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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
Letson Investment Management
Atlanta,
Georgia
| $255M | +$28.7M | +13% | 10.3% | – | 91 | 3.3% | 0.7 |
|
| 4802 |
4802
Cypress Point Wealth Management
Dallas,
Texas
| $255M | +$43.4M | +21% | 16% | 226% | 77 | 9.09% | 1.3 |
|
| 4803 |
4803
LaSalle St. Investment Advisors
Elmhurst,
Illinois
| $255M | +$54.3M | +27% | 5.57% | 61.9% | 220 | 30.45% | 0.8 |
|
| 4804 |
4804
Your Advocates Ltd
Houston,
Texas
| $255M | +$16.3M | +7% | 6.41% | 50% | 249 | 10.84% | 2.5 |
|
| 4805 |
4805
Forager Capital Management
Birmingham,
Alabama
| $254M | +$20.8M | +9% | 11.4% | 52.6% | 14 | 7.14% | 2.3 |
|
| 4806 |
4806
Allred Capital Management
Dallas,
Texas
| $254M | -$6.66M | -3% | 6.38% | 73.5% | 179 | 13.97% | 4 |
|
| 4807 |
4807
David Kennon
Sarasota,
Florida
| $254M | +$15.9M | +7% | 5.94% | 52.4% | 34 | 0% | 1.5 |
|
| 4808 |
4808
Sweeney & Michel
Chico,
California
| $254M | +$19.2M | +8% | 6.56% | – | 123 | 10.57% | 1.2 |
|
| 4809 |
4809
Main Street Group
Glen Allen,
Virginia
| $254M | +$13.1M | +5% | 4.02% | 98.3% | 937 | 17.18% | 0.7 |
|
| 4810 |
4810
Mezzasalma Advisors
Tinton Falls,
New Jersey
| $254M | +$20.4M | +9% | 6.66% | 203% | 87 | 13.79% | 1.7 |
|
| 4811 |
AC
4811
ASB Consultores
Aventura,
Florida
| $254M | -$25M | -9% | 4.94% | 84.6% | 226 | 21.24% | 1.1 |
|
| 4812 |
4812
Eclectic Associates
Fullerton,
California
| $253M | +$28.5M | +13% | 6.86% | 53.8% | 104 | 16.35% | 2.4 |
|
| 4813 |
4813
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| $253M | +$35.1M | +16% | 14.2% | 23.7% | 3 | 0% | 1.3 |
|
| 4814 |
GWM
4814
Gray Wealth Management
Bangor,
Maine
| $253M | +$21.5M | +9% | 6.28% | 22.1% | 144 | 9.72% | 3 |
|
| 4815 |
4815
Bear Mountain Capital
Seattle,
Washington
| $253M | +$7.48M | +3% | 6.57% | – | 192 | 14.06% | 0.7 |
|
| 4816 |
4816
My Legacy Advisors
Bend,
Oregon
| $253M | -$59.6M | -19% | 6.91% | 49.1% | 212 | 10.85% | 1.8 |
|
| 4817 |
PWMG
4817
Private Wealth Management Group
Princeton,
New Jersey
| $253M | +$22.4M | +10% | 7.4% | 63.2% | 1,564 | 8.57% | 0.7 |
|
| 4818 |
BIMC
4818
Benson Investment Management Company
Roanoke,
Virginia
| $253M | +$11.3M | +5% | 7.32% | 99.8% | 62 | 43.55% | 1.6 |
|
| 4819 |
4819
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
| $253M | +$119M | +88% | 88.4% | 407% | 1 | 0% | 2.8 |
|
| 4820 |
4820
Carnegie Lake Advisors
Princeton,
New Jersey
| $253M | – | – | 9.81% | – | 157 | – | 0 |
|
| 4821 |
4821
DHJJ Financial Advisors
Naperville,
Illinois
| $253M | +$15.9M | +7% | 5.81% | 62.5% | 887 | 6.76% | 1.2 |
|
| 4822 |
4822
Sachetta
Lynnfield,
Massachusetts
| $253M | +$22.8M | +10% | 6.34% | – | 1,316 | 13.91% | 0.7 |
|
| 4823 |
4823
Fortitude Family Office
Scottsdale,
Arizona
| $253M | +$76.3M | +43% | 7.91% | 81.1% | 1,298 | 32.97% | 0.5 |
|
| 4824 |
4824
Campbell Capital Management
Miami,
Florida
| $252M | +$19.6M | +8% | 3.2% | – | 57 | 33.33% | 1.7 |
|
| 4825 |
4825
Sio Capital Management
New York
| $252M | -$117M | -32% | 11.8% | 564% | 57 | 47.37% | 0.8 |
|