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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 |
CCP
4601
Caden Capital Partners
Santa Monica,
California
| $301M | -$23.1M | -7% | 1.5% | 19.1% | 12 | 8.33% | 1.5 |
|
| 4602 |
FP
4602
FFG Partners
Fort Lauderdale,
Florida
| $301M | +$57.8M | +24% | 28.8% | 277% | 37 | 40.54% | 0.8 |
|
| 4603 |
4603
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| $301M | +$25M | +9% | 5.79% | 46.9% | 178 | 11.8% | 2.8 |
|
| 4604 |
4604
CJM Wealth Advisers
Falls Church,
Virginia
| $300M | +$17.3M | +6% | 9.49% | 76.8% | 73 | 13.7% | 2.5 |
|
| 4605 |
4605
Holowesko Partners
Nassau,
Bahamas
| $300M | +$32.9M | +12% | 1.08% | 51.1% | 30 | 6.67% | 3.5 |
|
| 4606 |
4606
Elevatus Welath Management
Victor,
New York
| $300M | +$124M | +70% | 24.1% | 270% | 135 | 39.26% | 1 |
|
| 4607 |
4607
Chesapeake Wealth Management
Williamsburg,
Virginia
| $300M | +$19.5M | +7% | 8.77% | 65.9% | 161 | 5.59% | 5.4 |
|
| 4608 |
IAS
4608
Investment Advisory Services
The Woodlands,
Texas
| $300M | +$23.3M | +8% | 7.49% | 74.9% | 132 | 13.64% | 3.4 |
|
| 4609 |
4609
PL Capital Advisors
Naples,
Florida
| $300M | +$1.94M | +0.7% | 4.09% | 100% | 28 | 14.29% | 4.5 |
|
| 4610 |
4610
Accel Wealth Management
Waverly,
Iowa
| $300M | +$22.9M | +8% | 8.7% | 82.4% | 280 | 12.5% | 2.5 |
|
| 4611 |
4611
Visualize Group
New York
| $300M | -$4.06M | -1% | 5.31% | – | 14 | 21.43% | 0.5 |
|
| 4612 |
4612
Socorro Asset Management
Dallas,
Texas
| $300M | +$9.8M | +3% | 5.83% | 43.8% | 35 | 11.43% | 2.8 |
|
| 4613 |
4613
One Advisory Partners
Overland Park,
Kansas
| $299M | +$65.4M | +28% | 10.4% | 58.3% | 63 | 26.98% | 1.8 |
|
| 4614 |
4614
Sterling Financial Planning
Sparta,
New Jersey
| $299M | +$23.6M | +9% | 6.63% | 59.3% | 117 | 7.69% | 3.3 |
|
| 4615 |
SHFA
4615
SS&H Financial Advisors
Troy,
Michigan
| $299M | +$31.3M | +12% | 11.7% | – | 128 | 8.59% | 2.7 |
|
| 4616 |
4616
Arch Venture Management
Chicago,
Illinois
| $299M | +$92.9M | +45% | 5.62% | 228% | 11 | 18.18% | 1.5 |
|
| 4617 |
4617
Investment Management Associates
Greenwood Village,
Colorado
| $299M | +$54.4M | +22% | 7.6% | 51.6% | 30 | 26.67% | 2.2 |
|
| 4618 |
4618
Pinnacle Financial Group
Western Springs,
Illinois
| $299M | +$23.5M | +9% | 6.63% | 54.3% | 105 | 13.33% | 2 |
|
| 4619 |
AIA
4619
AIMZ Investment Advisors
Los Altos,
California
| $299M | +$12.3M | +4% | 6.96% | 81.3% | 131 | 5.34% | 6.9 |
|
| 4620 |
4620
Nicollet Investment Management
Minneapolis,
Minnesota
| $299M | +$14.1M | +5% | 12.1% | 104% | 73 | 4.11% | 4.7 |
|
| 4621 |
4621
Quaker Wealth Management
Moorestown,
New Jersey
| $299M | +$15.6M | +6% | 7.89% | – | 1,784 | 99.5% | 0 |
|
| 4622 |
4622
Snow Phipps Group
New York
| $299M | +$4.18M | +1% | 1.69% | 58% | 2 | 0% | 5.3 |
|
| 4623 |
4623
Pension & Wealth Management Advisors
Waltham,
Massachusetts
| $298M | +$29.5M | +11% | 6.6% | 49.9% | 537 | 18.06% | 1.3 |
|
| 4624 |
4624
Mudita Advisors
London,
United Kingdom
| $298M | +$100M | +51% | 10.4% | 143% | 21 | 28.57% | 1.5 |
|
| 4625 |
MS
4625
Madden Securities
Dallas,
Texas
| $298M | +$40.4M | +16% | 14.3% | 108% | 127 | 24.41% | 2.4 |
|