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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7326 |
7326
University of Chicago
Chicago,
Illinois
| $117M | +$51.4M | +78% | 10.6% | 62.3% | 13 | 23.08% | 1.1 |
|
| 7327 |
7327
EDMP Inc
Lutz,
Florida
| $117M | -$1.95M | -2% | 5.98% | 78% | 73 | 8.22% | 4.2 |
|
| 7328 |
7328
ADG Wealth Management Group
Metairie,
Louisiana
| $117M | +$11.4M | +11% | 7.76% | – | 30 | 26.67% | 0.3 |
|
| 7329 |
7329
Momentum Wealth Planning
Estero,
Florida
| $117M | – | – | 15.5% | – | 39 | – | 0 |
|
| 7330 |
7330
Mascagni Wealth Management
Clinton,
Mississippi
| $117M | +$16.9M | +17% | 12.5% | – | 128 | 17.97% | 0.4 |
|
| 7331 |
7331
Affinity Wealth
Canton,
Ohio
| $117M | +$19.6M | +20% | 12.5% | – | 79 | 51.9% | 0.3 |
|
| 7332 |
CTA
7332
Camelot Technology Advisors
San Francisco,
California
| $117M | +$6.74M | +6% | 7.74% | 71% | 55 | 10.91% | 1.4 |
|
| 7333 |
OF
7333
Outfitter Financial
Brunswick,
Maine
| $117M | +$6.24M | +6% | 9.82% | 97.6% | 78 | 8.97% | 3.2 |
|
| 7334 |
7334
Michels Family Financial
Fort Worth,
Texas
| $117M | +$6.72M | +6% | 7.01% | – | 128 | 6.25% | 0.5 |
|
| 7335 |
7335
Carbahal Olsen Financial Services Group
Davis,
California
| $117M | +$11.9M | +11% | 10.7% | – | 36 | 5.56% | 0.5 |
|
| 7336 |
7336
PlanWiser Financial
Colorado Springs,
Colorado
| $117M | +$6.84M | +6% | 7.83% | – | 52 | 25% | 0.2 |
|
| 7337 |
C
7337
Croban
Fremont,
Ohio
| $117M | +$8.51M | +8% | 4.1% | – | 77 | 7.79% | 1.4 |
|
| 7338 |
7338
LTG Capital
Newton,
Massachusetts
| $117M | +$7.22M | +7% | 7.72% | 56% | 27 | 3.7% | 3.3 |
|
| 7339 |
7339
Wulff, Hansen & Co
San Rafael,
California
| $117M | +$7.16M | +7% | 9.44% | 85.8% | 108 | 17.59% | 2.4 |
|
| 7340 |
S2L
7340
Sparta 24 Ltd
Tirat Hacarmel,
Israel
| $117M | +$13.8M | +13% | 8.32% | 83.7% | 6 | 66.67% | 0.8 |
|
| 7341 |
7341
GeoSphere Capital Management
Miami Beach,
Florida
| $117M | -$67.4M | -37% | 17.7% | 446% | 51 | 58.82% | 0.3 |
|
| 7342 |
7342
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| $117M | +$13.6M | +13% | 14.5% | – | 87 | 37.93% | 1.5 |
|
| 7343 |
UFA
7343
Uptown Financial Advisors
Dallas,
Texas
| $117M | +$18.8M | +19% | 8.63% | – | 79 | 16.46% | 0.4 |
|
| 7344 |
AA
7344
Alpha Advisors
Richmond,
Virginia
| $117M | +$1.88M | +2% | 6.23% | – | 45 | 15.56% | 0.4 |
|
| 7345 |
7345
TABR Capital Management
Orange,
California
| $117M | +$20.7M | +22% | 7.45% | – | 46 | 43.48% | 0.3 |
|
| 7346 |
7346
Marvin & Palmer Associates
Wilmington,
Delaware
| $117M | +$49.7M | +74% | 24.1% | 392% | 40 | 62.5% | 0.3 |
|
| 7347 |
7347
International Private Wealth Advisors
San Diego,
California
| $117M | +$12.2M | +12% | 6.77% | – | 185 | 29.19% | 0.9 |
|
| 7348 |
WSA
7348
Warm Springs Advisors
Larkspur,
California
| $117M | +$17M | +17% | 29.7% | – | 50 | 10% | 0.5 |
|
| 7349 |
7349
PCG Asset Management
Gladstone,
New Jersey
| $116M | +$9.44M | +9% | 7.96% | – | 78 | 10.26% | 0.5 |
|
| 7350 |
7350
Woodside Wealth Management
Framingham,
Massachusetts
| $116M | +$8.33M | +8% | 7.24% | – | 77 | 1.3% | 0.2 |
|