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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
Northcape Wealth Management
Williamsville,
New York
| $277M | +$3.16M | +1% | 2% | 66% | 137 | 7.3% | 1.7 |
|
| 4402 |
CSWG
4402
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| $277M | +$11.3M | +4% | 3.54% | 67.3% | 77 | 25.97% | 2.5 |
|
| 4403 |
4403
Legacy Capital Group California
Los Gatos,
California
| $277M | +$6.36M | +2% | 4.67% | 129% | 343 | 23.03% | 0.8 |
|
| 4404 |
4404
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $277M | -$204K | -0.1% | 1.59% | 7.8% | 237 | 39.66% | 0.8 |
|
| 4405 |
LCM
4405
Lynx1 Capital Management
San Juan,
Puerto Rico
| $277M | -$111M | -29% | 0.43% | 883% | 22 | 50% | 0.8 |
|
| 4406 |
4406
Moerus Capital Management
New York
| $277M | -$41.9M | -13% | 4.56% | 220% | 19 | 5.26% | 3.7 |
|
| 4407 |
4407
Fortis Capital Advisors
Prairie Village,
Kansas
| $277M | +$39.4M | +17% | 8.44% | 127% | 196 | 37.76% | 0.7 |
|
| 4408 |
4408
Quantedge Capital
Singapore
| $277M | +$39.2M | +16% | 0.92% | 110% | 196 | 54.59% | 0.7 |
|
| 4409 |
4409
TrueFG
Cedar Park,
Texas
| $277M | +$3.94M | +1% | 0.16% | 54.2% | 49 | 2.04% | 3.1 |
|
| 4410 |
4410
Prudent Investors Network
Lake Forest,
California
| $277M | +$11.4M | +4% | 1.51% | – | 54 | 18.52% | 2.1 |
|
| 4411 |
4411
ABLE Financial Group
Scottsdale,
Arizona
| $277M | +$22.1M | +9% | 1.47% | 64.2% | 186 | 22.58% | 0.8 |
|
| 4412 |
CCP
4412
Caden Capital Partners
Santa Monica,
California
| $277M | +$4.15M | +2% | 2.51% | 19.1% | 12 | 25% | 1 |
|
| 4413 |
4413
FTV Management Company
San Francisco,
California
| $276M | -$23.7M | -8% | 7.89% | 15.1% | 1 | 0% | 2.5 |
|
| 4414 |
4414
Droms Strauss Advisors
St. Louis,
Missouri
| $276M | +$3.1M | +1% | 3.35% | 68.7% | 66 | 7.58% | 3.1 |
|
| 4415 |
SA
4415
SAM Advisors
Oakhurst,
California
| $276M | +$1.77M | +0.6% | 1.28% | 57.5% | 36 | 0% | 1.9 |
|
| 4416 |
4416
Westbourne Investment Advisors
Annapolis,
Maryland
| $276M | +$4.28M | +2% | 3.54% | 107% | 88 | 2.27% | 3.9 |
|
| 4417 |
RFMS
4417
RWQ Financial Management Services
Naples,
Florida
| $276M | +$45.9M | +20% | 18.3% | 446% | 23 | 26.09% | 1.6 |
|
| 4418 |
4418
Channel Wealth
Santa Barbara,
California
| $276M | +$27.2M | +11% | 4.41% | 59.3% | 185 | 15.14% | 1 |
|
| 4419 |
4419
Wealth Effects
Boston,
Massachusetts
| $276M | +$4.77M | +2% | 5.92% | 235% | 229 | 13.97% | 1.8 |
|
| 4420 |
4420
Bandera Partners
New York
| $276M | +$19.3M | +8% | 4.24% | 55.4% | 20 | 10% | 2.9 |
|
| 4421 |
4421
Frontier Asset Management
Sheridan,
Wyoming
| $276M | +$3.59M | +1% | 0.84% | 51.8% | 66 | 18.18% | 1.6 |
|
| 4422 |
4422
Bell & Brown Wealth Advisors
Newport Beach,
California
| $276M | +$42.1M | +18% | 3.31% | 125% | 72 | 9.72% | 5 |
|
| 4423 |
4423
Chesapeake Wealth Management
Williamsburg,
Virginia
| $276M | +$1.47M | +0.5% | 3.24% | 65.9% | 158 | 6.33% | 4.7 |
|
| 4424 |
VST
4424
Van Strum & Towne
San Francisco,
California
| $276M | +$1.69M | +0.6% | 1.45% | 62.2% | 104 | 4.81% | 5.7 |
|
| 4425 |
4425
Mathes Company
New York
| $275M | +$8.59M | +3% | 6.18% | 121% | 135 | 7.41% | 6 |
|