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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5701 |
LAI
5701
Legal Advantage Investments
Los Altos Hills,
California
| $222M | +$8.29M | +4% | 9.04% | 116% | 99 | 15.15% | 2.9 |
|
| 5702 |
YP
5702
YANKCOM Partnership
Yankton,
South Dakota
| $222M | +$17.7M | +9% | 7.65% | – | 336 | 21.73% | 0.7 |
|
| 5703 |
5703
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| $222M | +$17.6M | +9% | 7.66% | 63.8% | 85 | 5.88% | 4.4 |
|
| 5704 |
RA
5704
Ransom Advisory
Providence,
Rhode Island
| $222M | +$9.9M | +5% | 11.4% | – | 329 | 10.64% | 1.4 |
|
| 5705 |
5705
Ampersand Capital Group
Burlingame,
California
| $222M | +$21M | +10% | 6.16% | – | 7 | 0% | 0.8 |
|
| 5706 |
5706
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| $222M | +$11.3M | +5% | 6.04% | 50.2% | 15 | 0% | 3.5 |
|
| 5707 |
5707
Cordant Inc
Portland,
Oregon
| $222M | +$14.3M | +7% | 4.94% | 47% | 72 | 13.89% | 4.2 |
|
| 5708 |
5708
Prodigy Asset Management
Omaha,
Nebraska
| $222M | +$68.9M | +45% | 3.65% | – | 25 | 8% | 0.7 |
|
| 5709 |
5709
Sightline Wealth Advisors
Groton,
Connecticut
| $221M | +$14.4M | +7% | 5.38% | 48.5% | 96 | 9.38% | 2.4 |
|
| 5710 |
5710
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $221M | +$19.1M | +9% | 7.92% | 104% | 269 | 7.43% | 8.3 |
|
| 5711 |
5711
Advantage Trust Company
Salina,
Kansas
| $221M | +$18.4M | +9% | 7.54% | 77.6% | 209 | 9.57% | 1.2 |
|
| 5712 |
FA
5712
FAI Advisors
Farmington Hills,
Michigan
| $221M | +$18M | +9% | 6.84% | – | 170 | 7.65% | 0.7 |
|
| 5713 |
5713
Optimist Retirement Group
Bellevue,
Washington
| $221M | +$12.7M | +6% | 7.46% | 92.2% | 131 | 20.61% | 1.2 |
|
| 5714 |
5714
Kaizen Financial Strategies
Campbell,
California
| $221M | +$24.4M | +12% | 11.7% | 126% | 169 | 21.89% | 2.1 |
|
| 5715 |
5715
Legacy Wealth Management (Idaho)
Boise,
Idaho
| $221M | +$29.1M | +15% | 3.91% | – | 843 | 18.51% | 0.8 |
|
| 5716 |
5716
Ridgecrest Wealth Partners
Mill Valley,
California
| $221M | +$31.7M | +17% | 12.9% | 103% | 119 | 7.56% | 3.1 |
|
| 5717 |
5717
Global Trust Asset Management
West Palm Beach,
Florida
| $221M | +$34.1M | +18% | 14% | 178% | 529 | 14.56% | 4 |
|
| 5718 |
MI
5718
Moneywise Inc
Forest,
Virginia
| $221M | +$7.77M | +4% | 6.9% | 60.8% | 79 | 15.19% | 3 |
|
| 5719 |
BCFD
5719
Boit C.F. David
| $221M | +$13.1M | +6% | 7.6% | 84.2% | 123 | 5.69% | 3.3 |
|
| 5720 |
5720
Silver Oak Advisory Group
Portland,
Oregon
| $221M | +$14.6M | +7% | 4.06% | 27% | 80 | 12.5% | 2.6 |
|
| 5721 |
5721
Beach Point Capital Management
Santa Monica,
California
| $221M | -$18.5M | -8% | 2.63% | 84.1% | 20 | 15% | 1.4 |
|
| 5722 |
5722
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| $221M | +$25.6M | +13% | 1.7% | 51.8% | 31 | 35.48% | 2.5 |
|
| 5723 |
5723
Shelton Wealth Management
Fort Worth,
Texas
| $221M | +$13.4M | +6% | 8.19% | 89.4% | 188 | 41.49% | 1.5 |
|
| 5724 |
5724
State Insurance Fund
New York
| $221M | +$14.4M | +7% | 6.96% | 77.9% | 1 | 0% | 1.8 |
|
| 5725 |
5725
AAF Wealth Management
Westborough,
Massachusetts
| $221M | +$1.23M | +0.6% | 7.62% | 75.1% | 49 | 16.33% | 3 |
|