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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7051 |
CPC
7051
CFC Planning Company
Cicero,
Indiana
| $171M | +$30.9M | +22% | 24.5% | – | 88 | 37.5% | 0.9 |
|
| 7052 |
7052
Guided Capital Wealth Management
Houston,
Texas
| $171M | +$19.4M | +13% | 10.3% | – | 37 | 13.51% | 1.1 |
|
| 7053 |
7053
Alexis Investment Partners
Montgomery,
Texas
| $171M | +$25.8M | +18% | 13.8% | – | 42 | 26.19% | 1.1 |
|
| 7054 |
7054
Longview Financial Advisors
Huntsville,
Alabama
| $171M | +$7.33M | +4% | 5.15% | 47.4% | 162 | 73.46% | 2.1 |
|
| 7055 |
7055
Ridgeline Wealth
Mesa,
Arizona
| $171M | +$31.3M | +22% | 13.7% | – | 61 | 16.39% | 1.1 |
|
| 7056 |
7056
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
| $171M | +$10.8M | +7% | 7.66% | – | 107 | 72.9% | 0.3 |
|
| 7057 |
7057
Strategic Value Partners
Greenwich,
Connecticut
| $171M | +$37.9M | +28% | 28.5% | – | 1 | 0% | 0.5 |
|
| 7058 |
7058
Invariant Investment Management
Camp Hill,
Pennsylvania
| $171M | +$8.13M | +5% | 6.08% | – | 72 | 8.33% | 0.5 |
|
| 7059 |
7059
Cathy Pareto & Associates
Coral Gables,
Florida
| $171M | +$21.6M | +14% | 12% | – | 107 | 14.95% | 1.2 |
|
| 7060 |
7060
Wilson & Boucher Capital Management
Moraga,
California
| $170M | +$19.7M | +13% | 17% | 69.8% | 122 | 8.2% | 3.5 |
|
| 7061 |
7061
Banco de Sabadell
Miami,
Florida
| $170M | +$19.6M | +13% | 12.3% | 75.1% | 62 | 1.61% | 5.6 |
|
| 7062 |
7062
Pfizer
New York
| $170M | -$68.4M | -29% | 6.77% | – | 18 | 5.56% | 1.4 |
|
| 7063 |
7063
NDWM LLC
La Jolla,
California
| $170M | +$16M | +10% | 9.88% | – | 42 | 16.67% | 1.6 |
|
| 7064 |
7064
WPG Advisers
Baltimore,
Maryland
| $170M | +$34.4M | +25% | 19.8% | – | 1,588 | 9.51% | 1.2 |
|
| 7065 |
7065
Evolution Wealth Management
Fort Myers,
Florida
| $170M | +$33.3M | +24% | 13.5% | – | 981 | 17.84% | 0.7 |
|
| 7066 |
7066
Harbourvest Partners
Boston,
Massachusetts
| $170M | +$69.1M | +69% | 47.4% | 8.96% | 6 | 16.67% | 1.9 |
|
| 7067 |
7067
Gordian Advisors
Tucson,
Arizona
| $170M | +$19.9M | +13% | 11.4% | – | 67 | 20.9% | 1.4 |
|
| 7068 |
7068
OEP Capital Advisors
New York
| $170M | -$24.1M | -12% | 12.4% | 23.2% | 1 | 0% | 5.5 |
|
| 7069 |
7069
Chatterton & Associates
Anaheim,
California
| $170M | +$27.2M | +19% | 13.2% | – | 110 | 20% | 0.4 |
|
| 7070 |
7070
Aspetuck Financial Management
Westport,
Connecticut
| $170M | +$23.9M | +16% | 19.4% | – | 81 | 9.88% | 1.3 |
|
| 7071 |
7071
Jackson Wealth Management
Lake Mary,
Florida
| $170M | -$802M | -83% | 12.3% | 72.1% | 152 | 46.05% | 2.5 |
|
| 7072 |
PCM
7072
Park Capital Management
Madison,
Wisconsin
| $170M | +$67.2M | +65% | 56.2% | – | 175 | 65.14% | 0.5 |
|
| 7073 |
7073
Providence Wealth Advisors
Frankfort,
Illinois
| $170M | +$12.4M | +8% | 15.4% | 121% | 88 | 13.64% | 5.3 |
|
| 7074 |
7074
Nicholson Wealth Management Group
Charlestown,
South Carolina
| $170M | -$2.1M | -1% | 5.83% | – | 120 | 12.5% | 1.4 |
|
| 7075 |
7075
Community Bank of Raymore
Raymore,
Missouri
| $170M | +$20.4M | +14% | 14.2% | 91.9% | 77 | 5.19% | 6.2 |
|