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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
4351
Avalon Capital Management
Port Of Redwood City,
California
| $310M | -$20.3M | -6% | 6.43% | 163% | 153 | 29.41% | 1.5 |
|
| 4352 |
4352
Argonautica Private Wealth Management
Wellesley,
Massachusetts
| $310M | +$8.12M | +3% | 3.4% | 167% | 198 | 4.55% | 1.5 |
|
| 4353 |
4353
Northcape Wealth Management
Williamsville,
New York
| $310M | +$4.31M | +1% | 0.94% | 74% | 146 | 14.38% | 1.9 |
|
| 4354 |
4354
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| $309M | +$10.5M | +4% | 0% | 84.3% | 199 | 23.62% | 2.6 |
|
| 4355 |
4355
Prasad Wealth Partners
Independence,
Ohio
| $309M | – | – | 3.39% | – | 113 | – | 0 |
|
| 4356 |
4356
Claar Advisors
New York
| $309M | +$11.9M | +4% | 2.81% | 65.5% | 22 | 18.18% | 4.1 |
|
| 4357 |
4357
Winmill & Co
Walpole,
New Hampshire
| $309M | +$11.8M | +4% | 0.76% | 146% | 57 | 8.77% | 3 |
|
| 4358 |
4358
CWS Financial Advisors
Kalamazoo,
Michigan
| $309M | +$26.6M | +9% | 0.19% | 55.7% | 133 | 14.29% | 3.2 |
|
| 4359 |
4359
Integral Investment Advisors
Turlock,
California
| $309M | +$10.2M | +3% | 1.87% | 69% | 161 | 8.7% | 1.6 |
|
| 4360 |
4360
Allegiance Financial Group Advisory Services
Vienna,
Virginia
| $309M | +$21.4M | +7% | 1.84% | 71.1% | 119 | 38.66% | 1.1 |
|
| 4361 |
4361
First International Bank & Trust
Watford City,
North Dakota
| $309M | -$3.28M | -1% | 0.67% | 38.6% | 75 | 8% | 2.3 |
|
| 4362 |
4362
Long Path Partners
Stamford,
Connecticut
| $309M | +$313K | +0.1% | 9.57% | 9.18% | 12 | 25% | 1.7 |
|
| 4363 |
4363
Court Place Advisors
Ellicott City,
Maryland
| $308M | -$34.6M | -10% | 1.25% | 92% | 168 | 13.69% | 7.5 |
|
| 4364 |
AFS
4364
Aft Forsyth & Sober
Valrico,
Florida
| $308M | +$4.29M | +1% | 3.64% | 94.6% | 81 | 7.41% | 4 |
|
| 4365 |
4365
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| $308M | +$1.95M | +0.6% | 1.66% | 52.9% | 194 | 22.16% | 2.4 |
|
| 4366 |
4366
O'Brien Greene & Co
Media,
Pennsylvania
| $308M | -$13.1M | -4% | 0.39% | 90.9% | 143 | 11.19% | 3.9 |
|
| 4367 |
FP
4367
Fiduciary Planning
Englewood,
Florida
| $308M | +$13.3M | +5% | 1.42% | 71.4% | 76 | 21.05% | 1.6 |
|
| 4368 |
4368
Wright Investors Service
Shelton,
Connecticut
| $308M | -$74.1M | -19% | 4.28% | 161% | 146 | 15.07% | 4.5 |
|
| 4369 |
4369
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $308M | +$21.9M | +8% | 0.31% | 59.6% | 145 | 15.17% | 2.5 |
|
| 4370 |
4370
AMI Investment Management
Kendallville,
Indiana
| $308M | +$12.3M | +4% | 0.63% | 52% | 72 | 11.11% | 5.7 |
|
| 4371 |
4371
Total Clarity Wealth Management
St. Charles,
Illinois
| $308M | -$3.13M | -1% | 1.01% | 73.2% | 299 | 23.75% | 1.6 |
|
| 4372 |
4372
NIA Impact Advisors
Berkeley,
California
| $308M | +$6.34M | +2% | 3.37% | – | 120 | 15.83% | 1.5 |
|
| 4373 |
4373
Pinnacle Bancorp
Beatrice,
Nebraska
| $307M | -$66.6M | -18% | 0.38% | 72.9% | 910 | 7.47% | 4.3 |
|
| 4374 |
4374
Beacon Financial Advisory
Cleveland,
Ohio
| $307M | +$13.4M | +5% | 0.94% | 76.8% | 313 | 9.27% | 2.3 |
|
| 4375 |
4375
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| $307M | +$21.3M | +7% | 2.95% | 83.8% | 149 | 18.79% | 3 |
|