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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
EC
4201
Euclidean Capital
New York
| $392M | +$22.9M | +6% | 3.4% | 79.7% | 12 | 16.67% | 3.8 |
|
| 4202 |
4202
Highline Wealth Partners
Sherman Oaks,
California
| $392M | +$36.6M | +10% | 3.2% | 93.8% | 1,397 | 30.64% | 1.3 |
|
| 4203 |
4203
Level Financial Advisors
East Amherst,
New York
| $392M | +$13.8M | +4% | 0.11% | 44% | 97 | 7.22% | 2.9 |
|
| 4204 |
4204
Boltwood Capital Management
Walnut Creek,
California
| $392M | +$7.51M | +2% | 0.87% | 63% | 187 | 4.28% | 6.6 |
|
| 4205 |
4205
Hollow Brook Wealth Management
Katonah,
New York
| $392M | +$5.33M | +1% | 8.52% | 97.8% | 81 | 16.05% | 5.3 |
|
| 4206 |
4206
Buckley Wealth Management
Las Vegas,
Nevada
| $392M | +$14.7M | +4% | 4.49% | 88% | 109 | 11.01% | 5 |
|
| 4207 |
4207
Inlet Private Wealth
Jupiter,
Florida
| $392M | -$39.6M | -9% | 1.23% | 111% | 134 | 6.72% | 4.8 |
|
| 4208 |
4208
Turas Capital Management
Boston,
Massachusetts
| $392M | +$93.3M | +31% | 24.1% | – | 90 | 88.89% | 0.1 |
|
| 4209 |
4209
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $392M | +$20.9M | +6% | 0.23% | 84.1% | 728 | 11.81% | 2.6 |
|
| 4210 |
4210
BOS Asset Management
Springfield,
Illinois
| $392M | +$17.9M | +5% | 1.16% | 70.3% | 209 | 11.48% | 2 |
|
| 4211 |
4211
Mezzasalma Advisors
Tinton Falls,
New Jersey
| $391M | -$24.9M | -6% | 0.26% | 203% | 171 | 15.2% | 2 |
|
| 4212 |
SI
4212
Schusterman Interests
Tulsa,
Oklahoma
| $391M | -$45.7M | -10% | 1.76% | 344% | 9 | 0% | 1.3 |
|
| 4213 |
RI
4213
Rinkey Investments
San Diego,
California
| $391M | -$2.8M | -0.7% | 0.63% | 42.1% | 135 | 11.85% | 1.7 |
|
| 4214 |
4214
SimplyRich
Carlsbad,
California
| $391M | +$8.54M | +2% | 0.89% | 105% | 239 | 19.25% | 3.6 |
|
| 4215 |
4215
Prostatis Group
Hanover,
Maryland
| $391M | -$28.1M | -7% | 1.63% | 72.9% | 175 | 10.29% | 2.1 |
|
| 4216 |
4216
55 North Private Wealth
Winter Park,
Florida
| $391M | +$11.1M | +3% | 0.52% | – | 228 | 22.37% | 0.2 |
|
| 4217 |
4217
CWS Financial Advisors
Kalamazoo,
Michigan
| $390M | +$21.9M | +6% | 2.31% | 55.7% | 163 | 11.66% | 3.4 |
|
| 4218 |
4218
Pier 88 Investment Partners
San Francisco,
California
| $390M | -$57.6M | -13% | 0.43% | 40.3% | 127 | 22.05% | 1.5 |
|
| 4219 |
4219
Hilltop Partners
Mishawaka,
Indiana
| $390M | +$1.66M | +0.4% | 0.9% | 64.9% | 133 | 9.77% | 2.1 |
|
| 4220 |
4220
Winthrop Capital Management
Carmel,
Indiana
| $389M | -$39.6M | -9% | 1.14% | 68.1% | 363 | 1.93% | 1.3 |
|
| 4221 |
4221
Sicart Associates
New York
| $389M | +$12.4M | +3% | 1.98% | 113% | 78 | 7.69% | 4.4 |
|
| 4222 |
BWM
4222
Brown Wealth Management
Naperville,
Illinois
| $389M | +$9.21M | +2% | 1.93% | 51.2% | 117 | 6.84% | 1.6 |
|
| 4223 |
AIM
4223
Aigen Investment Management
New York
| $389M | -$42.8M | -10% | 0.95% | 55.5% | 834 | 74.58% | 0.2 |
|
| 4224 |
4224
Patriot Financial Partners GP II
Radnor,
Pennsylvania
| $388M | +$67.6M | +21% | 3.78% | – | 13 | 23.08% | 0.4 |
|
| 4225 |
4225
Ruedi Wealth Management
Champaign,
Illinois
| $388M | +$6.7M | +2% | 0.63% | 44.9% | 60 | 6.67% | 2.7 |
|