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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3126 |
3126
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $460M | +$58.6M | +15% | 11.2% | 24.6% | 1,064 | 10.9% | 2.5 |
|
| 3127 |
3127
Probity Advisors
Dallas,
Texas
| $459M | +$25.3M | +6% | 9.59% | 61.7% | 208 | 16.83% | 4.7 |
|
| 3128 |
3128
Hutchinson Capital Management
San Rafael,
California
| $459M | +$33.3M | +8% | 9.97% | 52.6% | 83 | 4.82% | 4.6 |
|
| 3129 |
3129
Benjamin Edwards Inc
Clayton,
Missouri
| $459M | +$36.4M | +9% | 9.97% | 66.5% | 681 | 10.57% | 2.5 |
|
| 3130 |
PI
3130
Pennant Investors
Summit,
New Jersey
| $458M | +$181M | +65% | 13.9% | 372% | 45 | 73.33% | 0.8 |
|
| 3131 |
PO
3131
PBCay One
Dubai,
United Arab Emirates
| $458M | – | – | 10.7% | – | 13 | – | 0 |
|
| 3132 |
3132
Edge Wealth Management
New York
| $457M | +$29.4M | +7% | 11.7% | 75.3% | 83 | 9.64% | 5.6 |
|
| 3133 |
3133
White Lighthouse Investment Management
Bedford,
Massachusetts
| $457M | +$45.1M | +11% | 9.85% | 62% | 124 | 7.26% | 4.4 |
|
| 3134 |
3134
NBW Capital
Boston,
Massachusetts
| $457M | +$48.4M | +12% | 11% | 86% | 121 | 22.31% | 3.7 |
|
| 3135 |
3135
Blue Grotto Capital
Atlanta,
Georgia
| $457M | +$30.3M | +7% | 17.3% | 300% | 31 | 41.94% | 1.1 |
|
| 3136 |
3136
Meridian Wealth Advisors
Austin,
Texas
| $457M | +$56.5M | +14% | 9.69% | 79.9% | 184 | 7.07% | 3.7 |
|
| 3137 |
3137
XTX Topco
George Town,
Cayman Islands
| $457M | -$129M | -22% | 12.9% | 87.3% | 2,338 | 70.57% | 0.2 |
|
| 3138 |
3138
Leelyn Smith
Geneva,
Illinois
| $457M | +$46.8M | +11% | 9.93% | 77.3% | 127 | 18.11% | 2.9 |
|
| 3139 |
3139
Sargent Investment Group
Bethesda,
Maryland
| $457M | +$41.4M | +10% | 11.2% | 113% | 218 | 8.72% | 2.9 |
|
| 3140 |
3140
Cisco Systems
San Jose,
California
| $456M | +$46.8M | +11% | 11.5% | 210% | 4 | 25% | 1.4 |
|
| 3141 |
3141
Spirit of America Management Corp
Syosset,
New York
| $456M | +$13.1M | +3% | 6.46% | 113% | 270 | 12.96% | 5.2 |
|
| 3142 |
3142
Horst & Graben Wealth Management
Portland,
Oregon
| $455M | +$48.7M | +12% | 9.03% | 62.2% | 153 | 23.53% | 2.3 |
|
| 3143 |
3143
Gries Financial
Cleveland,
Ohio
| $455M | +$83.9M | +23% | 9.77% | 71.3% | 228 | 27.63% | 1.3 |
|
| 3144 |
3144
Vantage Wealth
Pasadena,
California
| $455M | +$55.7M | +14% | 7.68% | 56.1% | 43 | 13.95% | 4.2 |
|
| 3145 |
3145
Peak Asset Management
Louisville,
Colorado
| $454M | +$40.3M | +10% | 9.41% | 70.1% | 143 | 6.29% | 5.2 |
|
| 3146 |
3146
Schnieders Capital Management
Pasadena,
California
| $454M | +$7.28M | +2% | 11.5% | 103% | 206 | 15.05% | 5.3 |
|
| 3147 |
3147
Citizens Business Bank
Ontario,
California
| $454M | +$28.2M | +7% | 12% | 108% | 116 | 17.24% | 5.4 |
|
| 3148 |
3148
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $453M | +$26.8M | +6% | 7.67% | 60% | 65 | 9.23% | 4.5 |
|
| 3149 |
3149
Bourgeon Capital Management
Darien,
Connecticut
| $453M | +$26.5M | +6% | 11% | 121% | 424 | 11.32% | 2.6 |
|
| 3150 |
3150
Premier Path Wealth Partners
Madison,
New Jersey
| $452M | – | – | 12.2% | 98.8% | 333 | – | 0 |
|