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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6751 |
6751
First National Bank of Hutchinson
Hutchinson,
Kansas
| $171M | -$18.3M | -10% | 3.41% | 121% | 102 | 19.61% | 4.3 |
|
| 6752 |
6752
LWM Advisory Services
Plantation,
Florida
| $171M | -$898K | -0.5% | 3.13% | 64.9% | 103 | 29.13% | 2.2 |
|
| 6753 |
6753
SFM LLC
Manchester,
New Hampshire
| $171M | -$1.31M | -0.8% | 2.29% | 67.5% | 64 | 10.94% | 1.6 |
|
| 6754 |
6754
OmniStar Financial Group
Wilmington,
North Carolina
| $171M | +$5.52M | +3% | 3.96% | 75.6% | 119 | 22.69% | 1.4 |
|
| 6755 |
6755
Martin Capital Advisors
San Antonio,
Texas
| $171M | +$4.9M | +3% | 4.69% | 140% | 75 | 5.33% | 3.2 |
|
| 6756 |
6756
Ariston Services Group
San Diego,
California
| $170M | +$4.55M | +3% | 2.98% | 71.7% | 72 | 4.17% | 1.6 |
|
| 6757 |
6757
NEXTBio Capital Management
Menlo Park,
California
| $170M | – | – | 76.5% | – | 23 | – | 0 |
|
| 6758 |
6758
Seros Financial
Tempe,
Arizona
| $170M | +$5.23M | +3% | 1.23% | – | 66 | 12.12% | 0.8 |
|
| 6759 |
6759
Windward Management
Miami Beach,
Florida
| $170M | – | – | 18.5% | – | 12 | – | 0 |
|
| 6760 |
6760
Daviman Financial
Noblesville,
Indiana
| $170M | – | – | 1.01% | – | 89 | – | 0 |
|
| 6761 |
6761
Petra Financial Advisors
Colorado Srpings,
Colorado
| $170M | -$1.26M | -0.7% | 2.43% | 129% | 152 | 17.11% | 1.8 |
|
| 6762 |
6762
Nicholson Wealth Management Group
Charlestown,
South Carolina
| $170M | -$341K | -0.2% | 0.14% | – | 111 | 5.41% | 1.1 |
|
| 6763 |
GWMI
6763
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| $170M | +$1000K | +0.6% | 0.84% | 98.1% | 68 | 11.76% | 2.9 |
|
| 6764 |
6764
Connective Capital Management
Palo Alto,
California
| $170M | +$61.3M | +56% | 4.21% | 188% | 95 | 63.16% | 0.9 |
|
| 6765 |
6765
Lakewood Asset Management
Naperville,
Illinois
| $170M | +$4.84M | +3% | 0.58% | 69.3% | 111 | 11.71% | 2.5 |
|
| 6766 |
6766
Remedium Capital Partners
Fort Lauderdale,
Florida
| $170M | – | – | 85.7% | – | 6 | – | 0 |
|
| 6767 |
6767
Taylor Financial Group
Roanoke,
Virginia
| $170M | -$3.63M | -2% | 0.24% | 79% | 105 | 2.86% | 1.7 |
|
| 6768 |
6768
Islay Capital Management
Lubbock,
Texas
| $170M | -$4.78M | -3% | 2.88% | 72% | 252 | 28.97% | 3.5 |
|
| 6769 |
6769
Astra Wealth Partners
Jersey City,
New Jersey
| $170M | +$19.8M | +13% | 2.75% | – | 108 | 17.59% | 0.7 |
|
| 6770 |
6770
Cascade Investment Advisors
Oregon City,
Oregon
| $170M | +$4.97M | +3% | 3.23% | 79.1% | 118 | 6.78% | 4.4 |
|
| 6771 |
6771
Millstone Evans Group
Boulder,
Colorado
| $170M | +$12.6M | +8% | 2.76% | – | 877 | 7.18% | 0.9 |
|
| 6772 |
6772
Herbst Group
Westport,
Connecticut
| $170M | +$9.1M | +6% | 4.06% | 142% | 70 | 38.57% | 1.8 |
|
| 6773 |
6773
Klein Pavlis & Peasley Financial
Irvine,
California
| $170M | +$6.8M | +4% | 4.14% | 97.4% | 104 | 25% | 0.9 |
|
| 6774 |
6774
MQS Management
New York
| $170M | -$1.77M | -1% | 3.37% | 4.55% | 664 | 81.02% | 0.1 |
|
| 6775 |
6775
Farrell Financial
Orchard Park,
New York
| $170M | +$10.1M | +6% | 1.88% | 57.8% | 75 | 8% | 1.6 |
|