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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8051 |
8051
Forteris Wealth Management
Armonk,
New York
| $122M | +$17.8M | +17% | 17.8% | – | 73 | 12.33% | 0.5 |
|
| 8052 |
8052
Wall Capital Group
Phoenix,
Arizona
| $122M | +$28.5M | +30% | 11.6% | – | 31 | 29.03% | 2.3 |
|
| 8053 |
8053
WFA of San Diego
San Diego,
California
| $122M | -$2.5M | -2% | 11.7% | – | 405 | 77.04% | 4.3 |
|
| 8054 |
8054
Cooke Wealth Management
Irvine,
California
| $122M | +$9.25M | +8% | 9.41% | – | 39 | 5.13% | 0.5 |
|
| 8055 |
8055
JHP Wealth Management
Centennial,
Colorado
| $122M | +$17.5M | +17% | 13.2% | – | 43 | 32.56% | 0.4 |
|
| 8056 |
8056
Coral Wealth Management
Miami,
Florida
| $122M | +$32.6M | +37% | 16.5% | – | 22 | 50% | 0.2 |
|
| 8057 |
8057
Financial Management Inc
Little Rock,
Arkansas
| $122M | +$15.5M | +15% | 10.9% | – | 46 | 15.22% | 0.4 |
|
| 8058 |
8058
Hicks Capital Management
Columbus,
Ohio
| $122M | +$22M | +22% | 11.8% | – | 42 | 19.05% | 0.8 |
|
| 8059 |
8059
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| $122M | -$615K | -0.5% | 3.95% | 34.5% | 32 | 25% | 2.5 |
|
| 8060 |
8060
Vines Capital Management
Monroe,
Louisiana
| $122M | +$21M | +21% | 24.2% | – | 92 | 18.48% | 0.4 |
|
| 8061 |
8061
ClientFirst Wealth Management
Little Rock,
Arkansas
| $122M | +$3.26M | +3% | 4.13% | – | 55 | 12.73% | 2.8 |
|
| 8062 |
8062
Greenline Wealth Management
Boca Raton,
Florida
| $122M | +$35M | +40% | 34.8% | – | 139 | 38.13% | 0.3 |
|
| 8063 |
D
8063
Drystone
Ivy,
Virginia
| $122M | +$10.7M | +10% | 14.7% | – | 18 | 0% | 3.9 |
|
| 8064 |
8064
Torrey-Payne Wealth Management
Pasadena,
California
| $122M | +$12.6M | +12% | 10.8% | – | 42 | 11.9% | 0.5 |
|
| 8065 |
8065
Institutional Venture Management XV
Menlo Park,
California
| $122M | +$46M | +61% | 63.7% | 116% | 3 | 0% | 3.8 |
|
| 8066 |
8066
Portus Wealth Advisors
Charlotte,
North Carolina
| $121M | +$15.3M | +14% | 22.2% | – | 568 | 91.37% | 0.7 |
|
| 8067 |
8067
Pandowealth
Peachtree City,
Georgia
| $121M | +$6.88M | +6% | 13.8% | – | 20 | 15% | 0.5 |
|
| 8068 |
8068
Alexander Randolph Advisory
Mclean,
Virginia
| $121M | +$5.41M | +5% | 15.9% | – | 57 | 33.33% | 2.2 |
|
| 8069 |
8069
Dala Group
Hoffman Estates,
Illinois
| $121M | +$1.74M | +1% | 22.2% | – | 75 | 12% | 0.5 |
|
| 8070 |
8070
Verus Wealth Management
De Pere,
Wisconsin
| $121M | +$13.6M | +13% | 9.68% | – | 57 | 14.04% | 1.2 |
|
| 8071 |
8071
Chapman Investment Management
San Anselmo,
California
| $121M | +$47.9K | +0% | 0% | 57.3% | 53 | 100% | 0 |
|
| 8072 |
8072
Worthington Financial Partners
Worthington,
Ohio
| $121M | +$4.39M | +4% | 41% | – | 108 | 11.11% | 0.5 |
|
| 8073 |
8073
Miller Global Investments
Dallas,
Texas
| $121M | +$11.7M | +11% | 9.93% | – | 310 | 14.84% | 0.4 |
|
| 8074 |
8074
Stoic Point Capital Management
Palo Alto,
California
| $121M | +$17.9M | +17% | 11.5% | – | 78 | 30.77% | 0.3 |
|
| 8075 |
8075
Roan Capital Partners
Johnson City,
Tennessee
| $121M | +$12.3M | +11% | 8.34% | – | 89 | 25.84% | 0.2 |
|