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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 |
6501
Motiv8 Investments
Port St. Lucie,
Florida
| $183M | -$4.61M | -2% | 2.41% | – | 1,077 | 90.99% | 0.1 |
|
| 6502 |
6502
Lynx Investment Advisory
Washington, Dc,
District of Columbia
| $183M | +$16.1M | +10% | 3.29% | – | 172 | 16.28% | 1.1 |
|
| 6503 |
CH
6503
Cromwell Holdings
Jackson,
Wyoming
| $183M | -$3.9M | -2% | 4.69% | – | 1,049 | 6.29% | 1.1 |
|
| 6504 |
6504
Alpha Zero
Boca Raton,
Florida
| $183M | +$10.5M | +6% | 1.56% | – | 66 | 10.61% | 0.8 |
|
| 6505 |
6505
Hansen & Associates Financial Group
Roseville,
California
| $183M | -$55.7M | -23% | 0.99% | – | 48 | 14.58% | 0.3 |
|
| 6506 |
6506
Attessa Capital
Tucson,
Arizona
| $183M | +$13.2M | +8% | 2.14% | – | 34 | 5.88% | 0.9 |
|
| 6507 |
6507
Brucke Financial
Indianapolis,
Indiana
| $183M | +$12.1M | +7% | 3.4% | – | 179 | 15.64% | 0.8 |
|
| 6508 |
6508
Alchemi Wealth
Essex,
Connecticut
| $183M | – | – | 2.84% | – | 150 | – | 0 |
|
| 6509 |
6509
Straightline Group
Troy,
Michigan
| $183M | +$9.36M | +5% | 0.09% | – | 15 | 6.67% | 0.8 |
|
| 6510 |
6510
Aspen Wealth Strategies
Arvada,
Colorado
| $183M | +$2.75M | +2% | 2.69% | 65.8% | 88 | 7.95% | 2.1 |
|
| 6511 |
6511
Passumpsic Savings Bank
St. Johnsbury,
Vermont
| $183M | – | – | 3.4% | – | 90 | – | 1.1 |
|
| 6512 |
WBWA
6512
William B. Walkup & Associates
Columbia,
South Carolina
| $183M | -$4M | -2% | 0.13% | – | 170 | 5.88% | 1.4 |
|
| 6513 |
6513
Cladis Investment Advisory
Billings,
Montana
| $183M | +$7.94M | +5% | 4.06% | 131% | 161 | 14.29% | 2.6 |
|
| 6514 |
FFC
6514
Frederick Financial Consultants
Frederick,
Maryland
| $183M | +$4.36M | +2% | 2% | – | 112 | 7.14% | 0.8 |
|
| 6515 |
6515
Sachetta
Lynnfield,
Massachusetts
| $183M | -$86M | -32% | 2.54% | – | 1,116 | 11.92% | 1.7 |
|
| 6516 |
6516
Wolff Wiese Magana
Carslbad,
California
| $183M | +$6.08M | +3% | 3.68% | 149% | 1,001 | 9.69% | 2.8 |
|
| 6517 |
6517
Ables Iannone Moore & Associates
Savannah,
Georgia
| $183M | +$8.7M | +5% | 5% | 116% | 60 | 6.67% | 1.7 |
|
| 6518 |
6518
Capasso Planning Partners
Charleston,
South Carolina
| $183M | +$19.5M | +12% | 2.19% | 51.6% | 85 | 28.24% | 2.2 |
|
| 6519 |
6519
FPC Investment Advisory
Petaluma,
California
| $183M | +$15.9M | +10% | 2% | – | 34 | 17.65% | 1.2 |
|
| 6520 |
SA
6520
Stonebridge Advisors
Wilton,
Connecticut
| $183M | +$38.4M | +27% | 1.61% | 0.03% | 5 | 20% | 2.5 |
|
| 6521 |
6521
4D Advisors
Redondo Beach,
California
| $182M | -$5.37M | -3% | 2.34% | – | 52 | 65.38% | 0.3 |
|
| 6522 |
KWM
6522
KRM Wealth Management
Reno,
Nevada
| $182M | – | – | 2.06% | – | 40 | – | 0 |
|
| 6523 |
6523
Eight 31 Financial
Midland,
Texas
| $182M | +$4.95M | +3% | 1.08% | – | 75 | 8% | 1.3 |
|
| 6524 |
6524
Sard Wealth Management Group
Atlanta,
Georgia
| $182M | +$6.94M | +4% | 0.99% | 51.3% | 59 | 10.17% | 1.5 |
|
| 6525 |
SPI
6525
Sutton Place Investors
Katonah,
New York
| $182M | +$6.74M | +4% | 2.65% | 84% | 132 | 9.09% | 1.9 |
|