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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
Delos Wealth Advisors
Dallas,
Texas
| $148M | +$20M | +16% | 8.3% | 58% | 323 | 27.86% | 0.7 |
|
| 6902 |
TM
6902
TFJ Management
Somerville,
Massachusetts
| $148M | +$20.3M | +16% | 28.4% | – | 13 | 30.77% | 0.6 |
|
| 6903 |
6903
Financial Harvest
Winter Park,
Florida
| $148M | +$14.6M | +11% | 7.18% | – | 60 | 11.67% | 0.2 |
|
| 6904 |
6904
Synergy Financial Group
San Ramon,
California
| $148M | +$12.5M | +9% | 9.26% | 133% | 117 | 5.98% | 2.3 |
|
| 6905 |
6905
Broadview Financial Management
Wauwatosa,
Wisconsin
| $148M | +$1.08M | +0.7% | 6.25% | 52.4% | 41 | 2.44% | 6 |
|
| 6906 |
6906
Nalls Sherbakoff Group
Knoxville,
Tennessee
| $148M | +$10.8M | +8% | 7.93% | – | 438 | 5.25% | 4.2 |
|
| 6907 |
PWM
6907
Pinnacle Wealth Management
Roseville,
California
| $148M | +$28.6M | +24% | 14.1% | 194% | 47 | 38.3% | 1.2 |
|
| 6908 |
6908
Oppenheimer & Close
New York
| $148M | +$17.5M | +13% | 23.6% | 149% | 60 | 21.67% | 4.5 |
|
| 6909 |
6909
Five Pine Wealth Management
Coeur D Alene,
Idaho
| $148M | +$12.8M | +9% | 5.14% | – | 42 | 4.76% | 0.7 |
|
| 6910 |
6910
B. Riley Financial
Los Angeles,
California
| $148M | +$58.9M | +66% | 112% | 682% | 46 | 65.22% | 1 |
|
| 6911 |
6911
Empirical Capital Management
Hendersonville,
Tennessee
| $148M | -$13.6M | -8% | 13.2% | 205% | 15 | 26.67% | 3.4 |
|
| 6912 |
6912
IMG Wealth Management
Jacksonville,
Florida
| $148M | +$18.8M | +15% | 6.4% | – | 567 | 17.46% | 0.4 |
|
| 6913 |
6913
Three Cord True Wealth Management
Beaver,
Pennsylvania
| $148M | +$13.8M | +10% | 7.28% | – | 33 | 18.18% | 0.6 |
|
| 6914 |
6914
Affinity Investment Advisors
Newport Beach,
California
| $148M | +$15.6M | +12% | 13.2% | 189% | 142 | 7.75% | 3.4 |
|
| 6915 |
6915
Silvia McColl Wealth Management
San Diego,
California
| $148M | +$10.1M | +7% | 9.35% | 82.7% | 118 | 2.54% | 2.2 |
|
| 6916 |
6916
Steadtrust
Allen,
Texas
| $148M | +$20.4M | +16% | 22% | – | 128 | 17.97% | 0.2 |
|
| 6917 |
6917
Allen Wealth Management
Boone,
North Carolina
| $148M | +$4.54M | +3% | 6.07% | 60.3% | 62 | 12.9% | 1.5 |
|
| 6918 |
6918
Somnio Financial Group
Glastonbury,
Connecticut
| $147M | +$7.75M | +6% | 4.91% | – | 13 | 0% | 1.3 |
|
| 6919 |
HCM
6919
Helios Capital Management
Singapore
| $147M | +$17.5M | +13% | 7.54% | 124% | 37 | 10.81% | 2 |
|
| 6920 |
6920
NDWM LLC
La Jolla,
California
| $147M | +$10.8M | +8% | 6.08% | – | 34 | 8.82% | 1.2 |
|
| 6921 |
EP
6921
Elkhorn Partners
Omaha,
Nebraska
| $147M | +$9.8M | +7% | 9.88% | 32.2% | 40 | 15% | 6.1 |
|
| 6922 |
6922
Soapstone Management
Bethesda,
Maryland
| $147M | -$3.36M | -2% | 8.89% | 30.3% | 17 | 35.29% | 2.7 |
|
| 6923 |
6923
1620 Investment Advisors
Plymouth,
Massachusetts
| $147M | +$6.26M | +4% | 7.15% | 68.9% | 710 | 12.68% | 1.4 |
|
| 6924 |
PIP
6924
PB Investment Partners
Burlingame,
California
| $147M | +$234K | +0.2% | 2.48% | 81.1% | 8 | 0% | 2.8 |
|
| 6925 |
6925
Pacific Asset Management
Gig Harbor,
Washington
| $147M | +$23M | +18% | 7.6% | – | 65 | 13.85% | 0.6 |
|