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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2751 |
HP
2751
Harvey Partners
Tarrytown,
New York
| $455M | +$49.2M | +12% | 17.4% | 174% | 38 | 21.05% |
|
| 2752 |
WDL
2752
Well Done LLC
Holland,
Michigan
| $455M | -$45.6M | -9% | 13.5% | 77% | 203 | 20.2% |
|
| 2753 |
PA
2753
Procyon Advisors
Shelton,
Connecticut
| $455M | -$30.9M | -6% | 13% | 84.2% | 366 | 20.49% |
|
| 2754 |
TP
2754
TenCore Partners
New York
| $454M | -$148M | -25% | 27.5% | 50.4% | 14 | 7.14% |
|
| 2755 |
BIA
2755
Biondo Investment Advisors
Milford,
Pennsylvania
| $454M | -$113M | -20% | 17.8% | 83.4% | 80 | 6.25% |
|
| 2756 |
DWP
2756
Destiny Wealth Partners
Tavares,
Florida
| $454M | -$60M | -12% | 11.2% | 63.7% | 668 | 27.54% |
|
| 2757 |
CA
2757
Capital Advantage
Walnut Creek,
California
| $454M | +$18.9M | +4% | 8.91% | 44.4% | 46 | 13.04% |
|
| 2758 |
EC
2758
ECP ControlCo
Summit,
New Jersey
| $454M | -$134M | -23% | 24% | 42.5% | 8 | 12.5% |
|
| 2759 |
CIG
2759
Capricorn Investment Group
Palo Alto,
California
| $453M | -$400M | -47% | 36% | 95.9% | 14 | 7.14% |
|
| 2760 |
CA
2760
Crewe Advisors
Salt Lake City,
Utah
| $453M | -$59.7M | -12% | 16.4% | 96.1% | 1,172 | 57.59% |
|
| 2761 |
TW
2761
TrinityPoint Wealth
Milford,
Connecticut
| $453M | -$99.7M | -18% | 14.1% | 28.4% | 322 | 18.32% |
|
| 2762 |
KBFS
2762
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $452M | -$57.2M | -11% | 12.4% | 42.8% | 153 | 21.57% |
|
| 2763 |
APW
2763
Austin Private Wealth
Austin,
Texas
| $452M | -$48.9M | -10% | 14.4% | 62.3% | 175 | 31.43% |
|
| 2764 |
ANB
2764
Amarillo National Bank
Amarillo,
Texas
| $452M | -$64.8M | -13% | 13.5% | 56.3% | 111 | 10.81% |
|
| 2765 |
BWA
2765
BlueSky Wealth Advisors
New Bern,
North Carolina
| $451M | -$64.2M | -12% | 11.4% | 42.9% | 69 | 11.59% |
|
| 2766 |
SCP
2766
Searchlight Capital Partners
New York
| $450M | -$10.5M | -2% | 3.26% | 38.5% | 7 | 0% |
|
| 2767 |
KA
2767
KLCM Advisors
Milwaukee,
Wisconsin
| $449M | -$23M | -5% | 11.4% | 122% | 128 | 17.97% |
|
| 2768 |
HL
2768
HeadInvest LLC
Portland,
Maine
| $449M | -$73.9M | -14% | 11.3% | 59.1% | 229 | 5.68% |
|
| 2769 |
ACP
2769
Aviance Capital Partners
Naples,
Florida
| $449M | -$95.4M | -18% | 13.9% | 98.2% | 280 | 16.43% |
|
| 2770 |
SWPG
2770
Strategic Wealth Partners Group
Deerfield,
Illinois
| $449M | -$76M | -14% | 16.3% | – | 55 | 3.64% |
|
| 2771 |
CAC
2771
Certified Advisory Corp
Altamonte Springs,
Florida
| $449M | -$22.1M | -5% | 12.4% | 58.2% | 261 | 14.18% |
|
| 2772 |
AIM
2772
Arcadia Investment Management
Kalamazoo,
Michigan
| $448M | -$80.8M | -15% | 14.1% | 83.5% | 302 | 9.27% |
|
| 2773 |
PC
2773
Peavine Capital
Reno,
Nevada
| $448M | -$64.4M | -13% | 9.32% | 27.7% | 16 | 31.25% |
|
| 2774 |
BRF
2774
B. Riley Financial
Los Angeles,
California
| $448M | -$131M | -23% | 27.6% | 682% | 77 | 48.05% |
|
| 2775 |
CCM
2775
Coerente Capital Management
Toronto,
Ontario, Canada
| $448M | -$53.2M | -11% | 10.3% | 40% | 37 | 8.11% |
|