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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
4126
Coleford Investment Management
Toronto, Ontario,
Canada
| $459M | +$50.7M | +12% | 10.6% | – | 25 | 12% | 1.2 |
|
| 4127 |
4127
Global Assets Advisory
Orlando,
Florida
| $458M | +$109M | +31% | 17% | 95.9% | 594 | 65.49% | 0.8 |
|
| 4128 |
4128
Seven Springs Wealth Group
Brentwood,
Tennessee
| $458M | +$25.6M | +6% | 7.24% | 59.2% | 87 | 9.2% | 3.7 |
|
| 4129 |
4129
AllGen Financial Advisors
Orlando,
Florida
| $458M | +$36.5M | +9% | 8.15% | 39.7% | 43 | 23.26% | 2 |
|
| 4130 |
4130
Westmount Partners
Los Angeles,
California
| $457M | +$50.8M | +13% | 18.6% | 101% | 303 | 22.11% | 2.2 |
|
| 4131 |
4131
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $457M | +$32.1M | +8% | 13.4% | 57.8% | 144 | 11.81% | 3 |
|
| 4132 |
4132
Carmel Capital Management
Carmel,
California
| $456M | +$107M | +31% | 41.1% | 265% | 29 | 17.24% | 3.4 |
|
| 4133 |
4133
Canal Insurance Company
Greenville,
South Carolina
| $456M | -$9.1M | -2% | 11.9% | 114% | 79 | 7.59% | 6.1 |
|
| 4134 |
4134
Warther Private Wealth
Akron,
Ohio
| $456M | +$29.4M | +7% | 12.8% | 94.1% | 51 | 23.53% | 2 |
|
| 4135 |
4135
Carderock Capital Management
Chevy Chase,
Maryland
| $456M | +$51M | +13% | 22.8% | 97.6% | 76 | 15.79% | 5.6 |
|
| 4136 |
4136
Legacy Wealth Asset Management
Woodbury,
Minnesota
| $456M | +$44.7M | +11% | 22.4% | 116% | 405 | 13.83% | 3 |
|
| 4137 |
4137
CLG LLC
Long Beach,
California
| $455M | +$52.7M | +13% | 12.3% | – | 159 | 17.61% | 1.1 |
|
| 4138 |
CWM
4138
Cordatus Wealth Management
Newtown,
Pennsylvania
| $455M | +$35.1M | +8% | 11.3% | 108% | 182 | 17.58% | 1.5 |
|
| 4139 |
4139
Natural Investments
Windsor,
California
| $455M | +$49.8M | +12% | 18.8% | – | 320 | 15.94% | 1 |
|
| 4140 |
4140
Colony Family Offices
Charlotte,
North Carolina
| $455M | +$49.5M | +12% | 11.2% | 53.9% | 62 | 1.61% | 3.5 |
|
| 4141 |
4141
Miramar Capital
Northbrook,
Illinois
| $455M | +$5.76M | +1% | 2.19% | 47.3% | 60 | 11.67% | 4.1 |
|
| 4142 |
4142
Bulldog Investors
Saddle Brook,
New Jersey
| $455M | +$9.7M | +2% | 3.67% | 22.5% | 282 | 43.62% | 0.9 |
|
| 4143 |
4143
Lisanti Capital Growth
New York
| $455M | +$57.7M | +15% | 66.2% | 1,490% | 153 | 61.44% | 0.5 |
|
| 4144 |
4144
Highland Financial Advisors
Wayne,
New Jersey
| $455M | +$75.9M | +20% | 13.9% | 70% | 75 | 13.33% | 2.3 |
|
| 4145 |
4145
Progressive Investment Management
Lake Oswego,
Oregon
| $454M | +$75.6M | +20% | 34.3% | 139% | 59 | 6.78% | 4.9 |
|
| 4146 |
4146
GSG Advisors
Mount Laurel,
New Jersey
| $454M | +$69.3M | +18% | 17.3% | 88% | 153 | 13.07% | 1.8 |
|
| 4147 |
4147
Markowski Investments
Tampa,
Florida
| $454M | – | – | 13.9% | – | 619 | – | 0 |
|
| 4148 |
4148
Integral Investment Advisors
Turlock,
California
| $454M | +$52.1M | +13% | 14.1% | 60% | 184 | 7.07% | 2.5 |
|
| 4149 |
4149
Weaver Capital Management
Suwanee,
Georgia
| $454M | -$7.07M | -2% | 10.3% | 79.4% | 174 | 1.15% | 2 |
|
| 4150 |
4150
Gray Foundation
Cohoes,
New York
| $454M | +$57M | +14% | 21.1% | – | 11 | 18.18% | 2.1 |
|