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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7576 |
7576
Sage Investment Advisers
Wappingers Falls,
New York
| $133M | – | – | 3.54% | – | 86 | – | 2.3 |
|
| 7577 |
7577
Orcam Financial Group
Encinitas,
California
| $133M | +$9.5M | +8% | 1.66% | 40% | 59 | 8.47% | 2.3 |
|
| 7578 |
7578
Intrinsic Value Partners
Phoenix,
Arizona
| $133M | +$9.8M | +8% | 6.75% | 126% | 70 | 5.71% | 2.7 |
|
| 7579 |
7579
Raffles Associates
New York
| $133M | +$25.9M | +24% | 1.67% | 50% | 62 | 33.87% | 2.8 |
|
| 7580 |
7580
Dorato Capital Management
Denver,
Colorado
| $133M | – | – | 1.56% | – | 256 | – | 0 |
|
| 7581 |
7581
Collier Financial
Denver,
Colorado
| $133M | +$168K | +0.1% | 1.36% | – | 135 | 6.67% | 0.9 |
|
| 7582 |
7582
AGH Wealth Advisors
Wichita,
Kansas
| $133M | -$3.32M | -2% | 3.53% | – | 128 | 13.28% | 0.9 |
|
| 7583 |
7583
Gilbert Capital Group
North Yarmouth,
Maine
| $133M | +$3.76M | +3% | 2.55% | – | 58 | 20.69% | 0.4 |
|
| 7584 |
7584
Lionshead Wealth Management
New York
| $133M | +$6.96M | +6% | 2.26% | – | 109 | 8.26% | 0.8 |
|
| 7585 |
7585
Westwood Wealth Management
Los Angeles,
California
| $133M | -$140M | -51% | 2.26% | 495% | 134 | 86.57% | 0.5 |
|
| 7586 |
7586
Joel Adams & Associates
Asheville,
North Carolina
| $133M | +$9.05M | +7% | 1.78% | – | 66 | 9.09% | 0.9 |
|
| 7587 |
7587
Legacy Advisory Services
Exton,
Pennsylvania
| $133M | +$180K | +0.1% | 1.22% | 59.4% | 52 | 5.77% | 1.5 |
|
| 7588 |
7588
Demming Financial Services
Aurora,
Ohio
| $133M | – | – | 3.2% | – | 35 | – | 0 |
|
| 7589 |
7589
Lexington Hill Partners
Dallas,
Texas
| $133M | – | – | 2.32% | – | 67 | – | 0 |
|
| 7590 |
SIM
7590
Summitas Investment Management
Mckinney,
Texas
| $133M | – | – | 3.72% | – | 10 | – | 0 |
|
| 7591 |
7591
Farnam Financial
Phoenix,
Arizona
| $133M | +$4.18M | +3% | 1.87% | – | 55 | 10.91% | 1 |
|
| 7592 |
7592
Williams & Novak
Westlake Village,
California
| $133M | +$2.84M | +2% | 4.34% | 61.6% | 159 | 23.27% | 1.2 |
|
| 7593 |
7593
Topor & Co Korea
Seoul,
| $133M | – | – | 2.76% | – | 15 | – | 0 |
|
| 7594 |
7594
Rainier Family Wealth
Tacoma,
Washington
| $133M | +$20.5M | +18% | 2.36% | – | 93 | 25.81% | 0.7 |
|
| 7595 |
7595
Somerset Group
Wayzata,
Minnesota
| $133M | +$6.46M | +5% | 5.19% | 84.6% | 64 | 14.06% | 7.3 |
|
| 7596 |
7596
Sunrise Financial Services
Burien,
Washington
| $133M | – | – | 1.78% | – | 532 | – | 0 |
|
| 7597 |
7597
Stanich Group
Montauk,
New York
| $133M | -$30.7M | -19% | 2.32% | – | 59 | 25.42% | 0.8 |
|
| 7598 |
7598
Boreal Capital Management
Miami,
Florida
| $133M | +$8.39M | +7% | 1.33% | – | 535 | 12.34% | 0.4 |
|
| 7599 |
7599
Fairway Financial
Casselberry,
Florida
| $132M | +$5.63M | +4% | 1.28% | – | 22 | 0% | 1 |
|
| 7600 |
7600
Atlantic Family Wealth
Coral Gables,
Florida
| $132M | +$3.02M | +2% | 0.83% | – | 57 | 7.02% | 0.8 |
|