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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5801 |
5801
Piedmont Capital Management (Montana)
Whitefish,
Montana
| $119M | +$8.52M | +8% | 11.9% | 94% | 45 | 15.56% | 1.3 |
|
| 5802 |
5802
Fee-Only Financial Planning
Okatie,
South Carolina
| $119M | – | – | 7.83% | 72.6% | 40 | – | 0 |
|
| 5803 |
5803
Capital Wealth Alliance
Scottsdale,
Arizona
| $119M | -$1.35M | -1% | 11% | 124% | 129 | 22.48% | 1.8 |
|
| 5804 |
5804
Webs Creek Capital Management
Dallas,
Texas
| $119M | – | – | 32% | 133% | 10 | – | 0 |
|
| 5805 |
AMC
5805
Asset Management Corp
Northbrook,
Illinois
| $119M | -$47.4M | -28% | 6.21% | 57.1% | 170 | 30% | 2 |
|
| 5806 |
5806
Infusive Asset Management
New York
| $119M | -$12.7M | -10% | 6.5% | 33.8% | 21 | 28.57% | 1.3 |
|
| 5807 |
5807
Rooted Wealth Advisors
Bourbonnais,
Illinois
| $119M | – | – | 7.25% | 50.8% | 69 | – | 0 |
|
| 5808 |
5808
First Bancorp
Damariscotta,
Maine
| $119M | +$8.67M | +8% | 9.78% | 80.3% | 116 | 11.21% | 1.4 |
|
| 5809 |
5809
Banco de Sabadell
Miami,
Florida
| $119M | -$1.96M | -2% | 11.8% | 75.1% | 88 | 12.5% | 3.7 |
|
| 5810 |
5810
William Allan Corp
Fort Collins,
Colorado
| $119M | +$10.6M | +10% | 11% | 94.2% | 51 | 5.88% | 0.9 |
|
| 5811 |
5811
Triatomic Management
Palo Alto,
California
| $119M | -$55.1M | -32% | 6.53% | – | 68 | 51.47% | 0.5 |
|
| 5812 |
5812
Buttonwood Financial Advisors
Baltimore,
Maryland
| $119M | +$7.89M | +7% | 9.58% | 73.4% | 74 | 8.11% | 0.8 |
|
| 5813 |
IFS
5813
Intelligent Financial Strategies
Excelsior,
Minnesota
| $119M | +$23.4M | +25% | 11.4% | 63.5% | 100 | 13% | 0.9 |
|
| 5814 |
5814
JCP Investment Management
Houston,
Texas
| $119M | -$22.4M | -16% | 9.05% | 94.7% | 21 | 47.62% | 0.6 |
|
| 5815 |
5815
H&H Retirement Design & Management
Las Vegas,
Nevada
| $118M | +$12.3M | +12% | 6.73% | 38.4% | 71 | 2.82% | 1.4 |
|
| 5816 |
5816
Firethorn Wealth Partners
Augusta,
Georgia
| $118M | +$10.8M | +10% | 7.5% | 75.1% | 146 | 22.6% | 1.3 |
|
| 5817 |
5817
Bull Oak Capital
San Diego,
California
| $118M | +$15.8M | +15% | 5.8% | 62.1% | 24 | 54.17% | 0.5 |
|
| 5818 |
5818
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| $118M | -$2.7M | -2% | 3.1% | 91.4% | 102 | 17.65% | 1.4 |
|
| 5819 |
5819
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| $118M | +$13.8M | +13% | 12.2% | 96.8% | 357 | 6.72% | 1.6 |
|
| 5820 |
5820
Norris Financial Group
Greenville,
South Carolina
| $118M | +$9.06M | +8% | 10.5% | 142% | 81 | 33.33% | 1.3 |
|
| 5821 |
5821
Align Wealth Management
Oklahoma City,
Oklahoma
| $118M | – | – | 6.98% | – | 219 | – | 0 |
|
| 5822 |
5822
Israel Discount Bank of New York
New York
| $118M | -$2.83M | -2% | 8.97% | 40.8% | 84 | 5.95% | 4.3 |
|
| 5823 |
5823
Hook Mill Capital Partners
New York
| $118M | – | – | 19.6% | 149% | 30 | – | 0 |
|
| 5824 |
5824
Baymount Management
Miami,
Florida
| $118M | +$87.8M | +290% | 0.5% | – | 10 | 90% | 0.1 |
|
| 5825 |
5825
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| $118M | +$6.9M | +6% | 7.33% | 67.4% | 78 | 7.69% | 0.7 |
|