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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7251 |
7251
Mountain Lake Investment Management
Boca Raton,
Florida
| $161M | +$5.77M | +4% | 0.65% | 64% | 33 | 18.18% | 1.5 |
|
| 7252 |
7252
Philadelphia Investment Partners
Voorhees,
New Jersey
| $161M | +$13.6M | +9% | 11.1% | – | 204 | 15.69% | 0.2 |
|
| 7253 |
7253
Arthedge Capital Management
Jericho,
New York
| $161M | +$45.1M | +39% | 23.9% | 80.7% | 14 | 28.57% | 3.3 |
|
| 7254 |
7254
Avant Financial Advisors
Austin,
Texas
| $161M | +$18.3M | +13% | 9.83% | – | 70 | 8.57% | 1.3 |
|
| 7255 |
7255
Future Financial Wealth Management
Cincinnati,
Ohio
| $160M | +$5.27M | +3% | 15.1% | 65.2% | 140 | 14.29% | 3.1 |
|
| 7256 |
7256
Palouse Capital Management
Spokane,
Washington
| $160M | +$9.14M | +6% | 22.5% | 67.8% | 144 | 20.14% | 2.8 |
|
| 7257 |
7257
Corepath Wealth Partners
Scottsdale,
Arizona
| $160M | +$12M | +8% | 13.1% | 62.1% | 47 | 14.89% | 2.8 |
|
| 7258 |
7258
Planning Strategies
Lancaster,
Pennsylvania
| $160M | – | – | 10.4% | – | 1,068 | – | 0 |
|
| 7259 |
7259
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
| $160M | +$17.8M | +12% | 10.2% | – | 105 | 11.43% | 1.9 |
|
| 7260 |
7260
Gibson Wealth Advisors
Tyler,
Texas
| $160M | +$11.1M | +7% | 11% | – | 38 | 23.68% | 4 |
|
| 7261 |
7261
HFG Advisors
Cincinatti,
Ohio
| $160M | +$18.2M | +13% | 16.3% | 69.7% | 130 | 20% | 2.5 |
|
| 7262 |
7262
Stolz & Associates
Tacoma,
Washington
| $160M | +$16.9M | +12% | 7.5% | – | 33 | 12.12% | 0.4 |
|
| 7263 |
7263
Chartist Inc
Seal Beach,
California
| $160M | +$21M | +15% | 14.6% | – | 21 | 4.76% | 6.8 |
|
| 7264 |
7264
Emory University
Atlanta,
Georgia
| $160M | -$107M | -40% | 4.88% | – | 7 | 14.29% | 2.7 |
|
| 7265 |
7265
Wallace Hart
Lexington,
Kentucky
| $160M | +$87.5M | +121% | 34.7% | – | 47 | 31.91% | 0.9 |
|
| 7266 |
7266
Cogent Private Wealth
Orlando,
Florida
| $160M | +$21.5M | +16% | 12.1% | – | 119 | 19.33% | 0.4 |
|
| 7267 |
7267
Nvest Wealth Strategies
Powell,
Ohio
| $160M | +$17.1M | +12% | 10.4% | – | 435 | 28.05% | 0.4 |
|
| 7268 |
7268
Sellaronda Global Management
New York
| $160M | +$7.48M | +5% | 15.1% | – | 12 | 50% | 0.4 |
|
| 7269 |
7269
Gladwyn Financial Advisors
Chantilly,
Virginia
| $160M | +$16.2M | +11% | 8.46% | – | 86 | 4.65% | 1 |
|
| 7270 |
7270
Waypoint Wealth Counsel
Atlanta,
Georgia
| $160M | -$33.5M | -17% | 15.8% | 111% | 243 | 43.62% | 1.7 |
|
| 7271 |
7271
BAM Wealth Management
Lakewood,
Colorado
| $160M | +$26.1M | +20% | 12.4% | – | 188 | 27.66% | 0.5 |
|
| 7272 |
7272
Systrade
Vaduz,
Liechtenstein
| $160M | +$10.7M | +7% | 10.2% | 152% | 14 | 21.43% | 1 |
|
| 7273 |
7273
Willner & Heller
Encino,
California
| $160M | +$25.5M | +19% | 30.8% | 131% | 172 | 10.47% | 2.9 |
|
| 7274 |
7274
AMG Asset Management Group
Cartersville,
Georgia
| $160M | +$30.8M | +24% | 21.5% | – | 94 | 17.02% | 0.3 |
|
| 7275 |
7275
LDIC Inc
Toronto,
| $160M | – | – | 10.8% | – | 25 | – | 0 |
|