire
| $165M | -$5.18M | -3% | 3.99% | 67.5% | 64 | 7.81% | 1.8 |
|
| 6792 |
6792
Twin Lions Management
Stamford,
Connecticut
| $165M | +$17.2M | +12% | 2.23% | – | 10 | 20% | 0.9 |
|
| 6793 |
6793
Fort Henry Capital
Wheeling,
West Virginia
| $165M | +$2.11M | +1% | 0.6% | 39.3% | 17 | 5.88% | 4.1 |
|
| 6794 |
6794
Zynergy Retirement Planning
Red Bank,
New Jersey
| $165M | +$2.82M | +2% | 0.29% | – | 27 | 3.7% | 1.7 |
|
| 6795 |
AMAL
6795
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $165M | -$6.34K | -0% | 2.23% | 125% | 19 | 5.26% | 4.8 |
|
| 6796 |
6796
Granite Group Advisors
Stamford,
Connecticut
| $165M | -$11.2M | -6% | 5.65% | 74% | 98 | 20.41% | 1.5 |
|
| 6797 |
6797
Obsido Oy
Tampere,
| $165M | +$2.56M | +2% | 1.76% | – | 20 | 0% | 1.3 |
|
| 6798 |
6798
Brewster Financial Planning
Brooklyn,
New York
| $165M | +$2.6M | +2% | 0.65% | 44.3% | 26 | 0% | 2.8 |
|
| 6799 |
6799
Wilkins Miller Wealth Management
Mobile,
Alabama
| $165M | -$2.6M | -2% | 0.83% | – | 92 | 3.26% | 1.1 |
|
| 6800 |
6800
Gould Capital
Tacoma,
Washington
| $165M | +$3M | +2% | 2.35% | 60.1% | 214 | 10.75% | 3 |
|