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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6351 |
KCM
6351
Knoll Capital Management
Miami,
Florida
| $214M | +$34.1M | +19% | 2.82% | 258% | 38 | 5.26% | 2.4 |
|
| 6352 |
SF
6352
Sun Financial
Midvale,
Utah
| $214M | +$14.6M | +7% | 15.8% | – | 176 | 18.18% | 0.4 |
|
| 6353 |
6353
Bayshore Capital Advisors
Tampa,
Florida
| $214M | -$22.8M | -10% | 17.7% | – | 47 | 23.4% | 0.4 |
|
| 6354 |
KA
6354
Kearns & Associates
Palos Verdes Estates,
California
| $214M | +$28.3M | +15% | 14.3% | 78.7% | 42 | 7.14% | 3.2 |
|
| 6355 |
6355
Holos Integrated Wealth
Kennett Square,
Pennsylvania
| $214M | +$16.5M | +8% | 7.4% | – | 424 | 13.92% | 1.2 |
|
| 6356 |
6356
Fort Vancouver Investment Management
Vancouver,
Washington
| $214M | +$17.2M | +9% | 10% | – | 62 | 4.84% | 1.4 |
|
| 6357 |
6357
Starwood Capital Group Management
Miami Beach,
Florida
| $214M | +$26.3M | +14% | 14.2% | 16.2% | 6 | 0% | 1.6 |
|
| 6358 |
6358
Successful Portfolios
Clearwater,
Florida
| $214M | +$32.7M | +18% | 22.8% | 110% | 200 | 6.5% | 4.8 |
|
| 6359 |
6359
Broadway Wealth Solutions
San Antonio,
Texas
| $214M | +$20.7M | +11% | 9.62% | – | 105 | 21.9% | 1.2 |
|
| 6360 |
6360
Mader & Shannon Wealth Management
Kansas City,
Missouri
| $214M | -$2.01M | -0.9% | 0.06% | 53.1% | 21 | 4.76% | 3.2 |
|
| 6361 |
6361
Econ Financial Services
Harrisburg,
Pennsylvania
| $214M | -$1.36M | -0.6% | 5.29% | 16.9% | 100 | 54% | 0.8 |
|
| 6362 |
6362
Reflection Asset Management
Isle Of Palms,
South Carolina
| $214M | +$50.5M | +31% | 33% | – | 162 | 23.46% | 0.4 |
|
| 6363 |
6363
Cladis Investment Advisory
Billings,
Montana
| $214M | +$32.2M | +18% | 24.4% | 131% | 177 | 12.43% | 2.6 |
|
| 6364 |
6364
Eliot Finkel Investment Counsel
Beverly Hills,
California
| $214M | +$30.1M | +16% | 24.8% | 88.9% | 34 | 8.82% | 5.8 |
|
| 6365 |
6365
Birchview Capital
Burlington,
Vermont
| $214M | +$38.2M | +22% | 47.9% | 327% | 87 | 33.33% | 2.3 |
|
| 6366 |
6366
Tassel Capital Management
Matthews,
North Carolina
| $214M | +$29.6M | +16% | 8.4% | – | 45 | 17.78% | 1 |
|
| 6367 |
6367
Taylor Frigon Capital Management
Scottsdale,
Arizona
| $214M | +$37.9M | +22% | 39.5% | 152% | 95 | 4.21% | 4.6 |
|
| 6368 |
6368
Kingsman Wealth Management
Pensacola,
Florida
| $214M | +$35.4M | +20% | 31.1% | – | 83 | 24.1% | 0.9 |
|
| 6369 |
6369
Fortis Advisors
Wayne,
Pennsylvania
| $214M | +$14M | +7% | 17.6% | 72.8% | 131 | 16.03% | 3 |
|
| 6370 |
6370
Keynote Financial Services
Vernon,
Connecticut
| $214M | +$25.5M | +14% | 26.4% | – | 193 | 13.99% | 1.7 |
|
| 6371 |
6371
Ayrshire Capital Management
Westport,
Connecticut
| $214M | +$20.2M | +10% | 17.7% | 84.8% | 57 | 24.56% | 3.2 |
|
| 6372 |
6372
Ararat Capital Management
Westport,
Connecticut
| $213M | +$35.9M | +20% | 28.3% | 99.2% | 19 | 31.58% | 1.8 |
|
| 6373 |
6373
Stephenson & Company
San Clemente,
California
| $213M | +$29M | +16% | 9.29% | – | 50 | 14% | 1.7 |
|
| 6374 |
6374
Alchemi Wealth
Essex,
Connecticut
| $213M | +$33.2M | +18% | 24.6% | – | 176 | 16.48% | 0.4 |
|
| 6375 |
6375
Griffith & Werner
Canton,
Georgia
| $213M | +$11.6M | +6% | 11.4% | – | 80 | 21.25% | 1.2 |
|