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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5901 |
KCFA
5901
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| $103M | -$23.9M | -19% | 14% | 95.1% | 132 | 18.94% | 0.5 |
|
| 5902 |
C
5902
CEDRUS
Littleton,
Colorado
| $103M | -$8.32M | -8% | 13.9% | 19.8% | 172 | 39.53% | 0.4 |
|
| 5903 |
LAI
5903
Legal Advantage Investments
Los Altos Hills,
California
| $103M | -$30.4M | -23% | 17.4% | 116% | 89 | 32.58% | 1.1 |
|
| 5904 |
LFGH
5904
Lee Financial Group Hawaii
Honolulu,
Hawaii
| $103M | -$44.2M | -30% | 11% | 12.9% | 41 | 26.83% | 1.5 |
|
| 5905 |
PWM
5905
Penobscot Wealth Management
Portland,
Maine
| $103M | -$8.71M | -8% | 14.5% | 50.5% | 70 | 20% | 0.7 |
|
| 5906 |
LC
5906
Lakehouse Capital
Sydney NSW,
Australia
| $103M | -$51.5M | -33% | 23.9% | 87.4% | 14 | 0% | 1.8 |
|
| 5907 |
WPWM
5907
Western Pacific Wealth Management
Lake Forest,
Illinois
| $103M | -$34.7M | -25% | 21.8% | 91.4% | 229 | 11.79% | 0.5 |
|
| 5908 |
FFWM
5908
Future Financial Wealth Management
Cincinnati,
Ohio
| $102M | -$18.2M | -15% | 13.1% | 65.2% | 540 | 75.56% | 1.2 |
|
| 5909 |
UAM
5909
Unison Asset Management
North Miami Beach,
Florida
| $102M | -$14.1M | -12% | 14.2% | 81.4% | 25 | 0% | 1.5 |
|
| 5910 |
SWA
5910
Sightline Wealth Advisors
Groton,
Connecticut
| $102M | -$17.7M | -15% | 11.3% | 44.4% | 58 | 17.24% | 1.2 |
|
| 5911 |
EI
5911
EDMP Inc
Lutz,
Florida
| $102M | -$4.09M | -4% | 7.51% | 71.6% | 61 | 6.56% | 3.8 |
|
| 5912 |
MCA
5912
Millennium Capital Advisors
Little Rock,
Arkansas
| $102M | -$21.6M | -17% | 14.9% | 134% | 104 | 14.42% | 0.5 |
|
| 5913 |
MCM
5913
Magnolia Capital Management
Cold Spring,
New York
| $102M | -$18.4M | -15% | 13.6% | 85.9% | 124 | 4.03% | 1.1 |
|
| 5914 |
SWA
5914
Safir Wealth Advisors
Greenland,
New Hampshire
| $102M | -$17.6M | -15% | 11.1% | 52.1% | 17 | 17.65% | 1.3 |
|
| 5915 |
BFG
5915
Buttonwood Financial Group
Kansas City,
Missouri
| $102M | -$32.4M | -24% | 14.3% | 77.9% | 23 | 30.43% | 0.2 |
|
| 5916 |
IA
5916
Integrity Advisory
Overland Park,
Kansas
| $102M | +$235K | +0.2% | 13.2% | – | 87 | 24.14% | 0.2 |
|
| 5917 |
SPWM
5917
Straight Path Wealth Management
Jenison,
Michigan
| $102M | -$16M | -14% | 18.1% | 70.6% | 78 | 17.95% | 0.4 |
|
| 5918 |
5918
Cynosure Group
Salt Lake City,
Utah
| $102M | -$22.3M | -18% | 17.4% | 56.8% | 45 | 48.89% | 1.2 |
|
| 5919 |
5919
Fortis Capital Management
Bellevue,
Washington
| $102M | -$94.1M | -48% | 16% | 82% | 102 | 38.24% | 1.3 |
|
| 5920 |
GP
5920
Geneva Partners
Lake Geneva,
Wisconsin
| $102M | -$60.1M | -37% | 6.84% | 401% | 80 | 41.25% | 2.3 |
|
| 5921 |
ECM
5921
Empirical Capital Management
Hendersonville,
Tennessee
| $102M | -$3.88M | -4% | 17.4% | – | 28 | 25% | 1.7 |
|
| 5922 |
PFWA
5922
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| $102M | -$24.2M | -19% | 17.3% | 72% | 118 | 15.25% | 1.5 |
|
| 5923 |
LCM
5923
LCM Capital Management
Chicago,
Illinois
| $102M | -$22.4M | -18% | 15.1% | 108% | 96 | 11.46% | 1.3 |
|
| 5924 |
PWA
5924
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| $101M | +$4.69M | +5% | 13.8% | 60.1% | 120 | 33.33% | 1 |
|
| 5925 |
CCFM
5925
Cohen & Co Financial Management
New York
| $101M | +$87.4M | +625% | 0.45% | – | 147 | 97.96% | 0 |
|