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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6926 |
6926
Antonelli Financial Advisors
Grosse Pointe,
Michigan
| $147M | +$8.68M | +6% | 8.64% | – | 48 | 8.33% | 0.7 |
|
| 6927 |
6927
Sagace Wealth Management
St. Petersburg,
Florida
| $147M | +$13.4M | +10% | 4.53% | – | 73 | 26.03% | 0.9 |
|
| 6928 |
SC
6928
Settian Capital
New York
| $147M | +$5.25M | +4% | 4.48% | 62.5% | 23 | 0% | 2.5 |
|
| 6929 |
6929
Zeit Capital
Greenwood Village,
Colorado
| $147M | +$7.23M | +5% | 5.83% | 56.5% | 28 | 3.57% | 4 |
|
| 6930 |
6930
Chico Wealth RIA
Chico,
California
| $147M | +$20.7M | +16% | 7.3% | 74.7% | 39 | 30.77% | 2 |
|
| 6931 |
6931
Wernau Asset Management
Gloucester,
Massachusetts
| $147M | +$3.23M | +2% | 12.1% | – | 49 | 6.12% | 0.7 |
|
| 6932 |
6932
Accelerate Investment Advisors
Aliso Viejo,
California
| $147M | +$12.6M | +9% | 6.93% | – | 126 | 12.7% | 0.7 |
|
| 6933 |
6933
Accordant Advisory Group
Annapolis,
Maryland
| $147M | +$12.7M | +9% | 16.5% | – | 185 | 21.62% | 1 |
|
| 6934 |
6934
Parsonex Advisory Services
Englewood,
Colorado
| $147M | +$27M | +22% | 7.71% | – | 105 | 13.33% | 0.2 |
|
| 6935 |
6935
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $147M | +$15.7M | +12% | 13.3% | 83.3% | 98 | 16.33% | 4.8 |
|
| 6936 |
6936
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $147M | +$13.3M | +10% | 4.01% | 44.9% | 45 | 4.44% | 1.8 |
|
| 6937 |
6937
Horizons Wealth Management
Asheville,
North Carolina
| $147M | +$6.53M | +5% | 4.42% | – | 182 | 8.24% | 2.8 |
|
| 6938 |
6938
CogentBlue Wealth Advisors
Knoxville,
Tennessee
| $147M | +$16.2M | +12% | 8.34% | – | 79 | 11.39% | 0.6 |
|
| 6939 |
BF
6939
Baring Financial
Bellingham,
Washington
| $147M | +$12.8M | +10% | 7.47% | – | 67 | 1.49% | 0.7 |
|
| 6940 |
6940
MidAtlantic Capital Management
Richmond,
Virginia
| $147M | +$5.58M | +4% | 6.39% | – | 80 | 2.5% | 1.7 |
|
| 6941 |
6941
Chartist Inc
Seal Beach,
California
| $146M | – | – | 4.66% | – | 21 | – | 6.5 |
|
| 6942 |
6942
Cravens & Co Advisors
Cookeville,
Tennessee
| $146M | +$12.5M | +9% | 4.53% | 70.4% | 59 | 8.47% | 2.1 |
|
| 6943 |
6943
Laraway Financial Advisors
Saint Cloud,
Minnesota
| $146M | +$14.6M | +11% | 9.28% | 92.3% | 127 | 3.94% | 3.1 |
|
| 6944 |
6944
WFA of San Diego
San Diego,
California
| $146M | +$10.6M | +8% | 8.8% | – | 436 | 6.65% | 2.2 |
|
| 6945 |
6945
Milestones Private Investment Advisors
Fairport,
New York
| $146M | +$11.3M | +8% | 6.77% | – | 122 | 2.46% | 0.2 |
|
| 6946 |
AV
6946
Alamea Verwaltungs
Edison,
New Jersey
| $146M | +$13.5M | +10% | 12.5% | – | 121 | 41.32% | 0.3 |
|
| 6947 |
6947
Cyr Financial
Hennepin,
Illinois
| $146M | +$16.9M | +13% | 5.43% | – | 64 | 17.19% | 0.8 |
|
| 6948 |
AIM
6948
AHL Investment Management
Winter Park,
Florida
| $146M | -$3.55M | -2% | 6.48% | 57.7% | 74 | 13.51% | 2.8 |
|
| 6949 |
LIC
6949
Laurus Investment Counsel
Toronto,
Canada
| $146M | -$6.88M | -4% | 3.09% | 14.1% | 47 | 10.64% | 3.4 |
|
| 6950 |
6950
Copley Financial Group
San Diego,
California
| $146M | +$11.3M | +8% | 7.97% | – | 129 | 39.53% | 0.7 |
|