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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3626 |
3626
Cutter & Co Brokerage
Ballwin,
Missouri
| $269M | -$23.8M | -8% | 4.8% | 40.4% | 240 | 10.42% | 3.3 |
|
| 3627 |
3627
Rock Point Advisors
Burlington,
Vermont
| $269M | -$23.8M | -8% | 8.53% | 82.8% | 101 | 11.88% | 4.4 |
|
| 3628 |
3628
Stokes Capital Advisors
Greenwood,
South Carolina
| $269M | -$17.1M | -6% | 5.31% | 61.3% | 83 | 6.02% | 3 |
|
| 3629 |
3629
Redmond Asset Management
Henrico,
Virginia
| $269M | -$9.9M | -4% | 3.1% | 68.2% | 187 | 8.56% | 3.9 |
|
| 3630 |
3630
Hudson Edge Investment Partners
Jersey City,
New Jersey
| $269M | -$5.71M | -2% | 3.78% | 67.9% | 152 | 15.79% | 3.9 |
|
| 3631 |
3631
Xcel Wealth Management
Holly Hill,
Florida
| $269M | -$5.78M | -2% | 5.32% | 98.8% | 127 | 11.02% | 2.5 |
|
| 3632 |
3632
Rollins Financial
Atlanta,
Georgia
| $268M | -$16M | -6% | 5% | – | 117 | 20.51% | 1.3 |
|
| 3633 |
3633
Bloom Tree Partners
New York
| $268M | -$158M | -37% | 1.61% | 20.4% | 137 | 49.64% | 1.2 |
|
| 3634 |
3634
Great Point Wealth Advisors
Boston,
Massachusetts
| $268M | -$14.1M | -5% | 7.23% | – | 67 | 7.46% | 2.2 |
|
| 3635 |
OFCM
3635
One Fin Capital Management
San Francisco,
California
| $268M | -$19.7M | -7% | 4.44% | 92% | 40 | 57.5% | 0.5 |
|
| 3636 |
3636
Allied Investment Advisors
Billings,
Montana
| $268M | -$10.7M | -4% | 5.92% | 68.4% | 57 | 7.02% | 3.6 |
|
| 3637 |
3637
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| $268M | -$3.57M | -1% | 4.96% | 62.3% | 112 | 16.07% | 4.4 |
|
| 3638 |
3638
Eclipse Ventures
Palo Alto,
California
| $268M | +$51.2M | +24% | 85.8% | – | 3 | 0% | 0.8 |
|
| 3639 |
3639
Ribbit Capital GP II
Palo Alto,
California
| $268M | +$49.8M | +23% | 22.9% | – | 1 | 0% | 0.8 |
|
| 3640 |
3640
Windsor Capital Management
Phoenix,
Arizona
| $267M | -$13.2M | -5% | 4.33% | 49.1% | 118 | 8.47% | 5.8 |
|
| 3641 |
3641
Orchard Capital Management
Chicago,
Illinois
| $267M | -$52.8M | -16% | 1.57% | 140% | 53 | 9.43% | 1.3 |
|
| 3642 |
KMWM
3642
Keudell/Morrison Wealth Management
Salem,
Oregon
| $267M | -$7.98M | -3% | 6.55% | – | 182 | 10.44% | 2.5 |
|
| 3643 |
BDWCC
3643
B&D White Capital Company
Lakeway,
Texas
| $267M | +$32.3M | +14% | 7.78% | 38.1% | 67 | 37.31% | 0.7 |
|
| 3644 |
3644
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $267M | -$38.9M | -13% | 4.79% | 86.1% | 206 | 9.22% | 5.9 |
|
| 3645 |
3645
Liberty Capital Management
Birmingham,
Michigan
| $267M | -$13.9M | -5% | 4.75% | – | 135 | 5.19% | 5.4 |
|
| 3646 |
3646
Adams Wealth Management
Logan,
Utah
| $267M | +$3.27M | +1% | 3.54% | 105% | 92 | 29.35% | 1.7 |
|
| 3647 |
3647
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $267M | -$23.6M | -8% | 3.6% | 111% | 597 | 76.55% | 4.3 |
|
| 3648 |
3648
Athyrium Capital Management
New York
| $267M | +$29.2M | +12% | 16.8% | 25.1% | 11 | 9.09% | 1 |
|
| 3649 |
3649
Elequin Capital
New York
| $267M | -$170M | -39% | 5.61% | 52.4% | 746 | 68.77% | 0.2 |
|
| 3650 |
3650
Financial & Tax Architects
St Louis,
Missouri
| $267M | +$2.84M | +1% | 4.02% | 50.2% | 83 | 30.12% | 1.1 |
|