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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5401 |
5401
Forte Asset Management
Bedford,
New York
| $149M | -$5.35M | -3% | 3.91% | 57.7% | 60 | 16.67% | 1 |
|
| 5402 |
5402
Bellevue Asset Management
Bellevue,
Washington
| $149M | -$10.5M | -7% | 4.89% | 56.7% | 484 | 7.64% | 3.2 |
|
| 5403 |
5403
Boyd Wealth Management
Sacramento,
California
| $149M | -$15.8M | -10% | 3.94% | 56.8% | 44 | 15.91% | 1.4 |
|
| 5404 |
5404
Eliot Finkel Investment Counsel
Beverly Hills,
California
| $149M | -$8.73M | -6% | 4.77% | 88.9% | 32 | 3.13% | 4.3 |
|
| 5405 |
5405
X-Square Capital
Guaynabo,
Puerto Rico
| $149M | $0 | 0% | 1.71% | 158% | 142 | 0% | 2.9 |
|
| 5406 |
5406
Hall Private Wealth Advisors
Waxhaw,
North Carolina
| $149M | -$36.2M | -20% | 4.05% | – | 48 | 22.92% | 1.7 |
|
| 5407 |
5407
Abbot Financial Management
Andover,
Massachusetts
| $149M | -$7.14M | -5% | 2.89% | 102% | 116 | 4.31% | 4.6 |
|
| 5408 |
5408
Caliber Wealth Management (Utah)
Orem,
Utah
| $149M | -$575K | -0.4% | 3.83% | 36.5% | 56 | 1.79% | 1.6 |
|
| 5409 |
SI
5409
Saxon Interests
Houston,
Texas
| $149M | -$38.1M | -20% | 3.83% | 81.2% | 206 | 91.26% | 0.5 |
|
| 5410 |
5410
Triton Wealth Management
Sun City,
Arizona
| $149M | -$29.3M | -16% | 5.65% | – | 87 | 19.54% | 2.5 |
|
| 5411 |
5411
Quantitative Strategies
Calabasas,
California
| $149M | -$358K | -0.2% | 4.5% | – | 20 | 0% | 0.3 |
|
| 5412 |
5412
Working Capital Advisors (UK)
London,
United Kingdom
| $149M | +$6.53M | +5% | 23.5% | 24.8% | 4 | 0% | 1.1 |
|
| 5413 |
5413
Etesian Wealth Advisors
West Linn,
Oregon
| $149M | -$4.62M | -3% | 2.34% | 60.6% | 108 | 2.78% | 0.7 |
|
| 5414 |
5414
Custos Family Office
Austin,
Texas
| $148M | -$5.96M | -4% | 3.88% | 57.4% | 46 | 19.57% | 1 |
|
| 5415 |
5415
Retirement Financial Solutions
Knoxville,
Tennessee
| $148M | +$2.78M | +2% | 3.72% | 52.5% | 46 | 43.48% | 0.5 |
|
| 5416 |
5416
Interactive Financial Advisors
New Lenox,
Illinois
| $148M | +$1.12M | +0.8% | 3.83% | 47.6% | 84 | 4.76% | 6.1 |
|
| 5417 |
LBC
5417
Lawrence B. Cohen
| $148M | -$7.95M | -5% | 3.43% | 41.8% | 69 | 17.39% | 6 |
|
| 5418 |
DFS
5418
Dixon Fnancial Services
Lafayette,
California
| $148M | -$5.75M | -4% | 2.37% | 76.6% | 24 | 0% | 1.6 |
|
| 5419 |
5419
Purus Wealth Management
Newport Beach,
California
| $148M | -$6.06M | -4% | 2.82% | 174% | 118 | 3.39% | 1.9 |
|
| 5420 |
CL
5420
COWA LLC
Tulsa,
Oklahoma
| $148M | -$3.83M | -3% | 0.56% | 65.5% | 112 | 11.61% | 2.1 |
|
| 5421 |
5421
Michelson Medical Research Foundation
Los Angeles,
California
| $148M | +$7.56M | +5% | 2.47% | 52.2% | 28 | 32.14% | 0.5 |
|
| 5422 |
5422
Robbins Farley
Bedford,
New Hampshire
| $148M | +$3.54M | +2% | 4.45% | 106% | 194 | 22.68% | 1.3 |
|
| 5423 |
FAG
5423
Fortitude Advisory Group
Gig Harbor,
Washington
| $148M | +$11.7M | +9% | 3.27% | 142% | 223 | 11.66% | 1.5 |
|
| 5424 |
5424
Virginia Wealth Management Group
Virginia Beach,
Virginia
| $148M | +$2.12M | +1% | 2.48% | 49.4% | 72 | 6.94% | 1.5 |
|
| 5425 |
5425
626 Financial
Portage,
Michigan
| $148M | -$8.85M | -6% | 3.58% | 71.3% | 116 | 9.48% | 2 |
|