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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6826 |
GCA
6826
Gallagher Capital Advisors
Argyle,
Texas
| $131M | -$5.97M | -4% | 5.22% | – | 70 | 12.86% | 0.2 |
|
| 6827 |
6827
Pin Oak Investment Advisors
Houston,
Texas
| $131M | +$21.2M | +19% | 1.35% | 62.7% | 490 | 10% | 4.2 |
|
| 6828 |
6828
Moulton Wealth Management
Spokane,
Washington
| $131M | +$940K | +0.7% | 3.08% | 47.8% | 51 | 49.02% | 1.4 |
|
| 6829 |
6829
Schulz Wealth
Mansfield,
Texas
| $131M | +$907K | +0.7% | 1.91% | – | 64 | 6.25% | 1.1 |
|
| 6830 |
6830
Trademark Financial Management
Bloomington,
Minnesota
| $131M | +$5.18M | +4% | 1.02% | 67.5% | 99 | 21.21% | 0.9 |
|
| 6831 |
AIFAIM
6831
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| $131M | -$3.1M | -2% | 2.94% | 79.1% | 147 | 12.93% | 3 |
|
| 6832 |
DRP
6832
Decade Renewable Partners
Houston,
Texas
| $131M | -$73.5M | -36% | 8.19% | – | 42 | 64.29% | 0.4 |
|
| 6833 |
6833
Precision Wealth Strategies
Saint Louis,
Missouri
| $131M | +$1.58M | +1% | 5.4% | 106% | 128 | 35.94% | 1.2 |
|
| 6834 |
6834
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| $131M | +$86.8M | +198% | 30.5% | 261% | 53 | 58.49% | 1.7 |
|
| 6835 |
6835
Charter Research & Investment Group
Southport,
Connecticut
| $131M | -$568K | -0.4% | 0.02% | 82.3% | 82 | 7.32% | 7.2 |
|
| 6836 |
6836
Fidato Wealth
Middleburg Heights,
Ohio
| $131M | -$2.7M | -2% | 2.97% | 61.1% | 26 | 11.54% | 1.1 |
|
| 6837 |
6837
1620 Investment Advisors
Plymouth,
Massachusetts
| $131M | -$1.29M | -1% | 0.69% | 71.4% | 730 | 10% | 1 |
|
| 6838 |
6838
Sharp Financial Services
Horsham,
Pennsylvania
| $131M | -$1.12M | -0.8% | 1.2% | – | 105 | 23.81% | 1 |
|
| 6839 |
6839
Copley Financial Group
San Diego,
California
| $131M | +$50.2K | +0% | 0.41% | – | 114 | 17.54% | 0.5 |
|
| 6840 |
6840
Coordinated Financial Services
Denver,
Colorado
| $131M | +$2.29M | +2% | 0.98% | – | 142 | 8.45% | 0.9 |
|
| 6841 |
6841
Fort Vancouver Investment Management
Vancouver,
Washington
| $130M | +$12.5M | +11% | 0.46% | – | 61 | 36.07% | 0.5 |
|
| 6842 |
6842
Crestwood Capital Management
New York
| $130M | -$5.71M | -4% | 7.33% | 203% | 15 | 0% | 2.9 |
|
| 6843 |
6843
Brickwood Asset Management
London,
United Kingdom
| $130M | +$4.07M | +3% | 0.1% | – | 5 | 20% | 0.2 |
|
| 6844 |
6844
Impala Asset Management
Palm Beach,
Florida
| $130M | +$6.52M | +5% | 12.6% | 62.6% | 27 | 66.67% | 0.5 |
|
| 6845 |
FWM
6845
FMA Wealth Management
Duxbury,
Massachusetts
| $130M | -$4.19M | -3% | 0.56% | 40.8% | 46 | 23.91% | 0.9 |
|
| 6846 |
6846
EntreWealth
Austin,
Texas
| $130M | +$21.8M | +20% | 0.1% | – | 62 | 9.68% | 0.2 |
|
| 6847 |
6847
Grafton Street Partners
North Palm Beach,
Florida
| $130M | -$7.39M | -5% | 5.4% | – | 13 | 23.08% | 0.9 |
|
| 6848 |
6848
Israel Discount Bank of New York
New York
| $130M | -$7.31M | -5% | 1.2% | 40.8% | 47 | 36.17% | 6.1 |
|
| 6849 |
CIG
6849
Cascade Investment Group
Colorado Springs,
Colorado
| $130M | -$9.8M | -7% | 1.87% | 93.2% | 140 | 9.29% | 1.8 |
|
| 6850 |
6850
Dean Jacobson Financial Services
Fort Worth,
Texas
| $130M | -$901K | -0.7% | 0.38% | 59.6% | 13 | 46.15% | 1.5 |
|