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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4801 |
4801
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $184M | -$22.7M | -11% | 4.62% | 59.6% | 113 | 18.58% | 1 |
|
| 4802 |
4802
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $184M | -$2.81M | -2% | 3.99% | 7.8% | 191 | 52.36% | 0.6 |
|
| 4803 |
4803
Curated Wealth Partners
El Segundo,
California
| $184M | +$20.9M | +13% | 14.3% | 39.9% | 152 | 12.5% | 0.4 |
|
| 4804 |
4804
Adalta Capital Management
New York
| $184M | +$10.3M | +6% | 5.48% | 80.4% | 103 | 12.62% | 1.9 |
|
| 4805 |
4805
PBMares Wealth Management
Williamsburg,
Virginia
| $184M | +$61.1M | +50% | 4.58% | 67.7% | 153 | 11.11% | 1 |
|
| 4806 |
MCM
4806
McMillion Capital Management
Greensboro,
North Carolina
| $184M | +$12.6M | +7% | 7.13% | 59.3% | 86 | 8.14% | 4.4 |
|
| 4807 |
RP
4807
RBS Partners
Bay Harbor Islands,
Florida
| $183M | +$34.2M | +23% | 30.5% | 210% | 3 | 33.33% | 5 |
|
| 4808 |
4808
Jeppson Wealth Management
Manhattan Beach,
California
| $183M | +$15.2M | +9% | 6.94% | 107% | 151 | 8.61% | 0.7 |
|
| 4809 |
4809
KFA Private Wealth Group
Tysons,
Virginia
| $183M | +$11.8M | +7% | 5.6% | 62.8% | 80 | 15% | 1.1 |
|
| 4810 |
4810
Oldfather Financial Services
Kearney,
Nebraska
| $183M | +$9.14M | +5% | 5.91% | 60.8% | 63 | 7.94% | 1.3 |
|
| 4811 |
4811
Strategic Vision Investment
Hong Kong
| $183M | +$121M | +194% | 9.87% | 95.6% | 23 | 56.52% | 0.3 |
|
| 4812 |
4812
Michael & Susan Dell Foundation
New York
| $183M | +$34.5M | +23% | 22.8% | 238% | 3 | 0% | 0.8 |
|
| 4813 |
4813
Matrix Private Capital Group
New York
| $183M | +$16.5M | +10% | 7% | 62.5% | 258 | 12.4% | 1 |
|
| 4814 |
KMWM
4814
Keudell/Morrison Wealth Management
Salem,
Oregon
| $183M | +$10.3M | +6% | 7.71% | – | 179 | 12.85% | 1.7 |
|
| 4815 |
4815
Nationwide Asset Management
Columbus,
Ohio
| $183M | +$39.3M | +27% | 4% | 8.56% | 18 | 50% | 0.7 |
|
| 4816 |
ITIM
4816
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $183M | -$4.64M | -2% | 3.52% | 114% | 119 | 5.88% | 5.9 |
|
| 4817 |
4817
Verity Asset Management
Durham,
North Carolina
| $183M | +$14.9M | +9% | 5.75% | 79.7% | 259 | 30.12% | 1.3 |
|
| 4818 |
4818
Salem Capital Management
Woburn,
Massachusetts
| $182M | +$14.5M | +9% | 5.64% | 32.3% | 78 | 8.97% | 5 |
|
| 4819 |
WFA
4819
Wade Financial Advisory
Campbell,
California
| $182M | +$24.2M | +15% | 6.13% | 15.9% | 71 | 4.23% | 1.3 |
|
| 4820 |
4820
Spark Investment Management
New York
| $182M | +$33.2M | +22% | 19.8% | 459% | 46 | 13.04% | 0.8 |
|
| 4821 |
4821
Truvestments Capital
Sarasota,
Florida
| $182M | +$5.25M | +3% | 5.99% | 131% | 715 | 18.88% | 0.9 |
|
| 4822 |
4822
General Industrial Partners
London,
United Kingdom
| $182M | -$5.03M | -3% | 3.47% | – | 16 | 75% | 0.2 |
|
| 4823 |
4823
Palmer Knight Company
Jacksonville,
Florida
| $182M | +$8.24M | +5% | 9.54% | 78.9% | 28 | 3.57% | 2 |
|
| 4824 |
4824
Grandview Asset Management
Harrisburg,
Pennsylvania
| $182M | -$5.65M | -3% | 12.5% | 200% | 533 | 80.11% | 0.9 |
|
| 4825 |
4825
Beirne Wealth Consulting Services
Shelton,
Connecticut
| $182M | +$11.6M | +7% | 5.82% | 81.9% | 117 | 11.11% | 1.4 |
|