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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| $470M | +$4.37M | +0.9% | 0.97% | 53.6% | 63 | 7.94% | 5.6 |
|
| 3752 |
3752
Granite Bay Wealth Management
Portsmouth,
New Hampshire
| $470M | +$54.3M | +13% | 2.25% | – | 107 | 22.43% | 1.4 |
|
| 3753 |
3753
Astoria Portfolio Advisors
New York
| $470M | +$30.3M | +7% | 0.47% | 75.4% | 316 | 15.19% | 1.7 |
|
| 3754 |
3754
Uniting Wealth Partners
Mission,
Kansas
| $470M | +$143M | +44% | 2.48% | – | 214 | 32.71% | 0.6 |
|
| 3755 |
3755
Stonebrook Private
Northville,
Michigan
| $470M | -$8.11M | -2% | 1.84% | – | 235 | 15.32% | 1.5 |
|
| 3756 |
3756
CM Wealth Advisors
Beachwood,
Ohio
| $470M | +$27M | +6% | 3.06% | 64.7% | 151 | 11.92% | 1.6 |
|
| 3757 |
3757
Abel Hall LLC
Baton Rouge,
Louisiana
| $469M | +$41.3M | +10% | 5.57% | 133% | 991 | 46.12% | 0.5 |
|
| 3758 |
KDA
3758
Kraft Davis & Associates
St. Louis,
Missouri
| $469M | +$23.2M | +5% | 0.28% | 81.8% | 171 | 23.39% | 1.9 |
|
| 3759 |
3759
Archer Investment Corporation
Carmel,
Indiana
| $469M | +$25.8M | +6% | 1.34% | 76.1% | 1,317 | 15.41% | 3.3 |
|
| 3760 |
3760
Regents Gate Capital
London,
United Kingdom
| $469M | +$157M | +50% | 2.05% | – | 51 | 56.86% | 0.4 |
|
| 3761 |
3761
Mass General Brigham
Somerville,
Massachusetts
| $469M | -$341M | -42% | 4.47% | – | 7 | 14.29% | 0.8 |
|
| 3762 |
3762
Voisard Asset Management Group
Grand Rapids,
Michigan
| $469M | +$5.54M | +1% | 0.32% | 50.5% | 110 | 14.55% | 1.5 |
|
| 3763 |
3763
Stieven Capital Advisors
St. Louis,
Missouri
| $468M | -$71.3M | -13% | 1.76% | 117% | 43 | 30.23% | 4.1 |
|
| 3764 |
3764
Lightrock Netherlands
Utrecht,
Netherlands
| $468M | -$14.2M | -3% | 8.15% | – | 39 | 2.56% | 1.2 |
|
| 3765 |
3765
Keystone Wealth Services
Palm Desert,
California
| $468M | -$6.89M | -1% | 0.42% | 91.1% | 333 | 37.84% | 1.9 |
|
| 3766 |
SP
3766
Solel Partners
Boston,
Massachusetts
| $468M | -$151M | -24% | 15.1% | 25.9% | 23 | 21.74% | 2 |
|
| 3767 |
3767
Verde Capital Management
Clarkston,
Michigan
| $468M | -$1.24M | -0.3% | 3.81% | 80.3% | 74 | 16.22% | 2.8 |
|
| 3768 |
3768
Panview Capital
Hong Kong
| $467M | +$189M | +68% | 1.51% | – | 15 | 60% | 0.4 |
|
| 3769 |
3769
Hartree Partners
New York
| $467M | +$190M | +69% | 28.1% | 138% | 143 | 72.73% | 0.3 |
|
| 3770 |
JHC
3770
Jones Hill Capital
New York
| $466M | – | – | 12.7% | – | 26 | – | 0 |
|
| 3771 |
3771
Unio Capital
Princeton,
New Jersey
| $466M | -$65.1M | -12% | 3.46% | 97.8% | 27 | 29.63% | 4.4 |
|
| 3772 |
3772
Liquid Strategies
Atlanta,
Georgia
| $465M | +$6.09M | +1% | 2.67% | 52.4% | 9 | 11.11% | 4.1 |
|
| 3773 |
3773
Renaissance Investment Group
Lenox,
Massachusetts
| $465M | -$30.9M | -6% | 2.27% | 110% | 84 | 10.71% | 7.3 |
|
| 3774 |
3774
Canal Insurance Company
Greenville,
South Carolina
| $465M | +$52.8M | +13% | 11% | 114% | 76 | 19.74% | 5.9 |
|
| 3775 |
3775
Atlanta Consulting Group Advisors
Atlanta,
Georgia
| $465M | +$23.7M | +5% | 1.14% | – | 168 | 19.64% | 1.5 |
|