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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7426 |
IA
7426
IF Advisors
San Antonio,
Texas
| $152M | +$10.7M | +8% | 9.95% | – | 60 | 11.67% | 0.4 |
|
| 7427 |
7427
Moulton Wealth Management
Spokane,
Washington
| $152M | +$5.2M | +4% | 8.63% | 47.8% | 83 | 57.83% | 0.6 |
|
| 7428 |
7428
Chung Wu Investment Group
Sugar Land,
Texas
| $152M | +$36M | +31% | 44.7% | – | 315 | 27.94% | 0.8 |
|
| 7429 |
7429
WealthTrak Capital Management
Virginia Beach,
Virginia
| $152M | +$12M | +9% | 10.9% | – | 86 | 17.44% | 1.2 |
|
| 7430 |
HFAS
7430
Hummer Financial Advisory Services
Chicago,
Illinois
| $152M | +$10.6M | +7% | 13.1% | 71.8% | 135 | 8.89% | 4 |
|
| 7431 |
7431
Lederer & Associates Investment Counsel
Long Beach,
California
| $152M | +$10.7M | +8% | 10.2% | 92.7% | 87 | 8.05% | 6 |
|
| 7432 |
7432
Prota Financial
Houston,
Texas
| $152M | +$13.9M | +10% | 11.6% | – | 74 | 14.86% | 0.4 |
|
| 7433 |
UFA
7433
Uptown Financial Advisors
Dallas,
Texas
| $152M | +$26M | +21% | 10.4% | – | 91 | 19.78% | 1.1 |
|
| 7434 |
AL
7434
Advaya LLP
London,
United Kingdom
| $152M | +$8.05M | +6% | 28.5% | – | 8 | 37.5% | 0.4 |
|
| 7435 |
TLC
7435
True Light Capital
Singapore,
| $152M | -$46.1M | -23% | 17.4% | – | 8 | 0% | 0.5 |
|
| 7436 |
TC
7436
TTRF Capital
Nicosia,
| $152M | – | – | 97.5% | – | 13 | – | 0 |
|
| 7437 |
7437
Washington Capital Management
Seattle,
Washington
| $152M | +$33.1M | +28% | 14.3% | 81.8% | 123 | 25.2% | 2.6 |
|
| 7438 |
7438
Meritech Capital Associates V
Palo Alto,
California
| $151M | +$10.1M | +7% | 72.4% | 133% | 2 | 0% | 5.4 |
|
| 7439 |
7439
RPS Advisory Solutions
Louisville,
Kentucky
| $151M | -$25.1M | -14% | 14.2% | – | 128 | 34.38% | 1 |
|
| 7440 |
7440
Paladin Partners
Hartland,
Wisconsin
| $151M | +$12.5M | +9% | 11% | – | 223 | 8.97% | 0.5 |
|
| 7441 |
7441
Mittelman Wealth Management
Andover,
Massachusetts
| $151M | -$9.19M | -6% | 8.21% | – | 57 | 15.79% | 1.2 |
|
| 7442 |
7442
Williams & Novak
Westlake Village,
California
| $151M | +$17.6M | +13% | 13.5% | 61.6% | 157 | 15.92% | 1.5 |
|
| 7443 |
7443
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
| $151M | +$15M | +11% | 12.8% | – | 495 | 16.77% | 1 |
|
| 7444 |
7444
Womack Financial
Dallas,
Texas
| $151M | +$15.3M | +11% | 16.7% | – | 73 | 6.85% | 1.3 |
|
| 7445 |
7445
Northern Financial Advisors
Bloomfield Hills,
Michigan
| $151M | +$14M | +10% | 21.2% | 120% | 108 | 10.19% | 2.7 |
|
| 7446 |
7446
Neumann Capital Management
Foster City,
California
| $151M | -$188M | -55% | 11.2% | 89.9% | 106 | 49.06% | 7.5 |
|
| 7447 |
7447
Orographic Financial Advisors
Avon,
Colorado
| $151M | +$10.1M | +7% | 6.47% | – | 113 | 13.27% | 0.2 |
|
| 7448 |
7448
ATX Financial Planning
Austin,
Texas
| $151M | +$19.5M | +15% | 12.2% | – | 86 | 9.3% | 0.4 |
|
| 7449 |
7449
Hartmann Taylor Wealth Management
Dallas,
Texas
| $151M | -$162K | -0.1% | 9.97% | – | 54 | 0% | 1.1 |
|
| 7450 |
7450
Black Diamond Capital Management I
St. Thomas,
| $151M | +$15.3M | +11% | 7.87% | – | 9 | 22.22% | 0.7 |
|