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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
Avestar Capital
New York
| $177M | +$16.2M | +10% | 9.85% | 101% | 184 | 25.54% | 1.5 |
|
| 4002 |
4002
BigSur Wealth Management
Miami,
Florida
| $177M | +$28.6M | +19% | 10.4% | 94.8% | 121 | 17.36% | 1.9 |
|
| 4003 |
4003
Armor Advisors
New York
| $177M | – | – | 11.4% | 78.5% | 8 | – | 0 |
|
| 4004 |
4004
Parisi Gray Wealth Management
Mendham,
New Jersey
| $177M | +$25.9M | +17% | 8.29% | 137% | 111 | 9.91% | 1.7 |
|
| 4005 |
4005
Anderson Hoagland & Co
St Louis,
Missouri
| $177M | +$12.1M | +7% | 11.4% | 104% | 89 | 11.24% | 3.7 |
|
| 4006 |
4006
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| $177M | +$10.3M | +6% | 5.27% | 58.6% | 136 | 10.29% | 2.3 |
|
| 4007 |
4007
Aubrey Capital Management
Edinburgh,
United Kingdom
| $177M | +$13.2M | +8% | 15.2% | 319% | 45 | 48.89% | 0.7 |
|
| 4008 |
4008
Integre Asset Management
New York
| $177M | +$8.53M | +5% | 7.58% | 74.1% | 129 | 20.16% | 2.1 |
|
| 4009 |
4009
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| $176M | – | – | 9.01% | 106% | 38 | – | 0 |
|
| 4010 |
4010
Evergreen Advisors
Chattanooga,
Tennessee
| $176M | +$12.8M | +8% | 5.9% | – | 19 | 15.79% | 0.8 |
|
| 4011 |
FA
4011
Financial Advisors
Andover,
Massachusetts
| $176M | +$13.3M | +8% | 4.83% | 71.5% | 61 | 3.28% | 0.9 |
|
| 4012 |
4012
Bedel Financial Consulting
Indianapolis,
Indiana
| $176M | +$10.2M | +6% | 10.4% | 104% | 809 | 5.93% | 1.5 |
|
| 4013 |
4013
Stratos Wealth Advisors
Beachwood,
Ohio
| $176M | -$85.1M | -33% | 8.39% | 65.7% | 259 | 42.86% | 0.8 |
|
| 4014 |
CSA
4014
Cottage Street Advisors
Marion,
Massachusetts
| $176M | +$9.8M | +6% | 6.96% | 95.8% | 103 | 11.65% | 2.6 |
|
| 4015 |
4015
Harvey Partners
Tarrytown,
New York
| $176M | +$37.6M | +27% | 13.8% | 174% | 36 | 25% | 1 |
|
| 4016 |
4016
Jolley Asset Management
Rocky Mount,
North Carolina
| $176M | +$22M | +14% | 9.71% | 3.47% | 76 | 25% | 3 |
|
| 4017 |
4017
Family Legacy Inc
Greenville,
South Carolina
| $176M | +$15.4M | +10% | 6.87% | 89% | 120 | 6.67% | 1.9 |
|
| 4018 |
4018
SimpliFi Inc
San Diego,
California
| $176M | +$7.23M | +4% | 2.46% | 26.7% | 20 | 5% | 1.3 |
|
| 4019 |
4019
Sage Rhino Capital
Menlo Park,
California
| $176M | +$16.4M | +10% | 9.53% | 86.8% | 159 | 9.43% | 0.6 |
|
| 4020 |
4020
BHK Investment Advisors
Birmingham,
Alabama
| $176M | +$2.36M | +1% | 6.74% | 54.6% | 83 | 27.71% | 1.6 |
|
| 4021 |
4021
FirstMark Capital I
New York
| $176M | – | – | 29.5% | – | 1 | – | 0 |
|
| 4022 |
4022
Daily Journal Corp
Los Angeles,
California
| $175M | +$19.8M | +13% | 13.2% | 108% | 4 | 0% | 6 |
|
| 4023 |
WA
4023
Wealth Advisors
Rancho Santa Fe,
California
| $175M | – | – | 11.3% | 40% | 58 | – | 0 |
|
| 4024 |
4024
RB Capital Management
Reno,
Nevada
| $175M | +$19.4M | +12% | 8.94% | 79.4% | 144 | 9.72% | 2 |
|
| 4025 |
4025
Wealth Alliance Advisory Group
Wichita,
Kansas
| $175M | +$14.3M | +9% | 7.48% | 72.7% | 135 | 4.44% | 1.5 |
|