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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5726 |
5726
Colorado Capital Management
Boulder,
Colorado
| $132M | -$3.42M | -3% | 4.26% | 60.4% | 82 | 9.76% | 5.4 |
|
| 5727 |
5727
Crestwood Capital Management
New York
| $132M | -$11.7M | -8% | 10.2% | 203% | 13 | 7.69% | 2.8 |
|
| 5728 |
5728
Penobscot Wealth Management
Portland,
Maine
| $132M | -$4.36M | -3% | 4.39% | 56.7% | 68 | 13.24% | 1.5 |
|
| 5729 |
KSCM
5729
Kamunting Street Capital Management
Miami Beach,
Florida
| $132M | +$31M | +31% | 0.41% | 7.47% | 47 | 65.96% | 0.7 |
|
| 5730 |
5730
First National Bank of Hutchinson
Hutchinson,
Kansas
| $132M | -$5.06M | -4% | 2.42% | 121% | 111 | 16.22% | 4 |
|
| 5731 |
5731
MKT Advisors
Escondido,
California
| $132M | -$9.7M | -7% | 3.41% | 55.5% | 151 | 10.6% | 1.4 |
|
| 5732 |
DIS
5732
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $132M | -$3.38M | -3% | 1.58% | 93.8% | 49 | 4.08% | 4 |
|
| 5733 |
WF
5733
Williams Financial
North Bennington,
Vermont
| $132M | -$2.44M | -2% | 3.98% | 33.1% | 32 | 21.88% | 1 |
|
| 5734 |
5734
TLW Wealth Management
Indian Rocks Beach,
Florida
| $132M | -$7.11M | -5% | 4.29% | 98.3% | 20 | 5% | 3.2 |
|
| 5735 |
5735
Aspire Wealth Management
Waltham,
Massachusetts
| $132M | -$692K | -0.5% | 3.04% | 26% | 199 | 13.07% | 1.4 |
|
| 5736 |
5736
SCP Investment
Orinda,
California
| $132M | +$7.92M | +6% | 7.42% | 32.8% | 52 | 46.15% | 0.9 |
|
| 5737 |
5737
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $131M | -$5.25M | -4% | 2.26% | 70.6% | 609 | 32.51% | 2.1 |
|
| 5738 |
AFT
5738
Alpha Family Trust
Los Angeles,
California
| $131M | -$11.8M | -8% | 3.25% | 198% | 141 | 21.28% | 0.8 |
|
| 5739 |
T
5739
TCWP
Beachwood,
Ohio
| $131M | -$337M | -72% | 2.14% | – | 180 | 43.89% | 1.5 |
|
| 5740 |
5740
Pioneer Wealth Management Group
Austin,
Texas
| $131M | +$5.43M | +4% | 3.55% | – | 37 | 2.7% | 0.7 |
|
| 5741 |
5741
Crystal Rock Capital Management
Bannockburn,
Illinois
| $131M | -$3.92M | -3% | 3.33% | 164% | 27 | 11.11% | 4.7 |
|
| 5742 |
5742
Threadgill Financial
Spring,
Texas
| $131M | +$43.7M | +50% | 2.62% | 49.3% | 49 | 40.82% | 0.8 |
|
| 5743 |
RMSCM
5743
R.M. Sincerbeaux Capital Management
New York
| $131M | -$15.3M | -10% | 0.88% | 76.4% | 44 | 9.09% | 7.9 |
|
| 5744 |
5744
Maryland Capital Advisors
Chester,
Maryland
| $131M | +$6.49M | +5% | 2.71% | – | 253 | 4.74% | 1.4 |
|
| 5745 |
5745
Founders Capital Management (Texas)
Houston,
Texas
| $131M | -$6.54M | -5% | 3.09% | 131% | 437 | 17.62% | 3.4 |
|
| 5746 |
5746
Altai Capital Management
West Hollywood,
California
| $131M | -$2.73M | -2% | 2.19% | 24.9% | 5 | 0% | 2.8 |
|
| 5747 |
5747
Porter White Investment Advisors
Birmingham,
Alabama
| $131M | +$4.58M | +4% | 2.71% | 58% | 26 | 3.85% | 0.6 |
|
| 5748 |
5748
RCS Financial Planning
Annapolis,
Maryland
| $131M | +$9.7M | +8% | 3.24% | 48.2% | 63 | 28.57% | 0.5 |
|
| 5749 |
GBI
5749
GP Brinson Investments
Chicago,
Illinois
| $131M | -$1.53M | -1% | 3.62% | 51.2% | 15 | 0% | 2.3 |
|
| 5750 |
5750
Fortune Financial Advisors
Overland Park,
Kansas
| $131M | -$2.57M | -2% | 1.71% | 76.8% | 123 | 5.69% | 0.2 |
|