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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6501 |
CM
6501
CM Management
Gulf Breeze,
Florida
| $83.7M | -$5.84M | -7% | 3.11% | 110% | 80 | 21.25% | 1.4 |
|
| 6502 |
6502
Ulland Investment Advisors
Minneapolis,
Minnesota
| $83.7M | -$7.85M | -9% | 4.73% | 161% | 234 | 9.4% | 0.9 |
|
| 6503 |
6503
Visa Inc
San Francisco,
California
| $83.6M | -$19.5M | -19% | 11.8% | – | 4 | 25% | 1 |
|
| 6504 |
6504
Stegent Equity Advisors
Houston,
Texas
| $83.6M | +$16.9M | +25% | 7.26% | 96.4% | 79 | 44.3% | 0.6 |
|
| 6505 |
6505
Paragon Wealth Strategies
Jacksonville,
Florida
| $83.5M | -$18.3M | -18% | 1.43% | 59.8% | 282 | 45.04% | 0.3 |
|
| 6506 |
6506
National Wealth Management Group
Cincinnati,
Ohio
| $83.4M | +$6.47M | +8% | 8.99% | 128% | 166 | 46.39% | 0.5 |
|
| 6507 |
RCI
6507
Ridgeback Capital Investments
Miami Beach,
Florida
| $83.3M | – | – | 14.4% | – | 3 | – | 1 |
|
| 6508 |
6508
Ocean Arete
Hong Kong
| $83.3M | +$39.9M | +92% | 28.6% | – | 9 | 55.56% | 0.6 |
|
| 6509 |
6509
Masterton Capital Management
New York
| $83.3M | -$26.9M | -24% | 5.37% | 1.94% | 29 | 55.17% | 0.5 |
|
| 6510 |
6510
Lowery Thomas LLC
Pebble Beach,
California
| $83.3M | -$2.21M | -3% | 5.16% | 74.7% | 46 | 28.26% | 0.8 |
|
| 6511 |
6511
Westwood Wealth Management
Los Angeles,
California
| $83.2M | -$28M | -25% | 2.04% | 425% | 48 | 18.75% | 0.8 |
|
| 6512 |
SAMT
6512
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| $83.2M | -$705K | -0.8% | 11.2% | 68.4% | 60 | 13.33% | 3.6 |
|
| 6513 |
6513
Lynwood Capital Management
Toronto,
Ontario, Canada
| $83.1M | -$8.46M | -9% | 2.2% | – | 169 | 36.09% | 0.6 |
|
| 6514 |
PWM
6514
Pinnacle Wealth Management
Roseville,
California
| $83M | +$632K | +0.8% | 6.29% | 194% | 61 | 44.26% | 0.5 |
|
| 6515 |
6515
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
| $82.9M | +$6.39M | +8% | 14% | 63.5% | 18 | 38.89% | 0.8 |
|
| 6516 |
6516
Delphi Management
Brookline,
Massachusetts
| $82.7M | – | – | 14.3% | 111% | 77 | – | 2.5 |
|
| 6517 |
6517
F/M Investments
Washington,
District of Columbia
| $82.6M | +$20.9M | +34% | 5.99% | 101% | 64 | 67.19% | 0.4 |
|
| 6518 |
6518
Summit Investment Advisory Services
Roseville,
Minnesota
| $82.6M | – | – | 8.62% | 68.3% | 51 | – | 0 |
|
| 6519 |
6519
First Affirmative Financial Network
Colorado Springs,
Colorado
| $82.6M | +$3.98M | +5% | 6.55% | – | 164 | 20.73% | 0.9 |
|
| 6520 |
6520
1620 Investment Advisors
Plymouth,
Massachusetts
| $82.6M | +$14.8M | +22% | 9.78% | 68.9% | 137 | 15.33% | 0.8 |
|
| 6521 |
6521
Alpha Financial Partners
Lexington,
Kentucky
| $82.5M | – | – | 6.75% | 61.8% | 81 | – | 0 |
|
| 6522 |
GBA
6522
Garrison Bradford & Associates
New York
| $82.4M | +$258K | +0.3% | 4.86% | 62.2% | 43 | 4.65% | 5.4 |
|
| 6523 |
6523
Twenty Acre Capital
Newtown,
Pennsylvania
| $82.4M | -$6.19M | -7% | 0.43% | 196% | 23 | 8.7% | 0.7 |
|
| 6524 |
6524
Wulff, Hansen & Co
San Rafael,
California
| $82.4M | +$2.42M | +3% | 12.1% | 85.8% | 90 | 17.78% | 0.9 |
|
| 6525 |
SWP
6525
Semus Wealth Partners
Boca Raton,
Florida
| $82.3M | – | – | 3.08% | 107% | 108 | – | 0 |
|