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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6101 |
LWA
6101
Legacy Wealth Advisors
Miami,
Florida
| $231M | +$35.1M | +18% | 12.8% | – | 155 | 34.19% | 0.3 |
|
| 6102 |
6102
PFG Private Wealth Management
Lutz,
Florida
| $231M | -$5.05M | -2% | 9.55% | 52.6% | 86 | 26.74% | 1.6 |
|
| 6103 |
6103
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| $231M | +$28.4M | +14% | 11.9% | 51.7% | 75 | 13.33% | 3.8 |
|
| 6104 |
6104
AGP Franklin
Franklin,
Tennessee
| $231M | +$30.4M | +15% | 24.1% | – | 107 | 26.17% | 1 |
|
| 6105 |
6105
Cooper Capital Advisors
Encinitas,
California
| $231M | +$87.7M | +61% | 17.1% | – | 44 | 27.27% | 0.9 |
|
| 6106 |
6106
Harold Davidson & Associates
Los Angeles,
California
| $231M | +$24.7M | +12% | 22.7% | – | 66 | 19.7% | 1.3 |
|
| 6107 |
BWM
6107
Bullock Wealth Management
Bloomington,
Indiana
| $231M | +$31.2M | +16% | 18% | 101% | 650 | 10.92% | 2.5 |
|
| 6108 |
6108
Note Advisors
Buffalo,
New York
| $231M | +$30.5M | +15% | 7.96% | – | 88 | 5.68% | 1.3 |
|
| 6109 |
6109
Burrus Financial Services
Salt Lake City,
Utah
| $230M | +$11.9M | +5% | 6.76% | 31.3% | 11 | 0% | 2.3 |
|
| 6110 |
6110
Kensington Investment Counsel
Long Beach,
California
| $230M | +$22.5M | +11% | 21.1% | 81.9% | 93 | 19.35% | 3.3 |
|
| 6111 |
6111
Strive Financial Group
Carmel,
Indiana
| $230M | +$41.6M | +22% | 16.3% | – | 944 | 29.34% | 0.4 |
|
| 6112 |
6112
Banyan Capital Management
Atlanta,
Georgia
| $230M | -$1.96M | -0.8% | 4.14% | 42.5% | 55 | 0% | 2.2 |
|
| 6113 |
6113
LCM Capital Management
Chicago,
Illinois
| $230M | +$30.7M | +15% | 19% | 128% | 132 | 18.94% | 3.2 |
|
| 6114 |
6114
BDFS Capital
Rehoboth Beach,
Delaware
| $230M | +$22.2M | +11% | 6.77% | – | 149 | 30.2% | 0.4 |
|
| 6115 |
6115
International City Management Association Retirement Corp
Washington,
District of Columbia
| $230M | +$34.8M | +18% | 9.68% | 48.1% | 6 | 0% | 2.6 |
|
| 6116 |
6116
Matrix Private Capital Group
New York
| $230M | +$22.5M | +11% | 9.57% | 62.5% | 148 | 8.11% | 4.3 |
|
| 6117 |
6117
Azarias Capital Management
Berwyn,
Pennsylvania
| $230M | +$6.68M | +3% | 9.32% | 58.2% | 25 | 12% | 2.5 |
|
| 6118 |
6118
Integrity Investment Advisors
Fort Collins,
Colorado
| $230M | +$45.4M | +25% | 16.9% | – | 79 | 15.19% | 0.9 |
|
| 6119 |
LS
6119
LCW Services
Virginia Beach,
Virginia
| $230M | +$28.4M | +14% | 11.7% | – | 40 | 2.5% | 0.5 |
|
| 6120 |
AIFS
6120
A&I Financial Services
Lone Tree,
Colorado
| $230M | +$18.5M | +9% | 11.4% | – | 86 | 25.58% | 1.8 |
|
| 6121 |
6121
Catalys Pacific
Tokyo,
Japan
| $229M | -$1.26M | -0.5% | 0.54% | – | 2 | 0% | 2.5 |
|
| 6122 |
6122
Highland Investment Advisors
Ponte Vedra,
Florida
| $229M | – | – | 9.85% | – | 734 | – | 0 |
|
| 6123 |
6123
Alhambra Investment Management
Palmetto Bay,
Florida
| $229M | +$12.6M | +6% | 9.94% | 67.7% | 189 | 10.58% | 3.8 |
|
| 6124 |
6124
Catherine Avery Investment Management
Longboat Key,
Florida
| $229M | +$5.55M | +2% | 15% | – | 173 | 41.04% | 0.9 |
|
| 6125 |
6125
Paul R. Ried Financial Group
Bellevue,
Washington
| $229M | +$13.8M | +6% | 6.75% | – | 47 | 12.77% | 1.1 |
|