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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
3701
Sendero Wealth Management
San Antonio,
Texas
| $281M | +$40.9M | +17% | 8.93% | 99.2% | 118 | 31.36% | 0.5 |
|
| 3702 |
3702
Spinnaker Investment Group
Newport Beach,
California
| $281M | +$25.8M | +10% | 7.57% | 56.9% | 87 | 8.05% | 0.8 |
|
| 3703 |
3703
Abacus Wealth Partners
Santa Monica,
California
| $281M | +$92.3M | +49% | 7.6% | 46% | 90 | 26.67% | 1.3 |
|
| 3704 |
3704
Sycale Advisors
New York
| $281M | +$28.1M | +11% | 4.31% | 31.5% | 26 | 42.31% | 1.3 |
|
| 3705 |
3705
Regatta Capital Group
El Segundo,
California
| $281M | +$36.1M | +15% | 7.23% | 78.1% | 185 | 17.3% | 0.8 |
|
| 3706 |
CCP
3706
Caden Capital Partners
Santa Monica,
California
| $281M | – | – | 10.9% | 19.1% | 13 | – | 0 |
|
| 3707 |
OIM
3707
Opus Investment Management
Worcester,
Massachusetts
| $281M | -$149M | -35% | 11.7% | 52.8% | 92 | 20.65% | 5.6 |
|
| 3708 |
3708
SeaBridge Investment Advisors
Summit,
New Jersey
| $281M | -$6.14M | -2% | 8.28% | 128% | 138 | 15.94% | 4.7 |
|
| 3709 |
3709
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $281M | +$65M | +30% | 7.64% | 57.9% | 50 | 26% | 1.4 |
|
| 3710 |
AIS
3710
AM Investment Strategies
Chattanooga,
Tennessee
| $280M | +$7.62M | +3% | 3.42% | 121% | 105 | 23.81% | 1.6 |
|
| 3711 |
3711
Farmers National Bank
Danville,
Kentucky
| $280M | +$30.9M | +12% | 11.6% | – | 150 | 6% | 5.5 |
|
| 3712 |
3712
Pacific Life Fund Advisors
Newport Beach,
California
| $280M | – | – | 7.3% | 47.6% | 8 | – | 0 |
|
| 3713 |
GWM
3713
GSB Wealth Management
Guilford,
Connecticut
| $280M | +$4.34M | +2% | 10.2% | 61.8% | 212 | 15.09% | 1.8 |
|
| 3714 |
3714
CVentures
Denver,
Colorado
| $280M | – | – | 15.2% | – | 1 | – | 9 |
|
| 3715 |
3715
AXS Investments
Port Chester,
New York
| $280M | +$22.6M | +9% | 10.1% | 104% | 366 | 49.45% | 0.4 |
|
| 3716 |
LCM
3716
Lionstone Capital Management
New York
| $280M | +$39.8M | +17% | 8.78% | 74.1% | 16 | 25% | 3.4 |
|
| 3717 |
3717
Mission Creek Capital Partners
San Francisco,
California
| $280M | +$15.2M | +6% | 10.3% | 138% | 227 | 13.66% | 2.4 |
|
| 3718 |
3718
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $279M | +$12.4M | +5% | 8.15% | 111% | 148 | 10.14% | 4.6 |
|
| 3719 |
3719
LexAurum Advisors
Overland Park,
Kansas
| $279M | +$20.6M | +8% | 6.9% | – | 264 | 13.64% | 2.5 |
|
| 3720 |
3720
LWMG LLC
Lake Elmo,
Minnesota
| $279M | – | – | 8.27% | – | 89 | – | 0 |
|
| 3721 |
3721
Cavalier Investments
Alpharetta,
Georgia
| $279M | +$1.81M | +0.7% | 6.44% | 171% | 102 | 10.78% | 1.8 |
|
| 3722 |
3722
Aspire Private Capital
Cornelius,
North Carolina
| $278M | +$15.6M | +6% | 6.7% | 49.6% | 696 | 7.61% | 2.1 |
|
| 3723 |
3723
Redmond Asset Management
Henrico,
Virginia
| $278M | +$9.7M | +4% | 9.25% | 68.2% | 178 | 9.55% | 4.1 |
|
| 3724 |
3724
Secure Asset Management
Troy,
Michigan
| $278M | +$100M | +56% | 7.41% | 97.2% | 205 | 29.27% | 1.3 |
|
| 3725 |
TAA
3725
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $278M | +$822K | +0.3% | 0.53% | 312% | 43 | 9.3% | 1.1 |
|