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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7251 |
7251
Columbia Advisory Partners
Spokane,
Washington
| $147M | +$2.17M | +2% | 3.04% | 69.7% | 100 | 20% | 1.6 |
|
| 7252 |
7252
Integrity Wealth Advisors
Ventura,
California
| $147M | -$132M | -47% | 1.92% | – | 100 | 45% | 0.6 |
|
| 7253 |
7253
CogentBlue Wealth Advisors
Knoxville,
Tennessee
| $147M | -$2.21K | -0% | 2.65% | – | 82 | 15.85% | 0.8 |
|
| 7254 |
7254
Oppenheimer & Close
New York
| $147M | -$1.3M | -0.9% | 6.89% | 149% | 60 | 13.33% | 4.5 |
|
| 7255 |
7255
Walnut Level Capital
Denver,
Colorado
| $147M | -$20.4M | -12% | 6.12% | – | 41 | 19.51% | 1.3 |
|
| 7256 |
KSCM
7256
Kamunting Street Capital Management
Miami Beach,
Florida
| $147M | +$12.2M | +9% | 2.23% | 7.47% | 24 | 54.17% | 1.1 |
|
| 7257 |
7257
Unifi Asset Management
New York
| $147M | – | – | 3.17% | – | 77 | – | 0 |
|
| 7258 |
RPGNY
7258
Retirement Planning Group (New York)
Malta,
New York
| $147M | +$12.9M | +10% | 1.79% | – | 91 | 8.79% | 0.8 |
|
| 7259 |
7259
Custos Family Office
Austin,
Texas
| $147M | -$30.4M | -17% | 1.69% | 57.4% | 68 | 16.18% | 1.9 |
|
| 7260 |
7260
Paladin Wealth
Arden Hills,
Minnesota
| $146M | +$8.57M | +6% | 1.48% | – | 124 | 13.71% | 0.9 |
|
| 7261 |
7261
Robinson Smith Wealth Advisors
South Portland,
Maine
| $146M | +$7.14M | +5% | 3.02% | 62.6% | 91 | 9.89% | 1.6 |
|
| 7262 |
7262
Mosaic Financial Group
Chicago,
Illinois
| $146M | +$5.92M | +4% | 3.01% | – | 128 | 8.59% | 1.4 |
|
| 7263 |
7263
Abbington Investment Group
Westport,
Connecticut
| $146M | +$29.6M | +25% | 10.6% | – | 55 | 23.64% | 0.2 |
|
| 7264 |
LWM
7264
Lighthouse Wealth Management
Ashland,
Ohio
| $146M | +$23.2M | +19% | 1.25% | – | 46 | 10.87% | 0.9 |
|
| 7265 |
7265
Macroview Investment Management
Bethesda,
Maryland
| $146M | +$12.2M | +9% | 2.57% | 76.6% | 102 | 13.73% | 4.7 |
|
| 7266 |
7266
Elevate Wealth Advisory
Athens,
Georgia
| $146M | +$8.65M | +6% | 2.08% | 49.5% | 129 | 11.63% | 1.7 |
|
| 7267 |
7267
Affinity Wealth
Canton,
Ohio
| $146M | +$14.6M | +11% | 2.4% | – | 86 | 46.51% | 0.4 |
|
| 7268 |
7268
Hemming & Wealth Management
Traverse City,
Michigan
| $146M | – | – | 2.22% | – | 15 | – | 0 |
|
| 7269 |
7269
Strategic Value Bank Partners
Cleveland,
Ohio
| $146M | +$5.48M | +4% | 8.16% | 98.1% | 14 | 14.29% | 3 |
|
| 7270 |
7270
Bitterroot Capital Advisors
Bozeman,
Montana
| $146M | – | – | 1.43% | – | 51 | – | 0 |
|
| 7271 |
7271
Jordan Park Trust
Portsmouth,
New Hampshire
| $146M | +$43M | +42% | 4.25% | – | 17 | 17.65% | 0.8 |
|
| 7272 |
7272
Genesis Wealth Advisors
Braintree,
Massachusetts
| $146M | +$4.13M | +3% | 2.21% | – | 67 | 13.43% | 6.2 |
|
| 7273 |
7273
Immersion
Aventura,
Florida
| $146M | -$16M | -10% | 9.21% | – | 9 | 33.33% | 0.6 |
|
| 7274 |
7274
Nova Wealth Management
Bonita Springs,
Florida
| $146M | +$3.88M | +3% | 1.67% | – | 609 | 8.54% | 0.8 |
|
| 7275 |
7275
Flavin Financial Services
Melbourne,
Florida
| $146M | +$5.12M | +4% | 1.4% | – | 73 | 9.59% | 0.9 |
|