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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5926 |
5926
Pacific Sun Financial
Los Angeles,
California
| $207M | +$15.5M | +8% | 8.04% | 70.3% | 201 | 8.96% | 4.9 |
|
| 5927 |
5927
Prospera Capital Management
Gilbert,
Arizona
| $207M | +$26.2M | +14% | 6.97% | – | 49 | 14.29% | 0.5 |
|
| 5928 |
5928
Wealth Advisors Northwest
Portland,
Oregon
| $207M | +$17M | +9% | 6.4% | – | 63 | 4.76% | 0.7 |
|
| 5929 |
5929
Norway Savings Bank
Portland,
Maine
| $207M | +$12.1M | +6% | 8.11% | 117% | 104 | 1.92% | 6.1 |
|
| 5930 |
5930
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
| $207M | +$14M | +7% | 6.12% | 61.3% | 79 | 18.99% | 1.3 |
|
| 5931 |
5931
Bond Capital Management
San Francisco,
California
| $207M | -$9.41M | -4% | 0.19% | 47.5% | 5 | 0% | 3.5 |
|
| 5932 |
5932
Marmo Financial Group
Johnson City,
Tennessee
| $206M | +$5.69M | +3% | 6.12% | 47.5% | 36 | 33.33% | 1.5 |
|
| 5933 |
CI
5933
Carroll Investors
Mt Pleasant,
South Carolina
| $206M | +$17.7M | +9% | 20.1% | 241% | 32 | 9.38% | 2 |
|
| 5934 |
5934
Tribune Investment Group
New York
| $206M | +$3.29M | +2% | 12.5% | – | 36 | 75% | 0.2 |
|
| 5935 |
5935
Black Maple Capital Management
Milwaukee,
Wisconsin
| $206M | -$16.3M | -7% | 5.05% | 35.7% | 126 | 49.21% | 0.9 |
|
| 5936 |
5936
Threadgill Financial
Spring,
Texas
| $206M | +$19.4M | +10% | 1.79% | 49.3% | 59 | 35.59% | 1.5 |
|
| 5937 |
5937
Mirabaud Asset Management
London,
United Kingdom
| $206M | -$8.48M | -4% | 6.98% | – | 40 | 5% | 1.5 |
|
| 5938 |
5938
Millington Financial Advisors
Naperville,
Illinois
| $206M | +$8.33M | +4% | 8.83% | 77.5% | 112 | 15.18% | 1.7 |
|
| 5939 |
5939
Optima Capital
Beaverton,
Oregon
| $206M | +$20.3M | +11% | 6.87% | – | 170 | 18.24% | 0.6 |
|
| 5940 |
5940
Wynn Capital
Augusta,
Georgia
| $206M | +$18.6M | +10% | 10.8% | 115% | 112 | 3.57% | 1.6 |
|
| 5941 |
5941
Cohen Investment Advisors
Bedford,
New Hampshire
| $206M | +$14.5M | +8% | 6.07% | 90.6% | 80 | 2.5% | 4.3 |
|
| 5942 |
AIA
5942
Arcadia Investment Advisors
Eagle,
Idaho
| $206M | +$12.9M | +7% | 6.24% | 56.4% | 84 | 1.19% | 5.1 |
|
| 5943 |
5943
Financial Futures
Brielle,
New Jersey
| $206M | +$19.2M | +10% | 5.31% | 48.5% | 68 | 7.35% | 2 |
|
| 5944 |
5944
One Plus One Wealth Management
Jupiter,
Florida
| $206M | +$22.3M | +12% | 15.9% | 71.9% | 105 | 22.86% | 2.3 |
|
| 5945 |
KIM
5945
Kane Investment Management
Los Gatos,
California
| $206M | +$15M | +8% | 12.2% | – | 102 | 18.63% | 0.6 |
|
| 5946 |
5946
Triavera Capital
Larkspur,
California
| $206M | +$15.7M | +8% | 4.88% | – | 19 | 5.26% | 0.7 |
|
| 5947 |
WA
5947
Win Advisors
Palm Beach Gardens,
Florida
| $205M | -$1.85M | -0.9% | 9.51% | 226% | 82 | 70.73% | 0.4 |
|
| 5948 |
IFS
5948
Intelligent Financial Strategies
Excelsior,
Minnesota
| $205M | +$17M | +9% | 5.9% | 63.5% | 88 | 20.45% | 3.2 |
|
| 5949 |
5949
Aristotle Pacific Capital
Newport Beach,
California
| $205M | -$3.1M | -1% | 0.43% | 1.84% | 6 | 0% | 3.2 |
|
| 5950 |
5950
Long Island Wealth Management
Melville,
New York
| $205M | +$12.9M | +7% | 5.69% | 58.2% | 88 | 11.36% | 1.4 |
|