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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5551 |
5551
Christensen King & Associates Investment Services
Richland,
Washington
| $233M | +$14.5M | +7% | 6.39% | 57.9% | 107 | 6.54% | 1.5 |
|
| 5552 |
IAMH
5552
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| $233M | +$16M | +7% | 25.3% | 76% | 24 | 62.5% | 0.7 |
|
| 5553 |
5553
Mainsail Financial Group
Bellevue,
Washington
| $233M | +$17.9M | +8% | 5.28% | 61.9% | 61 | 3.28% | 2 |
|
| 5554 |
5554
Financial Avengers
Oakland,
California
| $233M | +$17.1M | +8% | 11.7% | 108% | 143 | 4.2% | 3.8 |
|
| 5555 |
5555
Deane Retirement Strategies
New Orleans,
Louisiana
| $233M | +$9.29M | +4% | 7.78% | 73.4% | 83 | 39.76% | 3.2 |
|
| 5556 |
5556
Stash Investments
New York
| $232M | +$21.6M | +10% | 4.85% | 40.7% | 5 | 0% | 1.8 |
|
| 5557 |
5557
Axiom Financial Strategies
New Albany,
Indiana
| $232M | +$53.1M | +30% | 6.47% | 54.5% | 55 | 38.18% | 1.8 |
|
| 5558 |
RS
5558
R Squared
Central,
Hong Kong
| $232M | +$50.9M | +28% | 6.06% | – | 739 | 65.36% | 0.2 |
|
| 5559 |
5559
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| $232M | +$3.49M | +2% | 6.8% | 75.2% | 22 | 18.18% | 1.1 |
|
| 5560 |
5560
Wayfinding Financial
Lynnwood,
Washington
| $232M | +$8.66M | +4% | 6.46% | 68.3% | 157 | 10.19% | 1 |
|
| 5561 |
5561
Boyd Wealth Management
Sacramento,
California
| $232M | +$1.31M | +0.6% | 6.25% | 56.8% | 53 | 13.21% | 2.8 |
|
| 5562 |
5562
Proactive Wealth Strategies
Marietta,
Georgia
| $232M | +$20.4M | +10% | 8.14% | – | 145 | 9.66% | 0.8 |
|
| 5563 |
5563
Wheelhouse Advisory Group
St. Louis,
Missouri
| $232M | +$29.3M | +14% | 7.14% | 67.9% | 46 | 15.22% | 1.4 |
|
| 5564 |
5564
Motive Wealth Advisors
Birmingham,
Michigan
| $232M | +$12.3M | +6% | 6.96% | 73.4% | 93 | 10.75% | 2.2 |
|
| 5565 |
5565
Vernal Point Advisors
San Francisco,
California
| $232M | +$60.5M | +35% | 5.34% | – | 23 | 21.74% | 1.4 |
|
| 5566 |
5566
IMPACTfolio
Denver,
Colorado
| $232M | +$20.9M | +10% | 6.42% | 58.8% | 43 | 27.91% | 2 |
|
| 5567 |
5567
FWG Holdings
Winter Park,
Florida
| $232M | +$19.1M | +9% | 8.58% | 91.6% | 117 | 15.38% | 2.4 |
|
| 5568 |
5568
Eagle Bluffs Wealth Management
Columbia,
Missouri
| $232M | +$21.5M | +10% | 7.56% | 95.5% | 78 | 6.41% | 2.7 |
|
| 5569 |
5569
Oakcliff Capital Partners
New York
| $232M | +$31.6M | +16% | 14.7% | 133% | 8 | 0% | 5.3 |
|
| 5570 |
5570
Emprise Bank
Wichita,
Kansas
| $232M | +$23.3M | +11% | 7.6% | – | 115 | 13.04% | 1.2 |
|
| 5571 |
5571
M1 Capital Management
Bloomfield Hills,
Michigan
| $232M | +$33.3M | +17% | 9.53% | – | 106 | 12.26% | 0.6 |
|
| 5572 |
5572
Richards, Merrill & Peterson
Spokane,
Washington
| $232M | +$21.3M | +10% | 7.67% | – | 218 | 9.63% | 0.7 |
|
| 5573 |
5573
Buttonwood Financial Group
Kansas City,
Missouri
| $232M | +$34.6M | +18% | 8.69% | 77.9% | 34 | 20.59% | 1.7 |
|
| 5574 |
5574
Exeter Financial
Scottsdale,
Arizona
| $232M | +$6.86M | +3% | 5.56% | 59.1% | 92 | 1.09% | 5.9 |
|
| 5575 |
5575
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| $232M | +$28.8M | +14% | 1.9% | 62% | 308 | 37.01% | 2.6 |
|