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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6301 |
6301
Aspen Wealth Strategies
Arvada,
Colorado
| $180M | +$14.1M | +9% | 7.95% | 65.8% | 88 | 9.09% | 1.8 |
|
| 6302 |
6302
Ryan Investment Management
Basalt,
Colorado
| $180M | +$23.4M | +15% | 6.46% | – | 53 | 66.04% | 0.2 |
|
| 6303 |
RWIA
6303
Roger Wittlin Investment Advisory
San Francisco,
California
| $180M | +$495K | +0.3% | 6.76% | 61.3% | 44 | 9.09% | 2.3 |
|
| 6304 |
6304
Brookmont Capital Management
Dallas,
Texas
| $180M | +$5.44M | +3% | 5.52% | 32.2% | 58 | 10.34% | 7.2 |
|
| 6305 |
6305
West Bancorporation
West Des Moines,
Iowa
| $180M | +$21.6M | +14% | 7.12% | 72.5% | 116 | 21.55% | 3 |
|
| 6306 |
6306
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| $180M | +$23.7M | +15% | 11.4% | 72.3% | 93 | 11.83% | 2.1 |
|
| 6307 |
WFG
6307
Wormser Freres Gestion
Paris,
France
| $180M | +$11.8M | +7% | 2.98% | 67.4% | 50 | 6% | 1.4 |
|
| 6308 |
6308
Kingsman Wealth Management
Pensacola,
Florida
| $180M | +$19.2M | +12% | 11.2% | – | 77 | 28.57% | 0.4 |
|
| 6309 |
6309
KilterHowling LLC
Boulder,
Colorado
| $180M | +$11.7M | +7% | 5.9% | 51.3% | 47 | 4.26% | 2.9 |
|
| 6310 |
6310
Davidson Kahn Capital Management
Sherman Oaks,
California
| $179M | +$23.5M | +15% | 9.31% | – | 60 | 3.33% | 0.7 |
|
| 6311 |
6311
Armor Advisors
New York
| $179M | -$11.4M | -6% | 21.6% | 78.5% | 19 | 21.05% | 1.9 |
|
| 6312 |
6312
Jim Saulnier & Associates
Fort Collins,
Colorado
| $179M | +$32.8M | +22% | 3.82% | – | 136 | 17.65% | 0.7 |
|
| 6313 |
6313
Treasure Coast Financial Planning
Vero Beach,
Florida
| $179M | +$7.67M | +4% | 4% | 35.5% | 45 | 8.89% | 2.3 |
|
| 6314 |
6314
Visionary Horizons
Knoxville,
Tennessee
| $179M | +$21.2M | +13% | 7.45% | 69.2% | 123 | 30.08% | 1 |
|
| 6315 |
6315
Ballew Advisors
Jackson,
Mississippi
| $179M | +$10.7M | +6% | 9.37% | 68% | 127 | 15.75% | 3.6 |
|
| 6316 |
SFC
6316
Sprinkle Financial Consultants
Littleton,
Colorado
| $179M | +$15.5M | +9% | 6.39% | 64.1% | 86 | 6.98% | 1.4 |
|
| 6317 |
6317
Secured Retirement Advisors
St Louis Park,
Minnesota
| $179M | +$11.3M | +7% | 10.1% | – | 125 | 10.4% | 0.9 |
|
| 6318 |
6318
Yardley Wealth Management
Yardley,
Pennsylvania
| $179M | -$3.86M | -2% | 5.75% | – | 41 | 12.2% | 1 |
|
| 6319 |
6319
Washburn Capital Management
Vero Beach,
Florida
| $179M | +$8.41M | +5% | 8.92% | 123% | 58 | 13.79% | 2.5 |
|
| 6320 |
6320
Salvus Wealth Management
Red Bank,
New Jersey
| $179M | +$7.66M | +4% | 8.58% | 108% | 137 | 10.95% | 2.8 |
|
| 6321 |
6321
Cetera Trust Company
St. Paul,
Minnesota
| $179M | +$11.1M | +7% | 9.39% | – | 366 | 5.46% | 1.6 |
|
| 6322 |
6322
Washington University
St Louis,
Missouri
| $179M | +$57.1M | +47% | 19.1% | 44% | 5 | 60% | 2.5 |
|
| 6323 |
6323
Renaissance Capital
Stamford,
Connecticut
| $178M | +$35M | +24% | 9.59% | 392% | 33 | 21.21% | 1.1 |
|
| 6324 |
6324
Omni 360 Wealth
Plainsboro,
New Jersey
| $178M | +$17.3M | +11% | 6.72% | 59.9% | 122 | 7.38% | 1.4 |
|
| 6325 |
6325
Walker Asset Management
Verona,
Missouri
| $178M | +$5.07M | +3% | 5.18% | 87.6% | 152 | 15.79% | 2.4 |
|