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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6151 |
6151
Widmann Financial Services
Bowie,
Maryland
| $113M | -$8.48M | -7% | 1.95% | 75.2% | 504 | 82.34% | 0.2 |
|
| 6152 |
6152
Birchcreek Wealth Management
Miami Township,
Ohio
| $113M | -$1.79M | -2% | 3.57% | 80.7% | 123 | 13.01% | 1.1 |
|
| 6153 |
6153
Navis Wealth Advisors
Rye Brook,
New York
| $113M | -$6.07M | -5% | 4.7% | 107% | 109 | 9.17% | 1.1 |
|
| 6154 |
6154
4Thought Financial Group
Syosset,
New York
| $113M | -$11.1M | -9% | 5.87% | 37.6% | 101 | 3.96% | 0.9 |
|
| 6155 |
6155
Copperleaf Capital
Raleigh,
North Carolina
| $113M | -$3.07M | -3% | 4.58% | 102% | 60 | 5% | 1.6 |
|
| 6156 |
6156
January Capital Advisors
San Francisco,
California
| $113M | -$13.2M | -10% | 1.63% | – | 52 | 32.69% | 0.2 |
|
| 6157 |
CCM
6157
Composite Capital Management
Hong Kong
| $113M | -$218M | -66% | 66% | – | 1 | 0% | 0.8 |
|
| 6158 |
6158
WealthCare Investment Partners
Portsmouth,
Rhode Island
| $113M | +$9.13M | +9% | 1.31% | 62.6% | 112 | 18.75% | 0.2 |
|
| 6159 |
6159
Resonate Capital
San Francisco,
California
| $113M | -$2.37M | -2% | 11.3% | – | 23 | 4.35% | 0.3 |
|
| 6160 |
6160
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
| $112M | -$10M | -8% | 0.06% | 50.6% | 143 | 43.36% | 0.2 |
|
| 6161 |
6161
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| $112M | +$1.93M | +2% | 2.2% | 52.2% | 61 | 3.28% | 4.4 |
|
| 6162 |
6162
Courant Investment Management
Franklin,
Tennessee
| $112M | -$11.5M | -9% | 5.44% | 35.2% | 12 | 0% | 3.2 |
|
| 6163 |
6163
Five Oceans Advisors
Santa Monica,
California
| $112M | -$1.03M | -0.9% | 4.09% | 85.3% | 127 | 18.9% | 0.4 |
|
| 6164 |
6164
Steward Financial Group
Colleyville,
Texas
| $112M | +$3.87M | +4% | 3.72% | – | 383 | 32.38% | 0.2 |
|
| 6165 |
6165
Pacific Wealth Management
San Diego,
California
| $112M | -$19.4M | -15% | 5.37% | 72.8% | 17 | 29.41% | 0.6 |
|
| 6166 |
LJCM
6166
Lee Johnson Capital Management
Fort Worth,
Texas
| $112M | -$9.8M | -8% | 7.64% | 118% | 75 | 37.33% | 0.2 |
|
| 6167 |
6167
Moneda USA
New York
| $112M | – | – | 26.6% | – | 12 | – | 0 |
|
| 6168 |
6168
Richwood Investment Advisors
Cincinnati,
Ohio
| $112M | -$2.32M | -2% | 2.35% | 66% | 269 | 56.88% | 0.2 |
|
| 6169 |
TWS
6169
Thomas W. Smith
| $112M | -$38.4M | -26% | 23.9% | – | 8 | 0% | 6.9 |
|
| 6170 |
6170
Adirondack Retirement Specialists
Queensbury,
New York
| $112M | -$2.86M | -2% | 21.9% | 13.1% | 18 | 16.67% | 0.9 |
|
| 6171 |
SM
6171
Saya Management
New York
| $112M | +$382K | +0.3% | 8.39% | 34.8% | 15 | 40% | 1 |
|
| 6172 |
6172
Virginia Wealth Management Group
Virginia Beach,
Virginia
| $112M | +$657K | +0.6% | 1.53% | 49.4% | 60 | 1.67% | 0.3 |
|
| 6173 |
6173
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| $112M | -$1.38M | -1% | 3.76% | 51.7% | 380 | 15% | 0.2 |
|
| 6174 |
6174
Andrews Lucia Wealth Management
Danville,
California
| $112M | +$1.24M | +1% | 4.15% | 59.7% | 20 | 10% | 0.2 |
|
| 6175 |
6175
Soundwatch Capital
Rowayton,
Connecticut
| $111M | -$356M | -76% | 5.27% | 68.6% | 36 | 61.11% | 0.9 |
|