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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
3401
Valicenti Advisory Services
Elmira,
New York
| $210M | +$5.38M | +3% | 1.23% | 134% | 66 | 7.58% | 3.7 |
|
| 3402 |
3402
Aspire Private Capital
Cornelius,
North Carolina
| $210M | +$974K | +0.5% | 1.61% | 49.6% | 592 | 21.62% | 0.6 |
|
| 3403 |
3403
Rock Creek Group
Washington,
District of Columbia
| $210M | -$8.86M | -4% | 2.84% | 37.2% | 144 | 47.22% | 0.5 |
|
| 3404 |
3404
Oarsman Capital
Milwaukee,
Wisconsin
| $210M | -$10.5M | -5% | 1.68% | 70.6% | 188 | 6.38% | 4.2 |
|
| 3405 |
3405
Stone Run Capital
New York
| $210M | -$9.13M | -4% | 0.69% | 77.8% | 60 | 3.33% | 4.9 |
|
| 3406 |
3406
American Securities
New York
| $210M | -$12M | -5% | 3.3% | – | 2 | 50% | 2.8 |
|
| 3407 |
3407
Evolution Wealth Advisors
Aventura,
Florida
| $210M | -$21.6M | -9% | 1.2% | 84.5% | 618 | 46.76% | 0.2 |
|
| 3408 |
3408
Minot Capital
Broomfield,
Colorado
| $210M | +$25.1M | +14% | 0.35% | 19.6% | 11 | 18.18% | 0.6 |
|
| 3409 |
3409
Crossvault Capital Management
San Antonio,
Texas
| $210M | +$5.49M | +3% | 2.14% | 56.4% | 80 | 6.25% | 3 |
|
| 3410 |
3410
Keystone Financial Planning
Cleveland,
Ohio
| $209M | +$5.1M | +2% | 1.91% | 46% | 48 | 6.25% | 4 |
|
| 3411 |
3411
Spring Creek Capital
Wichita,
Kansas
| $209M | -$67.7M | -24% | 15% | 312% | 22 | 59.09% | 0.3 |
|
| 3412 |
TCPWM
3412
Traverso Chambers Private Wealth Management
Santa Rosa,
California
| $209M | +$4.42M | +2% | 0.74% | 16.4% | 100 | 5% | 0.7 |
|
| 3413 |
DC
3413
Derby & Company
Newton,
Massachusetts
| $209M | +$11.4M | +6% | 1.64% | 33.7% | 31 | 12.9% | 1.1 |
|
| 3414 |
SIA
3414
Strategic Investment Advisors
Farmington Hills,
Michigan
| $209M | +$25.5M | +14% | 1.05% | 66.1% | 170 | 19.41% | 0.5 |
|
| 3415 |
3415
Weik Capital Management
Wyomissing,
Pennsylvania
| $209M | -$24K | -0% | 1.81% | 66.9% | 121 | 7.44% | 4.3 |
|
| 3416 |
3416
Bourne Lent Asset Management
Pawling,
New York
| $209M | -$111K | -0.1% | 2.44% | 76.1% | 58 | 5.17% | 3.6 |
|
| 3417 |
3417
Ironwood Financial
Tucson,
Arizona
| $208M | +$4.69M | +2% | 0.31% | 54.1% | 410 | 5.37% | 2.9 |
|
| 3418 |
3418
Pacifica Capital Investments
Leander,
Texas
| $208M | -$7.82M | -4% | 0.47% | 70.4% | 22 | 18.18% | 4 |
|
| 3419 |
3419
Summit Financial Strategies
Columbus,
Ohio
| $208M | +$2.08M | +1% | 0.03% | 59.4% | 62 | 11.29% | 2.9 |
|
| 3420 |
3420
Alliance Wealth Management Group
Flemington,
New Jersey
| $208M | +$3.94M | +2% | 0.53% | – | 58 | 6.9% | 2.2 |
|
| 3421 |
3421
Alatus Capital
Geneva,
Switzerland
| $208M | -$11.1M | -5% | 6.6% | 33% | 2 | 0% | 1.8 |
|
| 3422 |
3422
Game Creek Capital
Boston,
Massachusetts
| $208M | +$34.8M | +20% | 1.97% | 176% | 63 | 28.57% | 1 |
|
| 3423 |
3423
Boston Standard Wealth Management
Winchester,
Massachusetts
| $207M | +$2.94M | +1% | 0.47% | 47.1% | 33 | 12.12% | 2.5 |
|
| 3424 |
3424
Clifford Capital Partners
Alpine,
Utah
| $207M | +$21K | +0% | 0.13% | 77.3% | 35 | 8.57% | 1.3 |
|
| 3425 |
3425
Hendley & Co
Zanesville,
Ohio
| $207M | -$6.14M | -3% | 1.58% | 54.8% | 62 | 6.45% | 4 |
|