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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 |
6351
Basepoint Wealth
Cedar Rapids,
Iowa
| $124M | +$1.89M | +2% | 9.43% | 113% | 103 | 3.88% | 1.6 |
|
| 6352 |
6352
26North Partners
New York
| $124M | +$5M | +4% | 12.1% | 77.8% | 3 | 0% | 1 |
|
| 6353 |
6353
Imprint Wealth
Mount Pleasant,
South Carolina
| $124M | +$6.19M | +5% | 8.66% | – | 166 | 15.06% | 0.6 |
|
| 6354 |
6354
True Vision MN
Woodbury,
Minnesota
| $124M | – | – | 9.81% | – | 86 | – | 0 |
|
| 6355 |
CM
6355
CM Management
Gulf Breeze,
Florida
| $124M | +$30.2M | +32% | 25.6% | 110% | 77 | 22.08% | 1.7 |
|
| 6356 |
6356
Longview Financial Advisors
Huntsville,
Alabama
| $124M | – | – | 5.82% | 47.4% | 39 | – | 0 |
|
| 6357 |
6357
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| $124M | +$7.22M | +6% | 11.3% | 117% | 207 | 15.94% | 1.2 |
|
| 6358 |
6358
Oxbow Capital Management (HK)
Hong Kong
| $124M | -$16.4M | -12% | 12.4% | 2,244% | 3 | 0% | 0.5 |
|
| 6359 |
6359
David J. Yvars Group
University Park,
Florida
| $124M | +$4.47M | +4% | 14.3% | 143% | 86 | 23.26% | 1.9 |
|
| 6360 |
6360
Axiom Advisory
San Diego,
California
| $124M | +$13.2M | +12% | 10.3% | 16.4% | 39 | 17.95% | 1.4 |
|
| 6361 |
6361
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
| $124M | – | – | 9.89% | 65.6% | 43 | – | 0 |
|
| 6362 |
6362
New Leaf Venture Partners
New York
| $124M | +$46.3M | +59% | 93.9% | 3.91% | 12 | 0% | 4.3 |
|
| 6363 |
6363
Avondale Wealth Management
West Lake Hills,
Texas
| $124M | +$10.2M | +9% | 11.5% | 83.8% | 134 | 13.43% | 2.9 |
|
| 6364 |
CIG
6364
Cascade Investment Group
Colorado Springs,
Colorado
| $124M | +$17.9M | +17% | 12% | 93.2% | 137 | 12.41% | 0.8 |
|
| 6365 |
6365
Morling Financial Advisors
Fremont,
California
| $124M | +$23M | +23% | 24.7% | 97.6% | 82 | 12.2% | 1.5 |
|
| 6366 |
6366
Sheridan Capital Management
San Rafael,
California
| $124M | – | – | 9.55% | – | 24 | – | 0 |
|
| 6367 |
6367
Yarger Wealth Strategies
Westerville,
Ohio
| $124M | +$6.39M | +5% | 6.51% | 55.1% | 66 | 12.12% | 1.3 |
|
| 6368 |
6368
Massachusetts Wealth Management
North Andover,
Massachusetts
| $124M | +$15M | +14% | 8.52% | 110% | 88 | 3.41% | 0.9 |
|
| 6369 |
6369
Brooktree Capital Management
Gand Rapids,
Michigan
| $124M | +$4.01M | +3% | 10.5% | 82.9% | 29 | 3.45% | 3.1 |
|
| 6370 |
6370
Greenhouse Wealth Management
Westport,
Connecticut
| $124M | +$12.3M | +11% | 11.1% | 87.2% | 56 | 7.14% | 2.5 |
|
| 6371 |
6371
Vanguard Capital Wealth Advisors
Denver,
Colorado
| $124M | +$15.7M | +15% | 13% | 234% | 161 | 20.5% | 2.5 |
|
| 6372 |
6372
Clayton Partners
Berkeley,
California
| $124M | +$5.84M | +5% | 5.55% | 109% | 39 | 15.38% | 1.7 |
|
| 6373 |
6373
RiverGlades Family Offices
Naples,
Florida
| $123M | +$9.7M | +9% | 9.12% | – | 81 | 12.35% | 3.5 |
|
| 6374 |
6374
Kabouter Management
Chicago,
Illinois
| $123M | -$28.9M | -19% | 9.86% | 12.9% | 15 | 6.67% | 1.3 |
|
| 6375 |
6375
Omega Fund Management
Boston,
Massachusetts
| $123M | +$14.6M | +13% | 0.51% | 106% | 15 | 26.67% | 2.5 |
|