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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5851 |
5851
Cascade Wealth Advisors
Wenatchee,
Washington
| $249M | +$21.1M | +9% | 8.91% | – | 63 | 7.94% | 1.6 |
|
| 5852 |
5852
Windle Wealth
Oklahoma City,
Oklahoma
| $249M | +$12.2M | +5% | 4.95% | 73% | 35 | 8.57% | 2.9 |
|
| 5853 |
5853
BlackDiamond Wealth Management
New York
| $249M | +$40.7M | +20% | 16.9% | 70.8% | 242 | 22.73% | 1.9 |
|
| 5854 |
5854
Fogel Capital Management
Stuart,
Florida
| $249M | +$30M | +14% | 11.6% | – | 60 | 18.33% | 1.6 |
|
| 5855 |
5855
Carl Stuart Investment Advisor
Austin,
Texas
| $249M | +$19.7M | +9% | 8.98% | 84.4% | 29 | 34.48% | 2.3 |
|
| 5856 |
AFT
5856
Alpha Family Trust
Los Angeles,
California
| $249M | +$42.5M | +21% | 42.8% | 198% | 225 | 20.89% | 2 |
|
| 5857 |
5857
Jim Saulnier & Associates
Fort Collins,
Colorado
| $249M | +$43.1M | +21% | 7.7% | – | 160 | 18.13% | 1.1 |
|
| 5858 |
5858
Pennsylvania State University
University Park,
Pennsylvania
| $249M | +$57.2M | +30% | 2.15% | – | 3 | 33.33% | 0.3 |
|
| 5859 |
5859
Finley Financial
Las Vegas,
Nevada
| $248M | +$34.9M | +16% | 19.2% | – | 110 | 2.73% | 1.4 |
|
| 5860 |
5860
Pavion Blue Capital
Newport Beach,
California
| $248M | +$18.2M | +8% | 12.5% | 77.6% | 117 | 12.82% | 4.3 |
|
| 5861 |
5861
Steelhead Wealth Management
Glen Allen,
Virginia
| $248M | +$51.1M | +26% | 16.7% | – | 102 | 23.53% | 0.2 |
|
| 5862 |
5862
Two Point Capital Management
Pittsford,
New York
| $248M | +$19.2M | +8% | 14.4% | – | 30 | 6.67% | 2.8 |
|
| 5863 |
5863
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| $248M | +$20.4M | +9% | 13.3% | 63.8% | 102 | 17.65% | 4 |
|
| 5864 |
5864
Seamount Financial Group
Colorado Springs,
Colorado
| $248M | +$26.1M | +12% | 13.3% | 79.7% | 146 | 10.96% | 1.8 |
|
| 5865 |
5865
RHS Financial
San Francisco,
California
| $248M | +$36.8M | +17% | 10.6% | 65.6% | 178 | 25.28% | 2.3 |
|
| 5866 |
DCM
5866
Dilation Capital Management
New York
| $248M | +$48.7M | +24% | 67.3% | – | 28 | 57.14% | 0.5 |
|
| 5867 |
CCP
5867
Cunning Capital Partners
Morrisville,
North Carolina
| $248M | +$51.2M | +26% | 41.1% | 268% | 56 | 1.79% | 2.4 |
|
| 5868 |
TBBL
5868
True Blue (BVI) Ltd
Road Town, Tortola,
| $248M | +$44.7M | +22% | 22.1% | – | 3 | 0% | 1.5 |
|
| 5869 |
5869
Lynx Capital Group
Beachwood,
Ohio
| $248M | +$32.7M | +15% | 7.92% | – | 95 | 16.84% | 1.8 |
|
| 5870 |
5870
GoalFusion Wealth Management
Austin,
Texas
| $248M | +$27.2M | +12% | 10.1% | 47.6% | 35 | 22.86% | 2.4 |
|
| 5871 |
5871
William John Sempolinski
Easton,
Massachusetts
| $248M | +$48.5M | +24% | 19.7% | – | 110 | 19.09% | 0.4 |
|
| 5872 |
5872
Elite Financial
Lewiston,
Idaho
| $248M | +$24.5M | +11% | 12.7% | – | 56 | 5.36% | 1.4 |
|
| 5873 |
5873
North Berkeley Wealth Management
Berkeley,
California
| $247M | +$58.2M | +31% | 17.2% | – | 81 | 14.81% | 1.1 |
|
| 5874 |
5874
May Barnhard Investments
Bethesda,
Maryland
| $247M | +$41.2M | +20% | 15.1% | 65.4% | 90 | 8.89% | 2.1 |
|
| 5875 |
TSM
5875
Two Star Manager
Miami Beach,
Florida
| $247M | -$7.08M | -3% | 6.65% | – | 12 | 8.33% | 1.8 |
|