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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5776 |
5776
Gould Capital
Tacoma,
Washington
| $143M | – | – | 5.14% | 60.1% | 210 | – | 0 |
|
| 5777 |
5777
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| $143M | +$8.03M | +6% | 5.64% | 38.1% | 23 | 8.7% | 0.9 |
|
| 5778 |
5778
Tranquilli Financial Advisor
Clinton,
New Jersey
| $143M | +$9.39M | +7% | 6.61% | 55.1% | 88 | 20.45% | 0.8 |
|
| 5779 |
CWM
5779
Capital Wealth Management
W. Warwick,
Rhode Island
| $143M | +$13.3M | +10% | 5.76% | 51.3% | 39 | 10.26% | 2.1 |
|
| 5780 |
5780
Doheny Asset Management
Los Angeles,
California
| $143M | +$2.81M | +2% | 15.9% | 135% | 100 | 12% | 4.8 |
|
| 5781 |
5781
BetterWealth
San Jose,
California
| $143M | – | – | 11% | 63.3% | 42 | – | 0 |
|
| 5782 |
5782
Cruiser Capital Advisors
Stamford,
Connecticut
| $143M | +$20.6M | +17% | 15.8% | 192% | 92 | 44.57% | 0.7 |
|
| 5783 |
5783
AFG Fiduciary Services
Hingham,
Massachusetts
| $142M | – | – | 6.66% | 72.4% | 78 | – | 0 |
|
| 5784 |
5784
IFS Advisors
Overland Park,
Kansas
| $142M | -$13.7M | -9% | 5.18% | 54.2% | 140 | 80.71% | 0.2 |
|
| 5785 |
5785
Invesco Senior Secured Management
New York
| $142M | -$50.1M | -26% | 2.11% | 18.1% | 18 | 38.89% | 2 |
|
| 5786 |
SCM
5786
Springhouse Capital Management
Westport,
Connecticut
| $142M | +$36.2M | +34% | 0.85% | 52% | 37 | 40.54% | 1 |
|
| 5787 |
5787
Ivy Lane Capital Management
Winter Park,
Florida
| $142M | -$1.1M | -0.8% | 4.08% | 101% | 10 | 20% | 0.8 |
|
| 5788 |
5788
Yost Capital Management
Houston,
Texas
| $142M | +$43M | +43% | 6.82% | 125% | 13 | 38.46% | 0.6 |
|
| 5789 |
5789
Powers Advisory Group
Highland,
Illinois
| $142M | – | – | 6.43% | 49.8% | 91 | – | 0 |
|
| 5790 |
RCA
5790
Reitz Capital Advisors
Freeland,
Michigan
| $142M | +$8.18M | +6% | 5.38% | 11% | 52 | 15.38% | 1.7 |
|
| 5791 |
KL
5791
KCK Ltd
Hamilton,
Bermuda
| $142M | – | – | 28% | – | 4 | – | 0 |
|
| 5792 |
5792
Newton One Investments
Newark,
Delaware
| $142M | +$7.44M | +6% | 4.2% | 42% | 137 | 8.03% | 0.7 |
|
| 5793 |
5793
Lake Hills Wealth Management
Austin,
Texas
| $141M | – | – | 7.84% | 83.7% | 56 | – | 0 |
|
| 5794 |
5794
MMA Asset Management
Conshohocken,
Pennsylvania
| $141M | +$10.5M | +8% | 5.53% | 61.2% | 101 | 16.83% | 0.8 |
|
| 5795 |
5795
Objective Capital Management
Pepper Pike,
Ohio
| $141M | – | – | 8.22% | – | 121 | – | 0 |
|
| 5796 |
5796
Innova Wealth Partners
Newtown,
Pennsylvania
| $141M | +$15.2M | +12% | 6.73% | 72.5% | 75 | 14.67% | 0.8 |
|
| 5797 |
5797
New Perspectives Inc
Ridgeland,
Mississippi
| $141M | +$5.94M | +4% | 6.87% | – | 24 | 12.5% | 0.5 |
|
| 5798 |
5798
LifeSteps Financial
Claremont,
California
| $141M | +$10.6M | +8% | 9.57% | 98.4% | 85 | 11.76% | 1.7 |
|
| 5799 |
5799
Arbor Capital Management (Alaska)
Anchorage,
Alaska
| $141M | – | – | 11.7% | 62.7% | 103 | – | 0 |
|
| 5800 |
5800
swisspartners
Vaduz,
Liechtenstein
| $141M | +$12.2M | +9% | 7.61% | – | 86 | 18.6% | 0.7 |
|