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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6401 |
6401
Caldwell Investment Management
Toronto,
Ontario, Canada
| $133M | -$1.47M | -1% | 4.29% | 162% | 40 | 32.5% | 1.1 |
|
| 6402 |
6402
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
| $133M | +$7.61M | +6% | 1.04% | – | 378 | 8.99% | 0.4 |
|
| 6403 |
6403
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| $133M | +$5.8M | +5% | 3.29% | 59.7% | 59 | 3.39% | 1.4 |
|
| 6404 |
6404
Redwood Wealth Management Group
Medford,
New Jersey
| $133M | +$38.4M | +41% | 3.1% | 74.1% | 1,199 | 90.41% | 0.1 |
|
| 6405 |
6405
SFM LLC
Manchester,
New Hampshire
| $133M | +$1.89M | +1% | 2.82% | 67.5% | 57 | 7.02% | 0.5 |
|
| 6406 |
RCWM
6406
Royal Capital Wealth Management
Carmel,
Indiana
| $133M | +$5.45M | +4% | 3.83% | 83.8% | 100 | 14% | 1.9 |
|
| 6407 |
6407
Ridgemont Partners Management
Charlotte,
North Carolina
| $133M | +$111M | +509% | 6.7% | 45.6% | 2 | 50% | 0.1 |
|
| 6408 |
6408
Marquette Associates
Chicago,
Illinois
| $133M | -$8.69M | -6% | 0.1% | – | 41 | 21.95% | 0.4 |
|
| 6409 |
6409
Echo Wealth Management
Plymouth,
Minnesota
| $133M | +$12.1M | +10% | 0.85% | 42.9% | 47 | 12.77% | 2 |
|
| 6410 |
6410
Catalys Pacific
Tokyo,
Japan
| $132M | -$15.6M | -11% | 9.5% | – | 3 | 0% | 0.5 |
|
| 6411 |
6411
Magnolia Wealth Management
Dothan,
Alabama
| $132M | -$112M | -46% | 1.39% | 48.7% | 21 | 52.38% | 1.6 |
|
| 6412 |
6412
Counterweight Ventures
Wilmington,
North Carolina
| $132M | +$8.23M | +7% | 5.08% | – | 64 | 1.56% | 0.5 |
|
| 6413 |
6413
Western Pacific Wealth Management
Lake Forest,
Illinois
| $132M | -$5.63M | -4% | 1.3% | 91.4% | 310 | 28.39% | 1.9 |
|
| 6414 |
6414
Draper Asset Management
Smithtown,
New York
| $132M | +$17.3M | +15% | 18.7% | 187% | 31 | 22.58% | 1.9 |
|
| 6415 |
6415
Sanctuary Wealth Management
Pocatello,
Idaho
| $132M | +$9.25M | +8% | 0.92% | – | 319 | 32.29% | 1.4 |
|
| 6416 |
6416
Sowa Financial Group
Lincoln,
Rhode Island
| $132M | +$9.5M | +8% | 7.56% | 77.7% | 36 | 33.33% | 3.2 |
|
| 6417 |
6417
Granite Group Advisors
Stamford,
Connecticut
| $132M | -$16.5M | -11% | 5.31% | 74% | 99 | 17.17% | 0.5 |
|
| 6418 |
6418
Michael S. Ryan Inc
Latham,
New York
| $132M | +$5.21M | +4% | 0.58% | 63.3% | 49 | 14.29% | 0.8 |
|
| 6419 |
6419
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
| $132M | -$1.17M | -0.9% | 0.23% | 59.6% | 110 | 11.82% | 1.1 |
|
| 6420 |
6420
Clay Northam Wealth Management
Huntington Beach,
California
| $132M | +$7.7M | +6% | 6.52% | 125% | 94 | 12.77% | 1.8 |
|
| 6421 |
6421
FCG Investment Company
Germantown,
Tennessee
| $132M | +$6.82M | +5% | 6.4% | – | 104 | 14.42% | 0.5 |
|
| 6422 |
6422
Alethea Capital Management
Mercer Island,
Washington
| $132M | +$8.68M | +7% | 9.1% | 275% | 52 | 78.85% | 1.3 |
|
| 6423 |
6423
Omni 360 Wealth
Plainsboro,
New Jersey
| $132M | +$10.7M | +9% | 1.77% | 59.9% | 110 | 8.18% | 0.4 |
|
| 6424 |
6424
Certus Wealth Management
Redwood City,
California
| $132M | +$6.03M | +5% | 3.31% | – | 54 | 11.11% | 0.8 |
|
| 6425 |
6425
North Ridge Wealth Advisors
Beaverton,
Oregon
| $132M | +$2.71M | +2% | 0.12% | 29.5% | 43 | 11.63% | 1.1 |
|