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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
Intergy Private Wealth
Colorado Springs,
Colorado
| $320M | +$26.6M | +9% | 7.27% | 73.8% | 109 | 7.34% | 2.2 |
|
| 4652 |
4652
Cloverfields Capital Group
Minneapolis,
Minnesota
| $319M | -$17.1M | -5% | 7.31% | 101% | 99 | 4.04% | 2.3 |
|
| 4653 |
4653
Retirement Financial Solutions
Knoxville,
Tennessee
| $319M | +$35.4M | +12% | 6.35% | 52.5% | 54 | 46.3% | 1.1 |
|
| 4654 |
4654
Gunma Bank
Gunma,
Japan
| $319M | +$13.1M | +4% | 2.04% | 24.5% | 35 | 25.71% | 1.3 |
|
| 4655 |
4655
Acima Private Wealth
Richmond,
Virginia
| $319M | +$25.9M | +9% | 5.72% | 51.1% | 190 | 11.05% | 5.4 |
|
| 4656 |
WCM
4656
Westerly Capital Management
San Francisco,
California
| $319M | +$49.6M | +18% | 26.4% | 116% | 54 | 42.59% | 1.4 |
|
| 4657 |
4657
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $319M | +$50.3M | +19% | 6.41% | 58.8% | 290 | 16.55% | 3 |
|
| 4658 |
4658
Permit Capital
West Conshohocken,
Pennsylvania
| $319M | +$10.3M | +3% | 17.6% | 121% | 20 | 0% | 4.8 |
|
| 4659 |
AIA
4659
AIMZ Investment Advisors
Los Altos,
California
| $319M | +$20M | +7% | 8.67% | 81.3% | 131 | 3.05% | 7.2 |
|
| 4660 |
4660
Left Brain Wealth Management
Naperville,
Illinois
| $319M | +$34.8M | +12% | 15.2% | 376% | 110 | 23.64% | 1.2 |
|
| 4661 |
4661
Cherrydale Wealth Management
Hoboken,
New Jersey
| $318M | +$30.9M | +11% | 8.1% | 80.8% | 83 | 13.25% | 1.9 |
|
| 4662 |
4662
Sustainable Insight Capital Management
New York
| $318M | +$97.3M | +44% | 9.58% | 150% | 83 | 40.96% | 1.6 |
|
| 4663 |
4663
KKM Financial
Chicago,
Illinois
| $318M | +$30.4M | +11% | 7.98% | – | 158 | 15.19% | 1.4 |
|
| 4664 |
IPA
4664
Investment Planning Advisors
Cumming,
Georgia
| $318M | +$35M | +12% | 6.18% | – | 91 | 16.48% | 0.9 |
|
| 4665 |
4665
Solari Capital
Palm Beach Gardens,
Florida
| $318M | – | – | 53% | – | 1 | – | 0 |
|
| 4666 |
4666
Sphera Management Technology Funds
Tel Aviv,
Israel
| $318M | +$119M | +60% | 14.1% | – | 85 | 43.53% | 0.4 |
|
| 4667 |
4667
Taylor Hoffman Capital Management
Richmond,
Virginia
| $317M | +$24.8M | +8% | 10.2% | – | 122 | 5.74% | 0.9 |
|
| 4668 |
IAS
4668
Investment Advisory Services
The Woodlands,
Texas
| $317M | +$17.6M | +6% | 6.86% | 74.9% | 134 | 8.21% | 3.7 |
|
| 4669 |
4669
Aquamarine Zurich
Zurich,
Switzerland
| $317M | +$7.53M | +2% | 7.08% | 74.8% | 14 | 0% | 2.7 |
|
| 4670 |
4670
AXS Investments
Port Chester,
New York
| $317M | +$73.6M | +30% | 7.58% | 104% | 226 | 49.56% | 1.4 |
|
| 4671 |
4671
Vectors Research Management
New York
| $317M | +$25.6M | +9% | 6.53% | 67.3% | 134 | 13.43% | 4.1 |
|
| 4672 |
4672
Pension & Wealth Management Advisors
Waltham,
Massachusetts
| $317M | +$18.9M | +6% | 5.87% | 49.9% | 582 | 21.82% | 1.4 |
|
| 4673 |
4673
Aubrey Capital Management
Edinburgh,
United Kingdom
| $317M | +$41.7M | +15% | 15.6% | 319% | 64 | 46.88% | 1.2 |
|
| 4674 |
4674
Stiles Financial Services
Edina,
Minnesota
| $317M | +$27.6M | +10% | 9.42% | 144% | 183 | 8.2% | 2.7 |
|
| 4675 |
4675
Sterling Financial Planning
Sparta,
New Jersey
| $317M | +$17.8M | +6% | 6.86% | 59.3% | 118 | 3.39% | 3.5 |
|