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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
5001
Syquant Capital SAS
Paris,
France
| $164M | +$80.5M | +97% | 7.79% | 160% | 62 | 66.13% | 0.2 |
|
| 5002 |
5002
Alcosta Capital Management
San Ramon,
California
| $164M | +$1.46M | +0.9% | 2.54% | 175% | 30 | 6.67% | 0.7 |
|
| 5003 |
5003
Searcy Financial Services
Overland Park,
Kansas
| $164M | -$1.37M | -0.8% | 1.2% | 60.2% | 21 | 14.29% | 1.7 |
|
| 5004 |
5004
Fortis Advisors
Wayne,
Pennsylvania
| $164M | -$9.4M | -5% | 1.5% | 72.8% | 279 | 12.54% | 1.8 |
|
| 5005 |
EWG
5005
Executive Wealth Group
Kirkland,
Washington
| $164M | -$5.38M | -3% | 2.59% | 14.9% | 49 | 4.08% | 2.9 |
|
| 5006 |
5006
Atlas Private Wealth Management
Albany,
New York
| $164M | +$1.51M | +0.9% | 0.34% | 19.8% | 120 | 5% | 1.6 |
|
| 5007 |
5007
Bellevue Asset Management
Bellevue,
Washington
| $163M | -$428K | -0.3% | 0.67% | 56.7% | 609 | 9.52% | 1.4 |
|
| 5008 |
5008
Baugh & Associates
Atlanta,
Georgia
| $163M | +$2.15M | +1% | 0.89% | 98.8% | 41 | 0% | 3.1 |
|
| 5009 |
IAS
5009
Investment Advisory Services
The Woodlands,
Texas
| $163M | +$1.36M | +0.8% | 0.23% | 74.9% | 96 | 5.21% | 1.4 |
|
| 5010 |
5010
Tacita Capital
Toronto,
Ontario, Canada
| $163M | -$2.7M | -2% | 0.5% | 72.3% | 184 | 2.72% | 0.7 |
|
| 5011 |
5011
Van Leeuwen & Company
Princeton,
New Jersey
| $163M | -$5.8M | -3% | 0.38% | 75.4% | 86 | 39.53% | 1.4 |
|
| 5012 |
5012
Red Cedar Capital
Omaha,
Nebraska
| $163M | +$3.86M | +2% | 4.04% | 43% | 168 | 10.71% | 2.9 |
|
| 5013 |
5013
Maltin Wealth Management
Ridgewood,
New Jersey
| $163M | -$1.7M | -1% | 1.22% | 58.2% | 114 | 12.28% | 1.2 |
|
| 5014 |
5014
H&H Retirement Design & Management
Las Vegas,
Nevada
| $163M | -$611K | -0.4% | 1.04% | 38.4% | 47 | 14.89% | 1.3 |
|
| 5015 |
5015
Grace Capital
Quincy,
Massachusetts
| $163M | +$13.3M | +9% | 2.18% | 127% | 176 | 19.89% | 2.2 |
|
| 5016 |
REMS
5016
Real Estate Management Services
| $163M | +$1.29M | +0.8% | 2.97% | 67.2% | 38 | 7.89% | 2.7 |
|
| 5017 |
5017
Clarus Wealth Advisors
Peoria,
Arizona
| $163M | +$2.86M | +2% | 0.45% | 89.7% | 112 | 18.75% | 1.7 |
|
| 5018 |
5018
Lakestar II
St. Peter Port, Gy1 3pp,
Guernsey
| $162M | +$7.93M | +5% | 12.7% | – | 2 | 0% | 0.6 |
|
| 5019 |
5019
Naman Capital
Sao Paulo,
Brazil
| $162M | -$29.8M | -16% | 7.11% | 89.9% | 17 | 0% | 2.2 |
|
| 5020 |
5020
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| $162M | +$8.5M | +6% | 1.42% | 62.6% | 359 | 17.83% | 1.3 |
|
| 5021 |
5021
Adaptive Financial Consulting
Beachwood,
Ohio
| $162M | +$1.98M | +1% | 0.29% | 33.4% | 18 | 5.56% | 1.6 |
|
| 5022 |
5022
Holistic Financial Partners
Indianapolis,
Indiana
| $162M | -$5.33M | -3% | 2.05% | 95.7% | 134 | 26.87% | 1.9 |
|
| 5023 |
5023
WESPAC Advisors
Orinda,
California
| $162M | +$110M | +210% | 0.56% | 126% | 177 | 50.85% | 0.6 |
|
| 5024 |
5024
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| $162M | -$5.32M | -3% | 0.25% | 84.8% | 108 | 18.52% | 1.6 |
|
| 5025 |
5025
Powell Investment Advisors
Miami,
Florida
| $162M | -$827K | -0.5% | 1.88% | 82.4% | 130 | 13.85% | 1.4 |
|