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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
3726
Cypress Asset Management
Houston,
Texas
| $299M | -$11.7M | -4% | 3.23% | 141% | 123 | 10.57% | 6.2 |
|
| 3727 |
3727
True Wealth Design
Akron,
Ohio
| $299M | +$25.3M | +9% | 2.43% | 57% | 823 | 11.54% | 0.7 |
|
| 3728 |
GWM
3728
GSB Wealth Management
Guilford,
Connecticut
| $299M | -$8.77M | -3% | 3.63% | 61.8% | 215 | 11.16% | 2.3 |
|
| 3729 |
3729
Whitegate Investment Counselors
Concord,
New Hampshire
| $299M | -$5.98M | -2% | 3.25% | 48% | 62 | 4.84% | 6.2 |
|
| 3730 |
3730
CoreCommodity Management
Stamford,
Connecticut
| $298M | -$41.6M | -12% | 3.41% | 65.8% | 191 | 25.65% | 3.2 |
|
| 3731 |
3731
Concord Asset Management (Virginia)
Abingdon,
Virginia
| $298M | +$14.7M | +5% | 2.09% | 64.7% | 143 | 28.67% | 0.7 |
|
| 3732 |
3732
Carderock Capital Management
Chevy Chase,
Maryland
| $298M | -$24.5M | -8% | 4.4% | 97.6% | 59 | 5.08% | 6.1 |
|
| 3733 |
3733
Monument Capital Management
Alexandria,
Virginia
| $298M | -$15.7M | -5% | 0.93% | 170% | 190 | 29.47% | 1.8 |
|
| 3734 |
3734
Waypoint Capital Advisors
Minneapolis,
Minnesota
| $298M | -$22.5M | -7% | 4.29% | 50.3% | 136 | 18.38% | 1.4 |
|
| 3735 |
3735
Castle Rock Wealth Management
Walnut Creek,
California
| $298M | +$5.15M | +2% | 1.9% | 115% | 220 | 7.73% | 2.2 |
|
| 3736 |
3736
Mission Creek Capital Partners
San Francisco,
California
| $298M | -$12.4M | -4% | 2.68% | 138% | 227 | 5.73% | 3 |
|
| 3737 |
3737
Globe Life
Mckinney,
Texas
| $298M | -$3.11M | -1% | 3.71% | 60.1% | 2 | 50% | 3.4 |
|
| 3738 |
3738
Spinnaker Investment Group
Newport Beach,
California
| $298M | -$6.15M | -2% | 3.66% | 56.9% | 87 | 9.2% | 1.4 |
|
| 3739 |
3739
Lavaca Capital
Houston,
Texas
| $298M | -$44M | -13% | 2.84% | 46.5% | 155 | 10.97% | 2 |
|
| 3740 |
3740
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| $297M | -$48.1M | -14% | 3.13% | 87.9% | 257 | 17.51% | 3.1 |
|
| 3741 |
IBT
3741
International Biotechnology Trust
London,
United Kingdom
| $297M | -$31.7M | -10% | 7.62% | 11.1% | 70 | 20% | 1.8 |
|
| 3742 |
3742
B. Riley Financial
Los Angeles,
California
| $297M | -$89.1M | -23% | 18.5% | 682% | 32 | 34.38% | 1.4 |
|
| 3743 |
3743
Key Financial Inc
West Chester,
Pennsylvania
| $297M | -$5.22M | -2% | 4.05% | 55.5% | 1,412 | 7.08% | 2 |
|
| 3744 |
3744
Noble Family Wealth
Clearwater,
Florida
| $297M | -$10.8M | -4% | 3.89% | 60% | 68 | 13.24% | 0.5 |
|
| 3745 |
3745
Source Financial Advisors
New York
| $296M | -$8.25M | -3% | 2.96% | 18.5% | 137 | 16.06% | 1.8 |
|
| 3746 |
3746
Essex Savings Bank
Essex,
Connecticut
| $296M | -$3.2M | -1% | 0.81% | 95.2% | 243 | 11.93% | 3.2 |
|
| 3747 |
3747
Strategic Financial Concepts
San Antonio,
Texas
| $296M | +$24.8M | +9% | 3.32% | 56.8% | 288 | 19.1% | 0.4 |
|
| 3748 |
3748
Ardmore Road Asset Management
New York
| $296M | -$35.9M | -11% | 0.05% | 245% | 42 | 69.05% | 0.3 |
|
| 3749 |
3749
WESPAC Advisors SoCal
Pasadena,
California
| $296M | +$3.9M | +1% | 2.31% | 135% | 93 | 16.13% | 3.1 |
|
| 3750 |
3750
Cove Street Capital
El Segundo,
California
| $296M | -$26.6M | -8% | 6.99% | 84.2% | 85 | 10.59% | 3.3 |
|