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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8251 |
8251
Oakmont Advisory Group
Albuquerque,
New Mexico
| $98.2M | +$4.5M | +5% | 0.82% | – | 130 | 19.23% | 0.2 |
|
| 8252 |
8252
Sulzberger Capital Advisors
Miami,
Florida
| $98M | -$1.02M | -1% | 2.06% | – | 53 | 9.43% | 1.1 |
|
| 8253 |
8253
Thayer Financial
Hickory,
North Carolina
| $98M | +$3.37M | +4% | 0.91% | – | 33 | 0% | 0.3 |
|
| 8254 |
8254
Walsky Investment Management
Wyomissing,
Pennsylvania
| $98M | -$227K | -0.2% | 1.09% | – | 53 | 7.55% | 0.2 |
|
| 8255 |
8255
Advisory Advocates
Grand Rapids,
Michigan
| $97.9M | -$2.63M | -3% | 3.34% | – | 181 | 18.78% | 0.2 |
|
| 8256 |
8256
Ebert Capital Management
Eureka,
California
| $97.9M | -$5.49M | -5% | 7.36% | – | 26 | 3.85% | 0.2 |
|
| 8257 |
8257
Unified Investment Management
Atlanta,
Georgia
| $97.9M | -$1.93M | -2% | 0.53% | – | 141 | 7.8% | 1.1 |
|
| 8258 |
8258
Wulff, Hansen & Co
San Rafael,
California
| $97.9M | -$21.3M | -18% | 1.9% | 85.8% | 104 | 7.69% | 2.9 |
|
| 8259 |
8259
Whitford Management
New York
| $97.9M | -$583K | -0.6% | 2.74% | 76.2% | 30 | 40% | 0.7 |
|
| 8260 |
8260
Financial Network Wealth Advisors
Murray,
Utah
| $97.7M | +$1.73M | +2% | 0.29% | 57.7% | 917 | 24.97% | 1.3 |
|
| 8261 |
GH
8261
GLP Holdings
Cumming,
Georgia
| $97.7M | -$7.28M | -7% | 6.91% | – | 4 | 0% | 0.3 |
|
| 8262 |
8262
Urban Wealth Management
El Segundo,
California
| $97.7M | -$9.9M | -9% | 2.61% | – | 101 | 14.85% | 1.5 |
|
| 8263 |
8263
CSP Financial Group
Scottsdale,
Arizona
| $97.7M | – | – | 0.21% | – | 20 | – | 0 |
|
| 8264 |
8264
Bluebird Wealth Management
Medfield,
Massachusetts
| $97.7M | -$9.38M | -9% | 1.6% | – | 88 | 32.95% | 0.2 |
|
| 8265 |
8265
Villanova Investment Management
Wayne,
Pennsylvania
| $97.6M | -$44.3M | -31% | 4.62% | – | 60 | 11.67% | 1.4 |
|
| 8266 |
BJB
8266
Broadhurst Jeffrey B
| $97.6M | +$1.28M | +1% | 1.05% | – | 42 | 7.14% | 0.2 |
|
| 8267 |
8267
RCW Management
Jacksonville,
Florida
| $97.6M | -$1.44M | -1% | 1.76% | – | 69 | 5.8% | 0.2 |
|
| 8268 |
8268
Chiron Capital Management
Tallahassee,
Florida
| $97.5M | – | – | 4.31% | – | 117 | – | 2.2 |
|
| 8269 |
8269
Sensenig Capital Advisors
Collegeville,
Pennsylvania
| $97.5M | -$874K | -0.9% | 1.07% | – | 36 | 16.67% | 0.2 |
|
| 8270 |
8270
Ballast Financial Advisors
West Chester,
Pennsylvania
| $97.5M | +$413K | +0.4% | 0.24% | – | 72 | 8.33% | 0.2 |
|
| 8271 |
JKSF
8271
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| $97.5M | -$31M | -24% | 21.8% | 30.8% | 4 | 0% | 3.3 |
|
| 8272 |
8272
Cogent Strategic Wealth
Chicago,
Illinois
| $97.3M | +$5.58M | +6% | 1.7% | – | 57 | 17.54% | 0.2 |
|
| 8273 |
8273
Atlas Wealth Partners
Wyomissing,
Pennsylvania
| $97.3M | +$6.27M | +7% | 12.9% | 145% | 67 | 7.46% | 1.5 |
|
| 8274 |
8274
Strategic Financial Group
Grand Haven,
Michigan
| $97.1M | – | – | 0.18% | – | 18 | – | 0 |
|
| 8275 |
8275
Arrington Capital Management
Miami,
Florida
| $97.1M | -$9.5M | -9% | 2.53% | – | 37 | 45.95% | 0.2 |
|