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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
Northwest Quadrant Wealth Management
Bend,
Oregon
| $406M | -$2.15M | -0.5% | 0.47% | 45.6% | 66 | 9.09% | 4.9 |
|
| 3502 |
3502
GenWealth Group
Maplewood,
New Jersey
| $406M | +$9.27M | +2% | 2.32% | 73.9% | 68 | 8.82% | 4.5 |
|
| 3503 |
3503
America First Investment Advisors
Omaha,
Nebraska
| $406M | -$5.09M | -1% | 0.91% | 78.2% | 86 | 8.14% | 6.4 |
|
| 3504 |
3504
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $406M | -$9.45M | -2% | 0.54% | 57.2% | 60 | 11.67% | 5.4 |
|
| 3505 |
AIS
3505
AM Investment Strategies
Chattanooga,
Tennessee
| $406M | +$11.6M | +3% | 6.54% | 121% | 114 | 12.28% | 2.3 |
|
| 3506 |
3506
RB Capital Management
Reno,
Nevada
| $406M | +$24.9M | +7% | 6.35% | 79.4% | 183 | 4.92% | 4.5 |
|
| 3507 |
3507
Bulltick Wealth Management
Miami,
Florida
| $406M | -$179M | -31% | 1.19% | 58.2% | 122 | 37.7% | 1.7 |
|
| 3508 |
CWM
3508
Compass Wealth Management
Guilford,
Connecticut
| $405M | +$5.72M | +1% | 2.12% | 103% | 413 | 9.93% | 1.3 |
|
| 3509 |
3509
Kozak & Associates
Highlands Ranch,
Colorado
| $405M | +$33.1M | +9% | 7.84% | 97.4% | 406 | 9.11% | 2.1 |
|
| 3510 |
3510
Cedar Mountain Advisors
Lake Oswego,
Oregon
| $405M | +$7.31M | +2% | 0.98% | 57.7% | 359 | 7.8% | 3 |
|
| 3511 |
3511
True Wealth Design
Akron,
Ohio
| $405M | +$3.41M | +0.8% | 0.11% | 57% | 834 | 12.11% | 1.3 |
|
| 3512 |
3512
SMI Advisory Services
Columbus,
Indiana
| $404M | +$48.2M | +14% | 1.75% | 80.7% | 74 | 47.3% | 0.7 |
|
| 3513 |
DI
3513
Diligent Investors
Redlands,
California
| $404M | +$5.12M | +1% | 1.69% | 82.2% | 353 | 10.76% | 4 |
|
| 3514 |
3514
Pacific Sage Partners
Edmonds,
Washington
| $403M | +$17.2M | +4% | 2.66% | 58.9% | 104 | 7.69% | 1.2 |
|
| 3515 |
3515
Nicolet Bankshares
Green Bay,
Wisconsin
| $403M | -$1.43M | -0.4% | 3.38% | 75.5% | 219 | 6.39% | 5.4 |
|
| 3516 |
3516
Concord Asset Management (Virginia)
Abingdon,
Virginia
| $403M | +$23.2M | +6% | 2.53% | 64.7% | 137 | 8.03% | 1.2 |
|
| 3517 |
WHGC
3517
Wealth High Governance Capital
Sao Paulo,
Brazil
| $403M | -$44.1M | -10% | 12.2% | 622% | 85 | 80% | 0.1 |
|
| 3518 |
3518
Sierra Summit Advisors
Incline Village,
Nevada
| $403M | +$35.6M | +10% | 5.7% | – | 166 | 27.11% | 0.4 |
|
| 3519 |
3519
Mountain Capital Investment Advisors
Westminster,
Colorado
| $403M | +$46.2M | +13% | 2.08% | 63.3% | 53 | 18.87% | 1.5 |
|
| 3520 |
3520
Knightsbridge Asset Management
Newport Beach,
California
| $403M | +$49.3M | +14% | 2.32% | 150% | 140 | 35% | 2.5 |
|
| 3521 |
3521
Westwind Capital
Las Cruces,
New Mexico
| $403M | +$7.97M | +2% | 2.65% | 87.6% | 41 | 9.76% | 3 |
|
| 3522 |
3522
Coastal Bridge Advisors
Westport,
Connecticut
| $403M | -$31.9M | -7% | 1.96% | 88.1% | 188 | 15.43% | 4.2 |
|
| 3523 |
3523
Abacus FCF Advisors
Orlando,
Florida
| $402M | +$2.64M | +0.7% | 2.19% | 197% | 187 | 41.71% | 1.1 |
|
| 3524 |
3524
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| $402M | +$18.9M | +5% | 1.35% | 13.1% | 113 | 15.04% | 3 |
|
| 3525 |
3525
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| $402M | +$26.9M | +7% | 3.94% | 84.8% | 125 | 20% | 2.7 |
|