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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
Grand Wealth Management
Grand Rapids,
Michigan
| $195M | +$12.5M | +7% | 8.64% | 54.1% | 74 | 10.81% | 2.2 |
|
| 5902 |
5902
Cascades Capital Asset Management
Greensboro,
North Carolina
| $194M | +$9.18M | +5% | 9.47% | – | 160 | 21.25% | 0.5 |
|
| 5903 |
5903
Banyan Capital Management
Atlanta,
Georgia
| $194M | +$17.4M | +10% | 5.07% | 42.5% | 19 | 15.79% | 4 |
|
| 5904 |
5904
Seamount Financial Group
Colorado Springs,
Colorado
| $194M | +$47.5M | +32% | 7% | 79.7% | 131 | 26.72% | 1 |
|
| 5905 |
5905
Emergence GP Partners
San Francisco,
California
| $194M | +$30.7M | +19% | 19.4% | – | 4 | 0% | 2.4 |
|
| 5906 |
5906
Econ Financial Services
Harrisburg,
Pennsylvania
| $194M | +$6.37M | +3% | 1.67% | 16.9% | 112 | 57.14% | 0.7 |
|
| 5907 |
LI
5907
Latigo Investments
Fort Lauderdale,
Florida
| $194M | +$6.6M | +4% | 9.29% | 56.6% | 17 | 11.76% | 3.1 |
|
| 5908 |
5908
PFG Private Wealth Management
Lutz,
Florida
| $194M | +$9.23M | +5% | 7.45% | 52.6% | 263 | 79.09% | 3.4 |
|
| 5909 |
5909
Endowment Wealth Management
Appleton,
Wisconsin
| $194M | +$38.5M | +25% | 18.9% | 66.3% | 164 | 13.41% | 2.1 |
|
| 5910 |
5910
Sound Stewardship
Overland Park,
Kansas
| $194M | +$18.4M | +10% | 6.2% | 45.9% | 64 | 9.38% | 1.9 |
|
| 5911 |
PHM
5911
Prospect Hill Management
Short Hills,
New Jersey
| $194M | +$1.74M | +0.9% | 5.59% | 85.1% | 15 | 0% | 3.8 |
|
| 5912 |
PCM
5912
Perritt Capital Management
Chicago,
Illinois
| $194M | +$12.4M | +7% | 10.9% | 80.9% | 367 | 15.53% | 3.5 |
|
| 5913 |
5913
Westhampton Capital
Winston-Salem,
North Carolina
| $194M | +$10.4M | +6% | 8.98% | 95.6% | 121 | 9.92% | 4.2 |
|
| 5914 |
5914
Financial Symmetry
Raleigh,
North Carolina
| $194M | +$30.8M | +19% | 9.9% | 68.4% | 54 | 18.52% | 1.2 |
|
| 5915 |
5915
American Financial & Tax Strategies
New York
| $194M | +$7.5M | +4% | 6.57% | 46.9% | 91 | 0% | 1.4 |
|
| 5916 |
5916
CWC Advisors
Lake Oswego,
Oregon
| $194M | +$17.9M | +10% | 9.34% | – | 147 | 7.48% | 0.6 |
|
| 5917 |
5917
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
| $193M | +$19M | +11% | 8.48% | 68.7% | 356 | 43.82% | 1.1 |
|
| 5918 |
5918
Amitell Capital
Singapore
| $193M | +$49M | +34% | 32.1% | 196% | 70 | 57.14% | 0.8 |
|
| 5919 |
5919
Blue Door Asset Management
Stamford,
Connecticut
| $193M | +$6.32M | +3% | 23.2% | 127% | 26 | 53.85% | 1.1 |
|
| 5920 |
5920
Inlight Wealth Management
Atlanta,
Georgia
| $193M | +$31.6M | +20% | 6.86% | – | 296 | 18.24% | 0.3 |
|
| 5921 |
5921
Chronos Wealth Management
Clearwater,
Florida
| $193M | +$6.55M | +4% | 5.52% | 92.3% | 41 | 14.63% | 3.8 |
|
| 5922 |
AIA
5922
Arcadia Investment Advisors
Eagle,
Idaho
| $193M | +$14.1M | +8% | 8.03% | 56.4% | 85 | 7.06% | 4.8 |
|
| 5923 |
5923
Tower View Wealth Management
Shorewood,
Wisconsin
| $193M | +$21.2M | +12% | 16.1% | 135% | 205 | 15.12% | 3.4 |
|
| 5924 |
5924
IRON Financial
Northbrook,
Illinois
| $193M | +$14.5M | +8% | 5.57% | 60.6% | 130 | 16.15% | 3 |
|
| 5925 |
5925
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $193M | +$26.6M | +16% | 9.02% | 70.6% | 497 | 21.93% | 3.3 |
|