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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Ironwood Financial
Tucson,
Arizona
| $380M | +$21.6M | +6% | 6.16% | 54.1% | 140 | 2.14% | 4.8 |
|
| 3302 |
3302
Fulcrum Capital
Seattle,
Washington
| $380M | +$8.78M | +2% | 10.6% | 102% | 120 | 5.83% | 2.2 |
|
| 3303 |
3303
Aire Advisors
Beverly Hills,
California
| $380M | +$21.9M | +6% | 6.08% | 77.4% | 142 | 7.75% | 1.2 |
|
| 3304 |
3304
Ipswich Investment Management
Beverly,
Massachusetts
| $380M | +$14.1M | +4% | 6.09% | 104% | 195 | 6.67% | 4.8 |
|
| 3305 |
3305
Summit Asset Management
Memphis,
Tennessee
| $379M | +$16.1M | +4% | 4.67% | 48.9% | 156 | 4.49% | 5.5 |
|
| 3306 |
3306
Hexagon Capital Partners
Rogers,
Arkansas
| $379M | +$21.5M | +6% | 6.68% | 104% | 1,514 | 10.44% | 1.8 |
|
| 3307 |
3307
Callan Family Office
Radnor,
Pennsylvania
| $379M | -$32.8M | -8% | 5.61% | 93.4% | 161 | 36.65% | 0.4 |
|
| 3308 |
3308
Brian C. Broderick
| $379M | +$22.8M | +6% | 7.37% | 98.6% | 81 | 1.23% | 6.3 |
|
| 3309 |
3309
Great Diamond Partners
Portland,
Maine
| $379M | +$33.4M | +10% | 6.61% | 86.1% | 232 | 14.22% | 2.2 |
|
| 3310 |
3310
New Harbor Financial Group
Worcester,
Massachusetts
| $379M | +$82.4M | +28% | 1.91% | 94.6% | 50 | 28% | 1.7 |
|
| 3311 |
3311
IAG Wealth Partners
Waukesha,
Wisconsin
| $378M | +$18M | +5% | 4.5% | 47.3% | 491 | 16.29% | 2.3 |
|
| 3312 |
3312
Contravisory Investment Management
Norwell,
Massachusetts
| $378M | +$24M | +7% | 7.05% | 135% | 388 | 41.75% | 1.6 |
|
| 3313 |
3313
Peterson Wealth Advisors
Orem,
Utah
| $378M | +$15.1M | +4% | 4.55% | 50.9% | 68 | 13.24% | 3.1 |
|
| 3314 |
3314
The Family Firm
Bethesda,
Maryland
| $378M | +$17.3M | +5% | 3.76% | 40.2% | 187 | 5.35% | 4.8 |
|
| 3315 |
CNBTD
3315
Citizens National Bank Trust Department
Meridian,
Mississippi
| $378M | +$18M | +5% | 6.28% | 114% | 323 | 4.64% | 2 |
|
| 3316 |
3316
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $378M | +$44.3M | +13% | 6.74% | 62.5% | 701 | 9.27% | 2.2 |
|
| 3317 |
3317
Walkner Condon Financial Advisors
Madison,
Wisconsin
| $378M | +$21M | +6% | 3.82% | 56.8% | 253 | 13.44% | 1.5 |
|
| 3318 |
3318
Light Street Capital Management
Palo Alto,
California
| $377M | -$32.6M | -8% | 24.5% | 377% | 29 | 48.28% | 1 |
|
| 3319 |
3319
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $377M | +$34.7M | +10% | 9.62% | 83% | 1,059 | 14.07% | 1 |
|
| 3320 |
3320
Yakira Capital Management
Westport,
Connecticut
| $377M | -$17.2M | -4% | 4.26% | 74.1% | 443 | 32.05% | 0.9 |
|
| 3321 |
3321
Laffer Tengler Investments
Nashville,
Tennessee
| $377M | +$7.78M | +2% | 4.57% | 96.5% | 422 | 13.98% | 1.9 |
|
| 3322 |
3322
Harber Asset Management
Asheville,
North Carolina
| $377M | +$6.7M | +2% | 2.91% | 63.6% | 40 | 20% | 1.3 |
|
| 3323 |
3323
Fortis Group Advisors
Westwood,
New Jersey
| $377M | +$45.3M | +14% | 2.95% | 91.2% | 143 | 22.38% | 1.7 |
|
| 3324 |
3324
Fourthstone LLC
St Louis,
Missouri
| $376M | +$92.1M | +32% | 10.3% | 104% | 70 | 55.71% | 0.8 |
|
| 3325 |
3325
Wealth Advisory Solutions
Indiianapolis,
Indiana
| $376M | -$480K | -0.1% | 5.34% | 60.5% | 140 | 42.86% | 2 |
|