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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 |
3851
Cypress Asset Management
Houston,
Texas
| $455M | +$15.4M | +4% | 5.07% | 141% | 108 | 5.56% | 7.1 |
|
| 3852 |
3852
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $455M | -$1.77M | -0.4% | 0.29% | 117% | 128 | 9.38% | 1.9 |
|
| 3853 |
3853
Landaas & Company
Milwaukee,
Wisconsin
| $455M | +$14.5M | +3% | 2.6% | 68.3% | 134 | 14.18% | 3.1 |
|
| 3854 |
3854
DecisionPoint Financial
Mesa,
Arizona
| $454M | +$25.6M | +6% | 1.82% | 48% | 749 | 15.49% | 1 |
|
| 3855 |
3855
Almitas Capital
Santa Monica,
California
| $454M | +$17.3M | +4% | 1.45% | 86.1% | 123 | 60.16% | 0.6 |
|
| 3856 |
3856
Garden State Investment Advisory Services
Red Bank,
New Jersey
| $454M | +$4.64M | +1% | 2.04% | 94% | 361 | 23.55% | 1.6 |
|
| 3857 |
3857
Eldridge Investment Advisors
Manchester,
New Hampshire
| $454M | +$14.9M | +3% | 1.65% | 50.9% | 165 | 9.09% | 4 |
|
| 3858 |
3858
Horiko Capital Management
New York
| $454M | +$31.7M | +8% | 11.2% | 275% | 17 | 0% | 5 |
|
| 3859 |
3859
Reverence Capital Partners
New York
| $453M | +$37.4M | +9% | 9% | 5.38% | 1 | 0% | 1.8 |
|
| 3860 |
3860
Bridgewealth Advisory Group
Fresno,
California
| $453M | +$21.5M | +5% | 1.35% | 39.1% | 139 | 15.83% | 1.1 |
|
| 3861 |
3861
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $453M | +$13.1M | +3% | 1.78% | 55.5% | 108 | 7.41% | 4.2 |
|
| 3862 |
3862
Nitorum Capital
New York
| $452M | -$117M | -21% | 1.75% | 87.1% | 28 | 14.29% | 4.4 |
|
| 3863 |
CMAI
3863
Capital Management Associates Inc
Minneapolis,
Minnesota
| $452M | +$82.3M | +22% | 4.22% | 75.6% | 164 | 19.51% | 1.1 |
|
| 3864 |
3864
Winch Advisory Services
Appleton,
Wisconsin
| $452M | +$7.68M | +2% | 2.1% | 80.8% | 532 | 5.45% | 5.2 |
|
| 3865 |
3865
Aries Wealth Management
Portland,
Maine
| $452M | +$29M | +7% | 3.04% | 87.7% | 242 | 8.26% | 2.8 |
|
| 3866 |
RS
3866
Retirement Solution
Redmond,
Washington
| $451M | +$32.2M | +8% | 2.25% | 77.3% | 60 | 20% | 1.6 |
|
| 3867 |
3867
Scott Capital Advisors
Portland,
Oregon
| $451M | +$9.6M | +2% | 0.99% | 50.9% | 54 | 5.56% | 2.8 |
|
| 3868 |
3868
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| $451M | +$23.1M | +5% | 8.13% | 143% | 86 | 37.21% | 2 |
|
| 3869 |
3869
Waller Financial Planning Group
Columbus,
Ohio
| $450M | +$14.5M | +3% | 1.64% | 47.5% | 78 | 12.82% | 4.4 |
|
| 3870 |
3870
IAM Advisory
Easton,
Pennsylvania
| $450M | +$5.33M | +1% | 2.5% | 74.5% | 115 | 20.87% | 2.2 |
|
| 3871 |
3871
Marion Wealth Management
Monroeville,
Pennsylvania
| $450M | +$28.3M | +7% | 1.21% | 51.7% | 146 | 8.22% | 2.5 |
|
| 3872 |
3872
Wiser Wealth Management
Marietta,
Georgia
| $450M | +$12.4M | +3% | 1.31% | 53% | 57 | 8.77% | 2.4 |
|
| 3873 |
3873
Capital City Trust
Tallahassee,
Florida
| $450M | +$40.9M | +10% | 1.57% | 98.5% | 118 | 9.32% | 7.2 |
|
| 3874 |
3874
Aspire Private Capital
Cornelius,
North Carolina
| $450M | -$5.4M | -1% | 1.87% | 55.3% | 184 | 13.59% | 4 |
|
| 3875 |
3875
Long Walk Management
Greenwich,
Connecticut
| $449M | -$45.3M | -9% | 9.25% | 302% | 10 | 10% | 1.3 |
|