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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4676 |
4676
Triad Wealth Partners
Lawrence,
Kansas
| $277M | +$88.9M | +47% | 0.45% | – | 180 | 77.78% | 0.1 |
|
| 4677 |
4677
Westwood Wealth Management
Los Angeles,
California
| $277M | +$21.7M | +9% | 9.53% | 495% | 48 | 18.75% | 1.8 |
|
| 4678 |
BCH
4678
Berkshire Capital Holdings
San Jose,
California
| $277M | +$41M | +17% | 50.9% | 2,748% | 99 | 12.12% | 2.7 |
|
| 4679 |
4679
360 Financial
Wayzata,
Minnesota
| $277M | +$5.94M | +2% | 0.56% | 82.5% | 94 | 18.09% | 2.8 |
|
| 4680 |
4680
Equita Financial Network
Fort Washington,
Pennsylvania
| $277M | +$2.96M | +1% | 2.28% | 50.5% | 82 | 6.1% | 1 |
|
| 4681 |
CWM
4681
Cedar Wealth Management
Walnut Creek,
California
| $277M | -$45.6M | -14% | 0.14% | 68.1% | 269 | 30.48% | 4.2 |
|
| 4682 |
DMKJ
4682
David M. Knott Jr
| $277M | -$8.05M | -3% | 14.2% | 169% | 98 | 15.31% | 2 |
|
| 4683 |
SA
4683
SAM Advisors
Oakhurst,
California
| $277M | +$4.1M | +2% | 0.06% | 57.5% | 43 | 13.95% | 1.8 |
|
| 4684 |
KA
4684
Kooman & Associates
Altoona,
Pennsylvania
| $276M | +$5.54M | +2% | 1.23% | 66% | 51 | 15.69% | 1.4 |
|
| 4685 |
4685
Stiles Financial Services
Edina,
Minnesota
| $276M | -$7.7M | -3% | 0.25% | 144% | 195 | 9.74% | 2.2 |
|
| 4686 |
4686
Anchor Capital Management Group
Aliso Viejo,
California
| $276M | – | – | 2.66% | – | 18 | – | 0 |
|
| 4687 |
4687
Oak Family Advisors
Chicago,
Illinois
| $276M | -$49.5M | -15% | 2.03% | 81.9% | 148 | 27.7% | 2.2 |
|
| 4688 |
4688
Holistic Planning
Nacogdoches,
Texas
| $276M | +$39.5M | +17% | 1.11% | 61.9% | 179 | 17.32% | 0.7 |
|
| 4689 |
4689
Yakira Capital Management
Westport,
Connecticut
| $276M | -$2.8M | -1% | 4.08% | 74.1% | 320 | 42.81% | 1.1 |
|
| 4690 |
4690
Jeppson Wealth Management
Manhattan Beach,
California
| $276M | -$3.47M | -1% | 1.21% | 107% | 209 | 6.7% | 3.1 |
|
| 4691 |
TCM
4691
TAM Capital Management
Stamford,
Connecticut
| $276M | +$47.2M | +21% | 9.35% | 4.15% | 13 | 53.85% | 0.8 |
|
| 4692 |
4692
Anfield Capital Management
Irvine,
California
| $276M | +$9.07M | +3% | 1.11% | 65.3% | 509 | 25.34% | 0.7 |
|
| 4693 |
4693
Congress Park Capital
Saratoga Springs,
New York
| $275M | +$5.6M | +2% | 2.34% | 99.9% | 119 | 14.29% | 4.1 |
|
| 4694 |
4694
First United Bank & Trust
Oakland,
Maryland
| $275M | -$3.01M | -1% | 0.79% | 78% | 394 | 7.87% | 3.1 |
|
| 4695 |
4695
Taylor Hoffman Capital Management
Richmond,
Virginia
| $275M | +$14.4M | +6% | 1.5% | – | 117 | 5.98% | 0.2 |
|
| 4696 |
4696
Prudent Man Advisors
Naperville,
Illinois
| $275M | -$24.5M | -8% | 0.84% | 92.5% | 189 | 13.76% | 2.9 |
|
| 4697 |
4697
Hayek Kallen Investment Management
Fairhope,
Alabama
| $275M | -$7.06M | -3% | 0.14% | 71.9% | 94 | 3.19% | 6.3 |
|
| 4698 |
4698
Evelyn Partners Investment Management (Europe)
Dublin,
| $275M | – | – | 2.25% | – | 189 | – | 0 |
|
| 4699 |
4699
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| $275M | +$656K | +0.2% | 0.1% | 78% | 178 | 13.48% | 2.1 |
|
| 4700 |
FIM
4700
FWL Investment Management
Dallas,
Texas
| $275M | +$13.7M | +5% | 3.25% | 165% | 334 | 18.56% | 0.9 |
|