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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8026 |
8026
Wealth Care LLC
Merritt Island,
Florida
| $123M | +$10.9M | +10% | 11% | – | 76 | 15.79% | 0.2 |
|
| 8027 |
8027
Bolthouse Investments
Bakersfield,
California
| $123M | +$12.8M | +12% | 10.3% | – | 88 | 22.73% | 1.1 |
|
| 8028 |
8028
Scientech Research LLC
Jersey City,
New Jersey
| $123M | +$3.5M | +3% | 111% | – | 635 | 94.02% | 0.1 |
|
| 8029 |
8029
ATLas Financial Planning
Alpharetta,
Georgia
| $123M | +$11.8M | +11% | 7.25% | – | 72 | 8.33% | 0.5 |
|
| 8030 |
8030
Aldebaran Financial
| $123M | +$17.9M | +17% | 20.2% | 89.7% | 85 | 14.12% | 5.8 |
|
| 8031 |
8031
Wealth Advisory Team
Bellevue,
Kentucky
| $123M | – | – | 9.46% | – | 39 | – | 0.9 |
|
| 8032 |
8032
Powerhouse Assets
Lincoln,
Massachusetts
| $123M | +$7.92M | +7% | 11.9% | – | 58 | 6.9% | 0.5 |
|
| 8033 |
8033
Alamut Investment Management
London,
| $123M | +$22.4M | +22% | 1.15% | – | 3 | 0% | 0.8 |
|
| 8034 |
8034
Benchmark Financial
Wilmington,
Delaware
| $123M | +$11.3M | +10% | 8.07% | – | 57 | 14.04% | 0.4 |
|
| 8035 |
8035
Fairlight Advisors
San Francisco,
California
| $123M | – | – | 5.67% | – | 30 | – | 0 |
|
| 8036 |
8036
American Asset Management
Boca Raton,
Florida
| $123M | +$7.4M | +6% | 7.01% | 42.5% | 34 | 11.76% | 2.2 |
|
| 8037 |
8037
Sawyer Falduto Asset Management
Elmhurst,
Illinois
| $123M | +$14.8M | +14% | 12.2% | – | 279 | 9.68% | 0.5 |
|
| 8038 |
8038
Walsh & Associates
Sarasota,
Florida
| $122M | +$21.6M | +21% | 14.8% | – | 305 | 25.57% | 0.5 |
|
| 8039 |
CG
8039
Curat Global
Springfield,
New Hampshire
| $122M | +$20.9M | +21% | 26.8% | – | 268 | 7.46% | 1.2 |
|
| 8040 |
8040
Hardworking Capital Advisors
Palm Desert,
California
| $122M | +$15.6M | +15% | 5.36% | – | 85 | 3.53% | 0.5 |
|
| 8041 |
8041
Worldly Partners Management
Needham,
Massachusetts
| $122M | +$3.95M | +3% | 8.94% | 19.2% | 3 | 0% | 3.5 |
|
| 8042 |
8042
TandemGrowth Financial Advisors
Alpharetta,
Georgia
| $122M | +$16.2M | +15% | 10.4% | – | 27 | 18.52% | 0.4 |
|
| 8043 |
8043
Birchwood Financial Partners
Bloomington,
Minnesota
| $122M | +$18.5M | +18% | 12.9% | – | 358 | 4.47% | 0.5 |
|
| 8044 |
8044
Guardian Capital (Pennsylvania)
Wexford,
Pennsylvania
| $122M | +$17.7M | +17% | 24.5% | – | 85 | 11.76% | 0.5 |
|
| 8045 |
8045
High Point Wealth Management
Chester,
New Jersey
| $122M | +$18.6M | +18% | 21.1% | – | 262 | 9.16% | 0.5 |
|
| 8046 |
8046
Forteris Wealth Management
Armonk,
New York
| $122M | +$17.8M | +17% | 17.8% | – | 73 | 12.33% | 0.5 |
|
| 8047 |
8047
Wall Capital Group
Phoenix,
Arizona
| $122M | +$28.5M | +30% | 11.6% | – | 31 | 29.03% | 2.3 |
|
| 8048 |
8048
WFA of San Diego
San Diego,
California
| $122M | -$2.5M | -2% | 11.7% | – | 405 | 77.04% | 4.3 |
|
| 8049 |
8049
Cooke Wealth Management
Irvine,
California
| $122M | +$9.25M | +8% | 9.41% | – | 39 | 5.13% | 0.5 |
|
| 8050 |
8050
JHP Wealth Management
Centennial,
Colorado
| $122M | +$17.5M | +17% | 13.2% | – | 43 | 32.56% | 0.4 |
|