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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
Keystone Wealth Services
Palm Desert,
California
| $244M | +$15.2M | +7% | 6.17% | 91.1% | 200 | 11.5% | 1 |
|
| 4127 |
4127
Oak Grove Capital
North Hampton,
New Hampshire
| $244M | +$45.4M | +23% | 19.1% | 470% | 60 | 18.33% | 2 |
|
| 4128 |
CWM
4128
Cedar Wealth Management
Walnut Creek,
California
| $244M | +$41.8M | +21% | 4.1% | 68.1% | 317 | 10.73% | 2.7 |
|
| 4129 |
4129
Concord Asset Management (Virginia)
Abingdon,
Virginia
| $244M | +$96.1M | +65% | 3.68% | 69% | 117 | 54.7% | 0.4 |
|
| 4130 |
4130
NovaPoint Capital
Atlanta,
Georgia
| $244M | +$15.3M | +7% | 3.37% | 94% | 132 | 8.33% | 2.2 |
|
| 4131 |
4131
Kaydan Wealth Management
Fenton,
Michigan
| $244M | -$6.14M | -2% | 2.55% | 58% | 89 | 5.62% | 1.1 |
|
| 4132 |
4132
Aries Wealth Management
Portland,
Maine
| $244M | +$11.9M | +5% | 5.71% | 87.7% | 200 | 8% | 1 |
|
| 4133 |
4133
Rothschild Capital Partners
New York
| $244M | +$7.55M | +3% | 9.54% | 90.8% | 32 | 12.5% | 5.2 |
|
| 4134 |
LWA
4134
LWS Wealth Advisors
Basking Ridge,
New Jersey
| $244M | +$5.19M | +2% | 4.08% | 8.87% | 61 | 8.2% | 2.6 |
|
| 4135 |
4135
Baldrige Asset Management
Allentown,
Pennsylvania
| $244M | +$19.1M | +8% | 5.63% | 43.5% | 470 | 32.13% | 1.4 |
|
| 4136 |
4136
Quattro Financial Advisors
The Woodlands,
Texas
| $244M | -$6.7M | -3% | 8.67% | 77.6% | 90 | 18.89% | 1.5 |
|
| 4137 |
4137
Cumberland Advisors
Sarasota,
Florida
| $244M | +$12.9M | +6% | 6.84% | 80.7% | 64 | 17.19% | 3.4 |
|
| 4138 |
4138
Ballast Inc
Lexington,
Kentucky
| $244M | +$15M | +7% | 4.24% | 71.3% | 112 | 6.25% | 3.5 |
|
| 4139 |
4139
Searchlight Capital Partners
New York
| $244M | -$46.9M | -16% | 9.34% | 38.5% | 5 | 0% | 3.9 |
|
| 4140 |
4140
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| $243M | +$16.7M | +7% | 4.48% | 71.1% | 90 | 11.11% | 3.4 |
|
| 4141 |
4141
Ignite Planners
San Clemente,
California
| $243M | +$4.42M | +2% | 8.45% | 83.8% | 266 | 12.03% | 0.8 |
|
| 4142 |
TM
4142
Tikvah Management
Charlotte,
North Carolina
| $243M | +$33.9M | +16% | 13.5% | 169% | 23 | 0% | 3.2 |
|
| 4143 |
4143
Bandera Partners
New York
| $243M | +$31.8M | +15% | 13.7% | 55.4% | 17 | 17.65% | 3.4 |
|
| 4144 |
4144
McLean Asset Management
Tysons,
Virginia
| $243M | -$50.6M | -17% | 5.78% | 69.4% | 140 | 12.14% | 1.6 |
|
| 4145 |
4145
Sentry Investment Management
Stevens Point,
Wisconsin
| $243M | +$16.4M | +7% | 10.2% | 103% | 505 | 14.85% | 4.8 |
|
| 4146 |
LPC
4146
Lion Point Capital
New York
| $243M | -$460M | -65% | 10.4% | 319% | 39 | 41.03% | 1.2 |
|
| 4147 |
4147
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
| $243M | +$12.9M | +6% | 23.3% | 667% | 11 | 9.09% | 1.8 |
|
| 4148 |
4148
Investment Management Associates
Greenwood Village,
Colorado
| $243M | +$3.74M | +2% | 1.12% | 50.4% | 44 | 18.18% | 1.8 |
|
| 4149 |
4149
High Note Wealth
Deephaven,
Minnesota
| $243M | +$3.8M | +2% | 5.8% | 82.8% | 99 | 11.11% | 1.6 |
|
| 4150 |
4150
Horan Capital Advisors
Cincinnati,
Ohio
| $243M | +$14.7M | +6% | 5.1% | 26.6% | 102 | 9.8% | 4.2 |
|