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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6326 |
6326
Cadence Wealth Management
Westborough,
Massachusetts
| $98.2M | -$18.4M | -16% | 4.74% | 56.4% | 37 | 45.95% | 1.1 |
|
| 6327 |
6327
Global Assets Advisory
Orlando,
Florida
| $98.1M | +$3.23M | +3% | 9.05% | 95.9% | 161 | 44.1% | 0.5 |
|
| 6328 |
6328
AWH Capital
Dallas,
Texas
| $98M | +$17.6M | +22% | 12.6% | 183% | 28 | 14.29% | 2.3 |
|
| 6329 |
6329
Aldebaran Capital
Carmel,
Indiana
| $97.9M | +$1.21M | +1% | 0.23% | 80.4% | 36 | 11.11% | 0.2 |
|
| 6330 |
6330
Sightline Wealth Advisors
Groton,
Connecticut
| $97.9M | +$5.17M | +6% | 4.89% | 48.5% | 63 | 17.46% | 1.5 |
|
| 6331 |
6331
Lancaster Investment Management
London,
United Kingdom
| $97.9M | +$26.8M | +38% | 24.4% | 0.78% | 4 | 0% | 1.2 |
|
| 6332 |
UAML
6332
US Asset Management LLC
Pittsburgh,
Pennsylvania
| $97.9M | +$5.23M | +6% | 9.86% | – | 245 | 4.9% | 1.2 |
|
| 6333 |
6333
BlackDiamond Wealth Management
New York
| $97.7M | +$9.46M | +11% | 5.13% | 70.8% | 130 | 28.46% | 0.8 |
|
| 6334 |
6334
University of Notre Dame du Lac
South Bend,
Indiana
| $97.6M | -$14.9M | -13% | 0.04% | – | 1 | 0% | 0.5 |
|
| 6335 |
6335
Delap Wealth Advisory
Lake Oswego,
Oregon
| $97.5M | +$1.89M | +2% | 5.78% | 73% | 74 | 32.43% | 0.2 |
|
| 6336 |
6336
Benchmark Investment Advisors
Chicago,
Illinois
| $97.4M | +$2.71M | +3% | 16.5% | – | 97 | 12.37% | 1 |
|
| 6337 |
6337
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| $97.2M | +$10.3M | +12% | 4.1% | 64.9% | 132 | 55.3% | 1.6 |
|
| 6338 |
6338
Clay Northam Wealth Management
Huntington Beach,
California
| $97.2M | +$10.4M | +12% | 14.8% | 125% | 85 | 14.12% | 1 |
|
| 6339 |
6339
Costello Asset Management
Feasterville,
Pennsylvania
| $97.2M | -$13.8M | -12% | 2.49% | 81.5% | 223 | 8.07% | 2.4 |
|
| 6340 |
6340
Foundation Wealth Management (Missouri)
Clayton,
Missouri
| $97.1M | -$1.33M | -1% | 5.64% | 74.9% | 41 | 17.07% | 0.2 |
|
| 6341 |
LFGH
6341
Lee Financial Group Hawaii
Honolulu,
Hawaii
| $97.1M | -$4.58M | -5% | 2.33% | 12.9% | 41 | 48.78% | 1.7 |
|
| 6342 |
6342
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
| $97.1M | +$26.6M | +38% | 17.6% | 133% | 131 | 38.93% | 0.6 |
|
| 6343 |
6343
Walker Financial Services
Bowling Green,
Kentucky
| $97M | $0 | 0% | 2.19% | 20.8% | 24 | 0% | 0.8 |
|
| 6344 |
6344
Massachusetts Wealth Management
North Andover,
Massachusetts
| $97M | -$6.54M | -6% | 1.08% | 110% | 81 | 2.47% | 0.2 |
|
| 6345 |
6345
McDonough Capital Management
Orlando,
Florida
| $96.9M | +$10.6M | +12% | 14.3% | 98.1% | 41 | 0% | 1.1 |
|
| 6346 |
LJCM
6346
Lee Johnson Capital Management
Fort Worth,
Texas
| $96.8M | +$43.2M | +80% | 11.5% | 118% | 26 | 42.31% | 1 |
|
| 6347 |
6347
Acuitas Investments
Seattle,
Washington
| $96.8M | -$2.33M | -2% | 16.3% | 120% | 48 | 31.25% | 1 |
|
| 6348 |
6348
Martin Capital Advisors
San Antonio,
Texas
| $96.8M | +$7.33M | +8% | 14.6% | 140% | 62 | 3.23% | 1.1 |
|
| 6349 |
6349
BFAM Partners
Northpoint, Hong Kong,
Hong Kong
| $96.7M | +$4.3M | +5% | 4.74% | 36.4% | 12 | 66.67% | 0.5 |
|
| 6350 |
6350
Amitell Capital
Singapore
| $96.6M | -$8.4M | -8% | 9.21% | 188% | 41 | 41.46% | 0.4 |
|