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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7276 |
7276
Gibson Wealth Advisors
Tyler,
Texas
| $146M | +$5.26M | +4% | 1.6% | – | 34 | 5.88% | 3.3 |
|
| 7277 |
7277
CVFG LLC
Shelbyville,
Indiana
| $146M | +$7.41M | +5% | 3.5% | – | 106 | 8.49% | 0.9 |
|
| 7278 |
7278
Rolek Wealth Management
Berwyn,
Pennsylvania
| $146M | +$12.7M | +10% | 2.08% | – | 21 | 23.81% | 0.7 |
|
| 7279 |
7279
JDH Wealth Management
Santa Rosa,
California
| $146M | +$4.98M | +4% | 3.41% | – | 52 | 3.85% | 0.9 |
|
| 7280 |
7280
Northern Lights Advisors
Seattle,
Washington
| $146M | – | – | 1.78% | – | 54 | – | 0 |
|
| 7281 |
7281
WinCap Financial
Boston,
Massachusetts
| $146M | +$926K | +0.6% | 3.63% | – | 86 | 5.81% | 0.8 |
|
| 7282 |
7282
Avant Capital
Lafayette,
Louisiana
| $146M | +$3.52M | +2% | 1.25% | – | 79 | 0% | 2.8 |
|
| 7283 |
7283
Menard Financial Group
Houston,
Texas
| $146M | -$3.1M | -2% | 0.78% | 141% | 88 | 15.91% | 2.5 |
|
| 7284 |
7284
Koa Wealth Management
Encinitas,
California
| $146M | +$10.8M | +8% | 4.69% | 74.8% | 65 | 23.08% | 1.4 |
|
| 7285 |
7285
Dentgroup
Baton Rouge,
Louisiana
| $146M | -$9.09M | -6% | 1.75% | 53.6% | 98 | 9.18% | 2.5 |
|
| 7286 |
HCM
7286
Helios Capital Management
Singapore
| $146M | -$1.86M | -1% | 0.81% | 124% | 37 | 2.7% | 2.2 |
|
| 7287 |
7287
M37 Management
Menlo Park,
California
| $146M | – | – | 13.5% | – | 12 | – | 0 |
|
| 7288 |
7288
Milestones Private Investment Advisors
Fairport,
New York
| $145M | -$976K | -0.7% | 1.95% | – | 123 | 3.25% | 0.5 |
|
| 7289 |
7289
Hunting Hill Global Capital
New York
| $145M | -$214M | -60% | 6.84% | 132% | 160 | 50.63% | 1 |
|
| 7290 |
7290
Phoenix Asset Management Partners
London,
| $145M | +$29.1M | +25% | 2.63% | 139% | 10 | 10% | 2.2 |
|
| 7291 |
7291
Davis Capital Management
Jacksonville,
Florida
| $145M | +$1.01M | +0.7% | 2.37% | – | 663 | 16.29% | 2.1 |
|
| 7292 |
7292
9823 Capital
Dallas,
Texas
| $145M | – | – | 5.84% | – | 59 | – | 0 |
|
| 7293 |
7293
Clark & Stuart Inc
Portland,
Maine
| $145M | +$5.23M | +4% | 2.63% | – | 55 | 12.73% | 0.8 |
|
| 7294 |
EL
7294
ES4 LLC
Newport Beach,
California
| $145M | – | – | 2.93% | – | 32 | – | 0 |
|
| 7295 |
7295
Seek First
Campbell,
California
| $145M | +$6.02M | +4% | 4.98% | – | 61 | 6.56% | 0.7 |
|
| 7296 |
7296
Comprehensive Money Management Services
Coral Gables,
Florida
| $145M | +$3.76M | +3% | 2.63% | – | 192 | 4.17% | 0.9 |
|
| 7297 |
7297
Seed Wealth Management
Evanston,
Illinois
| $145M | +$202K | +0.1% | 1.27% | 62% | 119 | 18.49% | 2.4 |
|
| 7298 |
7298
Penbrook Management
New York
| $145M | +$1.75M | +1% | 5.36% | 107% | 109 | 15.6% | 6 |
|
| 7299 |
7299
Ecofi Investissements
Nanterre,
France
| $145M | +$61.7M | +74% | 0.82% | – | 36 | 50% | 0.7 |
|
| 7300 |
7300
Accordant Advisory Group
Annapolis,
Maryland
| $145M | -$2.08M | -1% | 8.7% | – | 198 | 30.3% | 1 |
|