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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
PFG Private Wealth Management
Lutz,
Florida
| $236M | +$7.27M | +3% | 1.36% | 52.6% | 86 | 27.91% | 1.4 |
|
| 5652 |
5652
Armstrong Fleming & Moore
Washington,
District of Columbia
| $236M | +$19.1M | +9% | 4.42% | 135% | 112 | 9.82% | 1 |
|
| 5653 |
5653
Causey Wealth LLC
Greenwood Village,
Colorado
| $236M | +$15.4M | +7% | 0.8% | – | 83 | 15.66% | 0.9 |
|
| 5654 |
5654
Pavaki Capital Management
Pueblo,
Colorado
| $235M | -$19.8M | -8% | 0.76% | – | 162 | 22.84% | 0.2 |
|
| 5655 |
5655
IMPACTfolio
Denver,
Colorado
| $235M | -$2.82M | -1% | 2.61% | 58.8% | 37 | 8.11% | 2.6 |
|
| 5656 |
5656
Taconic Capital Advisors
New York
| $235M | -$117M | -33% | 16.5% | 273% | 34 | 70.59% | 0.9 |
|
| 5657 |
IGYL
5657
I.G.Y. Ltd
London,
United Kingdom
| $235M | +$21.8K | +0% | 1.32% | 80.5% | 3 | 0% | 6 |
|
| 5658 |
5658
J. R. Prunier Capital Management LLC
Holden,
Massachusetts
| $235M | -$5.39M | -2% | 0.93% | – | 74 | 14.86% | 0.2 |
|
| 5659 |
5659
ACT Advisors
Asheville,
North Carolina
| $235M | -$18.5M | -7% | 1.01% | 75.4% | 82 | 25.61% | 1.7 |
|
| 5660 |
5660
CNA Financial
Chicago,
Illinois
| $235M | +$29.4M | +14% | 5.87% | 48.6% | 19 | 47.37% | 1.1 |
|
| 5661 |
5661
Elevation Capital Advisory
Bend,
Oregon
| $235M | -$9.9M | -4% | 1.09% | – | 89 | 55.06% | 0.6 |
|
| 5662 |
ECP
5662
Elemental Capital Partners
San Francisco,
California
| $235M | +$46.9M | +25% | 32.3% | – | 13 | 61.54% | 1.6 |
|
| 5663 |
RGC
5663
Rubicon Global Capital
London,
United Kingdom
| $235M | -$143M | -38% | 31.3% | – | 11 | 9.09% | 1.2 |
|
| 5664 |
5664
Clarus Wealth Advisors
Peoria,
Arizona
| $235M | -$6.71M | -3% | 2.2% | 89.7% | 101 | 27.72% | 2.9 |
|
| 5665 |
5665
Midwest Financial Group
Overland Park,
Kansas
| $234M | +$8.14M | +4% | 1.45% | 103% | 129 | 6.98% | 2.1 |
|
| 5666 |
5666
Greenfield Savings Bank
Greenfield,
Massachusetts
| $234M | -$3.27M | -1% | 0.52% | 108% | 145 | 4.14% | 3.1 |
|
| 5667 |
5667
Matisse Capital
Portland,
Oregon
| $234M | +$10.1M | +4% | 0.75% | 73.3% | 178 | 14.04% | 2.5 |
|
| 5668 |
5668
Bernard Wealth Management
Royal Oak,
Michigan
| $234M | -$12.1M | -5% | 3.46% | – | 378 | 10.58% | 1.1 |
|
| 5669 |
CWMG
5669
Compass Wealth Management (Georgia)
Atlanta,
Georgia
| $234M | -$8.73M | -4% | 2.13% | – | 76 | 18.42% | 0.6 |
|
| 5670 |
5670
Heritage Wealth Management (Texas)
Houston,
Texas
| $234M | +$3.56M | +2% | 0.39% | 55.9% | 41 | 7.32% | 2 |
|
| 5671 |
SP
5671
Saranac Partners
London,
| $234M | -$22M | -9% | 7% | 69% | 111 | 37.84% | 0.9 |
|
| 5672 |
5672
Investmark Advisory Group
Shelton,
Connecticut
| $234M | -$1.12M | -0.5% | 0.21% | 73.8% | 148 | 12.84% | 2.8 |
|
| 5673 |
5673
Accel Leaders 3 Associates
Palo Alto,
California
| $234M | +$45.2M | +24% | 24% | – | 1 | 0% | 0.3 |
|
| 5674 |
5674
Ardent Capital Management
Cincinnati,
Ohio
| $234M | -$19.1M | -8% | 1.39% | 87.2% | 50 | 6% | 2.6 |
|
| 5675 |
5675
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
| $233M | -$62.7M | -21% | 21.2% | 407% | 1 | 0% | 4.3 |
|