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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7226 |
7226
Financial Life Planners
Tempe,
Arizona
| $123M | +$20.2M | +20% | 22.7% | – | 86 | 40.7% | 0.5 |
|
| 7227 |
7227
Scratch Capital
Boise,
Idaho
| $123M | +$26M | +27% | 7.34% | – | 37 | 10.81% | 0.4 |
|
| 7228 |
7228
Pollock Investment Advisors
Ann Arbor,
Michigan
| $123M | -$975K | -0.8% | 2.36% | – | 43 | 6.98% | 0.5 |
|
| 7229 |
7229
Ridgeline Wealth
Mesa,
Arizona
| $123M | +$4.97M | +4% | 9.62% | – | 58 | 24.14% | 0.5 |
|
| 7230 |
7230
Trace Wealth Advisors
Los Angeles,
California
| $122M | +$10.2M | +9% | 8.22% | – | 60 | 10% | 0.5 |
|
| 7231 |
7231
Twin City Private Wealth
Winston-Salem,
North Carolina
| $122M | +$8.72M | +8% | 6.02% | – | 105 | 13.33% | 1.1 |
|
| 7232 |
7232
Cannon Wealth Management Services
Winston Salem,
North Carolina
| $122M | +$10.4M | +9% | 6.69% | – | 83 | 12.05% | 0.7 |
|
| 7233 |
7233
GEN Financial Management
Plymouth,
Minnesota
| $122M | -$25.3M | -17% | 6.19% | – | 52 | 17.31% | 0.4 |
|
| 7234 |
7234
Black Cypress Capital Management
Ponte Vedra Beach,
Florida
| $122M | +$12.5M | +11% | 6.19% | – | 29 | 6.9% | 1.1 |
|
| 7235 |
KSCM
7235
Kamunting Street Capital Management
Miami Beach,
Florida
| $122M | -$27M | -18% | 2.53% | 7.47% | 21 | 61.9% | 1.4 |
|
| 7236 |
IFO
7236
Intrepid Family Office
Sarasota,
Florida
| $122M | +$51M | +72% | 9.07% | – | 43 | 34.88% | 1.2 |
|
| 7237 |
7237
Aspire Growth Partners
Miromar Lakes,
Florida
| $122M | +$9.35M | +8% | 9.56% | – | 117 | 5.98% | 0.5 |
|
| 7238 |
7238
SwitchPoint Financial Planning
Lehi,
Utah
| $122M | +$16.6M | +16% | 9.02% | – | 64 | 28.13% | 0.4 |
|
| 7239 |
7239
Archon Capital Management
Seattle,
Washington
| $122M | +$27.1M | +29% | 35.8% | 222% | 60 | 45% | 1.2 |
|
| 7240 |
7240
Kids Capital Management
Los Angeles,
California
| $122M | +$23.5M | +24% | 24.8% | – | 14 | 28.57% | 1.3 |
|
| 7241 |
7241
Opulen Financial Group
Arlington,
Virginia
| $122M | +$11.8M | +11% | 7.06% | – | 100 | 10% | 0.4 |
|
| 7242 |
7242
Bonfire Financial
Colorado Springs,
Colorado
| $122M | +$13.4M | +12% | 7.99% | – | 53 | 7.55% | 0.5 |
|
| 7243 |
7243
Richwood Investment Advisors
Cincinnati,
Ohio
| $122M | +$4.13M | +4% | 5.18% | 66% | 102 | 6.86% | 3.2 |
|
| 7244 |
7244
Clifford Group
Wayland,
Massachusetts
| $122M | +$14.7M | +14% | 12.2% | 67.9% | 85 | 12.94% | 1.9 |
|
| 7245 |
7245
Palacios Wealth Management
Ormond Beach,
Florida
| $122M | -$13M | -10% | 26.7% | – | 77 | 24.68% | 0.4 |
|
| 7246 |
7246
Fairman Group
Chesterbrook,
Pennsylvania
| $122M | +$12.5M | +11% | 7.17% | – | 261 | 3.07% | 1.4 |
|
| 7247 |
7247
Ridgeline Wealth Planning
Centerville,
Ohio
| $121M | +$19.7M | +19% | 10.1% | – | 37 | 5.41% | 0.5 |
|
| 7248 |
7248
Washington University
St Louis,
Missouri
| $121M | +$10.5M | +10% | 30.2% | 44% | 4 | 50% | 1.8 |
|
| 7249 |
7249
Avant Financial Advisors
Austin,
Texas
| $121M | +$11.1M | +10% | 8.14% | – | 65 | 3.08% | 0.5 |
|
| 7250 |
7250
Argyle Capital Partners
Los Angeles,
California
| $121M | +$4.71M | +4% | 6.17% | – | 150 | 8% | 0.4 |
|