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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5651 |
5651
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| $192M | -$10.8M | -5% | 1.12% | 38.1% | 23 | 8.7% | 3.3 |
|
| 5652 |
5652
Nutshell Asset Management
Sevenoaks,
United Kingdom
| $192M | +$33.6M | +21% | 8.26% | – | 38 | 55.26% | 0.2 |
|
| 5653 |
5653
Blue Barn Wealth
Orem,
Utah
| $192M | +$2.1M | +1% | 0.64% | 46.4% | 162 | 17.28% | 2.1 |
|
| 5654 |
5654
Tumwater Wealth Management
Boise,
Idaho
| $192M | +$1.02M | +0.5% | 0.27% | – | 33 | 9.09% | 0.2 |
|
| 5655 |
5655
Donald L. Hagan LLC
Sarasota,
Florida
| $192M | -$904K | -0.5% | 2.06% | 47.9% | 99 | 16.16% | 3.1 |
|
| 5656 |
IFS
5656
Intelligent Financial Strategies
Excelsior,
Minnesota
| $192M | +$11.1M | +6% | 7.84% | 63.5% | 83 | 6.02% | 2.7 |
|
| 5657 |
5657
Sellwood Investment Partners
Portland,
Oregon
| $192M | +$5.53M | +3% | 0.87% | – | 55 | 29.09% | 0.3 |
|
| 5658 |
5658
Ariadne Wealth Management
Santa Barbara,
California
| $192M | -$27M | -12% | 0.09% | – | 248 | 26.21% | 0.5 |
|
| 5659 |
5659
WFA Asset Management
Whitefish Bay,
Wisconsin
| $191M | +$6.24M | +3% | 0.83% | 60% | 266 | 27.07% | 2.2 |
|
| 5660 |
5660
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| $191M | -$4.24M | -2% | 1.82% | 50.2% | 19 | 15.79% | 3 |
|
| 5661 |
5661
Tandem Wealth Advisors
Phoenix,
Arizona
| $191M | -$4.77M | -2% | 0.7% | 43.1% | 54 | 5.56% | 1.8 |
|
| 5662 |
5662
Mirabaud Asset Management
London,
United Kingdom
| $191M | -$23.8M | -11% | 3.79% | – | 43 | 0% | 1.1 |
|
| 5663 |
5663
Melone Private Wealth
Auburn Hills,
Michigan
| $191M | -$1.86M | -1% | 0.84% | 30.4% | 52 | 9.62% | 2.9 |
|
| 5664 |
5664
Creekside Partners
Petaluma,
California
| $191M | -$1.93M | -1% | 1.14% | – | 167 | 2.99% | 0.7 |
|
| 5665 |
5665
Ridgecrest Wealth Partners
Mill Valley,
California
| $191M | +$6.55M | +4% | 3.71% | 103% | 117 | 12.82% | 2.8 |
|
| 5666 |
DCM
5666
Dudley Capital Management
Middleburg,
Virginia
| $191M | -$7.6M | -4% | 0.32% | 129% | 143 | 14.69% | 1.7 |
|
| 5667 |
5667
Chicago Wealth Management
Chicago,
Illinois
| $191M | -$1.66M | -0.9% | 1.34% | 134% | 53 | 15.09% | 2.3 |
|
| 5668 |
5668
Compass Capital Corp
Braintree,
Massachusetts
| $191M | -$65.7M | -26% | 2.4% | – | 210 | 15.71% | 0.2 |
|
| 5669 |
5669
Moser Wealth Advisors
Bellevue,
Washington
| $191M | -$1.33M | -0.7% | 2.14% | – | 171 | 25.73% | 3 |
|
| 5670 |
5670
Walker Financial Services
Bowling Green,
Kentucky
| $191M | +$18.8M | +11% | 2.05% | 20.8% | 36 | 22.22% | 1.7 |
|
| 5671 |
5671
Aventura Private Wealth
Aventura,
Florida
| $191M | +$5.03M | +3% | 3.33% | – | 813 | 10.7% | 0.2 |
|
| 5672 |
5672
GSI Capital Advisors
Newport Beach,
California
| $191M | +$1.68M | +0.9% | 2.18% | 39.7% | 38 | 36.84% | 1.8 |
|
| 5673 |
5673
Cornercap Investment Counsel
Atlanta,
Georgia
| $191M | -$120M | -39% | 1.3% | 55.4% | 470 | 69.36% | 2.7 |
|
| 5674 |
5674
Bay Rivers Group
Williamsburg,
Virginia
| $191M | -$15.6M | -8% | 5.87% | 166% | 88 | 13.64% | 3.2 |
|
| 5675 |
5675
Whitebark Investors
Incline Village,
Nevada
| $191M | -$25.1M | -12% | 1.88% | – | 11 | 36.36% | 0.2 |
|