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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5526 |
5526
Lokken Investment Group
Lewes,
Delaware
| $123M | -$2.66M | -2% | 11.7% | 65.3% | 132 | 18.18% | 1.2 |
|
| 5527 |
5527
Financial Avengers
Oakland,
California
| $123M | -$36.5M | -23% | 23.3% | 108% | 162 | 6.17% | 1.3 |
|
| 5528 |
WCM
5528
Westerly Capital Management
San Francisco,
California
| $123M | -$12.2M | -9% | 11.6% | 116% | 56 | 44.64% | 0.6 |
|
| 5529 |
5529
Firethorn Wealth Partners
Augusta,
Georgia
| $123M | -$8.89M | -7% | 13.4% | 75.1% | 148 | 23.65% | 1 |
|
| 5530 |
5530
Colorado Capital Management
Boulder,
Colorado
| $123M | -$16M | -12% | 14% | 60.4% | 79 | 1.27% | 4.9 |
|
| 5531 |
5531
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| $123M | +$36.5M | +42% | 47.2% | 23.7% | 3 | 0% | 0.4 |
|
| 5532 |
5532
Independent Order of Foresters
Toronto,
Ontario, Canada
| $123M | -$47.4M | -28% | 16.6% | 66.3% | 13 | 0% | 1.8 |
|
| 5533 |
A
5533
Atomvest
Hong Kong
| $123M | +$36.4M | +42% | 21.1% | 90% | 4 | 25% | 0.8 |
|
| 5534 |
5534
Chico Wealth RIA
Chico,
California
| $123M | -$1.72M | -1% | 11% | 74.7% | 26 | 26.92% | 0.2 |
|
| 5535 |
5535
LFS Asset Management
San Ramon,
California
| $123M | – | – | 4.96% | – | 57 | – | 0 |
|
| 5536 |
FP
5536
Factorial Partners
Mt. Kisco,
New York
| $123M | -$22.5M | -15% | 13.3% | 88.7% | 102 | 18.63% | 2.3 |
|
| 5537 |
SC
5537
Stephens Consulting
Flint,
Michigan
| $123M | +$622K | +0.5% | 12.4% | 50.1% | 579 | 10.71% | 0.5 |
|
| 5538 |
5538
McCarthy Asset Management
Redwood Shores,
California
| $123M | -$20.7M | -14% | 10.4% | – | 340 | 90% | 1.4 |
|
| 5539 |
WF
5539
Williams Financial
North Bennington,
Vermont
| $123M | -$9.34M | -7% | 5.58% | 33.1% | 40 | 70% | 0.8 |
|
| 5540 |
5540
Qualcomm Inc
San Diego,
California
| $123M | -$112M | -48% | 30.9% | – | 13 | 15.38% | 1.1 |
|
| 5541 |
5541
KerberRose Wealth Management
Shawano,
Wisconsin
| $123M | – | – | 10.8% | – | 115 | – | 0 |
|
| 5542 |
5542
New Perspectives Inc
Ridgeland,
Mississippi
| $123M | -$16M | -12% | 13.4% | – | 24 | 8.33% | 0.9 |
|
| 5543 |
5543
Ramiah Investment Group
Brookfield,
Wisconsin
| $123M | -$21.8M | -15% | 12.3% | 62.2% | 76 | 9.21% | 1.6 |
|
| 5544 |
5544
Renasant Bank
Tupelo,
Mississippi
| $123M | -$26.1M | -18% | 10.2% | 65% | 206 | 20.39% | 1.2 |
|
| 5545 |
5545
Evolution Advisers
Richmond,
Virginia
| $122M | -$12.6M | -9% | 11.4% | 40.8% | 151 | 5.96% | 0.4 |
|
| 5546 |
5546
Pinnacle Family Advisors
Springfield,
Missouri
| $122M | -$65.3M | -35% | 15.1% | 85.8% | 124 | 39.52% | 1.5 |
|
| 5547 |
5547
Boyd Wealth Management
Sacramento,
California
| $122M | -$11.3M | -8% | 10.5% | 56.8% | 46 | 23.91% | 0.4 |
|
| 5548 |
5548
ETF Store
Overland Park,
Kansas
| $122M | -$4.76M | -4% | 9.91% | 61% | 84 | 5.95% | 0.5 |
|
| 5549 |
5549
Summit Rock Advisors
New York
| $122M | -$41.1M | -25% | 10.9% | – | 9 | 22.22% | 0.7 |
|
| 5550 |
5550
Horizons Wealth Management
Asheville,
North Carolina
| $122M | – | – | 11.3% | – | 166 | – | 0 |
|