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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4651 |
4651
CM Wealth Advisors
Beachwood,
Ohio
| $233M | -$26.8M | -10% | 13.2% | 64.7% | 84 | 17.86% | 0.9 |
|
| 4652 |
SL
4652
SWF LLC
Omaha,
Nebraska
| $233M | +$23.4M | +11% | 1.85% | 82.9% | 3 | 66.67% | 3 |
|
| 4653 |
4653
Financial Life Advisors
San Antonio,
Texas
| $232M | +$31.8K | +0% | 8.76% | 47% | 63 | 20.63% | 2.4 |
|
| 4654 |
4654
Adirondack Trust Company
Saratoga Springs,
New York
| $232M | +$32M | +16% | 10.7% | 96.7% | 523 | 12.43% | 5.3 |
|
| 4655 |
WHGC
4655
Wealth High Governance Capital
Sao Paulo,
Brazil
| $232M | -$55.4M | -19% | 17.3% | 622% | 35 | 85.71% | 0.1 |
|
| 4656 |
IC
4656
Immersion Capital
London,
United Kingdom
| $232M | -$951K | -0.4% | 21.2% | 63.4% | 9 | 22.22% | 1.8 |
|
| 4657 |
4657
Sectoral Asset Management
Montreal,
Quebec, Canada
| $232M | -$281M | -55% | 16.1% | 168% | 133 | 29.32% | 2.1 |
|
| 4658 |
4658
TTP Investments
San Jose,
California
| $232M | +$80.5M | +53% | 14.3% | 232% | 33 | 18.18% | 1.4 |
|
| 4659 |
4659
Camarda Financial Advisors
Fleming Island,
Florida
| $232M | +$77.2M | +50% | 12.6% | 196% | 82 | 28.05% | 1.2 |
|
| 4660 |
4660
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| $232M | +$19.3M | +9% | 11.2% | 81.6% | 81 | 19.75% | 2.4 |
|
| 4661 |
4661
Vert Asset Management
Sausalito,
California
| $232M | +$34.6M | +18% | 18.1% | 43.1% | 42 | 2.38% | 1.8 |
|
| 4662 |
4662
ABLE Financial Group
Scottsdale,
Arizona
| $231M | +$31.2M | +16% | 9.83% | 64.2% | 156 | 17.95% | 0.6 |
|
| 4663 |
CPA
4663
Capital Performance Advisors
Walnut Creek,
California
| $231M | +$34.9M | +18% | 11.5% | 77.1% | 80 | 31.25% | 1.1 |
|
| 4664 |
4664
Intergy Private Wealth
Colorado Springs,
Colorado
| $231M | +$31.4M | +16% | 11.1% | 73.8% | 75 | 8% | 1.5 |
|
| 4665 |
4665
Stonepine Capital Management
Bend,
Oregon
| $231M | -$69.8M | -23% | 11.3% | 231% | 23 | 30.43% | 1.4 |
|
| 4666 |
4666
Robinswood Financial
Kirkland,
Washington
| $231M | +$21.5M | +10% | 8.25% | 43.2% | 272 | 15.81% | 0.4 |
|
| 4667 |
4667
Insight Folios
Charlotte,
North Carolina
| $231M | +$26.5M | +13% | 7.66% | 32.9% | 120 | 8.33% | 2.2 |
|
| 4668 |
FNWM
4668
Financial Network Wealth Management
Draper,
Utah
| $231M | +$26.1M | +13% | 10.9% | – | 116 | 19.83% | 2 |
|
| 4669 |
4669
Mount Capital
London,
United Kingdom
| $231M | -$2.62M | -1% | 12.6% | 34.4% | 19 | 10.53% | 1.7 |
|
| 4670 |
4670
Sterling Financial Planning
Sparta,
New Jersey
| $231M | +$35.7M | +18% | 9.89% | 59.3% | 102 | 8.82% | 2.3 |
|
| 4671 |
4671
Peloton Wealth Strategists
Indianapolis,
Indiana
| $231M | +$14M | +6% | 10.4% | 51.3% | 97 | 13.4% | 3.1 |
|
| 4672 |
4672
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $231M | +$18.4M | +9% | 11.3% | 104% | 260 | 3.46% | 7.6 |
|
| 4673 |
4673
Retirement Capital Strategies
San Jose,
California
| $231M | +$17.1M | +8% | 10.2% | 59% | 76 | 32.89% | 1.8 |
|
| 4674 |
IAA
4674
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $231M | +$11M | +5% | 8.96% | 49.3% | 94 | 18.09% | 2.6 |
|
| 4675 |
4675
Delta Financial Advisors
New Orleans,
Louisiana
| $231M | +$8.81M | +4% | 10.2% | 107% | 124 | 8.87% | 3.8 |
|