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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
4401
Ceeto Capital Group
Coral Gables,
Florida
| $222M | +$17.2M | +8% | 7.5% | 94.4% | 150 | 6% | 2.5 |
|
| 4402 |
4402
Sitrin Capital Management
Century City,
California
| $222M | +$11.2M | +5% | 11.3% | 139% | 39 | 10.26% | 2.4 |
|
| 4403 |
CWM
4403
Cedar Wealth Management
Walnut Creek,
California
| $222M | +$20.9M | +10% | 6.71% | 68.1% | 274 | 12.77% | 1.9 |
|
| 4404 |
4404
Harbor Advisory Corp
Portsmouth,
New Hampshire
| $222M | -$29.7M | -12% | 5.98% | 63.2% | 102 | 31.37% | 1.7 |
|
| 4405 |
4405
Horan Capital Advisors
Cincinnati,
Ohio
| $222M | +$13.1M | +6% | 7.4% | 26.6% | 92 | 7.61% | 3.5 |
|
| 4406 |
4406
BigSur Wealth Management
Miami,
Florida
| $222M | +$26.7M | +14% | 8.06% | 94.8% | 140 | 21.43% | 2.5 |
|
| 4407 |
4407
Affinity Investment Advisors
Newport Beach,
California
| $222M | -$51.5M | -19% | 6.27% | 189% | 175 | 23.43% | 1.9 |
|
| 4408 |
4408
Kapitalo Investimentos
Sao Paulo,
Brazil
| $222M | +$131M | +143% | 10.1% | 66.5% | 46 | 71.74% | 0.1 |
|
| 4409 |
4409
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $221M | +$15.2M | +7% | 5.61% | 68.6% | 66 | 18.18% | 1.1 |
|
| 4410 |
4410
Cardinal Point Wealth Management
Irvine,
California
| $221M | +$22.9M | +12% | 4.21% | – | 42 | 11.9% | 0.4 |
|
| 4411 |
4411
Tucker Asset Management
Littleton,
Colorado
| $221M | +$31.7M | +17% | 5.92% | 64.2% | 378 | 17.99% | 0.4 |
|
| 4412 |
4412
Bickling Financial Services
Lexington,
Massachusetts
| $221M | +$22.5M | +11% | 7.1% | – | 142 | 23.94% | 0.4 |
|
| 4413 |
4413
Campbell Capital Management
Miami,
Florida
| $221M | +$4.21M | +2% | 7.98% | – | 66 | 34.85% | 1.1 |
|
| 4414 |
4414
Allegheny Financial Group
Pittsburgh,
Pennsylvania
| $221M | +$84.3M | +62% | 4.68% | 71.1% | 158 | 39.87% | 0.3 |
|
| 4415 |
SST
4415
S Squared Technology
New York
| $221M | +$9.46M | +4% | 3.81% | 223% | 43 | 25.58% | 2 |
|
| 4416 |
4416
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| $221M | +$16.9M | +8% | 5.81% | 71.4% | 105 | 16.19% | 2.4 |
|
| 4417 |
4417
SimpliFi Inc
San Diego,
California
| $221M | +$6.79M | +3% | 2.37% | 26.7% | 29 | 37.93% | 1.6 |
|
| 4418 |
4418
Excalibur Management
Waltham,
Massachusetts
| $221M | +$18M | +9% | 6% | 81.7% | 161 | 9.32% | 3 |
|
| 4419 |
4419
Westbourne Investment Advisors
Annapolis,
Maryland
| $221M | +$19.7M | +10% | 8.99% | 107% | 88 | 7.95% | 2.2 |
|
| 4420 |
4420
Cabot-Wellington
Boston,
Massachusetts
| $221M | +$10.9M | +5% | 6% | 65% | 17 | 0% | 4.1 |
|
| 4421 |
4421
Old Well Partners
Charlotte,
North Carolina
| $220M | +$17.7M | +9% | 11% | 97.8% | 52 | 38.46% | 0.6 |
|
| 4422 |
4422
D. Scott Neal
Lexington,
Kentucky
| $220M | -$2.64M | -1% | 6.03% | 105% | 52 | 15.38% | 2.6 |
|
| 4423 |
SFG
4423
SageGuard Financial Group
Goodlettsville,
Tennessee
| $220M | +$5.42M | +3% | 6.63% | – | 150 | 20.67% | 0.4 |
|
| 4424 |
4424
Running Point Capital Advisors
El Segundo,
California
| $220M | +$38.7M | +21% | 6.5% | 52.1% | 158 | 13.92% | 0.4 |
|
| 4425 |
4425
Founders Financial Alliance
Raleigh,
North Carolina
| $220M | +$16.9M | +8% | 6.87% | 84.9% | 494 | 9.51% | 0.6 |
|