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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5676 |
5676
Wayfinding Financial
Lynnwood,
Washington
| $107M | -$6.7M | -6% | 5.58% | 68.3% | 94 | 27.66% | 0.6 |
|
| 5677 |
5677
Wealth Advisors of Iowa
West Des Moines,
Iowa
| $107M | -$77.6M | -42% | 5.83% | 60.9% | 63 | 25.4% | 1.4 |
|
| 5678 |
AIFAIM
5678
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| $107M | -$7.09M | -6% | 3.14% | 72.8% | 113 | 12.39% | 2.2 |
|
| 5679 |
5679
Walker Financial Services
Bowling Green,
Kentucky
| $107M | +$4.31M | +4% | 5.28% | 18.9% | 25 | 20% | 0.4 |
|
| 5680 |
5680
Woodward Financial Advisors
Chapel Hill,
North Carolina
| $107M | -$1.18M | -1% | 5.03% | 55% | 47 | 8.51% | 0.6 |
|
| 5681 |
5681
Asset Planning Corporation
Knoxville,
Tennessee
| $107M | -$8.24M | -7% | 5.62% | 44.5% | 36 | 11.11% | 1.5 |
|
| 5682 |
5682
Baker Hughes Holdings
Houston,
Texas
| $107M | -$51.2M | -32% | 31.5% | 38.6% | 1 | 0% | 1.8 |
|
| 5683 |
LAI
5683
Legal Advantage Investments
Los Altos Hills,
California
| $107M | +$4.14M | +4% | 4.42% | 116% | 83 | 19.28% | 1.2 |
|
| 5684 |
5684
Northland Capital Management
Virginia,
Minnesota
| $107M | -$2.1M | -2% | 6.96% | 37.5% | 30 | 50% | 0.3 |
|
| 5685 |
5685
Cadence Wealth Management
Westborough,
Massachusetts
| $106M | +$10M | +10% | 8.52% | 56.4% | 38 | 31.58% | 1.2 |
|
| 5686 |
5686
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| $106M | +$9.6M | +10% | 3.72% | 117% | 236 | 88.14% | 0.2 |
|
| 5687 |
5687
PACK Private Wealth
Wayzata,
Minnesota
| $106M | -$3.26M | -3% | 5.78% | 52.8% | 35 | 0% | 0.7 |
|
| 5688 |
5688
Camelot Portfolios
Maumee,
Ohio
| $106M | -$60.1M | -36% | 6.28% | 41.3% | 220 | 29.09% | 3.7 |
|
| 5689 |
5689
Palmer Knight Company
Jacksonville,
Florida
| $106M | +$765K | +0.7% | 2.38% | 78.9% | 29 | 10.34% | 2.9 |
|
| 5690 |
5690
Stevard LLC
Chicago,
Illinois
| $106M | – | – | 10.4% | – | 49 | – | 2 |
|
| 5691 |
5691
H&H Retirement Design & Management
Las Vegas,
Nevada
| $106M | -$30.8M | -22% | 6.42% | 38.4% | 73 | 4.11% | 1.2 |
|
| 5692 |
5692
AFG Fiduciary Services
Hingham,
Massachusetts
| $106M | -$8.95M | -8% | 3.5% | 72.4% | 92 | 23.91% | 0.5 |
|
| 5693 |
5693
SWM Advisors
St. Petersburg,
Florida
| $106M | -$3.65M | -3% | 4.5% | – | 29 | 31.03% | 0.6 |
|
| 5694 |
5694
Aspire Wealth Management
Waltham,
Massachusetts
| $106M | -$2.47M | -2% | 5.3% | 26% | 189 | 13.23% | 0.7 |
|
| 5695 |
5695
CEDRUS
Littleton,
Colorado
| $106M | +$3.45M | +3% | 4.48% | 19.8% | 139 | 14.39% | 0.6 |
|
| 5696 |
5696
Costello Asset Management
Feasterville,
Pennsylvania
| $106M | -$9.6M | -8% | 4.44% | 65.9% | 241 | 10.37% | 2 |
|
| 5697 |
5697
Morris Capital Advisors
Malvern,
Pennsylvania
| $106M | -$6.04M | -5% | 3.01% | 72.9% | 53 | 1.89% | 4.9 |
|
| 5698 |
BWIA
5698
Bryant Woods Investment Advisors
Getzville,
New York
| $106M | +$46K | +0% | 4.96% | 66.3% | 41 | 14.63% | 0.6 |
|
| 5699 |
5699
Michael & Susan Dell Foundation
New York
| $106M | -$24.3M | -19% | 15.6% | 238% | 4 | 0% | 1.6 |
|
| 5700 |
5700
Insight Wealth Partners
Plano,
Texas
| $106M | -$27.1M | -20% | 1.78% | 63.2% | 61 | 8.2% | 1.9 |
|