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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 |
6826
Wilson & Boucher Capital Management
Moraga,
California
| $152M | +$8.76M | +6% | 7.77% | 69.8% | 115 | 4.35% | 3 |
|
| 6827 |
6827
Tru Independence Asset Management 2
Portland,
Oregon
| $152M | +$5.98M | +4% | 8.7% | – | 96 | 16.67% | 1.8 |
|
| 6828 |
6828
Twin Lions Management
Stamford,
Connecticut
| $152M | -$1.55M | -1% | 1.83% | – | 9 | 22.22% | 0.6 |
|
| 6829 |
TA
6829
TPG Advisors
Northfield,
Illinois
| $152M | +$13.8M | +10% | 6.38% | – | 106 | 11.32% | 1 |
|
| 6830 |
6830
Whipplewood Advisors
Littleton,
Colorado
| $152M | -$30M | -16% | 6.46% | – | 1,209 | 76.34% | 0.7 |
|
| 6831 |
6831
Argosy-Lionbridge Management
New York
| $152M | +$7.38M | +5% | 4.43% | – | 15 | 26.67% | 0.5 |
|
| 6832 |
BAS
6832
Breakthru Advisory Services
Muskego,
Wisconsin
| $152M | +$87.3M | +135% | 7.66% | – | 63 | 87.3% | 0.1 |
|
| 6833 |
6833
Round Hill Asset Management
Pasadena,
California
| $152M | +$3.81M | +3% | 3.09% | 43.2% | 64 | 6.25% | 5.5 |
|
| 6834 |
6834
Impact Investors
San Francisco,
California
| $152M | +$10.3M | +7% | 6.5% | – | 109 | 22.02% | 0.6 |
|
| 6835 |
6835
Palacios Wealth Management
Ormond Beach,
Florida
| $152M | +$30.1M | +25% | 13.6% | – | 77 | 11.69% | 0.6 |
|
| 6836 |
6836
Silver Oak Wealth Advisors Services
Los Angeles,
California
| $152M | +$13M | +9% | 4.55% | – | 39 | 7.69% | 0.6 |
|
| 6837 |
6837
Investment Partners Asset Management
Metuchen,
New Jersey
| $152M | +$8.02M | +6% | 7.29% | 86.1% | 164 | 8.54% | 1.5 |
|
| 6838 |
6838
Saxony Capital Management
St. Louis,
Missouri
| $152M | +$21.2M | +16% | 7.76% | 90% | 161 | 23.6% | 1 |
|
| 6839 |
6839
Scratch Capital
Boise,
Idaho
| $152M | +$28.7M | +23% | 5.22% | – | 63 | 41.27% | 0.4 |
|
| 6840 |
BWM
6840
BCO Wealth Management
Carlsbad,
New Mexico
| $152M | +$11.3M | +8% | 4.95% | – | 38 | 5.26% | 0.6 |
|
| 6841 |
6841
City National Bank of Florida
Miami,
Florida
| $151M | +$14.1M | +10% | 8.27% | – | 142 | 18.31% | 0.6 |
|
| 6842 |
LF
6842
Lighthouse Financial
Largo,
Florida
| $151M | +$20.9M | +16% | 10.5% | – | 78 | 16.67% | 0.6 |
|
| 6843 |
6843
McAlister Sweet & Associates
Houston,
Texas
| $151M | +$38.7M | +34% | 8.71% | 83.6% | 29 | 17.24% | 1.8 |
|
| 6844 |
6844
Redwood Park Advisors
Redwood City,
California
| $151M | +$3.98M | +3% | 4.03% | – | 343 | 11.95% | 0.7 |
|
| 6845 |
6845
Hidden Cove Wealth Management
Bainbridge Island,
Washington
| $151M | +$13.3M | +10% | 7.8% | – | 93 | 24.73% | 0.5 |
|
| 6846 |
6846
Forbes Financial Planning
East Greenwich,
Rhode Island
| $151M | +$3.23M | +2% | 5.3% | 52.3% | 34 | 5.88% | 2.4 |
|
| 6847 |
6847
Sippican Capital Advisors
Boston,
Massachusetts
| $151M | +$13.6M | +10% | 10.9% | 81.1% | 115 | 3.48% | 5.8 |
|
| 6848 |
6848
Schulz Wealth
Mansfield,
Texas
| $151M | +$17.5M | +13% | 5.44% | – | 67 | 5.97% | 1.5 |
|
| 6849 |
6849
Authentikos Wealth Advisory
Morgan Hill,
California
| $151M | +$7.52M | +5% | 4.95% | 43.5% | 65 | 24.62% | 0.7 |
|
| 6850 |
6850
Banco de Sabadell
Miami,
Florida
| $151M | +$6.6M | +5% | 6.97% | 75.1% | 66 | 6.06% | 5.3 |
|