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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
3876
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $504M | +$63.1M | +14% | 15% | 83.6% | 221 | 10.41% | 6.4 |
|
| 3877 |
DI
3877
DDFG Inc
Thousand Oaks,
California
| $504M | +$39.6M | +9% | 9.12% | 56.3% | 94 | 10.64% | 2.5 |
|
| 3878 |
3878
Hollow Brook Wealth Management
Katonah,
New York
| $504M | +$112M | +28% | 1.02% | 97.8% | 79 | 12.66% | 5 |
|
| 3879 |
3879
WealthBridge Capital Management
Westerville,
Ohio
| $503M | +$69M | +16% | 15.8% | 89.4% | 248 | 16.13% | 3.9 |
|
| 3880 |
3880
Smith & Howard Wealth Management
Atlanta,
Georgia
| $503M | +$40.6M | +9% | 8.78% | 43.8% | 106 | 24.53% | 4.5 |
|
| 3881 |
3881
Beirne Wealth Consulting Services
Shelton,
Connecticut
| $503M | +$149M | +42% | 12% | 81.9% | 112 | 15.18% | 4 |
|
| 3882 |
3882
Oakmont Corp
Los Angeles,
California
| $503M | -$24M | -5% | 7.79% | 70.2% | 32 | 6.25% | 4.5 |
|
| 3883 |
3883
CoreCommodity Management
Stamford,
Connecticut
| $502M | -$36.2M | -7% | 6.02% | 65.8% | 142 | 28.87% | 3.1 |
|
| 3884 |
3884
Wolff Financial Management
Kalamazoo,
Michigan
| $501M | +$48.9M | +11% | 11.9% | 56.7% | 107 | 4.67% | 3.1 |
|
| 3885 |
3885
Planning Project LLC
The Woodlands,
Texas
| $501M | – | – | 9.25% | – | 26 | – | 0.3 |
|
| 3886 |
3886
Peddock Capital Advisors
Braintree,
Massachusetts
| $501M | +$47.5M | +10% | 13.8% | 113% | 171 | 6.43% | 6.6 |
|
| 3887 |
3887
Founders Grove Wealth Partners
Richmond,
Virginia
| $501M | +$60.9M | +14% | 14.4% | – | 194 | 21.65% | 1 |
|
| 3888 |
PT
3888
Plimoth Trust
Plymouth,
Massachusetts
| $501M | +$53.4M | +12% | 19.9% | 110% | 177 | 3.39% | 6.4 |
|
| 3889 |
3889
Trinity Legacy Partners
Houston,
Texas
| $500M | +$38.6M | +8% | 12.8% | 63.3% | 117 | 15.38% | 3.5 |
|
| 3890 |
3890
Headwater Capital
Hong Kong,
China
| $500M | -$122M | -20% | 25.2% | – | 21 | 57.14% | 0.5 |
|
| 3891 |
3891
Brown Capital Management
Baltimore,
Maryland
| $500M | -$204M | -29% | 35.2% | 107% | 63 | 25.4% | 3.9 |
|
| 3892 |
3892
Intesa Sanpaolo Wealth Management
Ville De Luxembourg,
| $500M | +$89.9M | +22% | 13.4% | – | 336 | 20.83% | 0.4 |
|
| 3893 |
FNBOMD
3893
First National Bank of Mount Dora
Mount Dora,
Florida
| $499M | +$36.6M | +8% | 13.6% | 96.2% | 129 | 4.65% | 6.3 |
|
| 3894 |
TPWM
3894
Twelve Points Wealth Management
Concord,
Massachusetts
| $499M | +$44.5M | +10% | 8.47% | 56.8% | 219 | 11.42% | 2.8 |
|
| 3895 |
3895
Bright Rock Capital Management
Hanover,
Massachusetts
| $499M | -$6.86M | -1% | 2.89% | 53.1% | 79 | 12.66% | 5.5 |
|
| 3896 |
3896
Mezzasalma Advisors
Tinton Falls,
New Jersey
| $498M | +$107M | +27% | 31.6% | 203% | 180 | 18.89% | 2 |
|
| 3897 |
3897
TRV GP V
Boston,
Massachusetts
| $498M | +$97.2M | +24% | 33.9% | – | 3 | 0% | 1.4 |
|
| 3898 |
GWM
3898
GSB Wealth Management
Guilford,
Connecticut
| $498M | +$54.7M | +12% | 16% | 69.8% | 255 | 9.41% | 3.7 |
|
| 3899 |
CMAI
3899
Capital Management Associates Inc
Minneapolis,
Minnesota
| $498M | +$55.2M | +12% | 14.4% | 75.6% | 167 | 17.96% | 1.5 |
|
| 3900 |
3900
Core Wealth Advisors (Florida)
Lakeland,
Florida
| $497M | +$78.5M | +19% | 12.8% | 59.7% | 129 | 13.95% | 2.1 |
|