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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6626 |
6626
Coordinated Financial Services
Denver,
Colorado
| $174M | +$411K | +0.2% | 0.85% | – | 195 | 16.41% | 1.5 |
|
| 6627 |
6627
Melfa Wealth Management
Westborough,
Massachusetts
| $174M | +$632K | +0.4% | 0.99% | 49.9% | 207 | 8.21% | 2.4 |
|
| 6628 |
6628
Ehrlich Financial Group
Laguna Niguel,
California
| $174M | -$1.7M | -1% | 0.76% | 56.2% | 130 | 29.23% | 1.3 |
|
| 6629 |
6629
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| $174M | -$3.37M | -2% | 0.73% | 62.6% | 71 | 11.27% | 4.1 |
|
| 6630 |
6630
Solas Capital Management
Darien,
Connecticut
| $174M | -$2.37M | -1% | 0.36% | 62.5% | 27 | 37.04% | 1.9 |
|
| 6631 |
6631
Breakout Capital Partners
New York
| $174M | +$33.5M | +24% | 0.95% | – | 8 | 12.5% | 1.3 |
|
| 6632 |
6632
Legacy Capital Wealth Management
The Woodlands,
Texas
| $174M | +$8.73M | +5% | 0.21% | – | 75 | 26.67% | 0.8 |
|
| 6633 |
6633
Echo Wealth Management
Plymouth,
Minnesota
| $174M | +$2.4M | +1% | 0.2% | 42.9% | 49 | 10.2% | 2.9 |
|
| 6634 |
6634
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
| $174M | -$10.3M | -6% | 1.5% | – | 579 | 89.46% | 1.7 |
|
| 6635 |
6635
Golden Road Advisors
Tampa,
Florida
| $174M | -$2.04M | -1% | 3.64% | – | 55 | 14.55% | 1.6 |
|
| 6636 |
6636
Innovative Asset Advisors Group
Shelton,
Connecticut
| $173M | – | – | 0.18% | – | 1,039 | – | 0 |
|
| 6637 |
6637
Forbes Financial Planning
East Greenwich,
Rhode Island
| $173M | +$2.05M | +1% | 0.38% | 52.3% | 38 | 5.26% | 2.2 |
|
| 6638 |
6638
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| $173M | -$43.3M | -20% | 7.71% | 0.74% | 3 | 0% | 2.8 |
|
| 6639 |
6639
Kurv Investment Management
San Francisco,
California
| $173M | +$66.4M | +62% | 4.55% | – | 74 | 47.3% | 0.2 |
|
| 6640 |
6640
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $173M | +$21M | +14% | 4.46% | 36.9% | 77 | 2.6% | 7.9 |
|
| 6641 |
6641
Dynamic Wealth Strategies
Granite Bay,
California
| $173M | +$4.87M | +3% | 0.73% | 52.2% | 294 | 17.01% | 1.1 |
|
| 6642 |
6642
Marest Capital
Tarzana,
California
| $173M | -$5.95M | -3% | 4.48% | 84.5% | 32 | 28.13% | 1.1 |
|
| 6643 |
6643
Royalty Pharma Sub-Manager
New York
| $173M | +$1.45M | +0.8% | 10% | – | 4 | 0% | 0.3 |
|
| 6644 |
6644
Bullseye Asset Management
Denver,
Colorado
| $173M | -$12.8M | -7% | 4.06% | 81% | 61 | 8.2% | 3.3 |
|
| 6645 |
SCA
6645
Sander Capital Advisors
Seattle,
Washington
| $173M | -$37.3M | -18% | 15.1% | 113% | 12 | 0% | 5.5 |
|
| 6646 |
6646
Peterson Wealth Management
Sparks,
Nevada
| $172M | +$37.9M | +28% | 3.14% | 88.9% | 167 | 76.05% | 0.6 |
|
| 6647 |
6647
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| $172M | -$2.64M | -2% | 0.42% | 61.1% | 137 | 9.49% | 6.7 |
|
| 6648 |
6648
Saxony Capital Management
St. Louis,
Missouri
| $172M | +$9.21M | +6% | 0.82% | 90% | 182 | 23.08% | 1.2 |
|
| 6649 |
6649
Tiptree Advisors
New York
| $172M | -$1.1M | -0.6% | 4.78% | – | 27 | 44.44% | 0.6 |
|
| 6650 |
6650
Columbia River Financial Group
Vancouver,
Washington
| $172M | +$9.32M | +6% | 0.94% | – | 59 | 10.17% | 1.1 |
|