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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
3826
Riversedge Advisors
Wilmington,
Delaware
| $307M | -$7.81M | -2% | 5.45% | 71.3% | 68 | 7.35% | 1.5 |
|
| 3827 |
3827
Alliance Wealth Management Group
Flemington,
New Jersey
| $307M | -$15.1M | -5% | 5.57% | 43.4% | 76 | 5.26% | 3.4 |
|
| 3828 |
HCM
3828
Horrell Capital Management
Little Rock,
Arkansas
| $307M | -$8.7M | -3% | 3.41% | 55.6% | 208 | 6.73% | 4.8 |
|
| 3829 |
3829
Spinnaker Investment Group
Newport Beach,
California
| $307M | +$22.3M | +8% | 4.76% | 56.9% | 94 | 10.64% | 0.2 |
|
| 3830 |
3830
Argyle Capital Management
Center Valley,
Pennsylvania
| $307M | -$13.2M | -4% | 2.55% | 106% | 132 | 5.3% | 7 |
|
| 3831 |
3831
Rezny Wealth Management
Fort Myers,
Florida
| $307M | -$15.2M | -5% | 3.8% | 99.6% | 22 | 13.64% | 2.5 |
|
| 3832 |
3832
Opes Wealth Management
Menlo Park,
California
| $307M | -$14.7M | -5% | 5.81% | 54.1% | 113 | 11.5% | 1.7 |
|
| 3833 |
3833
Pasadena Private Wealth
Pasadena,
California
| $307M | +$1.59M | +0.5% | 1.61% | 53% | 125 | 24.8% | 1.5 |
|
| 3834 |
3834
Southern Wealth Management
Dallas,
Texas
| $307M | +$54.3M | +21% | 6.3% | 50% | 61 | 14.75% | 1.9 |
|
| 3835 |
3835
Allied Investment Advisors
Billings,
Montana
| $307M | +$14.7M | +5% | 0.52% | 68.4% | 64 | 7.81% | 2.9 |
|
| 3836 |
3836
Concentric Capital Strategies
Stamford,
Connecticut
| $307M | – | – | 0.71% | 165% | 140 | – | 0 |
|
| 3837 |
BC
3837
Bullfrog Capital
Palo Alto,
California
| $307M | -$139M | -31% | 28.7% | – | 4 | 0% | 0.3 |
|
| 3838 |
3838
Pacifica Capital Investments
Leander,
Texas
| $307M | -$18.3M | -6% | 2.82% | 70.4% | 21 | 4.76% | 6.1 |
|
| 3839 |
3839
LexAurum Advisors
Overland Park,
Kansas
| $307M | -$598K | -0.2% | 2.21% | – | 285 | 21.05% | 2.1 |
|
| 3840 |
3840
ACME LLC
San Francisco,
California
| $306M | -$236M | -44% | 25.6% | 199% | 9 | 11.11% | 0.6 |
|
| 3841 |
3841
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| $306M | +$4.22M | +1% | 3.23% | 143% | 90 | 47.78% | 1.1 |
|
| 3842 |
3842
Greenhaven Road Investment Management
Greenwich,
Connecticut
| $306M | -$138M | -31% | 25.3% | 70.2% | 62 | 33.87% | 0.6 |
|
| 3843 |
3843
Oxbow Capital Management (HK)
Hong Kong
| $306M | +$74.7M | +32% | 41.9% | 2,244% | 11 | 63.64% | 0.1 |
|
| 3844 |
3844
High Probability Advisors
Pittsford,
New York
| $306M | +$36.8M | +14% | 5.04% | 52.6% | 48 | 20.83% | 0.9 |
|
| 3845 |
3845
Independent Family Office
Albany,
New York
| $306M | +$41M | +15% | 4.05% | 68.4% | 75 | 32% | 1.5 |
|
| 3846 |
3846
Optas LLC
Austin,
Texas
| $306M | -$47.4M | -13% | 6.54% | 118% | 160 | 10.63% | 1.7 |
|
| 3847 |
3847
Adams Wealth Management
Logan,
Utah
| $305M | -$35M | -10% | 4.16% | 105% | 79 | 12.66% | 1.8 |
|
| 3848 |
3848
Mattern Wealth Management
Lawrence,
Kansas
| $305M | -$35.1M | -10% | 2.18% | 54% | 183 | 22.4% | 1.6 |
|
| 3849 |
3849
Hill Investment Group Partners
St. Louis,
Missouri
| $305M | +$134M | +78% | 3.49% | 50.6% | 34 | 8.82% | 0.6 |
|
| 3850 |
3850
Steginsky Capital
Port Washington,
New York
| $305M | $0 | 0% | 1.45% | 99.4% | 7 | 0% | 5.1 |
|