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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
3676
Clarity Wealth Advisors
San Jose,
California
| $486M | -$3.78M | -0.8% | 3.16% | 94.1% | 117 | 12.82% | 3.5 |
|
| 3677 |
3677
PCM Encore
Aspen,
Colorado
| $486M | +$16.1M | +3% | 0.2% | – | 475 | 16.21% | 0.2 |
|
| 3678 |
3678
Riggs Asset Management
Dallas,
Pennsylvania
| $486M | -$10.2M | -2% | 4.98% | 219% | 144 | 22.92% | 3.6 |
|
| 3679 |
3679
Stordahl Capital Management
Greenwood Village,
Colorado
| $486M | -$300K | -0.1% | 0.18% | 54% | 65 | 6.15% | 5.2 |
|
| 3680 |
3680
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| $485M | +$19.5M | +4% | 1.35% | 70.4% | 415 | 16.63% | 1.4 |
|
| 3681 |
3681
Crusonia Wealth Advisors
Denver,
Colorado
| $485M | +$30M | +7% | 0.21% | – | 199 | 13.07% | 0.2 |
|
| 3682 |
3682
Golden Reserve Retirement
Dublin,
Ohio
| $485M | -$56.9M | -11% | 3.1% | – | 152 | 46.05% | 0.3 |
|
| 3683 |
3683
Noble Family Wealth
Clearwater,
Florida
| $484M | +$10M | +2% | 1.85% | 60% | 81 | 7.41% | 2.4 |
|
| 3684 |
3684
Wedgewood Partners
St Louis,
Missouri
| $484M | -$51.2M | -10% | 5.55% | 78.1% | 23 | 13.04% | 5.2 |
|
| 3685 |
AW
3685
Avion Wealth
The Woodlands,
Texas
| $484M | +$7.18M | +2% | 0.64% | 48.8% | 1,679 | 14.71% | 2.3 |
|
| 3686 |
3686
Old Second National Bank of Aurora
Aurora,
Illinois
| $484M | -$16.1M | -3% | 0.16% | 93.7% | 294 | 6.8% | 7.4 |
|
| 3687 |
MWM
3687
Mascoma Wealth Management
Hanover,
New Hampshire
| $484M | +$17.5M | +4% | 1.48% | 43.7% | 544 | 14.52% | 3.4 |
|
| 3688 |
3688
Lantz Financial
Naperville,
Illinois
| $484M | +$9.8M | +2% | 0.88% | 74.3% | 258 | 11.63% | 3.7 |
|
| 3689 |
3689
Montis Financial
Waltham,
Massachusetts
| $484M | -$22.4M | -4% | 1.57% | 53.8% | 162 | 11.11% | 2.3 |
|
| 3690 |
3690
Basecamp Wealth Advisors
Bellevue,
Washington
| $483M | +$13.9M | +3% | 1.27% | – | 2,198 | 28.71% | 0.2 |
|
| 3691 |
3691
BOCHK Asset Management
Hong Kong
| $483M | +$109M | +29% | 1.97% | 503% | 142 | 60.56% | 0.4 |
|
| 3692 |
3692
Phraction Management
Colchester,
Connecticut
| $483M | +$108M | +29% | 0.16% | 106% | 74 | 21.62% | 2.5 |
|
| 3693 |
3693
Net Worth Advisory Group
Sandy,
Utah
| $482M | -$12.2M | -2% | 0.77% | – | 481 | 17.67% | 1 |
|
| 3694 |
3694
Bridgewealth Advisory Group
Fresno,
California
| $482M | +$29.2M | +6% | 0.98% | 39.1% | 136 | 5.15% | 1.3 |
|
| 3695 |
3695
McRae Capital Management
Morristown,
New Jersey
| $482M | -$7.74M | -2% | 4.78% | 78.2% | 109 | 8.26% | 6.5 |
|
| 3696 |
3696
Ithaka Group
Arlington,
Virginia
| $482M | -$79.1M | -14% | 12.8% | 143% | 41 | 12.2% | 4.3 |
|
| 3697 |
3697
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| $482M | -$2.43M | -0.5% | 0.21% | 74% | 177 | 6.78% | 4.2 |
|
| 3698 |
3698
Evernest Financial Advisors
Carmel,
Indiana
| $481M | +$4.3M | +0.9% | 0.88% | – | 192 | 9.9% | 2.7 |
|
| 3699 |
MAM
3699
Morse Asset Management
Darien,
Connecticut
| $481M | -$19.2M | -4% | 0.86% | 222% | 432 | 15.74% | 2.1 |
|
| 3700 |
3700
Northwest Quadrant Wealth Management
Bend,
Oregon
| $481M | -$2.39M | -0.5% | 0.52% | 45.6% | 72 | 8.33% | 5.3 |
|