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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4701 |
4701
Alpha Financial Advisors
Charlotte,
North Carolina
| $326M | -$645K | -0.2% | 1.15% | 41.6% | 67 | 7.46% | 2 |
|
| 4702 |
4702
Core Wealth Management
Jupiter,
Florida
| $326M | +$5.29M | +2% | 0.26% | 44.5% | 42 | 7.14% | 1.9 |
|
| 4703 |
ECH
4703
ER Collective Holdings
Washington,
District of Columbia
| $326M | -$138M | -30% | 29.8% | – | 1 | 0% | 0.3 |
|
| 4704 |
4704
DG Capital Management
New York
| $326M | +$98.3M | +43% | 5.74% | 76.7% | 28 | 35.71% | 0.8 |
|
| 4705 |
4705
Veery Capital
Wilmington,
Delaware
| $326M | +$267K | +0.1% | 1.66% | 63.4% | 102 | 13.73% | 3.2 |
|
| 4706 |
4706
Somerset Trust
Somerset,
Pennsylvania
| $326M | -$814K | -0.2% | 1.47% | 80.5% | 185 | 8.65% | 5.5 |
|
| 4707 |
4707
Ceeto Capital Group
Coral Gables,
Florida
| $326M | -$16.8M | -5% | 2.9% | 94.4% | 190 | 15.79% | 5 |
|
| 4708 |
4708
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
| $326M | -$61.4M | -16% | 4.81% | 66.3% | 90 | 6.67% | 2.7 |
|
| 4709 |
4709
TFR Capital
Plano,
Texas
| $326M | +$23.9M | +8% | 1.67% | – | 171 | 10.53% | 1 |
|
| 4710 |
4710
Congress Park Capital
Saratoga Springs,
New York
| $326M | -$9.21M | -3% | 4.08% | 99.9% | 139 | 13.67% | 3.7 |
|
| 4711 |
4711
Chesapeake Wealth Management
Williamsburg,
Virginia
| $326M | -$10M | -3% | 1.29% | 65.9% | 168 | 11.31% | 5.7 |
|
| 4712 |
4712
Boyd Watterson Asset Management
Cleveland,
Ohio
| $326M | -$20.8M | -6% | 1.77% | 116% | 425 | 9.18% | 4.8 |
|
| 4713 |
SFMG
4713
Sage Financial Management Group
Mclean,
Virginia
| $325M | -$2.03M | -0.6% | 1.24% | 51.6% | 59 | 5.08% | 1.7 |
|
| 4714 |
4714
Morling Financial Advisors
Fremont,
California
| $325M | +$7.11M | +2% | 2.1% | 97.6% | 114 | 14.91% | 2.5 |
|
| 4715 |
4715
Knox Lane
San Francisco,
California
| $325M | $0 | 0% | 7.71% | – | 1 | 0% | 0.3 |
|
| 4716 |
4716
DSC Meridian Capital
New York
| $325M | -$55M | -14% | 7.47% | – | 22 | 50% | 0.4 |
|
| 4717 |
4717
Wellington Group
Indianapolis,
Indiana
| $325M | +$24.2M | +8% | 0.67% | – | 458 | 27.29% | 0.2 |
|
| 4718 |
4718
Taylor Hoffman Capital Management
Richmond,
Virginia
| $325M | -$4.63M | -1% | 1.32% | – | 120 | 5.83% | 1.4 |
|
| 4719 |
4719
25 LLC
St. Louis,
Missouri
| $324M | +$9.32M | +3% | 0.44% | 48.7% | 74 | 10.81% | 2 |
|
| 4720 |
4720
One Advisory Partners
Overland Park,
Kansas
| $324M | -$7.19M | -2% | 2.37% | 58.3% | 79 | 17.72% | 2.1 |
|
| 4721 |
4721
Grey Rock Energy Management
Dallas,
Texas
| $324M | +$64.7M | +25% | 24.9% | – | 1 | 0% | 1.3 |
|
| 4722 |
AC
4722
Athos Capital
Hong Kong
| $324M | +$63.4M | +24% | 1.7% | 110% | 50 | 38% | 0.9 |
|
| 4723 |
ITIM
4723
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $324M | -$15.3M | -4% | 1.4% | 114% | 510 | 10.98% | 3.5 |
|
| 4724 |
4724
Quantum Private Wealth
Tampa,
Florida
| $324M | -$18.7M | -5% | 1.5% | 240% | 180 | 14.44% | 2.8 |
|
| 4725 |
4725
Cherrydale Wealth Management
Hoboken,
New Jersey
| $324M | -$5.79M | -2% | 2.77% | 80.8% | 83 | 12.05% | 2.4 |
|