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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 |
6451
Twin Lakes Capital Management
Redwood Shores,
California
| $148M | -$7.52M | -5% | 1.04% | 131% | 248 | 14.11% | 2.9 |
|
| 6452 |
6452
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| $148M | -$3.39M | -2% | 1.56% | 41.2% | 53 | 5.66% | 2.3 |
|
| 6453 |
6453
Beacon Financial Strategies
Raleigh,
North Carolina
| $148M | -$1.37M | -0.9% | 1.55% | 54.2% | 38 | 7.89% | 2.9 |
|
| 6454 |
BPIA
6454
Broad Peak Investment Advisers
Singapore
| $148M | -$49.3M | -25% | 8.64% | – | 7 | 85.71% | 0.2 |
|
| 6455 |
6455
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| $148M | +$4.81M | +3% | 2.62% | 70.9% | 118 | 22.03% | 1.9 |
|
| 6456 |
EIM
6456
Ervin Investment Management
Seattle,
Washington
| $148M | -$6.8M | -4% | 2.16% | 92.9% | 38 | 2.63% | 2.7 |
|
| 6457 |
6457
Lakewood Asset Management
Naperville,
Illinois
| $148M | +$3.01M | +2% | 0.86% | 69.3% | 123 | 20.33% | 2 |
|
| 6458 |
6458
Councilmark Asset Management
Knoxville,
Tennessee
| $148M | -$681K | -0.5% | 0.13% | – | 87 | 8.05% | 0.9 |
|
| 6459 |
6459
Melfa Wealth Management
Westborough,
Massachusetts
| $148M | -$1.4M | -0.9% | 1.24% | 49.9% | 207 | 5.31% | 1.7 |
|
| 6460 |
6460
Islay Capital Management
Lubbock,
Texas
| $148M | +$4.1M | +3% | 0.75% | 72% | 221 | 24.43% | 3.6 |
|
| 6461 |
6461
Panoramic Investment Advisors
Denver,
Colorado
| $148M | -$5.42M | -4% | 2.72% | – | 120 | 5.83% | 1.7 |
|
| 6462 |
6462
Parkwoods Wealth Partners
Syracuse,
New York
| $148M | +$22.3M | +18% | 1.59% | – | 56 | 42.86% | 0.3 |
|
| 6463 |
6463
BlackDiamond Wealth Management
New York
| $148M | -$25M | -14% | 1.87% | 70.8% | 183 | 30.6% | 1.7 |
|
| 6464 |
6464
Hara Capital
Bellevue,
Washington
| $148M | -$9.9M | -6% | 2.04% | 65.4% | 328 | 15.85% | 0.7 |
|
| 6465 |
6465
Echo Wealth Management
Plymouth,
Minnesota
| $148M | +$3.32M | +2% | 1.67% | 42.9% | 53 | 15.09% | 2.3 |
|
| 6466 |
6466
Brightlight Capital Management
Westport,
Connecticut
| $148M | +$11.1M | +8% | 4.3% | 202% | 10 | 30% | 1.3 |
|
| 6467 |
6467
Cascade Investment Advisors
Oregon City,
Oregon
| $148M | -$7.95M | -5% | 3.48% | 79.1% | 120 | 11.67% | 4.2 |
|
| 6468 |
6468
Northland Capital Management
Virginia,
Minnesota
| $148M | +$13M | +10% | 0.65% | 37.5% | 32 | 6.25% | 2 |
|
| 6469 |
AIFS
6469
A&I Financial Services
Lone Tree,
Colorado
| $148M | +$45.2M | +44% | 4.36% | – | 81 | 22.22% | 1.1 |
|
| 6470 |
6470
Castleview Partners
Dallas,
Texas
| $148M | -$38M | -20% | 0.35% | 61.3% | 602 | 74.25% | 2.7 |
|
| 6471 |
6471
GEN Financial Management
Plymouth,
Minnesota
| $148M | -$6.47M | -4% | 0.87% | – | 64 | 32.81% | 0.2 |
|
| 6472 |
6472
Sentry Investment Management
Stevens Point,
Wisconsin
| $147M | -$62.3M | -30% | 2.64% | 103% | 510 | 17.45% | 5.3 |
|
| 6473 |
6473
Client First Investment Management
West Bend,
Wisconsin
| $147M | -$8.11M | -5% | 0.35% | 243% | 27 | 62.96% | 0.8 |
|
| 6474 |
PBK
6474
Peoples Bank (Kansas)
Pratt,
Kansas
| $147M | +$2.89M | +2% | 2.56% | 74.5% | 335 | 6.27% | 1.2 |
|
| 6475 |
6475
Avid Wealth Partners
San Antonio,
Texas
| $147M | +$6.65M | +5% | 0.99% | 93.7% | 56 | 32.14% | 0.8 |
|