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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 |
CWM
4651
Cedar Wealth Management
Walnut Creek,
California
| $295M | +$14.2M | +5% | 8.73% | 68.1% | 237 | 21.1% | 3.7 |
|
| 4652 |
4652
Pure Portfolios Holdings
Lake Oswego,
Oregon
| $295M | +$23.1M | +8% | 7.51% | – | 107 | 12.15% | 0.7 |
|
| 4653 |
4653
Colton Groome Financial Advisors
Asheville,
North Carolina
| $295M | +$37.4M | +15% | 8.73% | 65.8% | 144 | 20.83% | 2.3 |
|
| 4654 |
4654
Centerpoint Advisors
Needham,
Massachusetts
| $295M | +$24.2M | +9% | 9.53% | 74.2% | 448 | 16.52% | 3.6 |
|
| 4655 |
SC
4655
Schiavi & Co
Wilmington,
Delaware
| $295M | +$22.2M | +8% | 7.8% | 41.4% | 41 | 7.32% | 2.1 |
|
| 4656 |
4656
Long Path Partners
Stamford,
Connecticut
| $295M | +$35.9M | +14% | 3.15% | 9.18% | 10 | 40% | 2.3 |
|
| 4657 |
4657
Straight Path Wealth Management
Jenison,
Michigan
| $295M | +$47.3M | +19% | 10.3% | 70.4% | 121 | 13.22% | 1.5 |
|
| 4658 |
4658
Defender Capital
Charlotte,
North Carolina
| $295M | +$40.9M | +16% | 20.2% | 101% | 42 | 23.81% | 2.9 |
|
| 4659 |
4659
Whitegate Investment Counselors
Concord,
New Hampshire
| $295M | +$12.8M | +5% | 5.15% | 48% | 70 | 8.57% | 6.4 |
|
| 4660 |
WOCP
4660
White Oak Capital Partners
Singapore
| $294M | +$49.5M | +20% | 8.65% | – | 17 | 17.65% | 0.4 |
|
| 4661 |
4661
Yakira Capital Management
Westport,
Connecticut
| $294M | +$31.1M | +12% | 6.64% | 74.1% | 267 | 49.06% | 0.9 |
|
| 4662 |
4662
Goodman Advisory Group
Needham,
Massachusetts
| $294M | -$33.7M | -10% | 13.3% | 88.8% | 209 | 43.54% | 0.7 |
|
| 4663 |
4663
Hayek Kallen Investment Management
Fairhope,
Alabama
| $294M | +$22.5M | +8% | 8.35% | 71.9% | 98 | 10.2% | 6.2 |
|
| 4664 |
4664
B&I Capital
Zurich,
Switzerland
| $294M | -$13.6M | -4% | 2.05% | 30.5% | 32 | 9.38% | 2 |
|
| 4665 |
4665
Keystone Financial Services (Colorado)
Loveland,
Colorado
| $294M | +$31.6M | +12% | 9.6% | 66% | 121 | 21.49% | 1.9 |
|
| 4666 |
4666
Sivia Capital Partners
Mill Valley,
California
| $294M | +$79.6M | +37% | 15.2% | – | 464 | 43.97% | 0.6 |
|
| 4667 |
CVA
4667
Central Valley Advisors
Sacramento,
California
| $294M | +$29.8M | +11% | 7.27% | 77.8% | 143 | 20.98% | 0.9 |
|
| 4668 |
4668
XY Planning Network
Bozeman,
Montana
| $294M | +$144M | +96% | 7.74% | – | 174 | 41.95% | 0.3 |
|
| 4669 |
4669
First American Financial Corporation
Santa Ana,
California
| $294M | +$24.4M | +9% | 9.95% | – | 3 | 0% | 1.5 |
|
| 4670 |
4670
Aurdan Capital Management
Wayne,
Pennsylvania
| $294M | +$28.1M | +11% | 6.7% | – | 92 | 13.04% | 0.4 |
|
| 4671 |
4671
Sterling Wealth Management
Champaign,
Illinois
| $293M | – | – | 6.63% | – | 110 | – | 1.3 |
|
| 4672 |
4672
Acima Private Wealth
Richmond,
Virginia
| $293M | +$14.8M | +5% | 6.92% | 51.1% | 187 | 7.49% | 5.4 |
|
| 4673 |
4673
Sea Cliff Partners Management
San Francisco,
California
| $293M | +$15M | +5% | 8.84% | – | 18 | 33.33% | 0.6 |
|
| 4674 |
4674
Arch Capital Group
Pembroke,
Bermuda
| $293M | -$65.3M | -18% | 0.46% | 3.08% | 4 | 0% | 2.8 |
|
| 4675 |
4675
Intergy Private Wealth
Colorado Springs,
Colorado
| $293M | +$30.1M | +11% | 10.4% | 73.8% | 104 | 12.5% | 2.1 |
|