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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7001 |
7001
Rolek Wealth Management
Berwyn,
Pennsylvania
| $128M | – | – | 3.95% | – | 11 | – | 0 |
|
| 7002 |
7002
Brightwater Advisory
Tampa,
Florida
| $128M | -$8.32M | -6% | 2.12% | – | 60 | 3.33% | 0.9 |
|
| 7003 |
7003
Blodgett Wealth Advisors
Concord,
California
| $128M | +$8.6M | +7% | 6.4% | 150% | 61 | 6.56% | 2.3 |
|
| 7004 |
7004
Sterling Wealth Advisors
Plantation,
Florida
| $127M | – | – | 1.47% | – | 18 | – | 0 |
|
| 7005 |
7005
Banco de Sabadell
Miami,
Florida
| $127M | -$6M | -4% | 0.65% | 75.1% | 60 | 6.67% | 5.7 |
|
| 7006 |
7006
Investment Partners Asset Management
Metuchen,
New Jersey
| $127M | +$5.36M | +4% | 1.45% | 86.1% | 154 | 9.74% | 0.9 |
|
| 7007 |
7007
Sterling Investment Management
Tucson,
Arizona
| $127M | -$4.44M | -3% | 1.55% | 45.3% | 62 | 17.74% | 5 |
|
| 7008 |
7008
Indie Asset Partners
Carmel,
Indiana
| $127M | -$6.19M | -5% | 2.14% | 119% | 120 | 7.5% | 2.3 |
|
| 7009 |
7009
IFS Advisors
Overland Park,
Kansas
| $127M | +$946K | +0.7% | 1.29% | 54.2% | 191 | 18.85% | 2 |
|
| 7010 |
7010
Community Bank of Raymore
Raymore,
Missouri
| $127M | -$5.18M | -4% | 0.28% | 91.9% | 77 | 6.49% | 5.2 |
|
| 7011 |
7011
Reyes Financial Architecture
San Diego,
California
| $127M | – | – | 2.94% | – | 279 | – | 0 |
|
| 7012 |
7012
General Equity Holdings
Brooklyn,
New York
| $127M | -$16.8M | -12% | 14.7% | 775% | 7 | 28.57% | 1.5 |
|
| 7013 |
MSK
7013
Melissa S. Kampmann
| $127M | -$14.3M | -10% | 2.63% | 82.1% | 41 | 0% | 1.2 |
|
| 7014 |
7014
Next Level Wealth Planning
Meridian,
Idaho
| $127M | – | – | 1.02% | – | 43 | – | 0 |
|
| 7015 |
7015
Longview Financial Advisors
Huntsville,
Alabama
| $127M | -$9.5M | -7% | 3.29% | 47.4% | 48 | 14.58% | 0.9 |
|
| 7016 |
7016
Washington Capital Management
Seattle,
Washington
| $127M | -$2.8M | -2% | 0.98% | 81.8% | 124 | 21.77% | 2.6 |
|
| 7017 |
7017
Accel Leaders 4 Associates
Palo Alto,
California
| $127M | – | – | 38.5% | – | 1 | – | 0 |
|
| 7018 |
7018
Entrust Global Partners
New York
| $127M | -$19.5M | -13% | 1.7% | 82.3% | 6 | 33.33% | 2.4 |
|
| 7019 |
ICMP
7019
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| $127M | -$2.92M | -2% | 3.03% | 39.7% | 76 | 6.58% | 2.5 |
|
| 7020 |
7020
UCLA Foundation
Los Angeles,
California
| $127M | – | – | 2.15% | – | 1 | – | 0 |
|
| 7021 |
7021
Alpha Financial Partners
Lexington,
Kentucky
| $127M | -$13.7M | -10% | 0.3% | 61.8% | 168 | 86.31% | 0.5 |
|
| 7022 |
HFAS
7022
Hummer Financial Advisory Services
Chicago,
Illinois
| $126M | -$658K | -0.5% | 1.38% | 71.8% | 115 | 8.7% | 3.6 |
|
| 7023 |
7023
NavPoint Financial
Prior Lake,
Minnesota
| $126M | +$2.34M | +2% | 0.56% | 58.5% | 49 | 8.16% | 0.9 |
|
| 7024 |
7024
Bank of Marin
Novato,
California
| $126M | +$2.27M | +2% | 1.49% | 80.3% | 129 | 6.2% | 3.4 |
|
| 7025 |
7025
Merkkuri Wealth Advisors
Hicksville,
New York
| $126M | -$291K | -0.2% | 0.55% | – | 86 | 5.81% | 0.5 |
|