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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
Legacy Wealth Management (Idaho)
Boise,
Idaho
| $156M | -$15M | -9% | 9.07% | – | 824 | 22.94% | 0.2 |
|
| 6402 |
6402
Legacy Investment Solutions
Meridian,
Idaho
| $156M | -$15M | -9% | 9.07% | – | 824 | 22.94% | 0.2 |
|
| 6403 |
6403
Aspen Wealth Strategies
Arvada,
Colorado
| $156M | +$1.14M | +0.7% | 0.71% | 65.8% | 88 | 17.05% | 1.4 |
|
| 6404 |
6404
Diamant Asset Management
Ridgefield,
Connecticut
| $156M | -$3.24M | -2% | 0.38% | 66.9% | 75 | 1.33% | 5.2 |
|
| 6405 |
KHCM
6405
Kirtland Hills Capital Management
Bratenahl,
Ohio
| $156M | -$25.1M | -14% | 3.94% | – | 142 | 14.79% | 0.6 |
|
| 6406 |
GA
6406
Gagnon Advisors
New York
| $156M | +$1.35M | +0.9% | 22.2% | 214% | 28 | 10.71% | 5.1 |
|
| 6407 |
FAG
6407
Financial Architects (Georgia)
Woodstock,
Georgia
| $156M | +$925K | +0.6% | 1.9% | 35.9% | 22 | 4.55% | 0.9 |
|
| 6408 |
6408
Cambridge Capital Management
O'fallon,
Illinois
| $156M | +$4.1M | +3% | 1.3% | 55.9% | 37 | 5.41% | 0.9 |
|
| 6409 |
6409
Avondale Wealth Management
West Lake Hills,
Texas
| $156M | +$2.17M | +1% | 2.57% | 83.8% | 118 | 9.32% | 3.3 |
|
| 6410 |
6410
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| $156M | -$5.92M | -4% | 1.32% | 62.6% | 82 | 9.76% | 3.1 |
|
| 6411 |
6411
Richmond Brothers
Jackson,
Michigan
| $156M | -$6.2M | -4% | 1.45% | 77.2% | 36 | 19.44% | 1.3 |
|
| 6412 |
GAA
6412
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
| $156M | +$8.7M | +6% | 4.78% | 106% | 103 | 10.68% | 0.9 |
|
| 6413 |
6413
Cascade Investment Advisors
Oregon City,
Oregon
| $156M | -$1.22M | -0.8% | 0.01% | 79.1% | 119 | 11.76% | 4.1 |
|
| 6414 |
6414
Twin Lakes Capital Management
Redwood Shores,
California
| $156M | +$656K | +0.4% | 2.01% | 131% | 240 | 0.83% | 2.7 |
|
| 6415 |
6415
Immersion
Aventura,
Florida
| $156M | – | – | 6.67% | – | 5 | – | 0 |
|
| 6416 |
6416
AUA Capital Management
Camp Hill,
Pennsylvania
| $156M | -$16.9M | -10% | 1.01% | 70.2% | 84 | 10.71% | 6.4 |
|
| 6417 |
6417
Cox Capital Management
Andover,
Massachusetts
| $156M | -$11.4M | -7% | 0.82% | 106% | 72 | 15.28% | 3 |
|
| 6418 |
CAM
6418
Crown Advisors Management
Larkspur,
California
| $156M | +$310K | +0.2% | 5.05% | 284% | 44 | 22.73% | 2.7 |
|
| 6419 |
6419
Udine Wealth Management
Boca Raton,
Florida
| $156M | +$14M | +10% | 10.5% | 141% | 34 | 26.47% | 1.2 |
|
| 6420 |
6420
Client First Investment Management
West Bend,
Wisconsin
| $156M | +$24.9M | +19% | 8.62% | 243% | 31 | 48.39% | 0.6 |
|
| 6421 |
6421
Thompson Davis & Co
Richmond,
Virginia
| $155M | +$20.1M | +15% | 19.6% | 179% | 151 | 29.8% | 2.2 |
|
| 6422 |
6422
Kiely Wealth Advisory Group
Kernersville,
North Carolina
| $155M | -$2.39M | -2% | 0.11% | – | 318 | 3.14% | 0.9 |
|
| 6423 |
KCM
6423
Knoll Capital Management
Miami,
Florida
| $155M | -$60.5M | -28% | 0.46% | 258% | 36 | 2.78% | 2.2 |
|
| 6424 |
6424
FSC Wealth Advisors
Fishkill,
New York
| $155M | +$16M | +12% | 0.92% | 66.4% | 329 | 18.84% | 1.6 |
|
| 6425 |
6425
Martin Capital Advisors
San Antonio,
Texas
| $155M | +$14.8M | +11% | 5.52% | 140% | 70 | 5.71% | 2.5 |
|