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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6901 |
6901
U.S. Wealth Group
Woodbury,
New York
| $132M | – | – | 0.23% | – | 40 | – | 0 |
|
| 6902 |
6902
Golden Road Advisors
Tampa,
Florida
| $132M | +$4.53M | +4% | 2.45% | – | 42 | 16.67% | 0.9 |
|
| 6903 |
6903
Providence Wealth Advisors
Frankfort,
Illinois
| $132M | -$3.13M | -2% | 1.4% | 121% | 85 | 9.41% | 4.5 |
|
| 6904 |
6904
Pinney & Scofield
Cambridge,
Massachusetts
| $132M | – | – | 2.78% | – | 225 | – | 0 |
|
| 6905 |
6905
Brewster Financial Planning
Brooklyn,
New York
| $132M | +$3.05M | +2% | 2.5% | 44.3% | 27 | 29.63% | 1.6 |
|
| 6906 |
6906
Hopwood Financial Services
Reston,
Virginia
| $132M | – | – | 0.41% | – | 310 | – | 0 |
|
| 6907 |
6907
1620 Investment Advisors
Plymouth,
Massachusetts
| $132M | -$6.76M | -5% | 0.67% | 71.4% | 793 | 22.82% | 0.7 |
|
| 6908 |
6908
Incline Global Management
New York
| $132M | -$93.2M | -41% | 5.29% | 40.1% | 32 | 40.63% | 1.9 |
|
| 6909 |
6909
Broadway Wealth Solutions
San Antonio,
Texas
| $132M | – | – | 0.88% | – | 92 | – | 0 |
|
| 6910 |
6910
English Capital Management
Bloomfield Hills,
Michigan
| $132M | -$5.01M | -4% | 0.61% | – | 32 | 9.38% | 0.9 |
|
| 6911 |
6911
Sharp Financial Services
Horsham,
Pennsylvania
| $132M | +$2.22M | +2% | 0.79% | – | 106 | 18.87% | 0.8 |
|
| 6912 |
6912
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
| $132M | – | – | 1.92% | – | 103 | – | 0 |
|
| 6913 |
CWA
6913
Clearview Wealth Advisors
Salem,
Oregon
| $132M | +$1.8M | +1% | 1.06% | 45.2% | 99 | 8.08% | 2.7 |
|
| 6914 |
6914
OEP Capital Advisors
New York
| $132M | -$23.6M | -15% | 15.2% | 23.2% | 1 | 0% | 4 |
|
| 6915 |
6915
Moon Capital Management
New York
| $132M | -$7.55M | -5% | 5.7% | 76.3% | 26 | 61.54% | 2.5 |
|
| 6916 |
6916
Primoris Wealth Advisors
North Palm Beach,
Florida
| $131M | -$6.26M | -5% | 2.97% | 206% | 111 | 26.13% | 1.8 |
|
| 6917 |
6917
Schwallier Wealth Management
Grand Rapids,
Michigan
| $131M | -$8.33M | -6% | 1.79% | 42.3% | 38 | 15.79% | 0.8 |
|
| 6918 |
6918
Sugar Maple Asset Management
Sister Bay,
Wisconsin
| $131M | +$16.3M | +14% | 0.04% | – | 479 | 87.47% | 0.1 |
|
| 6919 |
6919
Refined Wealth Management
Salt Lake City,
Utah
| $131M | +$1.69M | +1% | 4.47% | 99.4% | 28 | 7.14% | 2.6 |
|
| 6920 |
6920
Cravens & Co Advisors
Cookeville,
Tennessee
| $131M | +$1.84M | +1% | 0.93% | 70.4% | 67 | 17.91% | 1.6 |
|
| 6921 |
6921
Asset Planning Inc
Cypress,
California
| $131M | – | – | 0.63% | – | 315 | – | 0 |
|
| 6922 |
6922
Terra Nova Asset Management
New York
| $131M | -$3.42M | -3% | 2.5% | 172% | 87 | 6.9% | 3.3 |
|
| 6923 |
6923
Charter Research & Investment Group
Southport,
Connecticut
| $131M | -$4.31M | -3% | 1.28% | 82.3% | 84 | 5.95% | 7 |
|
| 6924 |
6924
Clifford Group
Wayland,
Massachusetts
| $131M | +$2.6M | +2% | 1.98% | 67.9% | 78 | 8.97% | 1.6 |
|
| 6925 |
6925
Taika Capital
Sunny Isles Beach,
Florida
| $131M | -$1.56M | -1% | 7.04% | 68.3% | 100 | 81% | 0.2 |
|