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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6951 |
6951
Clark Wealth Partners
O'fallon,
Illinois
| $177M | +$28.2M | +19% | 13.8% | – | 651 | 20.28% | 1 |
|
| 6952 |
WFG
6952
Wormser Freres Gestion
Paris,
France
| $177M | +$38.5M | +28% | 17.8% | 67.4% | 70 | 45.71% | 1.3 |
|
| 6953 |
6953
AdviceOne Advisory Services
Glastonbury,
Connecticut
| $177M | +$11.8M | +7% | 4.81% | – | 47 | 17.02% | 1.1 |
|
| 6954 |
6954
Accredited Investor Services
St. Cloud,
Minnesota
| $177M | +$21.2M | +14% | 13.7% | – | 82 | 7.32% | 1.1 |
|
| 6955 |
ALAM
6955
Asahi Life Asset Management
Tokyo,
Japan
| $177M | +$22.2M | +14% | 21.8% | 122% | 214 | 56.07% | 2.1 |
|
| 6956 |
6956
Vannoy Advisory Group
Austin,
Texas
| $177M | +$19M | +12% | 10.4% | 52.5% | 30 | 6.67% | 2.2 |
|
| 6957 |
IAMH
6957
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| $177M | -$1.02M | -0.6% | 10.9% | 76% | 28 | 21.43% | 1.1 |
|
| 6958 |
6958
W.H. Cornerstone Investments
Kingston,
Massachusetts
| $177M | +$16.9M | +11% | 9.26% | 58.2% | 154 | 24.68% | 1.9 |
|
| 6959 |
6959
Jacksonville Wealth Management
Jacksonville,
Florida
| $177M | +$28.7M | +19% | 19.3% | – | 76 | 10.53% | 1.2 |
|
| 6960 |
6960
Five Pine Wealth Management
Coeur D Alene,
Idaho
| $177M | +$15.9M | +10% | 8.98% | – | 53 | 15.09% | 1.2 |
|
| 6961 |
6961
Forthright Family Wealth Advisory
Houston,
Texas
| $177M | +$27.6M | +19% | 12.7% | 60.2% | 88 | 63.64% | 1.3 |
|
| 6962 |
6962
TLW Wealth Management
Indian Rocks Beach,
Florida
| $177M | +$5.98M | +4% | 8.33% | 98.3% | 20 | 20% | 4.7 |
|
| 6963 |
6963
Mountain Hill Investment Partners
Atlantic Highlands,
New Jersey
| $177M | +$7.53M | +4% | 7.22% | – | 220 | 18.18% | 1.2 |
|
| 6964 |
6964
SJBenen ADVISORY
Chapel Hill,
North Carolina
| $176M | +$56.7M | +47% | 9.02% | – | 34 | 20.59% | 0.4 |
|
| 6965 |
CCM
6965
Clutterbuck Capital Management
Cleveland,
Ohio
| $176M | +$12.3M | +7% | 10.1% | – | 6 | 16.67% | 0.4 |
|
| 6966 |
6966
Impala Asset Management
Palm Beach,
Florida
| $176M | -$38.3M | -18% | 16% | 62.6% | 33 | 60.61% | 0.9 |
|
| 6967 |
6967
WealthGarden F.S.
El Segundo,
California
| $176M | +$29.8M | +20% | 13.5% | – | 192 | 16.67% | 1.3 |
|
| 6968 |
6968
Richardson Financial Services
Medway,
Massachusetts
| $176M | +$16.5M | +10% | 17% | 77.4% | 654 | 13.46% | 1.6 |
|
| 6969 |
6969
Valley Brook Capital Group
Venetia,
Pennsylvania
| $176M | +$27.2M | +18% | 23.1% | 122% | 125 | 14.4% | 3.7 |
|
| 6970 |
6970
Peak XV Partners Operations
Trianon,
Mauritius
| $176M | +$66.5M | +60% | 216% | – | 2 | 100% | 0 |
|
| 6971 |
6971
OneFund LLC
Saint Petersburg,
Florida
| $176M | +$21.3M | +14% | 27.1% | – | 515 | 2.91% | 1.3 |
|
| 6972 |
6972
Caspian Capital
New York
| $176M | +$73.3M | +71% | 11.5% | – | 13 | 30.77% | 1.2 |
|
| 6973 |
6973
Black Maple Capital Management
Milwaukee,
Wisconsin
| $176M | -$3.37M | -2% | 12% | 35.7% | 116 | 34.48% | 1 |
|
| 6974 |
BCM
6974
BML Capital Management
Zionsville,
Indiana
| $176M | +$20.3M | +13% | 11.6% | 349% | 19 | 21.05% | 1.2 |
|
| 6975 |
6975
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| $176M | +$20.9M | +13% | 25.7% | 117% | 41 | 9.76% | 3.1 |
|