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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6426 |
6426
Fischer Investment Strategies
Westlake Village,
California
| $210M | +$38.2M | +22% | 15% | 81% | 52 | 19.23% | 1.1 |
|
| 6427 |
6427
Arcadia Wealth Management (New York)
Smithtown,
New York
| $210M | +$24.8M | +13% | 13.3% | – | 61 | 14.75% | 1.2 |
|
| 6428 |
6428
Apricus Wealth
Beaufort,
South Carolina
| $210M | +$4.27M | +2% | 5.14% | 80.6% | 131 | 9.92% | 2.6 |
|
| 6429 |
6429
Shearwater Capital
Denver,
Colorado
| $209M | +$18.7M | +10% | 11% | 74.4% | 73 | 13.7% | 2.9 |
|
| 6430 |
6430
Trust Investment Advisors
Indianapolis,
Indiana
| $209M | +$38.5M | +23% | 32.5% | 178% | 101 | 15.84% | 4.9 |
|
| 6431 |
IF
6431
Integrity Financial
Cheyenne,
Wyoming
| $209M | +$8.32M | +4% | 14.2% | 66.3% | 318 | 16.35% | 2.4 |
|
| 6432 |
6432
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
| $209M | +$39.9M | +24% | 9.26% | 41.6% | 20 | 25% | 1.2 |
|
| 6433 |
6433
Sard Wealth Management Group
Atlanta,
Georgia
| $209M | +$25.2M | +14% | 11% | 51.3% | 64 | 10.94% | 1.8 |
|
| 6434 |
6434
Humankind Investments
New York
| $209M | +$34M | +19% | 18.2% | 62.5% | 24 | 25% | 1.3 |
|
| 6435 |
6435
Panoramic Investment Advisors
Denver,
Colorado
| $209M | +$24.1M | +13% | 12.9% | – | 145 | 13.1% | 2.2 |
|
| 6436 |
NED
6436
Nancy E. Dempze
| $209M | +$26.9M | +15% | 23.6% | 83.1% | 97 | 11.34% | 4.4 |
|
| 6437 |
6437
Peninsula Asset Management
Bradenton,
Florida
| $209M | +$13.1M | +7% | 9.36% | 44.1% | 56 | 8.93% | 7.1 |
|
| 6438 |
HFS
6438
Hoge Financial Services
Canonsburg,
Pennsylvania
| $209M | +$22.1M | +12% | 12.4% | – | 87 | 21.84% | 1.5 |
|
| 6439 |
6439
IFS Advisors
Overland Park,
Kansas
| $209M | +$14.8M | +8% | 8.74% | 54.2% | 226 | 6.64% | 2.7 |
|
| 6440 |
6440
RLH Capital
Great Neck,
New York
| $209M | +$12M | +6% | 0.19% | – | 180 | 67.78% | 0.1 |
|
| 6441 |
6441
Pacific Financial Group
Bellevue,
Washington
| $209M | +$23M | +12% | 14.5% | 61.1% | 90 | 8.89% | 5.3 |
|
| 6442 |
FAG
6442
Financial Architects (Georgia)
Woodstock,
Georgia
| $209M | +$18.9M | +10% | 9.49% | 35.9% | 25 | 4% | 1.8 |
|
| 6443 |
6443
Oak Wealth Advisors
Northbrook,
Illinois
| $208M | +$26.5M | +15% | 12.4% | – | 68 | 16.18% | 1.2 |
|
| 6444 |
CCAM
6444
Capelight Capital Asset Management
New York
| $208M | +$74.4M | +55% | 96.8% | – | 50 | 58% | 0.2 |
|
| 6445 |
AWM
6445
Aberdeen Wealth Management
Lake Bluff,
Illinois
| $208M | -$11.1M | -5% | 15.8% | 73.1% | 436 | 61.01% | 1.8 |
|
| 6446 |
6446
Promethium Advisors
Bethesda,
Maryland
| $208M | +$15.2M | +8% | 9.08% | – | 130 | 20% | 1.4 |
|
| 6447 |
6447
Axis Wealth Partners
East Providence,
Rhode Island
| $208M | +$20.2M | +11% | 9.99% | – | 197 | 18.78% | 1.2 |
|
| 6448 |
6448
Monument Group Wealth Advisors
Concord,
Massachusetts
| $208M | +$28.1M | +16% | 12.5% | 68.6% | 44 | 2.27% | 2 |
|
| 6449 |
MF
6449
Meridian Financial
Holliston,
Massachusetts
| $208M | +$25.2M | +14% | 12.5% | 58.5% | 152 | 11.18% | 2.9 |
|
| 6450 |
6450
Andrews Advisory Associates
Honolulu,
Hawaii
| $208M | +$18.2M | +10% | 9.1% | – | 89 | 11.24% | 0.4 |
|