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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
3226
James J. Burns & Company
Melville,
New York
| $394M | +$6.31M | +2% | 5.53% | 70.2% | 120 | 12.5% | 0.6 |
|
| 3227 |
CCP
3227
Caden Capital Partners
Santa Monica,
California
| $394M | +$60.6M | +18% | 0.04% | 19.1% | 16 | 37.5% | 0.4 |
|
| 3228 |
3228
Providence Capital Advisors
Charlotte,
North Carolina
| $394M | +$15.7M | +4% | 4.96% | 47.4% | 327 | 11.31% | 2.7 |
|
| 3229 |
3229
Covenant Asset Management
Chester,
New Jersey
| $394M | -$26.1M | -6% | 13.3% | 177% | 175 | 5.14% | 3.3 |
|
| 3230 |
3230
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| $394M | +$13.4M | +4% | 3.55% | 44% | 92 | 6.52% | 2.3 |
|
| 3231 |
3231
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| $394M | -$47.2M | -11% | 0.21% | 47.9% | 130 | 21.54% | 1.1 |
|
| 3232 |
3232
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $394M | -$2.28M | -0.6% | 2.75% | 75.6% | 81 | 8.64% | 1.8 |
|
| 3233 |
3233
Planning Center Inc
Moline,
Illinois
| $394M | +$29.6M | +8% | 3.61% | 38.9% | 79 | 29.11% | 0.9 |
|
| 3234 |
3234
Shah Capital Management
Raleigh,
North Carolina
| $394M | +$49.8M | +15% | 5.86% | 287% | 17 | 17.65% | 3.4 |
|
| 3235 |
3235
Requisite Capital Management
Dallas,
Texas
| $393M | +$68.8M | +21% | 3.06% | 41% | 80 | 22.5% | 1.6 |
|
| 3236 |
3236
Icon Advisers
Greenwood Village,
Colorado
| $393M | +$5.5K | +0% | 5.77% | 114% | 172 | 21.51% | 2.1 |
|
| 3237 |
3237
Naviter Wealth
Little Rock,
Arkansas
| $393M | +$107M | +38% | 5.29% | 87.1% | 237 | 20.68% | 0.8 |
|
| 3238 |
3238
Soundwatch Capital
Rowayton,
Connecticut
| $393M | -$42.1M | -10% | 8.73% | 68.6% | 34 | 29.41% | 0.6 |
|
| 3239 |
3239
Sio Capital Management
New York
| $393M | +$191M | +94% | 12.6% | 564% | 62 | 53.23% | 0.8 |
|
| 3240 |
VM
3240
VPR Management
Houston,
Texas
| $393M | -$86.6M | -18% | 4.89% | 54.5% | 54 | 1.85% | 2.6 |
|
| 3241 |
3241
Partners in Financial Planning
Salem,
Virginia
| $393M | +$12.7M | +3% | 3.13% | 38.9% | 95 | 3.16% | 1.7 |
|
| 3242 |
3242
Diversified
Wilmington,
Delaware
| $393M | +$113M | +41% | 7.56% | 34.4% | 156 | 14.74% | 1.5 |
|
| 3243 |
3243
Security National Bank
Omaha,
Nebraska
| $393M | +$17.8M | +5% | 10.5% | 125% | 105 | 5.71% | 3.4 |
|
| 3244 |
3244
Perennial Advisors
New York
| $392M | +$42.8M | +12% | 7.64% | – | 130 | 25.38% | 3.5 |
|
| 3245 |
3245
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| $392M | +$11.5M | +3% | 2.96% | 43.7% | 8 | 0% | 1.3 |
|
| 3246 |
3246
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $392M | +$17.8M | +5% | 4.41% | 39.1% | 46 | 2.17% | 4.7 |
|
| 3247 |
3247
ADW Capital Management
Miami Beach,
Florida
| $392M | +$51.9M | +15% | 10.8% | 78.2% | 7 | 0% | 2.9 |
|
| 3248 |
3248
Cornerstone Management
Duluth,
Georgia
| $392M | +$8.38M | +2% | 3.32% | 43.6% | 249 | 81.12% | 4.5 |
|
| 3249 |
3249
Intel Corp
Santa Clara,
California
| $392M | +$191M | +95% | 131% | 9.79% | 8 | 12.5% | 1 |
|
| 3250 |
3250
Boston Standard Wealth Management
Winchester,
Massachusetts
| $391M | +$42.6M | +12% | 3.48% | 47.1% | 42 | 7.14% | 4.6 |
|