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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
3176
Fortis Capital Advisors
Prairie Village,
Kansas
| $559M | +$66.6M | +14% | 15.7% | 127% | 295 | 34.24% | 0.9 |
|
| 3177 |
3177
MA Private Wealth
San Carlos,
California
| $559M | +$27.3M | +5% | 9.01% | 57.5% | 83 | 13.25% | 2.7 |
|
| 3178 |
3178
Te Ahumairangi Investment Management
Wellington,
New Zealand
| $559M | +$86.1M | +18% | 7.33% | 55.5% | 87 | 3.45% | 3.8 |
|
| 3179 |
3179
Cypress Wealth Services
Palm Desert,
California
| $559M | +$65.6M | +13% | 8.88% | 82.7% | 333 | 19.22% | 2.5 |
|
| 3180 |
3180
Alpha Omega Wealth Management
Richmond,
Virginia
| $558M | +$35.2M | +7% | 5.2% | 65.9% | 211 | 6.64% | 6.3 |
|
| 3181 |
3181
Financial Management Network
Mission Viejo,
California
| $558M | +$114M | +26% | 7.52% | 62.5% | 178 | 15.17% | 2.5 |
|
| 3182 |
3182
III Capital Management
Boca Raton,
Florida
| $558M | +$5.42M | +1% | 6.5% | 28.7% | 59 | 37.29% | 0.7 |
|
| 3183 |
3183
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $558M | +$53.5M | +11% | 4.61% | 71.4% | 174 | 16.67% | 4.2 |
|
| 3184 |
3184
Stamos Capital Partners
Menlo Park,
California
| $557M | +$175M | +46% | 5.22% | 36.7% | 142 | 4.23% | 2.5 |
|
| 3185 |
3185
Boston Standard Wealth Management
Winchester,
Massachusetts
| $555M | +$100M | +22% | 8.1% | 47.1% | 50 | 10% | 5.5 |
|
| 3186 |
3186
AdvisorShares Investments
Bethesda,
Maryland
| $555M | +$44M | +9% | 11% | 110% | 345 | 36.52% | 1.3 |
|
| 3187 |
3187
WPWealth
Fort Worth,
Texas
| $554M | +$48.1M | +9% | 5.71% | 38.2% | 95 | 13.68% | 1.5 |
|
| 3188 |
3188
HughesLittle Investment Management
Vancouver,
| $554M | +$74.6M | +16% | 19% | 106% | 18 | 16.67% | 5.3 |
|
| 3189 |
3189
Northwest Wealth Management
Spencer,
Iowa
| $553M | +$51.1M | +10% | 8.37% | 63.4% | 219 | 19.18% | 3.3 |
|
| 3190 |
3190
Fiduciary Financial Group
San Rafael,
California
| $553M | +$93.7M | +20% | 7.47% | – | 321 | 19% | 0.7 |
|
| 3191 |
3191
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $553M | +$63.7M | +13% | 9.58% | 81% | 894 | 8.72% | 4.1 |
|
| 3192 |
3192
Armbruster Capital Management
Pittsford,
New York
| $552M | +$50.7M | +10% | 7.94% | 66.7% | 133 | 7.52% | 5.2 |
|
| 3193 |
3193
Bricktown Capital
Detroit,
Michigan
| $552M | +$18.3M | +3% | 6.89% | 46.2% | 26 | 0% | 1.7 |
|
| 3194 |
3194
Paragon Capital Management (Colorado)
Denver,
Colorado
| $552M | +$63.5M | +13% | 18.1% | 109% | 248 | 34.27% | 2.6 |
|
| 3195 |
3195
Crestview Partners II
New York
| $552M | +$39M | +8% | 8.11% | 157% | 3 | 0% | 6.7 |
|
| 3196 |
3196
Princeton Global Asset Management
Princeton,
New Jersey
| $551M | +$47.3M | +9% | 14.4% | 110% | 778 | 25.96% | 3 |
|
| 3197 |
3197
GCQ Funds Management
Sydney,
Australia
| $551M | +$143M | +35% | 15.3% | – | 13 | 23.08% | 0.4 |
|
| 3198 |
3198
Dividend Assets Capital
Ridgeland,
South Carolina
| $551M | +$22.3M | +4% | 7.67% | 67.4% | 145 | 6.21% | 7.3 |
|
| 3199 |
3199
Redwood Capital Management
New York
| $551M | -$119M | -18% | 6.99% | 313% | 13 | 15.38% | 3.4 |
|
| 3200 |
3200
Fortis Group Advisors
Westwood,
New Jersey
| $551M | +$35.5M | +7% | 12% | 91.2% | 559 | 16.64% | 1.8 |
|