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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7101 |
7101
Audent Global Asset Management
West Hollywood,
California
| $138M | -$2.59M | -2% | 8.21% | 112% | 57 | 19.3% | 2.7 |
|
| 7102 |
7102
Moulton Wealth Management
Spokane,
Washington
| $137M | +$5.23M | +4% | 7.97% | 47.8% | 45 | 17.78% | 1.2 |
|
| 7103 |
TL
7103
TowerView LLC
New York
| $137M | -$2.85M | -2% | 0.51% | 17.9% | 21 | 23.81% | 5 |
|
| 7104 |
7104
Perissos Private Wealth Management
Bethany,
Oklahoma
| $137M | +$10.8M | +9% | 5.72% | – | 85 | 18.82% | 1 |
|
| 7105 |
HFAS
7105
Hummer Financial Advisory Services
Chicago,
Illinois
| $137M | +$4.19M | +3% | 4.28% | 71.8% | 119 | 8.4% | 3.9 |
|
| 7106 |
7106
Cottonwood Capital Advisors
Salt Lake City,
Utah
| $137M | -$11.6M | -8% | 6.5% | 79% | 132 | 34.85% | 3.2 |
|
| 7107 |
LI
7107
Latash Investments
Anchorage,
Alaska
| $137M | +$7.77M | +6% | 6.74% | 110% | 18 | 5.56% | 4.8 |
|
| 7108 |
7108
Littlejohn Financial Services
Roseburg,
Oregon
| $137M | +$7.76M | +6% | 4.6% | – | 77 | 40.26% | 0.5 |
|
| 7109 |
MSK
7109
Melissa S. Kampmann
| $137M | +$3.98M | +3% | 5.87% | 82.1% | 40 | 0% | 1.8 |
|
| 7110 |
7110
Sound Financial Strategies Group
Madison,
Mississippi
| $137M | +$18.7M | +16% | 3.47% | 27.1% | 112 | 18.75% | 1.4 |
|
| 7111 |
7111
Life Planning Partners
Jacksonville,
Florida
| $137M | +$11.3M | +9% | 6.06% | 50.3% | 71 | 9.86% | 2.7 |
|
| 7112 |
7112
Clayton Financial Group
St. Louis,
Missouri
| $137M | +$52.8M | +63% | 6.81% | 69.8% | 278 | 89.57% | 0.2 |
|
| 7113 |
7113
Aspire Growth Partners
Miromar Lakes,
Florida
| $137M | +$14.8M | +12% | 8.55% | – | 120 | 6.67% | 0.7 |
|
| 7114 |
7114
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
| $137M | +$9.34M | +7% | 4.51% | – | 97 | 2.06% | 1.4 |
|
| 7115 |
7115
Alpha Wealth Funds
Park City,
Utah
| $137M | +$17.8M | +15% | 3.04% | – | 63 | 49.21% | 0.4 |
|
| 7116 |
7116
Rik Saylor Financial
Fairfield,
Ohio
| $137M | +$6.87M | +5% | 6.39% | – | 84 | 2.38% | 0.7 |
|
| 7117 |
7117
BluePath Capital Management
Atlanta,
Georgia
| $137M | +$23M | +20% | 11.8% | 106% | 88 | 7.95% | 1.4 |
|
| 7118 |
7118
Stage Harbor Financial
Westwood,
Massachusetts
| $137M | +$13.6M | +11% | 6.62% | – | 60 | 13.33% | 1.2 |
|
| 7119 |
7119
GK Wealth Management
Reno,
Nevada
| $137M | +$25.8M | +23% | 19.2% | – | 195 | 30.77% | 0.5 |
|
| 7120 |
7120
Enhancing Capital
Harrisburg,
Pennsylvania
| $137M | +$5.55M | +4% | 8.65% | – | 94 | 9.57% | 2.8 |
|
| 7121 |
7121
Broadwater Capital
Boston,
Massachusetts
| $137M | +$8.06M | +6% | 8.71% | – | 220 | 1.36% | 1.7 |
|
| 7122 |
7122
AGH Wealth Advisors
Wichita,
Kansas
| $136M | +$15.1M | +12% | 8.75% | – | 134 | 12.69% | 0.6 |
|
| 7123 |
7123
Schrum Private Wealth Management
St. Augustine,
Florida
| $136M | +$11.7M | +9% | 8.21% | 60.9% | 130 | 4.62% | 2.6 |
|
| 7124 |
7124
Magnolia Private Wealth
Philadelphia,
Pennsylvania
| $136M | +$7.36M | +6% | 7.41% | – | 115 | 15.65% | 0.6 |
|
| 7125 |
7125
Forefront Wealth Management
Malvern,
Pennsylvania
| $136M | +$11.6M | +9% | 10.7% | – | 72 | 18.06% | 1.5 |
|