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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6451 |
KTC
6451
Kentucky Trust Company
Danville,
Kentucky
| $208M | +$17.1M | +9% | 15.3% | – | 326 | 7.67% | 1.3 |
|
| 6452 |
AFC
6452
AFT Forsyth & Company
West Palm Beach,
Florida
| $208M | -$4.54M | -2% | 20.9% | 135% | 126 | 16.67% | 8.4 |
|
| 6453 |
6453
Arena Capital Advisors
Los Angeles,
California
| $208M | +$8.23M | +4% | 3.47% | 127% | 22 | 9.09% | 1.7 |
|
| 6454 |
IFS
6454
Intelligent Financial Strategies
Excelsior,
Minnesota
| $208M | +$15.9M | +8% | 9.62% | 63.5% | 62 | 3.23% | 3.8 |
|
| 6455 |
6455
Sheridan Capital Management
San Rafael,
California
| $208M | +$18.1M | +10% | 9.64% | – | 32 | 6.25% | 1.8 |
|
| 6456 |
WBWA
6456
William B. Walkup & Associates
Columbia,
South Carolina
| $208M | +$40.2M | +24% | 16.6% | – | 266 | 41.73% | 1.2 |
|
| 6457 |
6457
Stonebridge Capital Management
Los Angeles,
California
| $208M | -$12.3M | -6% | 33.3% | – | 89 | 31.46% | 8.4 |
|
| 6458 |
6458
Babb Wealth Advisors
Flagstaff,
Arizona
| $207M | +$24.6M | +13% | 9.09% | – | 20 | 10% | 1.3 |
|
| 6459 |
6459
BCK Partners
Corning,
New York
| $207M | +$22.2M | +12% | 11.1% | 46% | 28 | 7.14% | 4.1 |
|
| 6460 |
6460
Seven Bridges Advisors
New York
| $207M | – | – | 16.1% | – | 16 | – | 1.1 |
|
| 6461 |
RFMS
6461
RWQ Financial Management Services
Naples,
Florida
| $207M | +$53.9M | +35% | 38.5% | 446% | 27 | 29.63% | 1.7 |
|
| 6462 |
6462
Everstar Asset Management
Mooresville,
North Carolina
| $207M | +$19.4M | +10% | 7.96% | – | 213 | 17.84% | 1.2 |
|
| 6463 |
6463
Topel & Distasi Wealth Management
Berkeley,
California
| $207M | +$13.8M | +7% | 9.28% | 40% | 59 | 5.08% | 3.9 |
|
| 6464 |
6464
Ridgecrest Wealth Partners
Mill Valley,
California
| $207M | +$26.1M | +14% | 15.8% | 103% | 114 | 18.42% | 3.3 |
|
| 6465 |
LPCM
6465
Lynwood Price Capital Management
Austin,
Texas
| $207M | +$20.9M | +11% | 19.8% | – | 16 | 31.25% | 0.9 |
|
| 6466 |
6466
Catalyst Private Wealth
San Mateo,
California
| $207M | +$22.5M | +12% | 15.6% | 120% | 85 | 14.12% | 3.6 |
|
| 6467 |
SWP
6467
Semus Wealth Partners
Boca Raton,
Florida
| $207M | +$27.9M | +16% | 16.5% | 107% | 121 | 16.53% | 2.4 |
|
| 6468 |
6468
Hofer & Associates
Thousand Oaks,
California
| $207M | +$20.8M | +11% | 9.76% | 61.7% | 71 | 11.27% | 2.8 |
|
| 6469 |
MKW
6469
Mullaney, Keating & Wright
Middletown,
Connecticut
| $207M | +$22.7M | +12% | 11.7% | – | 75 | 10.67% | 1.5 |
|
| 6470 |
6470
Aspen Wealth Strategies
Arvada,
Colorado
| $207M | +$19.3M | +10% | 11.1% | 65.8% | 91 | 3.3% | 2.4 |
|
| 6471 |
6471
GordonMD Global Investments
Beverely Hills,
California
| $207M | +$63.1M | +44% | 29.6% | – | 17 | 11.76% | 0.4 |
|
| 6472 |
6472
Old Peak Finance
Chapel Hill,
North Carolina
| $207M | +$35.4M | +21% | 11.4% | – | 107 | 26.17% | 0.4 |
|
| 6473 |
6473
Avid Wealth Partners
San Antonio,
Texas
| $207M | -$5.01M | -2% | 14.9% | – | 87 | 29.89% | 1.1 |
|
| 6474 |
SPI
6474
Sutton Place Investors
Katonah,
New York
| $207M | +$23.7M | +13% | 17.2% | 84% | 155 | 16.77% | 2.1 |
|
| 6475 |
6475
Andera Partners
Paris,
| $206M | +$29.6M | +17% | 8.14% | – | 8 | 12.5% | 0.4 |
|