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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6276 |
6276
AFG Fiduciary Services
Hingham,
Massachusetts
| $149M | +$5.13M | +4% | 5.44% | 72.4% | 84 | 20.24% | 1.7 |
|
| 6277 |
6277
Ledgewood Wealth Advisors
Exeter,
New Hampshire
| $148M | +$32.5M | +28% | 9.26% | 42.8% | 72 | 16.67% | 0.6 |
|
| 6278 |
6278
Motiv8 Investments
Port St. Lucie,
Florida
| $148M | +$14M | +10% | 5.07% | – | 88 | 11.36% | 0.7 |
|
| 6279 |
6279
Capricorn Fund Managers
London,
United Kingdom
| $148M | +$6.65M | +5% | 4.74% | 169% | 60 | 20% | 1 |
|
| 6280 |
6280
Greenhouse Wealth Management
Westport,
Connecticut
| $148M | +$11.5M | +8% | 5.99% | 87.2% | 60 | 6.67% | 2.9 |
|
| 6281 |
6281
STAR Financial Bank
Fort Wayne,
Indiana
| $148M | +$18.6M | +14% | 5.31% | 53.4% | 126 | 17.46% | 1.2 |
|
| 6282 |
6282
Norwood Investment Partners
Mill Valley,
California
| $148M | -$7.06M | -5% | 3.09% | 25.2% | 14 | 35.71% | 1.6 |
|
| 6283 |
6283
Piper Sandler & Co
Minneapolis,
Minnesota
| $148M | +$20.2M | +16% | 0.02% | 0.05% | 38 | 7.89% | 0.3 |
|
| 6284 |
6284
Gouws Capital LLC
Charlotte,
North Carolina
| $148M | +$8.37M | +6% | 5.14% | 114% | 45 | 11.11% | 2.4 |
|
| 6285 |
6285
Palliser Capital (UK)
London,
United Kingdom
| $148M | +$48.4M | +49% | 15.5% | 57% | 11 | 9.09% | 0.8 |
|
| 6286 |
6286
W.H. Cornerstone Investments
Kingston,
Massachusetts
| $148M | +$6.94M | +5% | 5.92% | 51.4% | 136 | 21.32% | 1.4 |
|
| 6287 |
6287
Syntax Research
Boca Raton,
Florida
| $148M | +$21.6M | +17% | 5.19% | 42.9% | 201 | 18.41% | 0.8 |
|
| 6288 |
6288
Exome Asset Management
New York
| $148M | +$35.6M | +32% | 11.9% | – | 82 | 64.63% | 0.2 |
|
| 6289 |
6289
Walker Financial Services
Bowling Green,
Kentucky
| $148M | +$20M | +16% | 4.96% | 20.8% | 30 | 16.67% | 1.5 |
|
| 6290 |
GWM
6290
Global Wealth Management
Kingston,
New Jersey
| $148M | – | – | 5.46% | – | 26 | – | 0 |
|
| 6291 |
6291
Successful Portfolios
Clearwater,
Florida
| $148M | +$4.67M | +3% | 5.42% | 110% | 169 | 10.06% | 4.5 |
|
| 6292 |
6292
Stephenson & Company
San Clemente,
California
| $148M | +$12.9M | +10% | 7.52% | – | 39 | 7.69% | 0.7 |
|
| 6293 |
6293
GraniteShares Advisors
New York
| $148M | -$153M | -51% | 2.22% | 86.2% | 92 | 4.35% | 1.3 |
|
| 6294 |
6294
Broadview Financial Management
Wauwatosa,
Wisconsin
| $148M | +$10.4M | +8% | 6.82% | 52.4% | 42 | 4.76% | 5 |
|
| 6295 |
6295
Sterling Manor Financial
Saratoga Springs,
New York
| $148M | +$16.3M | +12% | 6.4% | – | 31 | 32.26% | 1.2 |
|
| 6296 |
6296
National Wealth Management Group
Cincinnati,
Ohio
| $148M | +$16.4M | +12% | 5.77% | 128% | 172 | 42.44% | 1.2 |
|
| 6297 |
6297
RiverTree Advisors
Winter Park,
Florida
| $147M | +$1.14M | +0.8% | 2.92% | 25.4% | 36 | 19.44% | 1.1 |
|
| 6298 |
6298
Lowery Thomas LLC
Pebble Beach,
California
| $147M | +$10.3M | +8% | 4.64% | 74.7% | 53 | 15.09% | 1.9 |
|
| 6299 |
6299
Spectrum Strategic Capital Management
Corvallis,
Oregon
| $147M | +$10.6M | +8% | 4.47% | 85.6% | 29 | 13.79% | 0.6 |
|
| 6300 |
6300
Advantage Trust Company
Salina,
Kansas
| $147M | +$8M | +6% | 5.95% | 77.6% | 177 | 20.9% | 0.7 |
|