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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
Global Assets Advisory
Orlando,
Florida
| $183M | +$120M | +191% | 4.55% | 95.9% | 174 | 69.54% | 0.2 |
|
| 5727 |
5727
HighMark Wealth Management
St. Paul,
Minnesota
| $183M | +$16.5M | +10% | 8.26% | 110% | 624 | 10.74% | 2.8 |
|
| 5728 |
5728
First Affirmative Financial Network
Colorado Springs,
Colorado
| $183M | +$38.6M | +27% | 6.39% | – | 303 | 20.13% | 1.5 |
|
| 5729 |
5729
Tower View Wealth Management
Shorewood,
Wisconsin
| $183M | +$8.47M | +5% | 4.85% | 135% | 197 | 9.14% | 3.1 |
|
| 5730 |
5730
Forge First Asset Management
Toronto, Ontario,
Canada
| $183M | -$52.9M | -22% | 7.68% | 112% | 51 | 60.78% | 0.6 |
|
| 5731 |
5731
Loudon Investment Management
West Lebanon,
New Hampshire
| $182M | +$12.5M | +7% | 8.71% | 61.6% | 101 | 6.93% | 5.8 |
|
| 5732 |
5732
My Personal CFO LLC
Vancouver,
Washington
| $182M | -$4.93M | -3% | 3.66% | 83.4% | 102 | 14.71% | 2 |
|
| 5733 |
5733
Onyx Financial Advisors
Idaho Falls,
Idaho
| $182M | +$15.2M | +9% | 6.14% | 57.8% | 16 | 18.75% | 1 |
|
| 5734 |
5734
RedJay Asset Management
Toronto,
Ontario, Canada
| $182M | +$24.5M | +16% | 8.62% | – | 27 | 48.15% | 0.5 |
|
| 5735 |
5735
Regency Capital Management
Honolulu,
Hawaii
| $182M | +$26.6M | +17% | 7.3% | 92.1% | 54 | 27.78% | 1.5 |
|
| 5736 |
5736
Lakeridge Wealth Management
Mentor,
Ohio
| $182M | +$15.6M | +9% | 8.34% | – | 156 | 8.97% | 0.6 |
|
| 5737 |
LAI
5737
Legal Advantage Investments
Los Altos Hills,
California
| $182M | +$8.33M | +5% | 7.45% | 116% | 101 | 8.91% | 2.2 |
|
| 5738 |
5738
Hidden Lake Asset Management
New York
| $182M | +$52.9M | +41% | 20.6% | 849% | 48 | 83.33% | 0.2 |
|
| 5739 |
5739
Cooper/Haims Advisors
Victor,
New York
| $182M | +$3.58M | +2% | 7.76% | 53.1% | 90 | 13.33% | 3.8 |
|
| 5740 |
5740
Adams Street Partners
Chicago,
Illinois
| $182M | -$61M | -25% | 22.9% | 399% | 9 | 33.33% | 6.4 |
|
| 5741 |
5741
Elyxium Wealth
San Mateo,
California
| $182M | – | – | 7.16% | – | 120 | – | 0 |
|
| 5742 |
IFS
5742
Intelligent Financial Strategies
Excelsior,
Minnesota
| $182M | +$19.1M | +12% | 9.46% | 63.5% | 82 | 1.22% | 2.3 |
|
| 5743 |
5743
Cascades Capital Asset Management
Greensboro,
North Carolina
| $182M | – | – | 6.14% | – | 101 | – | 0 |
|
| 5744 |
5744
Duncan Williams Asset Management
Memphis,
Tennessee
| $181M | +$62.9M | +53% | 6.25% | – | 130 | 52.31% | 0.2 |
|
| 5745 |
5745
Roubaix Capital
Denver,
Colorado
| $181M | +$23.2M | +15% | 15.1% | 174% | 66 | 60.61% | 0.7 |
|
| 5746 |
5746
Fox Hill Wealth Management
Dedham,
Massachusetts
| $181M | +$18M | +11% | 7.47% | – | 141 | 12.06% | 0.7 |
|
| 5747 |
5747
Sightline Wealth Advisors
Groton,
Connecticut
| $181M | +$20.8M | +13% | 6.47% | 48.5% | 88 | 12.5% | 2 |
|
| 5748 |
KHCM
5748
Kirtland Hills Capital Management
Bratenahl,
Ohio
| $181M | +$61.2M | +51% | 6.96% | – | 140 | 20.71% | 0.4 |
|
| 5749 |
5749
Pacific Sun Financial
Los Angeles,
California
| $181M | +$12.2M | +7% | 8.15% | 70.3% | 186 | 6.45% | 4.6 |
|
| 5750 |
UFAC
5750
Urban Financial Advisory Corp
Chicago,
Illinois
| $181M | +$17.3M | +11% | 6.09% | – | 50 | 54% | 0.3 |
|