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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8001 |
8001
Haven Capital Group
Westlake Village,
California
| $125M | +$16.8M | +16% | 20.5% | – | 40 | 15% | 1.2 |
|
| 8002 |
8002
Platt Wealth Management
San Diego,
California
| $124M | +$21.8M | +21% | 14.2% | – | 58 | 15.52% | 0.4 |
|
| 8003 |
8003
Bristlecone Value Partners
Los Angeles,
California
| $124M | +$10.7M | +9% | 11.8% | – | 71 | 5.63% | 0.4 |
|
| 8004 |
8004
Miller Financial Services
Marshall,
Michigan
| $124M | +$32.9M | +36% | 7.8% | – | 152 | 27.63% | 0.9 |
|
| 8005 |
8005
EDMP Inc
Lutz,
Florida
| $124M | +$555K | +0.4% | 6.25% | 78% | 76 | 14.47% | 4.3 |
|
| 8006 |
8006
Sherwood Financial Partners
Westlake Village,
California
| $124M | +$11.1M | +10% | 10.2% | – | 8 | 0% | 1.3 |
|
| 8007 |
8007
Palatine Hill Wealth Management
Birmingham,
Michigan
| $124M | +$9.29M | +8% | 11.6% | – | 57 | 19.3% | 0.4 |
|
| 8008 |
8008
Concorde Financial
Dallas,
Texas
| $124M | -$3.19M | -3% | 0.13% | 81.3% | 26 | 0% | 3.1 |
|
| 8009 |
8009
Prospect Financial Group
Arlington,
Virginia
| $124M | +$15.8M | +15% | 12.6% | – | 72 | 15.28% | 1.2 |
|
| 8010 |
8010
Connecticut Capital Management Group
Milford,
Connecticut
| $124M | +$18.3M | +17% | 17.7% | – | 133 | 21.05% | 0.4 |
|
| 8011 |
8011
Opus Financial Solutions
Downers Grove,
Illinois
| $124M | +$17.9M | +17% | 8.3% | – | 118 | 18.64% | 0.4 |
|
| 8012 |
8012
Burnham & Co
Grand Rapids,
Michigan
| $124M | – | – | 13.1% | – | 197 | – | 0 |
|
| 8013 |
8013
Conquis Financial
Milbrae,
California
| $124M | +$3.37M | +3% | 10.8% | – | 54 | 0% | 1.4 |
|
| 8014 |
8014
Robocap Asset Management
London,
United Kingdom
| $124M | +$30.5M | +33% | 85.1% | 259% | 26 | 26.92% | 2 |
|
| 8015 |
8015
Corps Capital Advisors
Southlake,
Texas
| $124M | +$8.73M | +8% | 23.3% | – | 110 | 22.73% | 0.9 |
|
| 8016 |
8016
Clarion Wealth Managment Partners
Fairfax,
Virginia
| $124M | +$13.5M | +12% | 12.3% | – | 92 | 14.13% | 0.9 |
|
| 8017 |
CI
8017
Cria Inc
New York
| $124M | -$13.9M | -10% | 9.35% | – | 2 | 0% | 0.5 |
|
| 8018 |
WWMP
8018
Wagner Wealth Management (Pennsylvania)
Conyngham,
Pennsylvania
| $124M | +$12.4M | +11% | 12.9% | – | 117 | 25.64% | 0.4 |
|
| 8019 |
8019
Friends of the Cornell Lab of Ornithology
Riverside,
Connecticut
| $124M | +$17.9M | +17% | 14.4% | – | 5 | 0% | 0.5 |
|
| 8020 |
8020
Infinity Wealth Counsel
Loveland,
Ohio
| $124M | +$14.9M | +14% | 8.52% | – | 67 | 8.96% | 1.3 |
|
| 8021 |
8021
DB Fitzpatrick & Co
Boise,
Idaho
| $124M | +$6.93M | +6% | 7.7% | 42.7% | 112 | 16.07% | 2.6 |
|
| 8022 |
8022
AG Asset Advisory
Los Angeles,
California
| $124M | +$3.06M | +3% | 6.18% | – | 28 | 10.71% | 1.2 |
|
| 8023 |
8023
Legacy Solutions LLC
Kennett Square,
Pennsylvania
| $124M | +$15.7M | +15% | 11.5% | – | 88 | 12.5% | 1.2 |
|
| 8024 |
8024
Niles Investment Management
Plantation,
Florida
| $123M | +$12.1M | +11% | 26.3% | – | 39 | 87.18% | 0.1 |
|
| 8025 |
8025
City Center Advisors LLC
Troy,
Michigan
| $123M | +$15.3M | +14% | 17.9% | – | 191 | 29.84% | 1.1 |
|