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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
5501
AAF Wealth Management
Westborough,
Massachusetts
| $130M | +$11.8M | +10% | 5.49% | 65.8% | 22 | 4.55% | 0.5 |
|
| 5502 |
5502
Alaethes Wealth
Glenbrook,
Nevada
| $130M | +$21.6M | +20% | 9.73% | 96.4% | 270 | 68.15% | 0.1 |
|
| 5503 |
5503
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| $129M | +$15.9M | +14% | 11.3% | 161% | 332 | 19.58% | 2.2 |
|
| 5504 |
5504
RiverGlades Family Offices
Naples,
Florida
| $129M | +$6.33M | +5% | 5.66% | – | 81 | 4.94% | 1.7 |
|
| 5505 |
5505
Corepath Wealth Partners
Scottsdale,
Arizona
| $129M | +$15.5M | +14% | 4.09% | 62.1% | 38 | 5.26% | 0.5 |
|
| 5506 |
5506
Cook & Bynum Capital Management
Birmingham,
Alabama
| $129M | +$6.59M | +5% | 10.8% | 46.8% | 5 | 0% | 4 |
|
| 5507 |
AIM
5507
Axiom Investment Management
New York
| $129M | +$6.08M | +5% | 9.85% | – | 213 | 34.74% | 1.3 |
|
| 5508 |
5508
Cynosure Group
Salt Lake City,
Utah
| $129M | +$1.37M | +1% | 7.83% | 56.8% | 21 | 4.76% | 1.5 |
|
| 5509 |
FIG
5509
Freed Investment Group
Boston,
Massachusetts
| $129M | +$14.3M | +12% | 10.4% | – | 15 | 6.67% | 0.5 |
|
| 5510 |
KCA
5510
Karn Couzens & Associates
Farmington,
Connecticut
| $129M | +$17.5M | +16% | 6.04% | – | 76 | 18.42% | 0.4 |
|
| 5511 |
5511
WFA of San Diego
San Diego,
California
| $129M | +$8.4M | +7% | 6.07% | – | 99 | 16.16% | 0.6 |
|
| 5512 |
5512
Silicon Hills Wealth Management
Austin,
Texas
| $129M | +$18.3M | +17% | 7.19% | 30.9% | 95 | 16.84% | 1.1 |
|
| 5513 |
5513
New Perspectives Inc
Ridgeland,
Mississippi
| $129M | – | – | 6.3% | – | 23 | – | 0 |
|
| 5514 |
CWM
5514
CCG Wealth Management
San Diego,
California
| $129M | +$27.2M | +27% | 4.31% | 82.6% | 92 | 19.57% | 1.3 |
|
| 5515 |
5515
Clearshares
New York
| $129M | +$5.18M | +4% | 4.45% | – | 37 | 8.11% | 1.8 |
|
| 5516 |
5516
Cohen Investment Advisors
Bedford,
New Hampshire
| $129M | +$5.51M | +4% | 8.94% | 90.6% | 77 | 0% | 0.5 |
|
| 5517 |
5517
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| $129M | +$21.6M | +20% | 4.59% | 58.2% | 115 | 13.04% | 0.4 |
|
| 5518 |
5518
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| $128M | +$11.8M | +10% | 8.59% | – | 73 | 13.7% | 2.9 |
|
| 5519 |
5519
Davidson Trust Company
Seattle,
Washington
| $128M | +$9.26M | +8% | 5.82% | 77% | 125 | 16% | 1.3 |
|
| 5520 |
5520
Element Wealth
Ridgeland,
Mississippi
| $128M | +$7.86M | +7% | 5.85% | 59.6% | 182 | 8.79% | 1.1 |
|
| 5521 |
5521
Peterson Wealth Management
Sparks,
Nevada
| $128M | +$10.3M | +9% | 6.23% | 78% | 65 | 36.92% | 0.8 |
|
| 5522 |
ASBI
5522
American State Bank (Iowa)
Sioux Center,
Iowa
| $128M | +$10.9M | +9% | 7.05% | 138% | 292 | 1.71% | 0.5 |
|
| 5523 |
5523
Trinity Wealth Management
Berwyn,
Pennsylvania
| $128M | +$12.6M | +11% | 5.83% | 56.7% | 31 | 25.81% | 1.1 |
|
| 5524 |
5524
American Asset Management
Boca Raton,
Florida
| $128M | +$12.3M | +11% | 5.43% | 42.5% | 9 | 11.11% | 3.6 |
|
| 5525 |
ICMP
5525
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| $128M | +$14.2M | +12% | 5.39% | 39.7% | 85 | 25.88% | 1 |
|