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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 |
HAM
6501
Hedges Asset Management
Reno,
Nevada
| $152M | +$423K | +0.3% | 0.25% | – | 120 | 10.83% | 2.3 |
|
| 6502 |
6502
Griffith & Werner
Canton,
Georgia
| $151M | – | – | 1.79% | – | 69 | – | 0 |
|
| 6503 |
6503
Robinson Value Management
San Antonio,
Texas
| $151M | -$2.58M | -2% | 4.11% | 79.3% | 81 | 18.52% | 3.2 |
|
| 6504 |
6504
Bridge Generations Wealth Management
South Miami,
Florida
| $151M | – | – | 3.96% | – | 97 | – | 0 |
|
| 6505 |
6505
Caitlin John
Brighton,
Michigan
| $151M | -$8.64M | -5% | 0.33% | – | 890 | 7.3% | 0.9 |
|
| 6506 |
6506
Green Court Capital Management
Hong Kong
| $151M | -$123M | -45% | 12.9% | 33.4% | 3 | 33.33% | 1.3 |
|
| 6507 |
6507
Sterling Investment Counsel
Buffalo,
New York
| $151M | -$129M | -46% | 2.43% | 93.8% | 178 | 30.9% | 2.2 |
|
| 6508 |
6508
Greenhouse Wealth Management
Westport,
Connecticut
| $151M | +$2.8M | +2% | 4.1% | 87.2% | 64 | 14.06% | 3.1 |
|
| 6509 |
6509
Bullseye Investment Management
Cincinnati,
Ohio
| $151M | -$20.5M | -12% | 0.58% | 38.2% | 97 | 57.73% | 0.6 |
|
| 6510 |
6510
Efficient Frontier Advisors
Eastford,
Connecticut
| $151M | -$3.29M | -2% | 1.98% | – | 18 | 5.56% | 0.9 |
|
| 6511 |
6511
Ategra Capital Management
Vienna,
Virginia
| $151M | +$10.4M | +7% | 10.5% | 114% | 25 | 20% | 2.1 |
|
| 6512 |
6512
Costello Asset Management
Feasterville,
Pennsylvania
| $151M | +$1.66M | +1% | 0.67% | 81.5% | 205 | 13.66% | 3.2 |
|
| 6513 |
6513
Sanctuary Wealth Management
Pocatello,
Idaho
| $151M | +$11.3M | +8% | 3.2% | – | 304 | 19.41% | 1.6 |
|
| 6514 |
6514
Lakeside Advisors
Seattle,
Washington
| $151M | -$7.96M | -5% | 2.22% | 83.7% | 65 | 4.62% | 2.6 |
|
| 6515 |
6515
Stegner Investment Associates
Louisville,
Kentucky
| $151M | +$3.93M | +3% | 3.23% | 84.8% | 27 | 11.11% | 2.9 |
|
| 6516 |
6516
Wolff Wiese Magana
Carslbad,
California
| $151M | +$4.89M | +3% | 3.67% | 149% | 1,025 | 10.15% | 2.2 |
|
| 6517 |
SWP
6517
Semus Wealth Partners
Boca Raton,
Florida
| $151M | +$8.06M | +6% | 5.76% | 107% | 126 | 15.08% | 1.6 |
|
| 6518 |
6518
Cadence Wealth Management
Westborough,
Massachusetts
| $151M | +$28M | +23% | 7.8% | 56.4% | 49 | 12.24% | 1.9 |
|
| 6519 |
6519
Defined Wealth Management
Beaverton,
Oregon
| $151M | -$3.02M | -2% | 0.52% | 78.1% | 110 | 4.55% | 3 |
|
| 6520 |
6520
LifeWealth Investments
Winter Garden,
Florida
| $151M | – | – | 0.78% | – | 148 | – | 0 |
|
| 6521 |
6521
Bastion Asset Management
Montreal,
Canada
| $151M | – | – | 9.83% | – | 46 | – | 0 |
|
| 6522 |
6522
Solas Capital Management
Darien,
Connecticut
| $151M | +$8.13M | +6% | 5.92% | 62.5% | 20 | 15% | 1.9 |
|
| 6523 |
6523
Horizon Family Wealth
Chicago,
Illinois
| $151M | +$10.4M | +7% | 1.05% | 68.6% | 91 | 24.18% | 1.7 |
|
| 6524 |
6524
Palouse Capital Management
Spokane,
Washington
| $150M | -$7.95M | -5% | 2.8% | 67.8% | 142 | 16.2% | 2.2 |
|
| 6525 |
6525
MWA Asset Management
Lexington,
Massachusetts
| $150M | -$27.8K | -0% | 3.78% | 174% | 135 | 12.59% | 1.1 |
|