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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
TA
4601
Tamarack Advisers
Carlsbad,
California
| $170M | -$2.53M | -1% | 1.7% | 46.5% | 53 | 35.85% | 1.3 |
|
| 4602 |
4602
PYA Waltman Capital
Knoxville,
Tennessee
| $170M | -$9.06M | -5% | 4.71% | 62.4% | 219 | 5.02% | 1 |
|
| 4603 |
4603
Centennial Wealth Advisory
Traverse City,
Michigan
| $170M | -$8.27M | -5% | 3.33% | 63% | 147 | 42.18% | 0.7 |
|
| 4604 |
4604
Newbridge Financial Services Group
Boca Raton,
Florida
| $170M | +$9.06M | +6% | 3.13% | 189% | 1,531 | 12.61% | 1.4 |
|
| 4605 |
4605
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| $170M | -$25.2M | -13% | 5.12% | 81.6% | 76 | 15.79% | 2.1 |
|
| 4606 |
4606
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $170M | -$11.6M | -6% | 7.38% | 44.2% | 111 | 28.83% | 1.7 |
|
| 4607 |
4607
Lowe Wealth Advisors
Columbia,
Maryland
| $170M | -$13.3M | -7% | 4.65% | 63.3% | 363 | 9.37% | 4.1 |
|
| 4608 |
4608
Beacon Wealthcare LLC
Raleigh,
North Carolina
| $170M | -$11M | -6% | 5.49% | 47% | 11 | 0% | 1.4 |
|
| 4609 |
CA
4609
Continental Advisors
Park City,
Utah
| $170M | +$3.97M | +2% | 1.71% | 73.6% | 63 | 17.46% | 4 |
|
| 4610 |
BC
4610
Bullfrog Capital
Palo Alto,
California
| $170M | +$4.68M | +3% | 21.3% | – | 4 | 25% | 0.8 |
|
| 4611 |
4611
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
| $169M | -$57.4M | -25% | 24.9% | 81.3% | 2 | 0% | 3 |
|
| 4612 |
4612
Sculati Wealth Management
Bloomfield Hills,
Michigan
| $169M | -$5.82M | -3% | 3.95% | 80.3% | 120 | 5.83% | 2.1 |
|
| 4613 |
4613
Warwick Investment Management
Bryan,
Texas
| $169M | -$36.9M | -18% | 5.05% | 69.9% | 72 | 55.56% | 0.5 |
|
| 4614 |
4614
Yorktown Energy Partners VIII
New York
| $169M | -$26.4M | -13% | 0.56% | 15.2% | 2 | 0% | 3.9 |
|
| 4615 |
4615
Ashburton (Jersey)
St Helier,
Jersey
| $169M | -$53.4M | -24% | 5.7% | – | 49 | 18.37% | 3.3 |
|
| 4616 |
4616
SCF Partners
Houston,
Texas
| $169M | -$7.53M | -4% | 2.07% | 2.1% | 4 | 0% | 5.7 |
|
| 4617 |
4617
Hunting Hill Global Capital
New York
| $169M | +$59.7M | +55% | 0.47% | 132% | 122 | 45.9% | 0.5 |
|
| 4618 |
4618
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| $169M | +$39.1M | +30% | 4.79% | 44.9% | 58 | 41.38% | 0.6 |
|
| 4619 |
4619
New Leaf Venture Partners
New York
| $169M | +$14.2M | +9% | 30.9% | 3.91% | 21 | 9.52% | 3 |
|
| 4620 |
4620
Triton Wealth Management
Sun City,
Arizona
| $169M | +$26.5M | +19% | 0.01% | – | 87 | 8.05% | 1.9 |
|
| 4621 |
4621
SONA Asset Management (US)
New York
| $169M | +$65.7M | +64% | 2.37% | 41% | 356 | 10.39% | 0.5 |
|
| 4622 |
4622
Stadium Capital Management
New Canaan,
Connecticut
| $168M | -$15.5M | -8% | 8.85% | 10.9% | 14 | 50% | 0.8 |
|
| 4623 |
4623
OLIO Financial Planning
Mclean,
Virginia
| $168M | -$9.7M | -5% | 6.3% | 52.9% | 45 | 11.11% | 0.7 |
|
| 4624 |
4624
Rede Wealth
Charlottesville,
Virginia
| $168M | -$3.89M | -2% | 2.27% | 84.4% | 101 | 13.86% | 1.4 |
|
| 4625 |
4625
Graybill Wealth Management
Elmhurst,
Illinois
| $168M | -$12.3M | -7% | 4.21% | – | 51 | 5.88% | 4.9 |
|