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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4651 |
4651
Clarity Wealth Advisors
San Jose,
California
| $166M | -$8.86M | -5% | 4.46% | 94.1% | 72 | 15.28% | 2.2 |
|
| 4652 |
4652
Towerpoint Wealth
Sacramento,
California
| $166M | -$1.51M | -0.9% | 4.99% | 67.7% | 88 | 6.82% | 2.8 |
|
| 4653 |
4653
Unio Capital
Princeton,
New Jersey
| $166M | -$8.33M | -5% | 2.86% | 97.8% | 51 | 17.65% | 3.3 |
|
| 4654 |
MS
4654
Madden Securities
Dallas,
Texas
| $166M | -$16.7M | -9% | 5.89% | 92.2% | 102 | 7.84% | 2 |
|
| 4655 |
GA
4655
Greytown Advisors
Miami,
Florida
| $165M | -$10.9M | -6% | 6.75% | 14.1% | 104 | 11.54% | 3.3 |
|
| 4656 |
4656
BNC Wealth Management
Beaverton,
Oregon
| $165M | -$25.9M | -14% | 3.07% | 204% | 120 | 24.17% | 1.2 |
|
| 4657 |
NEGWA
4657
New England Guild Wealth Advisors
Avon,
Connecticut
| $165M | +$3.36M | +2% | 7.06% | 6.04% | 71 | 8.45% | 3.4 |
|
| 4658 |
4658
Provident Wealth Management
Brentwood,
Tennessee
| $165M | +$7.68M | +5% | 5.55% | 61.1% | 99 | 8.08% | 1.6 |
|
| 4659 |
4659
JVL Associates
Wyoming,
Michigan
| $165M | +$21.5M | +15% | 4.21% | 81% | 45 | 26.67% | 3.4 |
|
| 4660 |
4660
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $165M | -$13M | -7% | 6.14% | 66.8% | 104 | 8.65% | 5.6 |
|
| 4661 |
4661
Beddow Capital Management
Jackson,
Wyoming
| $165M | -$4.73M | -3% | 2.22% | 50.7% | 52 | 9.62% | 4.1 |
|
| 4662 |
4662
Leisure Capital Management
Costa Mesa,
California
| $165M | -$27.6M | -14% | 4.93% | 98% | 132 | 15.15% | 4 |
|
| 4663 |
4663
Brick & Kyle Associates
Newtown,
Pennsylvania
| $165M | -$13.5M | -8% | 5.73% | 97.4% | 58 | 3.45% | 4.9 |
|
| 4664 |
4664
Castle Wealth Management
West Palm Beach,
Florida
| $165M | -$7.04M | -4% | 5.11% | 53.6% | 776 | 11.6% | 0.2 |
|
| 4665 |
4665
Sandbar Asset Management
London,
United Kingdom
| $165M | -$53.1M | -24% | 0.59% | 128% | 75 | 46.67% | 0.6 |
|
| 4666 |
4666
HMS Capital Management
Nashville,
Tennessee
| $165M | -$34.2M | -17% | 2.79% | 140% | 131 | 19.08% | 1.9 |
|
| 4667 |
4667
Heritage Financial Services
Westwood,
Massachusetts
| $165M | -$14.7M | -8% | 5.51% | 38.3% | 546 | 89.01% | 0.7 |
|
| 4668 |
ITIM
4668
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $165M | -$14.2M | -8% | 2.68% | 114% | 118 | 10.17% | 6.9 |
|
| 4669 |
4669
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
| $165M | +$4.74M | +3% | 4.26% | – | 151 | 13.91% | 1.2 |
|
| 4670 |
4670
Syquant Capital SAS
Paris,
France
| $165M | +$75M | +84% | 16.2% | 160% | 50 | 86% | 0.2 |
|
| 4671 |
4671
Stiles Financial Services
Edina,
Minnesota
| $165M | -$1.66M | -1% | 4.29% | 133% | 189 | 19.58% | 0.7 |
|
| 4672 |
4672
Game Creek Capital
Boston,
Massachusetts
| $165M | -$23.9M | -13% | 4.11% | 176% | 73 | 26.03% | 2.2 |
|
| 4673 |
4673
Aquamarine Zurich
Zurich,
Switzerland
| $164M | – | – | 2.28% | 74.8% | 12 | – | 0 |
|
| 4674 |
PK
4674
Pflug Koory
Omaha,
Nebraska
| $164M | -$9M | -5% | 5.12% | – | 479 | 9.19% | 3.9 |
|
| 4675 |
4675
Houlihan Financial Resource Group
Ashburn,
Virginia
| $164M | – | – | 4.72% | 50.6% | 78 | – | 2.6 |
|