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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4676 |
4676
Sara-Bay Financial
Sarasota,
Florida
| $334M | -$23.3M | -7% | 2.82% | 233% | 87 | 16.09% | 2.9 |
|
| 4677 |
CWM
4677
Cedar Wealth Management
Walnut Creek,
California
| $334M | +$7.99M | +2% | 2.73% | 68.1% | 255 | 12.94% | 3.9 |
|
| 4678 |
4678
CJM Wealth Advisers
Falls Church,
Virginia
| $334M | +$8.85M | +3% | 2.38% | 76.8% | 75 | 2.67% | 2.8 |
|
| 4679 |
4679
Family Legacy Inc
Greenville,
South Carolina
| $334M | +$6.94M | +2% | 3.98% | 89% | 124 | 4.03% | 5.9 |
|
| 4680 |
4680
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| $334M | +$13.3M | +4% | 2.86% | 70.3% | 142 | 4.93% | 4.9 |
|
| 4681 |
4681
BCWM LLC
Overland Park,
Kansas
| $334M | -$2.13K | -0% | 0.06% | – | 57 | 5.26% | 4.7 |
|
| 4682 |
SCM
4682
Stonehill Capital Management
New York
| $334M | +$53.4M | +19% | 9.99% | 117% | 23 | 39.13% | 0.7 |
|
| 4683 |
4683
Joule Financial
Lexington,
Kentucky
| $334M | -$47.3K | -0% | 1.15% | 55.5% | 118 | 9.32% | 2.3 |
|
| 4684 |
4684
Palo Duro Investment Partners
Chicago,
Illinois
| $333M | +$18.1M | +6% | 1.7% | 62.8% | 24 | 20.83% | 1.1 |
|
| 4685 |
4685
DoubleLine ETF Adviser
Tampa,
Florida
| $333M | +$1.62M | +0.5% | 0.5% | 51.6% | 196 | 38.27% | 0.8 |
|
| 4686 |
4686
Watershed Private Wealth
Oak Brook,
Illinois
| $333M | +$17M | +5% | 1.81% | 80.3% | 119 | 9.24% | 2.1 |
|
| 4687 |
4687
Arohi Asset Management
Singapore
| $333M | -$61.9M | -16% | 7.72% | – | 7 | 57.14% | 0.9 |
|
| 4688 |
4688
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| $333M | +$8.89M | +3% | 3.81% | 106% | 47 | 12.77% | 4.6 |
|
| 4689 |
4689
Wright Investors Service
Shelton,
Connecticut
| $333M | -$12.3M | -4% | 5.37% | 161% | 159 | 15.72% | 4.3 |
|
| 4690 |
4690
VSM Wealth Advisory
Hunt Valley,
Maryland
| $333M | +$11.4M | +4% | 1.94% | – | 500 | 21.6% | 0.9 |
|
| 4691 |
4691
Untitled Investments
New York
| $333M | -$37.5M | -10% | 3.19% | 79.6% | 19 | 15.79% | 1.5 |
|
| 4692 |
4692
Presidio Capital Management
San Diego,
California
| $333M | +$47.7M | +17% | 1.74% | 56.1% | 82 | 21.95% | 1.7 |
|
| 4693 |
4693
SVF Sponsor III
Menlo Park,
California
| $333M | -$157M | -32% | 10.4% | 133% | 1 | 0% | 3 |
|
| 4694 |
4694
Hibernia Wealth Partners
Baton Rouge,
Louisiana
| $332M | +$176M | +113% | 1.62% | 40.6% | 110 | 57.27% | 0.7 |
|
| 4695 |
4695
Portland Investment Counsel
Burlington,
Ontario, Canada
| $332M | -$33.3M | -9% | 4.77% | 108% | 55 | 9.09% | 2.7 |
|
| 4696 |
4696
Courage Miller Partners
Norfolk,
Virginia
| $332M | -$1.47M | -0.4% | 1.18% | 43.5% | 85 | 1.18% | 8.2 |
|
| 4697 |
4697
Pure Portfolios Holdings
Lake Oswego,
Oregon
| $332M | +$12.2M | +4% | 2.56% | – | 107 | 6.54% | 1.1 |
|
| 4698 |
4698
Equita Financial Network
Fort Washington,
Pennsylvania
| $332M | +$36M | +12% | 1.82% | 50.5% | 98 | 10.2% | 1.5 |
|
| 4699 |
4699
Sterling Financial Planning
Sparta,
New Jersey
| $332M | +$14.7M | +5% | 2.85% | 59.3% | 121 | 4.96% | 3.6 |
|
| 4700 |
4700
Aspen Investment Management
Grand Rapids,
Michigan
| $332M | +$73M | +28% | 2.92% | 92.6% | 182 | 20.88% | 5.7 |
|