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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 |
5901
Echo45 Advisors
Walnut Creek,
California
| $121M | +$8.95M | +8% | 5.91% | 53.6% | 63 | 30.16% | 0.8 |
|
| 5902 |
5902
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| $121M | +$6.61M | +6% | 6.37% | 55.5% | 65 | 21.54% | 0.2 |
|
| 5903 |
5903
Lakewood Asset Management
Naperville,
Illinois
| $120M | -$3.39M | -3% | 4.48% | 69.3% | 316 | 64.87% | 0.2 |
|
| 5904 |
5904
Yoder Wealth Management
Walnut Creek,
California
| $120M | – | – | 8.51% | 69.3% | 74 | – | 0 |
|
| 5905 |
5905
Iams Wealth Management
Omaha,
Nebraska
| $120M | +$22M | +22% | 2.13% | 57.7% | 117 | 30.77% | 0.2 |
|
| 5906 |
5906
Paladin Advisory Group
Clive,
Iowa
| $120M | +$3.3M | +3% | 5.98% | 71.9% | 533 | 100% | 0 |
|
| 5907 |
5907
Alamar Capital Management
Santa Barbara,
California
| $120M | +$22.6M | +23% | 15.5% | – | 72 | 8.33% | 1.6 |
|
| 5908 |
KSCM
5908
Key Square Capital Management
Stamford,
Connecticut
| $120M | +$16.7M | +16% | 14% | 50.2% | 18 | 61.11% | 0.3 |
|
| 5909 |
5909
Adirondack Retirement Specialists
Queensbury,
New York
| $120M | +$31.5M | +35% | 8.97% | 13.1% | 175 | 28% | 0.5 |
|
| 5910 |
5910
BOS Asset Management
Springfield,
Illinois
| $120M | +$8.02M | +7% | 4.4% | 70.3% | 129 | 6.2% | 0.2 |
|
| 5911 |
LCM
5911
Lynx1 Capital Management
San Juan,
Puerto Rico
| $120M | +$4.31M | +4% | 8.72% | 883% | 14 | 14.29% | 0.9 |
|
| 5912 |
5912
Howard Wealth Management
Madison,
Connecticut
| $120M | -$1.97M | -2% | 6.06% | 69.9% | 118 | 14.41% | 1.6 |
|
| 5913 |
5913
swisspartners Advisors
Zurich,
Switzerland
| $120M | +$7.86M | +7% | 10.6% | 75.9% | 26 | 0% | 2.3 |
|
| 5914 |
SC
5914
Settian Capital
New York
| $120M | +$5.58M | +5% | 8% | 69% | 36 | 2.78% | 0.8 |
|
| 5915 |
5915
Basepoint Wealth
Cedar Rapids,
Iowa
| $120M | +$6.85M | +6% | 4.11% | 113% | 95 | 6.32% | 1 |
|
| 5916 |
5916
Banco de Sabadell
Miami,
Florida
| $120M | +$838K | +0.7% | 5.55% | 75.1% | 81 | 3.7% | 3.9 |
|
| 5917 |
5917
Tower Wealth Partners
Lewisburg,
Pennsylvania
| $120M | +$4.91M | +4% | 4.36% | 53.7% | 55 | 14.55% | 1.6 |
|
| 5918 |
5918
Q3 Asset Management
Birmingham,
Michigan
| $120M | -$28M | -19% | 11.6% | 105% | 71 | 76.06% | 0.2 |
|
| 5919 |
5919
Ted Buchan & Co
San Diego,
California
| $120M | +$11.5M | +11% | 3.8% | 65.2% | 90 | 23.33% | 0.2 |
|
| 5920 |
5920
Mayar Capital
London,
United Kingdom
| $120M | +$3.97M | +3% | 6.15% | 14.7% | 12 | 0% | 1.7 |
|
| 5921 |
5921
Petiole USA
New York
| $119M | -$17M | -12% | 14.3% | 105% | 39 | 7.69% | 1 |
|
| 5922 |
5922
IMPACTfolio
Denver,
Colorado
| $119M | +$11.6M | +11% | 7.42% | 58.8% | 55 | 52.73% | 0.7 |
|
| 5923 |
5923
Crown Wealth Group
Charlotte,
North Carolina
| $119M | +$13M | +12% | 8.91% | 98.2% | 81 | 35.8% | 0.7 |
|
| 5924 |
5924
Fort Henry Capital
Wheeling,
West Virginia
| $119M | +$8.95M | +8% | 3.98% | 39.3% | 15 | 0% | 1.9 |
|
| 5925 |
5925
Hudson Canyon Capital Management
New York
| $119M | +$11M | +10% | 13.4% | 182% | 57 | 3.51% | 1.9 |
|