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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7501 |
CAG
7501
Cypress Advisory Group
Scottsdale,
Arizona
| $136M | +$1.09M | +0.8% | 3.24% | – | 74 | 12.16% | 0.8 |
|
| 7502 |
7502
Sacks & Associates
Warren,
New Jersey
| $136M | – | – | 1.99% | – | 79 | – | 0 |
|
| 7503 |
7503
Michels Family Financial
Fort Worth,
Texas
| $136M | +$7.7M | +6% | 2.43% | – | 138 | 4.35% | 0.9 |
|
| 7504 |
7504
Haven Global Partners
Atlanta,
Georgia
| $136M | -$3.44M | -2% | 7.64% | – | 11 | 9.09% | 0.9 |
|
| 7505 |
7505
Redpoint Management
Woodside,
California
| $136M | -$30.2M | -18% | 9.61% | 20.6% | 5 | 40% | 2.7 |
|
| 7506 |
7506
Axos Invest
Las Vegas,
Nevada
| $136M | +$2.54M | +2% | 1.94% | – | 24 | 16.67% | 1 |
|
| 7507 |
7507
Pollock Investment Advisors
Ann Arbor,
Michigan
| $136M | +$8.32M | +7% | 1.05% | – | 41 | 2.44% | 1 |
|
| 7508 |
7508
Kennondale Capital Management
Richmond,
Virginia
| $136M | +$5.32M | +4% | 4.37% | – | 88 | 12.5% | 0.9 |
|
| 7509 |
7509
Barrier Capital Management
San Francisco,
California
| $136M | +$837K | +0.6% | 3.03% | 216% | 20 | 65% | 0.7 |
|
| 7510 |
7510
Seneschal Advisors
Tacoma,
Washington
| $136M | -$1.97M | -1% | 1.27% | – | 619 | 9.53% | 0.3 |
|
| 7511 |
7511
Vantus Wealth
Lancaster,
Pennsylvania
| $136M | – | – | 3.16% | – | 196 | – | 0 |
|
| 7512 |
7512
Accuvest Global Advisors
Provo,
Utah
| $136M | -$24.7M | -15% | 4.84% | 163% | 102 | 50% | 0.8 |
|
| 7513 |
7513
Littlejohn Financial Services
Roseburg,
Oregon
| $136M | -$1.45M | -1% | 1.7% | – | 68 | 25% | 0.7 |
|
| 7514 |
7514
Soapstone Management
Bethesda,
Maryland
| $136M | -$11.6M | -8% | 5.46% | 30.3% | 15 | 26.67% | 2.9 |
|
| 7515 |
7515
Wallace Hart
Lexington,
Kentucky
| $136M | -$270K | -0.2% | 2.74% | – | 65 | 41.54% | 0.5 |
|
| 7516 |
7516
Center for Wealth Management Advisory
Milford,
Ohio
| $136M | – | – | 2.57% | – | 61 | – | 0 |
|
| 7517 |
7517
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| $136M | +$7.48M | +6% | 4.37% | – | 95 | 36.84% | 1.4 |
|
| 7518 |
7518
Networth Advisors
Canonsburg,
Pennsylvania
| $135M | – | – | 1.84% | – | 385 | – | 0 |
|
| 7519 |
7519
Fortress Financial Group
Rochester,
Minnesota
| $135M | +$5.03M | +4% | 2.45% | – | 87 | 12.64% | 0.8 |
|
| 7520 |
7520
Clearwave Capital
Upland,
California
| $135M | – | – | 3.31% | – | 138 | – | 0 |
|
| 7521 |
BGI
7521
B Group Inc
Dallas,
Texas
| $135M | -$514K | -0.4% | 85.2% | – | 22 | 36.36% | 0.8 |
|
| 7522 |
7522
Womack Financial
Dallas,
Texas
| $135M | +$3.66M | +3% | 3.61% | – | 70 | 8.57% | 0.9 |
|
| 7523 |
7523
Winnow Wealth
Waco,
Texas
| $135M | +$7.64M | +6% | 1.25% | – | 662 | 24.62% | 0.3 |
|
| 7524 |
7524
Platt Investment Counsel
Lake Mary,
Florida
| $135M | +$8.36M | +7% | 1.34% | 62.9% | 13 | 15.38% | 2.6 |
|
| 7525 |
7525
CVS Health
Woonsocket,
Rhode Island
| $135M | +$32.4M | +32% | 1.72% | 50% | 9 | 66.67% | 1.2 |
|