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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
Tower View Wealth Management
Shorewood,
Wisconsin
| $180M | -$17.2M | -9% | 0.65% | 135% | 254 | 41.73% | 1.6 |
|
| 4802 |
TCM
4802
TORQ Capital Management
Hong Kong
| $180M | +$4.34M | +2% | 2.63% | – | 13 | 76.92% | 0.1 |
|
| 4803 |
4803
ACON Equity Management
Washington,
District of Columbia
| $180M | -$38.6M | -18% | 14.4% | 32.1% | 1 | 0% | 3.8 |
|
| 4804 |
SWMG
4804
Signature Wealth Management Group
Atlanta,
Georgia
| $180M | +$352K | +0.2% | 1.21% | – | 78 | 6.41% | 2.3 |
|
| 4805 |
4805
BCGM Wealth Management
Lafayette,
Indiana
| $180M | +$10.9M | +6% | 0.19% | 54.9% | 102 | 5.88% | 0.7 |
|
| 4806 |
4806
Heron Financial Group
New York
| $180M | +$4.46M | +3% | 0.99% | 47.5% | 149 | 6.71% | 1.4 |
|
| 4807 |
4807
San Luis Wealth Advisors
San Luis Obispo,
California
| $180M | – | – | 0.52% | 65% | 154 | – | 0.5 |
|
| 4808 |
4808
Rho Capital Partners
New York
| $179M | -$913M | -84% | 19.9% | – | 7 | 28.57% | 3.2 |
|
| 4809 |
4809
Emerson Wealth
Bloomfield Hills,
Michigan
| $179M | -$2.16M | -1% | 1.14% | 18.1% | 44 | 15.91% | 1.5 |
|
| 4810 |
ECM
4810
EMC Capital Management
Houston,
Texas
| $179M | +$3.03M | +2% | 2.43% | – | 137 | 18.25% | 0.6 |
|
| 4811 |
4811
Curated Wealth Partners
El Segundo,
California
| $179M | -$4.54M | -2% | 1.57% | 39.9% | 151 | 7.28% | 0.7 |
|
| 4812 |
4812
Howard Wealth Management
Madison,
Connecticut
| $179M | -$2.9M | -2% | 0.81% | 69.9% | 130 | 3.85% | 1.5 |
|
| 4813 |
GWM
4813
Gray Wealth Management
Bangor,
Maine
| $179M | +$5.17M | +3% | 0.42% | 22.1% | 123 | 5.69% | 1.2 |
|
| 4814 |
4814
Stamos Capital Partners
Menlo Park,
California
| $179M | -$10.9M | -6% | 0.37% | 36.7% | 47 | 12.77% | 1.4 |
|
| 4815 |
4815
Deane Retirement Strategies
New Orleans,
Louisiana
| $179M | -$3.07M | -2% | 2.04% | 73.4% | 62 | 19.35% | 2.3 |
|
| 4816 |
BOCM
4816
Bontempo Ohly Capital Management
Bethesda,
Maryland
| $179M | -$5.51M | -3% | 1.84% | 49.6% | 32 | 0% | 3.4 |
|
| 4817 |
4817
Harborview Advisors
Portland,
Maine
| $179M | -$88K | -0% | 1.77% | 27.1% | 107 | 5.61% | 2.3 |
|
| 4818 |
4818
Innealta Capital
Austin,
Texas
| $179M | -$18M | -9% | 2.1% | 69.8% | 62 | 16.13% | 1.2 |
|
| 4819 |
4819
Eagle Bay Advisors
New York
| $178M | +$54M | +43% | 1.81% | 85% | 1,212 | 26.24% | 0.2 |
|
| 4820 |
4820
Avalon Capital Management
Port Of Redwood City,
California
| $178M | +$59.7M | +50% | 0.59% | 151% | 57 | 64.91% | 1.2 |
|
| 4821 |
4821
StrongBox Wealth
Lee's Summit,
Missouri
| $178M | +$3.76M | +2% | 0.55% | 63.9% | 104 | 10.58% | 1.1 |
|
| 4822 |
4822
First National Bank of Hutchinson
Hutchinson,
Kansas
| $178M | -$15M | -8% | 0.21% | 121% | 135 | 17.04% | 2.9 |
|
| 4823 |
4823
Monterey Private Wealth
Monterey,
California
| $178M | +$3.92M | +2% | 0.25% | 29.8% | 102 | 7.84% | 1.3 |
|
| 4824 |
4824
Axel Capital Management
New York
| $178M | +$2.27M | +1% | 0.57% | 194% | 39 | 33.33% | 0.7 |
|
| 4825 |
4825
NewGen Asset Management
Toronto,
Ontario, Canada
| $178M | -$86.8M | -33% | 0.59% | 402% | 61 | 73.77% | 0.3 |
|