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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5751 |
5751
Ascension Capital Advisors
Houston,
Texas
| $155M | -$18.8M | -11% | 11.3% | 59.3% | 42 | 33.33% | 2.8 |
|
| 5752 |
5752
ETF Store
Overland Park,
Kansas
| $155M | +$15M | +11% | 8.38% | 61% | 106 | 14.15% | 1.6 |
|
| 5753 |
PWP
5753
Pursue Wealth Partners
Clayton,
California
| $155M | +$13.5M | +10% | 17.3% | 108% | 103 | 23.3% | 1.4 |
|
| 5754 |
5754
Iams Wealth Management
Omaha,
Nebraska
| $155M | +$10.1M | +7% | 7.96% | 57.7% | 130 | 30.77% | 0.2 |
|
| 5755 |
5755
Eudaimonia Advisors
Winchester,
Tennessee
| $155M | +$12.3M | +9% | 10.6% | – | 147 | 6.12% | 1.6 |
|
| 5756 |
5756
Riverstone Advisors
New Braunfels,
Texas
| $155M | +$9.9M | +7% | 12.1% | 104% | 51 | 29.41% | 2.3 |
|
| 5757 |
5757
Financial Connections Group
Corte Madera,
California
| $154M | +$73.4M | +91% | 9.91% | 44.4% | 243 | 46.5% | 0.9 |
|
| 5758 |
5758
Long Walk Management
Greenwich,
Connecticut
| $154M | +$19.1M | +14% | 20.8% | 302% | 10 | 20% | 1.1 |
|
| 5759 |
5759
Legacy Bridge
West Des Moines,
Iowa
| $154M | +$14M | +10% | 13.8% | 236% | 303 | 8.58% | 3.8 |
|
| 5760 |
5760
Continuum Wealth Advisors
Saratoga Springs,
New York
| $154M | +$12.3M | +9% | 7.63% | 69% | 55 | 23.64% | 0.8 |
|
| 5761 |
AIM
5761
Athena Investment Management
Orinda,
California
| $154M | +$14.5M | +10% | 10.2% | 80.6% | 139 | 2.88% | 1.6 |
|
| 5762 |
5762
Graphene Investments SAS
Paris,
France
| $154M | +$11.6M | +8% | 13.5% | 103% | 49 | 16.33% | 0.8 |
|
| 5763 |
5763
Axiom Financial Strategies
New Albany,
Indiana
| $154M | +$5.09M | +3% | 9.2% | 54.5% | 37 | 18.92% | 2.5 |
|
| 5764 |
5764
Arisaig Partners (Asia)
Singapore
| $154M | -$11.9M | -7% | 14% | – | 8 | 0% | 1.8 |
|
| 5765 |
5765
Arthedge Capital Management
Jericho,
New York
| $154M | +$35.8M | +30% | 24% | 80.7% | 14 | 21.43% | 2.3 |
|
| 5766 |
5766
Optimist Retirement Group
Bellevue,
Washington
| $154M | – | – | 12.3% | 92.2% | 71 | – | 0 |
|
| 5767 |
PWM
5767
Prosperity Wealth Management
San Ramon,
California
| $154M | -$1.5M | -1% | 18.2% | 175% | 195 | 51.79% | 0.5 |
|
| 5768 |
5768
Aurora Investment Counsel
Atlanta,
Georgia
| $154M | +$2.56M | +2% | 8.36% | 31.7% | 127 | 22.83% | 1.3 |
|
| 5769 |
5769
IMPACTfolio
Denver,
Colorado
| $154M | +$15M | +11% | 10.3% | 58.8% | 53 | 30.19% | 0.9 |
|
| 5770 |
5770
Alternative Investment Advisors
Maitland,
Florida
| $154M | +$10.5M | +7% | 11% | 78.6% | 58 | 27.59% | 0.2 |
|
| 5771 |
5771
My Personal CFO LLC
Vancouver,
Washington
| $154M | +$29.8M | +24% | 12.9% | 83.4% | 93 | 13.98% | 1.3 |
|
| 5772 |
5772
22NW LP
Seattle,
Washington
| $154M | +$13.2M | +9% | 23.7% | 138% | 15 | 13.33% | 2.6 |
|
| 5773 |
5773
Resolute Capital Asset Partners
Denver,
Colorado
| $153M | +$11.7M | +8% | 19.2% | 657% | 54 | 68.52% | 0.4 |
|
| 5774 |
5774
Avaii Wealth Management
Appleton,
Wisconsin
| $153M | +$21.3M | +16% | 11% | 100% | 159 | 20.75% | 1.1 |
|
| 5775 |
5775
Blue Investment Partners
Alamo,
California
| $153M | +$27.6M | +22% | 12.3% | – | 35 | 25.71% | 0.7 |
|