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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7376 |
WA
7376
Wilmar Advisors
Juno Beach,
Florida
| $122M | +$16.7M | +16% | 14.2% | – | 25 | 24% | 0.5 |
|
| 7377 |
UAML
7377
US Asset Management LLC
Pittsburgh,
Pennsylvania
| $122M | +$6.36M | +6% | 10.4% | – | 124 | 8.06% | 3.5 |
|
| 7378 |
7378
Tandem Investment Partners
Bordentown,
New Jersey
| $122M | +$7.05M | +6% | 7.09% | – | 73 | 10.96% | 0.7 |
|
| 7379 |
7379
swisspartners Advisors
Zurich,
Switzerland
| $122M | +$15.6M | +15% | 11.9% | 73.2% | 25 | 8% | 3.1 |
|
| 7380 |
7380
Fortitude Financial
Spokane,
Washington
| $122M | +$9.03M | +8% | 0.59% | – | 34 | 14.71% | 0.4 |
|
| 7381 |
7381
Journey Beyond Wealth
Roswell,
Georgia
| $122M | +$2.99M | +3% | 7.18% | – | 31 | 12.9% | 0.7 |
|
| 7382 |
7382
VanWeelden Wealth Management
West Chester Township,
Ohio
| $122M | – | – | 1.95% | – | 19 | – | 0.9 |
|
| 7383 |
7383
WealthTrak Capital Management
Virginia Beach,
Virginia
| $121M | +$1.79M | +1% | 7.76% | – | 938 | 92.32% | 0.7 |
|
| 7384 |
7384
ORBA Wealth Advisors
Chicago,
Illinois
| $121M | +$11.7M | +11% | 7.61% | 70.5% | 79 | 11.39% | 1.4 |
|
| 7385 |
7385
Alterna Wealth Management
Houston,
Texas
| $121M | -$3.41M | -3% | 5.63% | 52.9% | 116 | 25.86% | 2.6 |
|
| 7386 |
7386
Runnymede Capital Advisors
Dublin,
Ohio
| $121M | +$12.9M | +12% | 14.2% | – | 74 | 14.86% | 0.7 |
|
| 7387 |
UFA
7387
Uptown Financial Advisors
Dallas,
Texas
| $121M | +$4.62M | +4% | 6.24% | – | 80 | 13.75% | 0.7 |
|
| 7388 |
7388
Alexander Randolph Advisory
Mclean,
Virginia
| $121M | +$9.7M | +9% | 7.99% | – | 53 | 0% | 1.7 |
|
| 7389 |
7389
Virtue Asset Management
Barrington,
Illinois
| $121M | – | – | 7.69% | – | 96 | – | 0 |
|
| 7390 |
7390
Allium Financial Advisors
Lake Oswego,
Oregon
| $121M | +$6.07M | +5% | 7.8% | – | 94 | 20.21% | 0.4 |
|
| 7391 |
7391
Ibex Investors
Denver,
Colorado
| $121M | +$23M | +24% | 16.4% | 16.6% | 16 | 68.75% | 1 |
|
| 7392 |
7392
Talisman Wealth Advisors
Mountainside,
New Jersey
| $121M | +$11.2M | +10% | 7.79% | 70.8% | 118 | 8.47% | 1.9 |
|
| 7393 |
7393
Defined Financial Planning
San Rafael,
California
| $121M | +$7.99M | +7% | 6.99% | – | 76 | 25% | 0.5 |
|
| 7394 |
7394
AG Asset Advisory
Los Angeles,
California
| $121M | +$5.47M | +5% | 2.69% | – | 26 | 19.23% | 0.6 |
|
| 7395 |
7395
Phillips Wealth Planners
Starkville,
Mississippi
| $120M | +$10.1M | +9% | 6.47% | 82% | 215 | 19.07% | 1.7 |
|
| 7396 |
7396
Lane Generational
Dover,
Massachusetts
| $120M | +$13.2M | +12% | 32.7% | 148% | 35 | 20% | 2.1 |
|
| 7397 |
7397
LifeGoal Wealth Advisors
Saratoga Springs,
New York
| $120M | +$15.1M | +14% | 6.85% | – | 74 | 17.57% | 0.6 |
|
| 7398 |
7398
Barden Capital Management
Austin,
Texas
| $120M | +$6.18M | +5% | 5.18% | 80.1% | 62 | 14.52% | 2.6 |
|
| 7399 |
OP
7399
Orvieto Partners
Boston,
Massachusetts
| $120M | +$7.76M | +7% | 6.62% | – | 46 | 26.09% | 0.6 |
|
| 7400 |
KCM
7400
Kempner Capital Management
Galveston,
Texas
| $120M | -$66.6M | -36% | 9.78% | 60.9% | 50 | 10% | 4.4 |
|