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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
Kaleidoscope Capital
Boston,
Massachusetts
| $350M | +$98.1M | +39% | 22.9% | – | 11 | 18.18% | 2.5 |
|
| 4402 |
4402
Pineridge Advisors
St. Charles,
Missouri
| $350M | +$73.9M | +27% | 3.62% | – | 597 | 28.98% | 1.4 |
|
| 4403 |
4403
Ogorek Anthony Joseph
Williamsville,
New York
| $350M | +$26.1M | +8% | 6.78% | 61.1% | 705 | 8.37% | 2.1 |
|
| 4404 |
4404
Cypress Capital
Franklin,
Tennessee
| $350M | +$5.23M | +2% | 5.3% | 43.6% | 98 | 13.27% | 2.6 |
|
| 4405 |
4405
Siena Capital Partners
Chicago,
Illinois
| $349M | +$7.31M | +2% | 3.07% | 44.2% | 101 | 10.89% | 4.4 |
|
| 4406 |
4406
Redwood Grove Capital
Palo Alto,
California
| $349M | +$47.9M | +16% | 23.3% | 79.8% | 24 | 20.83% | 2.5 |
|
| 4407 |
4407
Virtus Investment Advisers
Hartford,
Connecticut
| $349M | +$53.4M | +18% | 9.85% | 172% | 478 | 16.11% | 0.5 |
|
| 4408 |
4408
Sandbox Financial Partners
Bethesda,
Maryland
| $349M | +$32.2M | +10% | 8.43% | 69.6% | 135 | 14.07% | 2.4 |
|
| 4409 |
4409
White Pine Capital
Bloomington,
Minnesota
| $349M | +$34.2M | +11% | 12.8% | 143% | 230 | 6.09% | 6.4 |
|
| 4410 |
MCG
4410
McCollum Christoferson Group
Amherst,
New York
| $349M | +$12.9M | +4% | 4.71% | 59.4% | 79 | 20.25% | 4.1 |
|
| 4411 |
SWK
4411
Stephen W. Kidder
| $349M | +$16.3M | +5% | 7.85% | 94.7% | 77 | 9.09% | 7 |
|
| 4412 |
4412
Highland Financial Advisors
Wayne,
New Jersey
| $349M | +$37.2M | +12% | 7.75% | 70% | 60 | 13.33% | 2.1 |
|
| 4413 |
4413
Seascape Capital Management
Portsmouth,
New Hampshire
| $349M | +$31.5M | +10% | 10.3% | 111% | 103 | 13.59% | 3.3 |
|
| 4414 |
4414
Morton Brown Family Wealth
Allentown,
Pennsylvania
| $348M | +$19.7M | +6% | 6.68% | 54.5% | 331 | 23.56% | 2.3 |
|
| 4415 |
FC
4415
Fore Capital
New York
| $348M | +$67.8M | +24% | 4.96% | 25.4% | 71 | 53.52% | 0.5 |
|
| 4416 |
4416
Syquant Capital SAS
Paris,
France
| $348M | +$46.8M | +16% | 13.1% | 160% | 27 | 85.19% | 0.1 |
|
| 4417 |
WHGC
4417
Wealth High Governance Capital
Sao Paulo,
Brazil
| $348M | +$25.8M | +8% | 13.6% | 622% | 50 | 64% | 0.2 |
|
| 4418 |
FFG
4418
Fortem Financial Group
Palm Desert,
California
| $348M | +$38M | +12% | 14.2% | 183% | 181 | 13.26% | 2.6 |
|
| 4419 |
4419
WT Wealth Management
Scottsdale,
Arizona
| $347M | +$9.8M | +3% | 7.64% | 72% | 158 | 18.99% | 2.2 |
|
| 4420 |
4420
Proathlete Wealth Management
Boca Raton,
Florida
| $347M | +$33M | +11% | 7.36% | 73.9% | 335 | 34.33% | 0.7 |
|
| 4421 |
4421
Concentrum Wealth Management
San Jose,
California
| $347M | +$27.9M | +9% | 10% | 174% | 80 | 10% | 3.1 |
|
| 4422 |
4422
Phraction Management
Colchester,
Connecticut
| $346M | +$33.8M | +11% | 8.53% | 106% | 76 | 17.11% | 2.4 |
|
| 4423 |
4423
Elevatus Welath Management
Victor,
New York
| $346M | +$46.5M | +15% | 13.8% | 270% | 136 | 22.79% | 1.1 |
|
| 4424 |
4424
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
| $346M | +$23.8M | +7% | 6.55% | – | 188 | 15.43% | 0.6 |
|
| 4425 |
4425
Trinity Financial Advisors
Columbus,
Ohio
| $346M | +$19.7M | +6% | 6.58% | 74.5% | 103 | 12.62% | 2.1 |
|