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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3851 |
SCM
3851
Stormborn Capital Management
Greenwich,
Connecticut
| $263M | +$30.7M | +13% | 21.1% | 256% | 33 | 39.39% | 0.6 |
|
| 3852 |
3852
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $263M | +$23.7M | +10% | 10.8% | 74% | 69 | 4.35% | 5.6 |
|
| 3853 |
3853
White Pine Investment Company
Livonia,
Michigan
| $263M | +$21.5M | +9% | 8.72% | 73.3% | 63 | 7.94% | 4.3 |
|
| 3854 |
3854
EPG Wealth Management
Atlanta,
Georgia
| $263M | +$19.2M | +8% | 8.69% | 96% | 400 | 9.5% | 1.2 |
|
| 3855 |
3855
Legacy Wealth Asset Management
Woodbury,
Minnesota
| $263M | +$33.8M | +15% | 12.8% | 116% | 351 | 15.1% | 1.3 |
|
| 3856 |
3856
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| $262M | +$7.01M | +3% | 6.66% | 73.9% | 231 | 12.99% | 0.9 |
|
| 3857 |
3857
Sutton Wealth Advisors
Tampa,
Florida
| $262M | +$16.8M | +7% | 9.18% | 40.9% | 1,734 | 10.15% | 3.7 |
|
| 3858 |
3858
Artia Global Partners
Miami,
Florida
| $262M | – | – | 21.2% | 725% | 25 | – | 0 |
|
| 3859 |
3859
Stephens Group
Little Rock,
Arkansas
| $262M | +$1.21M | +0.5% | 7.85% | 45% | 4 | 0% | 0.8 |
|
| 3860 |
3860
Elevated Capital Advisors
Sandy,
Utah
| $262M | +$7.94M | +3% | 5.55% | 46% | 177 | 28.81% | 2 |
|
| 3861 |
3861
Wildcat Capital Management
New York
| $262M | +$1.69M | +0.6% | 26.4% | 77.7% | 32 | 18.75% | 1.4 |
|
| 3862 |
3862
Smith & Howard Wealth Management
Atlanta,
Georgia
| $262M | +$27.2M | +12% | 7.47% | 43.8% | 73 | 16.44% | 3.9 |
|
| 3863 |
3863
Noked Israel
Ramat Hasharon,
Israel
| $262M | -$150M | -36% | 5.59% | 265% | 53 | 58.49% | 0.8 |
|
| 3864 |
3864
Wealth Alliance Advisory Group
Wichita,
Kansas
| $261M | +$34.6M | +15% | 9.66% | 72.7% | 184 | 20.65% | 2.8 |
|
| 3865 |
3865
Apeiron RIA
Dallas,
Texas
| $261M | +$44.2M | +20% | 9.53% | 68.5% | 191 | 16.23% | 0.5 |
|
| 3866 |
3866
Daniels + Tansey
Wilmington,
Delaware
| $261M | +$19.7M | +8% | 7.72% | 21.1% | 31 | 19.35% | 2 |
|
| 3867 |
3867
Toronado Partners
San Francisco,
California
| $261M | -$22.6M | -8% | 3.56% | 158% | 12 | 25% | 2.1 |
|
| 3868 |
3868
Strategic Equity Management
Tucson,
Arizona
| $261M | +$19.2M | +8% | 5.72% | 70.3% | 42 | 30.95% | 0.9 |
|
| 3869 |
3869
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $261M | +$39.5M | +18% | 9.5% | 73.6% | 30 | 13.33% | 4.8 |
|
| 3870 |
3870
Columbus Macro
New Castle,
Pennsylvania
| $261M | +$16.2M | +7% | 8.86% | 48.7% | 196 | 27.55% | 2.4 |
|
| 3871 |
3871
Windham Capital Management
Boston,
Massachusetts
| $260M | -$4.14M | -2% | 5.93% | 8.3% | 80 | 11.25% | 3.4 |
|
| 3872 |
3872
Wambolt & Associates
Littleton,
Colorado
| $260M | +$24.9M | +11% | 9.65% | 62.2% | 243 | 5.35% | 2.7 |
|
| 3873 |
3873
Rezny Wealth Management
Fort Myers,
Florida
| $260M | +$13.8M | +6% | 7.16% | 99.6% | 22 | 18.18% | 2.8 |
|
| 3874 |
3874
Reframe Wealth
Fairfax,
Virginia
| $260M | – | – | 6.08% | – | 61 | – | 0 |
|
| 3875 |
3875
Pinnacle Bancorp
Beatrice,
Nebraska
| $260M | +$28.4M | +12% | 10.9% | 72.9% | 775 | 9.29% | 3.6 |
|