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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6801 |
6801
Blodgett Wealth Advisors
Concord,
California
| $111M | +$12.9M | +13% | 16.5% | 150% | 67 | 11.94% | 1.7 |
|
| 6802 |
BAWM
6802
Bennett Associates Wealth Management
Butler,
Pennsylvania
| $111M | +$8.26M | +8% | 4.95% | 51% | 42 | 19.05% | 0.2 |
|
| 6803 |
6803
Investment Partners Asset Management
Metuchen,
New Jersey
| $111M | +$10.2M | +10% | 8.94% | 86.1% | 139 | 10.07% | 0.2 |
|
| 6804 |
6804
Klein Pavlis & Peasley Financial
Irvine,
California
| $111M | +$3.41M | +3% | 7.78% | 97.4% | 82 | 18.29% | 0.2 |
|
| 6805 |
6805
Sard Wealth Management Group
Atlanta,
Georgia
| $111M | +$11.6M | +12% | 7.67% | 51.3% | 44 | 11.36% | 0.2 |
|
| 6806 |
6806
Monetta Financial Services
Wheaton,
Illinois
| $111M | +$5.74M | +5% | 16% | 275% | 58 | 37.93% | 2.7 |
|
| 6807 |
6807
Finivi Inc
Westborough,
Massachusetts
| $110M | +$8.03M | +8% | 14.7% | 144% | 97 | 20.62% | 1.4 |
|
| 6808 |
FF
6808
Fox Financial
Wyomissing,
Pennsylvania
| $110M | +$5.99M | +6% | 7.7% | 78.9% | 13 | 0% | 0.3 |
|
| 6809 |
6809
M3 Advisory Group
Needham Heights,
Massachusetts
| $110M | +$25M | +29% | 9.91% | – | 134 | 24.63% | 0.2 |
|
| 6810 |
6810
Perissos Private Wealth Management
Bethany,
Oklahoma
| $110M | – | – | 10% | – | 77 | – | 0 |
|
| 6811 |
6811
PrairieView Wealth Partners
Orland Park,
Illinois
| $110M | +$10.2M | +10% | 4.93% | – | 19 | 21.05% | 0.2 |
|
| 6812 |
GSC
6812
Ground Swell Capital
Folly Beach,
South Carolina
| $110M | +$83M | +305% | 2.17% | 71.1% | 133 | 93.98% | 0.1 |
|
| 6813 |
6813
Schrum Private Wealth Management
St. Augustine,
Florida
| $110M | +$39.7M | +56% | 8.1% | 60.9% | 132 | 27.27% | 1.4 |
|
| 6814 |
6814
Chiron Capital Management
Tallahassee,
Florida
| $110M | -$4.84M | -4% | 4.85% | – | 126 | 21.43% | 1.9 |
|
| 6815 |
6815
Tenzing Global Management
San Francisco,
California
| $110M | -$18.5M | -14% | 12.8% | 273% | 18 | 55.56% | 1.6 |
|
| 6816 |
6816
Stage Harbor Financial
Westwood,
Massachusetts
| $110M | +$6.17M | +6% | 6.24% | 56.4% | 45 | 13.33% | 0.2 |
|
| 6817 |
6817
Concorde Financial
Dallas,
Texas
| $110M | -$36.1M | -25% | 9.39% | 81.3% | 41 | 21.95% | 1.4 |
|
| 6818 |
6818
Alpha Financial Partners
Lexington,
Kentucky
| $110M | +$8.53M | +8% | 7.83% | 61.8% | 88 | 25% | 0.9 |
|
| 6819 |
6819
Oxford Wealth Group
Orlando,
Florida
| $110M | – | – | 15% | – | 60 | – | 0 |
|
| 6820 |
6820
NDWM LLC
La Jolla,
California
| $110M | +$5.89M | +6% | 4.95% | 50.3% | 33 | 15.15% | 0.2 |
|
| 6821 |
6821
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
| $110M | +$3.42M | +3% | 4.64% | 41.6% | 10 | 20% | 0.3 |
|
| 6822 |
6822
Crescent Sterling
Metairie,
Louisiana
| $110M | +$9.48M | +9% | 9.86% | 68.6% | 81 | 7.41% | 1.1 |
|
| 6823 |
6823
Nightview Capital
Austin,
Texas
| $110M | -$41.7M | -28% | 11.8% | 170% | 21 | 23.81% | 1.4 |
|
| 6824 |
HC
6824
Hoese & Co
Glencoe,
Minnesota
| $110M | +$7.53M | +7% | 7.58% | 51% | 146 | 6.16% | 2.6 |
|
| 6825 |
6825
Grafton Street Partners
North Palm Beach,
Florida
| $110M | +$11M | +11% | 2.69% | – | 12 | 8.33% | 0.2 |
|