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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7801 |
7801
PeakShares LLC
Tampa,
Florida
| $134M | +$25.4M | +23% | 34.2% | – | 133 | 21.05% | 0.4 |
|
| 7802 |
7802
Real Talk Capital
Franklin,
Tennessee
| $134M | +$28.3M | +27% | 16.4% | – | 105 | 13.33% | 1.1 |
|
| 7803 |
7803
Hingham Institution for Savings
Hingham,
Massachusetts
| $134M | +$21.1M | +19% | 14.4% | – | 16 | 12.5% | 0.4 |
|
| 7804 |
7804
Boreal Capital Management
Miami,
Florida
| $134M | +$11.3M | +9% | 18.4% | – | 523 | 15.87% | 0.8 |
|
| 7805 |
7805
Kraematon Investment Advisors
Braintree,
Massachusetts
| $134M | +$11.4M | +9% | 15.2% | 80.5% | 107 | 11.21% | 2.6 |
|
| 7806 |
7806
Vista Cima Wealth Management
Surprise,
Arizona
| $134M | +$33M | +33% | 18.9% | – | 52 | 13.46% | 1.2 |
|
| 7807 |
7807
LWM Advisors
El Dorado Hills,
California
| $134M | +$18.8M | +16% | 14.1% | – | 37 | 24.32% | 1.1 |
|
| 7808 |
7808
Arnold Financial Planning
Hiawatha,
Iowa
| $134M | +$27.1M | +25% | 9.94% | – | 42 | 40.48% | 0.3 |
|
| 7809 |
7809
Waystone Advisors
Redmond,
Washington
| $134M | +$22.2M | +20% | 14.9% | – | 120 | 24.17% | 0.4 |
|
| 7810 |
7810
Asempa Wealth Advisors
Baton Rouge,
Louisiana
| $134M | +$19.3M | +17% | 14.5% | – | 125 | 12.8% | 0.4 |
|
| 7811 |
7811
Freestate Advisors
Overland Park,
Kansas
| $134M | +$8.8M | +7% | 6.43% | – | 44 | 9.09% | 1.7 |
|
| 7812 |
7812
PrairieView Wealth Partners
Orland Park,
Illinois
| $134M | +$11.9M | +10% | 9.42% | – | 31 | 9.68% | 1.7 |
|
| 7813 |
7813
Integrated Wealthcare
Durham,
North Carolina
| $134M | +$14.3M | +12% | 12.1% | – | 29 | 3.45% | 0.5 |
|
| 7814 |
7814
Lexington Partners
New York
| $134M | -$233M | -63% | 37.1% | 1.27% | 3 | 33.33% | 2.8 |
|
| 7815 |
7815
Elevation Wealth Management
Eden Prairie,
Minnesota
| $134M | +$24.8M | +23% | 21.4% | – | 153 | 15.03% | 0.4 |
|
| 7816 |
7816
Paller Financial Services
Centennial,
Colorado
| $134M | +$12.9M | +11% | 16.7% | – | 49 | 22.45% | 0.4 |
|
| 7817 |
BI
7817
BluePrint Investing
San Francisco,
California
| $134M | +$8.15M | +6% | 7.25% | – | 26 | 0% | 0.5 |
|
| 7818 |
7818
McAlvany Wealth Management
Durango,
Colorado
| $134M | -$14.8M | -10% | 15.8% | – | 49 | 18.37% | 0.4 |
|
| 7819 |
7819
Eagle Bay Advisors
New York
| $134M | +$20.3M | +18% | 15.9% | 85% | 151 | 22.52% | 2.6 |
|
| 7820 |
7820
DWR Wealth Management
San Jose,
California
| $134M | +$18.7M | +16% | 12% | – | 56 | 8.93% | 0.4 |
|
| 7821 |
7821
Cannae Holdings
Las Vegas,
Nevada
| $134M | +$109M | +444% | 4.46% | 88.6% | 3 | 66.67% | 2.4 |
|
| 7822 |
7822
Nightview Capital
Austin,
Texas
| $134M | +$2.98M | +2% | 10.6% | 170% | 17 | 29.41% | 1.6 |
|
| 7823 |
7823
Northeast Planning Associates NH
Bedford,
New Hampshire
| $133M | -$15.4M | -10% | 0.19% | – | 69 | 26.09% | 0.9 |
|
| 7824 |
7824
Carter Financial
La Jolla,
California
| $133M | +$18.4M | +16% | 13.2% | – | 33 | 15.15% | 0.4 |
|
| 7825 |
7825
Capstone Wealth Management
Billings,
Montana
| $133M | +$15.3M | +13% | 11.8% | – | 48 | 20.83% | 0.4 |
|