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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6176 |
6176
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| $103M | +$11.3M | +12% | 7.28% | 72% | 111 | 18.92% | 1.7 |
|
| 6177 |
6177
Castleview Partners
Dallas,
Texas
| $103M | -$1.98M | -2% | 6.55% | 61.3% | 723 | 24.48% | 1.3 |
|
| 6178 |
6178
LCM Capital Management
Chicago,
Illinois
| $103M | +$8.01M | +8% | 9.01% | 128% | 91 | 13.19% | 1.6 |
|
| 6179 |
AC
6179
AIFG Consultants
Halfmoon,
New York
| $103M | – | – | 6.86% | 49.8% | 36 | – | 0 |
|
| 6180 |
6180
APEIRON Capital Ltd
Hong Kong
| $103M | -$47.4M | -32% | 5.59% | 487% | 12 | 50% | 0.8 |
|
| 6181 |
6181
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| $103M | +$32.7M | +47% | 5.33% | 65.5% | 43 | 34.88% | 1.3 |
|
| 6182 |
MCM
6182
Magnolia Capital Management
Cold Spring,
New York
| $103M | +$5.46M | +6% | 7.88% | 85.9% | 149 | 24.83% | 1.4 |
|
| 6183 |
NED
6183
Nancy E. Dempze
| $103M | +$8.59M | +9% | 9.44% | 83.1% | 68 | 13.24% | 4.5 |
|
| 6184 |
6184
Millington Financial Advisors
Naperville,
Illinois
| $102M | – | – | 9.42% | 77.5% | 70 | – | 0 |
|
| 6185 |
6185
NVP Associates
Menlo Park,
California
| $102M | – | – | 23.1% | 953% | 8 | – | 0 |
|
| 6186 |
6186
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| $102M | +$18.4M | +22% | 5.73% | 38.4% | 9 | 22.22% | 2.5 |
|
| 6187 |
6187
Capital Impact Advisors
Boston,
Massachusetts
| $102M | +$1.94M | +2% | 5.79% | – | 237 | 0.42% | 1.3 |
|
| 6188 |
SLFPAM
6188
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
| $102M | – | – | 3.6% | 139% | 18 | – | 0 |
|
| 6189 |
6189
Optimas Capital
Central,
Hong Kong
| $102M | -$16.5M | -14% | 13.8% | 355% | 44 | 65.91% | 0.2 |
|
| 6190 |
6190
American Securities
New York
| $102M | +$22.5M | +28% | 28.3% | – | 1 | 0% | 6 |
|
| 6191 |
6191
Investments & Financial Planning LLC
Lexington,
Kentucky
| $102M | – | – | 5.98% | 63.6% | 36 | – | 0.9 |
|
| 6192 |
6192
VERITY Wealth Advisors
Sausalito,
United States
| $102M | +$4.43M | +5% | 7.31% | 59.9% | 74 | 9.46% | 2.6 |
|
| 6193 |
6193
TRB Advisors
New York
| $102M | +$95K | +0.1% | 1.17% | 64% | 4 | 0% | 5.3 |
|
| 6194 |
ABP
6194
Arthur B. Page
| $102M | +$6.06M | +6% | 10.4% | 40.4% | 50 | 6% | 6.4 |
|
| 6195 |
6195
Silvia McColl Wealth Management
San Diego,
California
| $102M | – | – | 9.01% | 82.7% | 105 | – | 0 |
|
| 6196 |
6196
Campion Asset Management
Falls Church,
Virginia
| $102M | +$7.18M | +8% | 11% | 70.2% | 94 | 13.83% | 1.5 |
|
| 6197 |
6197
Oppenheimer & Close
New York
| $102M | +$9.41M | +10% | 18.9% | 149% | 63 | 4.76% | 4.1 |
|
| 6198 |
LFGH
6198
Lee Financial Group Hawaii
Honolulu,
Hawaii
| $102M | -$22.6M | -18% | 8.62% | 12.9% | 35 | 17.14% | 1.9 |
|
| 6199 |
6199
EDMP Inc
Lutz,
Florida
| $102M | +$7.84M | +8% | 14.2% | 78% | 60 | 11.67% | 4.2 |
|
| 6200 |
GWMI
6200
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| $102M | +$13.2M | +15% | 14.2% | 103% | 272 | 17.65% | 0.8 |
|