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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7301 |
7301
Journey Beyond Wealth
Roswell,
Georgia
| $119M | +$11.6M | +11% | 10.3% | – | 30 | 10% | 0.5 |
|
| 7302 |
7302
WPG Advisers
Baltimore,
Maryland
| $119M | +$11.3M | +11% | 11.7% | – | 1,514 | 11.43% | 0.5 |
|
| 7303 |
7303
Copia Wealth Management
Bend,
Oregon
| $119M | +$10.4M | +10% | 9.93% | – | 496 | 15.12% | 0.4 |
|
| 7304 |
7304
Mittelman Wealth Management
Andover,
Massachusetts
| $118M | +$7.62M | +7% | 6.57% | – | 40 | 22.5% | 0.8 |
|
| 7305 |
7305
Innovative Advisory Group
Lexington,
Massachusetts
| $118M | +$13.1M | +12% | 10.2% | – | 265 | 12.45% | 0.4 |
|
| 7306 |
BG
7306
BRX Global
New York
| $118M | -$16.3M | -12% | 15.6% | 65.8% | 4 | 25% | 3.6 |
|
| 7307 |
7307
Cushing Capital Partners
Delafield,
Wisconsin
| $118M | +$7.02M | +6% | 5.98% | – | 93 | 13.98% | 0.4 |
|
| 7308 |
FF
7308
Fox Financial
Wyomissing,
Pennsylvania
| $118M | +$12.1M | +11% | 10.9% | – | 13 | 0% | 1.5 |
|
| 7309 |
7309
Sound Financial Strategies Group
Madison,
Mississippi
| $118M | +$6.25M | +6% | 3.48% | 26.4% | 105 | 14.29% | 1.4 |
|
| 7310 |
7310
Pin Oak Investment Advisors
Houston,
Texas
| $118M | -$13M | -10% | 1.04% | 62.7% | 495 | 14.95% | 4.2 |
|
| 7311 |
7311
Fairway Financial
Casselberry,
Florida
| $118M | +$7.92M | +7% | 6.33% | – | 22 | 9.09% | 0.5 |
|
| 7312 |
7312
Principia Wealth Advisory
Dallas,
Texas
| $118M | +$13.7M | +13% | 9.39% | – | 1,025 | 24.59% | 0.4 |
|
| 7313 |
BPC
7313
Bryce Point Capital
Scarsdale,
New York
| $118M | -$14.8M | -11% | 14.6% | – | 284 | 75.7% | 0.2 |
|
| 7314 |
NMCM
7314
Nicholson Meyer Capital Management
Kansas City,
Missouri
| $118M | +$9.43M | +9% | 7.7% | – | 48 | 12.5% | 0.2 |
|
| 7315 |
7315
Somerset Group
Wayzata,
Minnesota
| $118M | +$8.22M | +7% | 8.9% | 84.6% | 63 | 6.35% | 7 |
|
| 7316 |
7316
Fortress Financial Group
Rochester,
Minnesota
| $118M | +$17.9M | +18% | 9.48% | – | 82 | 20.73% | 0.4 |
|
| 7317 |
7317
Family Legacy Financial Solutions
Cary,
North Carolina
| $118M | – | – | 7.61% | – | 246 | – | 0 |
|
| 7318 |
PCC
7318
Park Circle Company
Baltimore,
Maryland
| $118M | +$4.11M | +4% | 3.06% | 70.5% | 122 | 13.93% | 3.9 |
|
| 7319 |
CFG
7319
Chapman Financial Group
Kailua,
Hawaii
| $118M | – | – | 6.78% | – | 216 | – | 0.5 |
|
| 7320 |
7320
Longview Financial Advisors
Huntsville,
Alabama
| $118M | +$1.19M | +1% | 5.03% | 47.4% | 45 | 13.33% | 1.3 |
|
| 7321 |
7321
Entruity Wealth
Bakersfield,
California
| $118M | +$11.6M | +11% | 6.13% | – | 42 | 2.38% | 0.5 |
|
| 7322 |
7322
Cornerstone Financial Group
Omaha,
Nebraska
| $118M | +$6.41M | +6% | 6.62% | – | 67 | 1.49% | 0.5 |
|
| 7323 |
IFS
7323
Integrated Financial Solutions
Reston,
Virginia
| $118M | – | – | 29.1% | – | 24 | – | 0 |
|
| 7324 |
7324
Williams & Novak
Westlake Village,
California
| $118M | +$15.4M | +15% | 8.43% | 61.6% | 152 | 28.29% | 0.9 |
|
| 7325 |
7325
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
| $118M | +$8.91M | +8% | 11.6% | 111% | 86 | 19.77% | 2.1 |
|