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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7176 |
7176
Cannon Advisors
Charlotte,
North Carolina
| $164M | +$29.5M | +22% | 15.5% | – | 120 | 50% | 0.9 |
|
| 7177 |
7177
JDH Wealth Management
Santa Rosa,
California
| $164M | +$16M | +11% | 13.1% | – | 62 | 14.52% | 1.1 |
|
| 7178 |
7178
Hemming & Wealth Management
Traverse City,
Michigan
| $164M | +$21M | +15% | 19.7% | – | 17 | 17.65% | 0.4 |
|
| 7179 |
7179
Winebrenner Capital Management
Louisville,
Kentucky
| $164M | +$8.52M | +5% | 5.89% | – | 158 | 15.19% | 1.1 |
|
| 7180 |
7180
Velan Capital Investment Management
Alpharetta,
Georgia
| $164M | +$4.56M | +3% | 19.9% | 2,395% | 56 | 21.43% | 1 |
|
| 7181 |
7181
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| $164M | +$16.7M | +11% | 10.2% | 41.2% | 65 | 21.54% | 2.8 |
|
| 7182 |
7182
Interactive Financial Advisors
New Lenox,
Illinois
| $164M | +$11.2M | +7% | 11% | 47.6% | 79 | 7.59% | 7.5 |
|
| 7183 |
SC
7183
Simcoe Capital
Spokane,
Washington
| $164M | +$55M | +50% | 28.1% | – | 38 | 23.68% | 0.4 |
|
| 7184 |
7184
Family Legacy Financial Solutions
Cary,
North Carolina
| $164M | +$40.3M | +33% | 51.6% | – | 67 | 37.31% | 0.6 |
|
| 7185 |
7185
Sippican Capital Advisors
Boston,
Massachusetts
| $164M | +$17.8M | +12% | 12.9% | 81.1% | 114 | 8.77% | 6.2 |
|
| 7186 |
7186
Breakout Capital Partners
New York
| $164M | -$10M | -6% | 1.38% | – | 10 | 40% | 1.2 |
|
| 7187 |
7187
Campion Asset Management
Falls Church,
Virginia
| $164M | +$16.4M | +11% | 11.9% | 70.2% | 85 | 5.88% | 4.3 |
|
| 7188 |
7188
Piedmont Capital Management (North Carolina)
Greensboro,
North Carolina
| $164M | +$13.9M | +9% | 18.5% | – | 134 | 19.4% | 0.4 |
|
| 7189 |
7189
S&A Financial Services
Overland Park,
Kansas
| $164M | +$18.2M | +13% | 11.5% | – | 93 | 11.83% | 0.2 |
|
| 7190 |
7190
Meadow Creek Wealth Advisors
Atlanta,
Georgia
| $164M | +$9.26M | +6% | 15% | – | 153 | 20.92% | 3.4 |
|
| 7191 |
7191
Broadview Financial Management
Wauwatosa,
Wisconsin
| $164M | +$17.3M | +12% | 12.5% | 52.4% | 43 | 6.98% | 6.4 |
|
| 7192 |
7192
Apex Wealth Management
Bedford,
New Hampshire
| $164M | +$18M | +12% | 13.9% | – | 64 | 12.5% | 1 |
|
| 7193 |
7193
Holistic Financial Partners
Indianapolis,
Indiana
| $164M | -$105M | -39% | 15.2% | 95.7% | 150 | 22.67% | 4.1 |
|
| 7194 |
7194
Arbor Wealth Advisors
Troy,
Michigan
| $164M | +$21M | +15% | 13.4% | 58.7% | 60 | 6.67% | 1.9 |
|
| 7195 |
7195
Aurora Investment Managers
Naples,
Florida
| $164M | +$27.6M | +20% | 13.7% | 74.4% | 55 | 50.91% | 1.7 |
|
| 7196 |
7196
Climber Capital
Nyon,
Switzerland
| $164M | +$10.9M | +7% | 5.83% | – | 72 | 15.28% | 1.3 |
|
| 7197 |
7197
Petros Family Wealth
Bloomington,
Minnesota
| $164M | +$23.2M | +17% | 19.1% | – | 146 | 18.49% | 1 |
|
| 7198 |
7198
Totem Point Management
New York
| $163M | +$85.1M | +109% | 61% | 577% | 22 | 40.91% | 1.2 |
|
| 7199 |
7199
Waterfall Asset Management
New York
| $163M | -$15.4M | -9% | 9.72% | – | 22 | 31.82% | 0.7 |
|
| 7200 |
7200
Terra Nova Asset Management
New York
| $163M | +$28.2M | +21% | 23.6% | 172% | 98 | 20.41% | 3.2 |
|