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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5226 |
5226
Camarda Financial Advisors
Fleming Island,
Florida
| $222M | -$44.5M | -17% | 1.63% | 196% | 124 | 44.35% | 1.4 |
|
| 5227 |
5227
Veridan Wealth
West Linn,
Oregon
| $221M | +$7.83M | +4% | 6.8% | – | 84 | 7.14% | 0.7 |
|
| 5228 |
5228
Spreng Capital Management
Bucyrus,
Ohio
| $221M | -$9M | -4% | 3.03% | 72.5% | 80 | 12.5% | 3.9 |
|
| 5229 |
5229
Harbour Investment Management
Edmonds,
Washington
| $221M | -$6.93M | -3% | 0.46% | 58.8% | 101 | 7.92% | 6.2 |
|
| 5230 |
GL
5230
GHE LLC
Memphis,
Tennessee
| $221M | -$31.3M | -12% | 8.5% | 188% | 56 | 0% | 2.7 |
|
| 5231 |
5231
Act Wealth Management
Plano,
Texas
| $221M | +$7.11M | +3% | 1.79% | 70% | 54 | 18.52% | 2.3 |
|
| 5232 |
5232
Raleigh Capital Management
Cary,
North Carolina
| $221M | -$38.6M | -15% | 2.09% | 79.9% | 1,094 | 56.12% | 1.9 |
|
| 5233 |
5233
EnCap Energy Capital Fund X
Houston,
Texas
| $221M | +$27.6M | +14% | 14.3% | – | 1 | 0% | 0.5 |
|
| 5234 |
5234
Cumberland Advisors
Sarasota,
Florida
| $221M | -$30.1M | -12% | 2.56% | 80.7% | 52 | 11.54% | 4.5 |
|
| 5235 |
5235
IMZ Advisory
Boca Raton,
Florida
| $220M | +$1.28M | +0.6% | 3.13% | 73.1% | 43 | 18.6% | 1 |
|
| 5236 |
MFC
5236
Mechanics Financial Corp
Mansfield,
Ohio
| $220M | -$2.19M | -1% | 2.87% | 82.7% | 252 | 11.51% | 2.4 |
|
| 5237 |
5237
Tiemann Investment Advisors
Menlo Park,
California
| $220M | -$4.58M | -2% | 1.33% | 77% | 198 | 6.06% | 6.9 |
|
| 5238 |
5238
Mullooly Asset Management
Wall Township,
New Jersey
| $220M | – | – | 1.41% | – | 47 | – | 0 |
|
| 5239 |
5239
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $220M | -$17M | -7% | 2.3% | 66.8% | 107 | 8.41% | 6.5 |
|
| 5240 |
5240
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| $220M | -$7.88M | -3% | 1.99% | 62.3% | 79 | 17.72% | 1.5 |
|
| 5241 |
5241
Unique Wealth Strategies
Burr Ridge,
Illinois
| $220M | -$9.8M | -4% | 1.34% | 96.9% | 226 | 34.96% | 0.8 |
|
| 5242 |
5242
New Insight Wealth Advisors
San Ramon,
California
| $220M | +$20.6M | +10% | 4.94% | – | 96 | 8.33% | 1 |
|
| 5243 |
5243
Medallion Wealth Advisors
Farmington,
Connecticut
| $220M | +$18.5M | +9% | 1.83% | – | 1,112 | 11.51% | 0.2 |
|
| 5244 |
5244
Silver Heights Capital Management
Toronto,
Ontario, Canada
| $220M | -$4.79M | -2% | 0.75% | 39.8% | 4 | 0% | 7.4 |
|
| 5245 |
5245
Harraden Circle Investments
New York
| $220M | +$94.4M | +75% | 2.09% | – | 142 | 45.07% | 0.2 |
|
| 5246 |
5246
Albar Capital Partners
London,
United Kingdom
| $220M | -$196M | -47% | 1.48% | – | 30 | 73.33% | 0.1 |
|
| 5247 |
5247
Dunhill Financial
London,
United Kingdom
| $220M | +$4.91M | +2% | 2.27% | 58.6% | 1,026 | 15.4% | 1 |
|
| 5248 |
5248
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
| $220M | +$81.5M | +59% | 0.67% | – | 3 | 100% | 0 |
|
| 5249 |
5249
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| $220M | -$7.01M | -3% | 1.97% | 107% | 206 | 11.65% | 2.1 |
|
| 5250 |
5250
Soundwatch Capital
Rowayton,
Connecticut
| $220M | -$726M | -77% | 4.89% | 79.6% | 38 | 28.95% | 1.3 |
|