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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6026 |
6026
First Bancorp
Damariscotta,
Maine
| $121M | +$4.45M | +4% | 4.83% | 73.8% | 112 | 3.57% | 1.8 |
|
| 6027 |
6027
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| $121M | -$8.02M | -6% | 1.53% | 0.74% | 7 | 0% | 3.8 |
|
| 6028 |
6028
Gouws Capital LLC
Charlotte,
North Carolina
| $121M | +$9.29M | +8% | 8.64% | 114% | 47 | 4.26% | 1.3 |
|
| 6029 |
6029
Walker Asset Management
Verona,
Missouri
| $121M | +$5.76M | +5% | 7.93% | 87.6% | 100 | 7% | 1.2 |
|
| 6030 |
6030
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| $121M | -$3.61M | -3% | 5.31% | 62.3% | 53 | 9.43% | 1.7 |
|
| 6031 |
ASI
6031
Advisory Services & Investments
Bend,
Oregon
| $121M | +$10.9M | +10% | 4.72% | 19.9% | 40 | 15% | 1.2 |
|
| 6032 |
6032
HTG Investment Advisors
New Canaan,
Connecticut
| $121M | +$11.4M | +10% | 5.1% | 57.4% | 54 | 11.11% | 0.5 |
|
| 6033 |
6033
David J. Yvars Group
University Park,
Florida
| $121M | +$10.4M | +9% | 12.3% | 143% | 89 | 20.22% | 1.7 |
|
| 6034 |
6034
Basepoint Wealth
Cedar Rapids,
Iowa
| $121M | +$1.14M | +0.9% | 0.6% | 113% | 96 | 4.17% | 1.3 |
|
| 6035 |
6035
TrueWealth Financial Partners
Bellevue,
Washington
| $121M | +$4.95M | +4% | 2.25% | 36.4% | 17 | 11.76% | 1.2 |
|
| 6036 |
6036
McClarren Financial Advisors
State College,
Pennsylvania
| $121M | +$10.9M | +10% | 6.51% | 63% | 491 | 25.87% | 0.8 |
|
| 6037 |
6037
Montz Harcus Wealth Management
New Orleans,
Louisiana
| $121M | +$12.6M | +12% | 7.97% | 84.1% | 60 | 13.33% | 1.2 |
|
| 6038 |
6038
Yorktown Energy Partners X
New York
| $121M | +$16.8M | +16% | 9.78% | 95.9% | 5 | 20% | 2.1 |
|
| 6039 |
6039
Flagship Private Wealth
Woburn,
Massachusetts
| $121M | +$8.88M | +8% | 6.16% | 62.7% | 76 | 5.26% | 2.1 |
|
| 6040 |
6040
Kapstone Financial Advisors
Lebanon,
Ohio
| $121M | +$9.9M | +9% | 7.92% | 131% | 105 | 15.24% | 0.4 |
|
| 6041 |
6041
Von Berge Wealth Management Group
San Diego,
California
| $121M | +$8.84M | +8% | 6.63% | 60.5% | 66 | 10.61% | 1.3 |
|
| 6042 |
6042
Charter Research & Investment Group
Southport,
Connecticut
| $121M | +$6.37M | +6% | 6.27% | 82.3% | 79 | 6.33% | 6.1 |
|
| 6043 |
6043
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| $120M | -$246M | -67% | 4.26% | 70.4% | 255 | 86.67% | 1.1 |
|
| 6044 |
6044
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
| $120M | -$25M | -17% | 17.2% | 81.3% | 1 | 0% | 2 |
|
| 6045 |
6045
Andrews Lucia Wealth Management
Danville,
California
| $120M | +$7.37M | +7% | 4.59% | 59.7% | 26 | 7.69% | 1.1 |
|
| 6046 |
6046
Plotkin Financial Advisors
Chevy Chase,
Maryland
| $120M | +$12.7M | +12% | 10.5% | 95.3% | 82 | 13.41% | 2.1 |
|
| 6047 |
6047
Richelieu Gestion
Paris,
France
| $120M | +$9.4M | +8% | 4.05% | – | 79 | 18.99% | 0.9 |
|
| 6048 |
6048
Sagil Capital
London,
United Kingdom
| $120M | -$3.97M | -3% | 14.2% | 104% | 27 | 48.15% | 0.6 |
|
| 6049 |
6049
General Partner Inc
Pittsburgh,
Pennsylvania
| $120M | +$6.23M | +5% | 9.49% | 83.1% | 127 | 0.79% | 0.4 |
|
| 6050 |
6050
Solstein Capital
Menlo Park,
California
| $120M | +$5.04M | +4% | 5.88% | 91.4% | 308 | 12.66% | 1.8 |
|