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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 |
4601
Deepwater Asset Management
Minneapolis,
Minnesota
| $343M | +$92M | +37% | 2.34% | 142% | 52 | 51.92% | 0.7 |
|
| 4602 |
4602
Singapore Technologies Telemedia
Singapore
| $343M | -$37.4M | -10% | 9.82% | 185% | 1 | 0% | 8.8 |
|
| 4603 |
4603
WealthCare Investment Partners
Portsmouth,
Rhode Island
| $343M | +$35M | +11% | 2.03% | 67.6% | 185 | 8.65% | 2.4 |
|
| 4604 |
4604
Twin Peaks Wealth Advisors
Burlingame,
California
| $343M | +$50.4M | +17% | 2.29% | – | 196 | 22.45% | 1.3 |
|
| 4605 |
4605
Cutler Capital Management
Worcester,
Massachusetts
| $343M | +$29.3M | +9% | 2.93% | 39.7% | 129 | 10.08% | 3.7 |
|
| 4606 |
4606
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $343M | +$4.98M | +1% | 3.61% | 101% | 146 | 13.01% | 6.2 |
|
| 4607 |
4607
Smart Money Group
Eastland,
Texas
| $343M | +$5.15M | +2% | 0.09% | 58.9% | 85 | 5.88% | 2.8 |
|
| 4608 |
SHFA
4608
SS&H Financial Advisors
Troy,
Michigan
| $343M | +$13.7M | +4% | 4.37% | – | 127 | 3.15% | 3.1 |
|
| 4609 |
4609
Greenlea Lane Capital Management
Weston,
Connecticut
| $343M | -$309K | -0.1% | 3.34% | 99.7% | 8 | 0% | 4.5 |
|
| 4610 |
4610
Ceeto Capital Group
Coral Gables,
Florida
| $343M | -$2.3M | -0.7% | 3.82% | 94.4% | 191 | 6.81% | 4.4 |
|
| 4611 |
4611
Quantum Private Wealth
Tampa,
Florida
| $342M | +$272K | +0.1% | 3.09% | 240% | 182 | 10.99% | 2.8 |
|
| 4612 |
4612
Corbyn Investment Management
Lutherville,
Maryland
| $342M | +$839K | +0.2% | 0% | 71% | 69 | 2.9% | 5 |
|
| 4613 |
4613
Claar Advisors
New York
| $342M | +$4.31M | +1% | 1.38% | 65.5% | 18 | 0% | 4.6 |
|
| 4614 |
4614
Frec Markets Inc
San Francisco,
California
| $342M | – | – | 5.69% | – | 343 | – | 0 |
|
| 4615 |
4615
Covenant Partners
Nashville,
Tennessee
| $342M | -$10.7M | -3% | 1.57% | 70.3% | 140 | 7.14% | 4 |
|
| 4616 |
4616
Regimen Wealth
Atlanta,
Georgia
| $342M | +$5.04M | +1% | 1.1% | 34.4% | 77 | 3.9% | 2 |
|
| 4617 |
4617
Consilio Wealth Advisors
Bellevue,
Washington
| $342M | +$37.5M | +12% | 1.73% | 66.4% | 105 | 14.29% | 1.8 |
|
| 4618 |
4618
Retirement Financial Solutions
Knoxville,
Tennessee
| $342M | +$22.1M | +7% | 1.49% | 52.5% | 53 | 26.42% | 1.2 |
|
| 4619 |
IR
4619
IAT Reinsurance
New York
| $341M | -$133M | -28% | 3.71% | 60.2% | 88 | 22.73% | 4.4 |
|
| 4620 |
4620
Maestria Partners
Atlanta,
Georgia
| $341M | +$25.1M | +8% | 1.07% | – | 15 | 6.67% | 0.9 |
|
| 4621 |
4621
Tactive Advisors
Jacksonville,
Florida
| $341M | -$12.4M | -3% | 2.4% | – | 289 | 24.57% | 0.9 |
|
| 4622 |
WHGC
4622
Wealth High Governance Capital
Sao Paulo,
Brazil
| $341M | -$6.86M | -2% | 20.6% | 622% | 67 | 79.1% | 0.2 |
|
| 4623 |
4623
Yeomans Consulting Group
Marietta,
Georgia
| $341M | +$51.5M | +18% | 3.85% | – | 137 | 45.26% | 0.9 |
|
| 4624 |
4624
Shoker Investment Counsel
Oxford,
Ohio
| $341M | +$2.28M | +0.7% | 2.46% | 88.9% | 115 | 6.96% | 6 |
|
| 4625 |
4625
Pinnacle Bancorp
Beatrice,
Nebraska
| $341M | +$2.62M | +0.8% | 2.91% | 72.9% | 933 | 8.9% | 4.9 |
|