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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
4401
Cloverfields Capital Group
Minneapolis,
Minnesota
| $255M | +$33M | +15% | 10.9% | 101% | 105 | 32.38% | 1.2 |
|
| 4402 |
4402
Wind River Trust Company
Jackson,
Wyoming
| $255M | +$22.6M | +10% | 10.5% | 62.1% | 9 | 0% | 8.4 |
|
| 4403 |
4403
Blue Pool Management
Causeway Bay,
Hong Kong
| $255M | -$279M | -52% | 0.3% | 72.8% | 2 | 50% | 1.3 |
|
| 4404 |
4404
Financial Security Advisor
Virginia Beach,
Virginia
| $255M | +$37M | +17% | 9.75% | 83.5% | 109 | 18.35% | 0.2 |
|
| 4405 |
4405
Whitford Management
New York
| $254M | +$178M | +231% | 11.1% | 76.2% | 24 | 75% | 0.3 |
|
| 4406 |
4406
Centerpoint Advisors
Needham,
Massachusetts
| $254M | +$18.7M | +8% | 11% | 82.6% | 626 | 31.31% | 2.9 |
|
| 4407 |
4407
LCNB Corp
Lebanon,
Ohio
| $254M | +$28.3M | +13% | 9.58% | 75.2% | 175 | 6.86% | 4.3 |
|
| 4408 |
LCM
4408
Lynx1 Capital Management
San Juan,
Puerto Rico
| $254M | +$103M | +68% | 71% | 883% | 18 | 16.67% | 1 |
|
| 4409 |
4409
Hilltop Partners
Mishawaka,
Indiana
| $254M | +$16.5M | +7% | 8.73% | 64.9% | 101 | 8.91% | 0.7 |
|
| 4410 |
RI
4410
Rinkey Investments
San Diego,
California
| $254M | +$35.7M | +16% | 6.96% | 42.1% | 68 | 41.18% | 0.9 |
|
| 4411 |
4411
Strata Wealth Advisors
Dallas,
Texas
| $254M | +$46.2M | +22% | 9.08% | 73.6% | 73 | 35.62% | 0.5 |
|
| 4412 |
4412
Red Wave Investments
Dillsburg,
Pennsylvania
| $254M | +$19.8M | +8% | 9.74% | 58% | 102 | 9.8% | 2.3 |
|
| 4413 |
4413
Opal Wealth Advisors
Jericho,
New York
| $254M | +$82.9M | +49% | 9.64% | 62.3% | 176 | 22.73% | 1.3 |
|
| 4414 |
4414
Apollon Financial
Mount Pleasant,
South Carolina
| $254M | – | – | 11.7% | 103% | 139 | – | 0 |
|
| 4415 |
4415
Auour Investments
Woburn,
Massachusetts
| $254M | +$16.7M | +7% | 6.62% | 39.2% | 75 | 8% | 0.5 |
|
| 4416 |
SA
4416
SAM Advisors
Oakhurst,
California
| $254M | +$23.2M | +10% | 10.2% | 57.5% | 39 | 17.95% | 1.5 |
|
| 4417 |
4417
West Wealth Group
Irvine,
California
| $254M | +$24.5M | +11% | 10.4% | 79.8% | 87 | 17.24% | 1.1 |
|
| 4418 |
4418
Keeler Thomas Management
Orem,
Utah
| $254M | -$16.8M | -6% | 9.25% | 52.1% | 68 | 11.76% | 1.8 |
|
| 4419 |
4419
Madrona Financial Services
Everett,
Washington
| $254M | +$34.6M | +16% | 11.3% | 85.1% | 104 | 28.85% | 2.9 |
|
| 4420 |
IAS
4420
Investment Advisory Services
The Woodlands,
Texas
| $254M | +$21.1M | +9% | 9.1% | 74.9% | 115 | 7.83% | 2.7 |
|
| 4421 |
4421
Columbus Macro
New Castle,
Pennsylvania
| $253M | +$16.1M | +7% | 8.1% | 48.7% | 194 | 27.84% | 2.5 |
|
| 4422 |
4422
WT Wealth Management
Scottsdale,
Arizona
| $253M | +$19.8M | +8% | 8.38% | 72% | 127 | 32.28% | 1.8 |
|
| 4423 |
4423
Boyd Watterson Asset Management
Cleveland,
Ohio
| $253M | +$24.3M | +11% | 12.4% | 101% | 426 | 1.88% | 2.6 |
|
| 4424 |
4424
LPWM LLC
Minneapolis,
Minnesota
| $253M | +$30.6M | +14% | 10.4% | 59.4% | 74 | 14.86% | 2.6 |
|
| 4425 |
4425
Verum Partners
Charlotte,
North Carolina
| $253M | +$29.1M | +13% | 8.66% | 57.7% | 144 | 9.72% | 0.6 |
|