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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6051 |
6051
Avondale Wealth Management
West Lake Hills,
Texas
| $114M | -$5.1M | -4% | 2.38% | 83.8% | 136 | 11.76% | 2.6 |
|
| 6052 |
6052
Brogan Financial
Knoxville,
Tennessee
| $114M | -$4.19M | -4% | 3.88% | 46.4% | 36 | 0% | 0.7 |
|
| 6053 |
6053
Old North State Wealth Management
Wilmington,
North Carolina
| $114M | -$236K | -0.2% | 4.06% | 91.5% | 75 | 9.33% | 1.3 |
|
| 6054 |
6054
Presidio Capital Management
San Diego,
California
| $114M | -$11M | -9% | 2.09% | 56.1% | 44 | 22.73% | 1.1 |
|
| 6055 |
6055
Cypress Point Wealth Management
Dallas,
Texas
| $114M | +$20M | +21% | 1.41% | 226% | 55 | 29.09% | 1 |
|
| 6056 |
6056
RiverGlades Family Offices
Naples,
Florida
| $114M | +$1.58M | +1% | 2.93% | – | 79 | 8.86% | 3.3 |
|
| 6057 |
6057
W.H. Cornerstone Investments
Kingston,
Massachusetts
| $114M | +$1.91M | +2% | 2.72% | 51.4% | 138 | 21.74% | 0.8 |
|
| 6058 |
ASI
6058
Advisory Services & Investments
Bend,
Oregon
| $114M | -$7.36M | -6% | 4.02% | 19.9% | 39 | 25.64% | 1.5 |
|
| 6059 |
6059
swisspartners Advisors
Zurich,
Switzerland
| $114M | -$10.1M | -8% | 3.11% | 73.2% | 28 | 3.57% | 2.6 |
|
| 6060 |
6060
Gunn & Company Investment Management
Jacksonville,
Florida
| $114M | – | – | 3.44% | – | 55 | – | 0 |
|
| 6061 |
6061
InTrack Investment Management
South Burlington,
Vermont
| $114M | -$8.8M | -7% | 4.14% | 99.2% | 145 | 24.14% | 1.5 |
|
| 6062 |
6062
KilterHowling LLC
Boulder,
Colorado
| $114M | -$3.22M | -3% | 2.23% | 51.3% | 55 | 14.55% | 1.4 |
|
| 6063 |
6063
Plotkin Financial Advisors
Chevy Chase,
Maryland
| $114M | -$6.62M | -6% | 4.43% | 95.3% | 82 | 9.76% | 2.4 |
|
| 6064 |
6064
Better Money Decisions
Santa Fe,
New Mexico
| $114M | -$9.09M | -7% | 3.23% | 32.7% | 63 | 7.94% | 2 |
|
| 6065 |
6065
Athyrium Capital Management
New York
| $114M | -$40.6M | -26% | 11.1% | 25.1% | 6 | 0% | 1.8 |
|
| 6066 |
6066
Flagship Private Wealth
Woburn,
Massachusetts
| $114M | -$7.23M | -6% | 4.08% | 62.7% | 76 | 7.89% | 2.3 |
|
| 6067 |
6067
Syntax Advisors
New York
| $114M | -$10.6M | -9% | 3.7% | – | 220 | 14.55% | 1.6 |
|
| 6068 |
6068
Global Assets Advisory
Orlando,
Florida
| $113M | +$4.09M | +4% | 2.58% | 85.9% | 143 | 24.48% | 0.7 |
|
| 6069 |
6069
Cosner Financial Group
Windsor,
Colorado
| $113M | -$7.84M | -6% | 4.16% | 49.7% | 24 | 12.5% | 0.2 |
|
| 6070 |
6070
PFS Partners
Mine Hill,
New Jersey
| $113M | -$6.02M | -5% | 2.13% | 65.2% | 490 | 7.55% | 1.3 |
|
| 6071 |
6071
Essex Woodlands Management
The Woodlands,
Texas
| $113M | -$18.7M | -14% | 5.57% | 55% | 6 | 0% | 5.9 |
|
| 6072 |
6072
International City Management Association Retirement Corp
Washington,
District of Columbia
| $113M | -$5.11M | -4% | 4.31% | 48.1% | 6 | 0% | 0.8 |
|
| 6073 |
6073
Axim Planning & Wealth
Springboro,
Ohio
| $113M | +$1.88M | +2% | 9.76% | 3.66% | 28 | 14.29% | 0.9 |
|
| 6074 |
ICMP
6074
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| $113M | +$1.2M | +1% | 2.35% | 39.7% | 82 | 10.98% | 1.8 |
|
| 6075 |
6075
Verger Capital Management
Winston-Salem,
North Carolina
| $113M | -$47.9M | -30% | 2.13% | 58.3% | 13 | 7.69% | 6.6 |
|