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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8101 |
8101
Oakmont Advisory Group
Albuquerque,
New Mexico
| $119M | +$20.9M | +21% | 11.5% | – | 513 | 77.58% | 0.1 |
|
| 8102 |
8102
Finhabits Advisors
New York
| $119M | +$10.6M | +10% | 6.41% | – | 15 | 0% | 0.5 |
|
| 8103 |
8103
Value Investment Professionals
New York
| $119M | +$9.8M | +9% | 12.8% | – | 120 | 68.33% | 0.2 |
|
| 8104 |
8104
Auctus Advisors
Charlotte,
North Carolina
| $119M | +$13.5M | +13% | 13% | – | 35 | 20% | 0.4 |
|
| 8105 |
8105
Belleair Asset Management
Belleair Bluffs,
Florida
| $119M | +$9.16M | +8% | 7.93% | – | 84 | 8.33% | 0.4 |
|
| 8106 |
8106
Ruggiero Investments
West Palm Beach,
Florida
| $119M | +$15.3M | +15% | 15% | – | 102 | 36.27% | 0.3 |
|
| 8107 |
FCM
8107
Fell Capital Management
Newport Beach,
California
| $119M | +$13.9M | +13% | 11.6% | – | 97 | 7.22% | 0.5 |
|
| 8108 |
8108
Peck Wealth Management
White Plains,
New York
| $119M | +$19M | +19% | 12.6% | – | 129 | 6.98% | 0.7 |
|
| 8109 |
YRHAM
8109
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| $119M | -$108M | -48% | 15.9% | 2,310% | 19 | 68.42% | 0.4 |
|
| 8110 |
8110
HighRoad Wealth Advisors
Coos Bay,
Oregon
| $119M | +$16.2M | +16% | 14.1% | – | 40 | 12.5% | 0.5 |
|
| 8111 |
8111
Boyer Financial Services
Newport Beach,
California
| $118M | +$24.1M | +26% | 12.1% | – | 60 | 31.67% | 0.4 |
|
| 8112 |
8112
Figure 8 Investment Strategies
Boise,
Idaho
| $118M | +$15.9M | +16% | 26.3% | – | 58 | 6.9% | 1.3 |
|
| 8113 |
8113
Hobbs Wealth Management
Zionsville,
Indiana
| $118M | +$17.3M | +17% | 16.8% | – | 25 | 16% | 1 |
|
| 8114 |
DAM
8114
Directional Asset Management
Arlington Heights,
Illinois
| $118M | +$8.89M | +8% | 13.1% | – | 106 | 26.42% | 0.4 |
|
| 8115 |
8115
Portfolio Resources Advisor Group
Coral Gables,
Florida
| $118M | +$17.6M | +17% | 13.9% | – | 184 | 38.04% | 0.4 |
|
| 8116 |
8116
Better Way Financial
Allentown,
Pennsylvania
| $118M | – | – | 15.6% | – | 9 | – | 0 |
|
| 8117 |
8117
KMT Wealth Management
El Segundo,
California
| $118M | -$65.8M | -36% | 19.1% | – | 131 | 94.66% | 0.1 |
|
| 8118 |
8118
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
| $118M | +$11.8M | +11% | 19.1% | – | 130 | 20% | 1.6 |
|
| 8119 |
8119
3 Factor Indexing
Sacramento,
California
| $118M | +$12.3M | +12% | 10.6% | – | 477 | 13.42% | 0.2 |
|
| 8120 |
8120
AK Global Asset Management
Oakland,
California
| $118M | +$11.8M | +11% | 12.2% | – | 34 | 35.29% | 0.4 |
|
| 8121 |
8121
Masterton Capital Management
New York
| $118M | +$8.28M | +8% | 7.88% | 1.94% | 30 | 56.67% | 0.8 |
|
| 8122 |
8122
AlphaCentric Advisors
San Juan,
Puerto Rico
| $118M | +$17.9M | +18% | 19.9% | – | 285 | 20.7% | 1.1 |
|
| 8123 |
8123
Curtis Wealth Management
Henderson,
Nevada
| $118M | +$11.5M | +11% | 12.7% | – | 57 | 15.79% | 0.4 |
|
| 8124 |
8124
Wheels Up Wealth
Benicia,
California
| $118M | +$11.6M | +11% | 8.61% | – | 24 | 4.17% | 0.5 |
|
| 8125 |
8125
Fiscal Wisdom Wealth Management
Canton,
Connecticut
| $118M | +$13.8M | +13% | 9.78% | – | 111 | 27.03% | 0.5 |
|