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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
4826
Carmel Capital Management
Carmel,
California
| $193M | +$17.7M | +10% | 10.6% | 265% | 33 | 3.03% | 1.4 |
|
| 4827 |
4827
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $192M | +$7.46M | +4% | 15.5% | 207% | 56 | 41.07% | 3.5 |
|
| 4828 |
4828
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| $192M | +$5.55M | +3% | 4.95% | 66.8% | 101 | 7.92% | 6.3 |
|
| 4829 |
4829
DHJJ Financial Advisors
Naperville,
Illinois
| $192M | +$7.87M | +4% | 6.45% | 62.5% | 142 | 7.75% | 2 |
|
| 4830 |
4830
DecisionPoint Financial
Mesa,
Arizona
| $192M | +$18.9M | +11% | 3.01% | 43.3% | 219 | 20.09% | 0.4 |
|
| 4831 |
IP
4831
Investment Partners
New Philadelphia,
Ohio
| $192M | +$1.34M | +0.7% | 5.46% | 74.1% | 140 | 11.43% | 5.1 |
|
| 4832 |
4832
Tenzing Global Management
San Francisco,
California
| $192M | +$28.1M | +17% | 15.3% | 273% | 19 | 52.63% | 1.3 |
|
| 4833 |
4833
Centennial Wealth Advisory
Traverse City,
Michigan
| $192M | +$3.34M | +2% | 3.5% | 63% | 143 | 25.17% | 1.2 |
|
| 4834 |
4834
Transatlantique Private Wealth
New York
| $192M | +$10.9M | +6% | 5.67% | 88.6% | 209 | 8.61% | 0.8 |
|
| 4835 |
4835
Two Point Capital Management
Pittsford,
New York
| $192M | +$21.8M | +13% | 10.7% | – | 22 | 0% | 0.5 |
|
| 4836 |
4836
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
| $192M | +$50.1M | +35% | 13.3% | 144% | 22 | 54.55% | 0.2 |
|
| 4837 |
4837
First Capital Advisors Group
Little Silver,
New Jersey
| $192M | +$35.9M | +23% | 6.39% | – | 972 | 77.98% | 0.3 |
|
| 4838 |
4838
Sandbox Financial Partners
Bethesda,
Maryland
| $192M | +$25.8M | +16% | 10% | 69.6% | 99 | 12.12% | 1.6 |
|
| 4839 |
4839
Whelan Financial
Fresno,
California
| $191M | +$11M | +6% | 4.51% | 57.9% | 32 | 6.25% | 1.2 |
|
| 4840 |
OGF
4840
Orin Green Financial
San Diego,
California
| $191M | +$6.54M | +4% | 3.74% | 59.1% | 78 | 12.82% | 1.8 |
|
| 4841 |
4841
SWMG LLC
Fort Worth,
Texas
| $191M | +$11.9M | +7% | 4.08% | 68.7% | 103 | 22.33% | 1.2 |
|
| 4842 |
4842
King Street Capital Management
New York
| $191M | -$21.5M | -10% | 3.49% | 140% | 17 | 58.82% | 0.4 |
|
| 4843 |
4843
Fi3 Financial Advisors
Indianapolis,
Indiana
| $191M | +$3.61M | +2% | 7.56% | 83.1% | 82 | 19.51% | 1.3 |
|
| 4844 |
4844
Old West Investment Management
Los Angeles,
California
| $191M | +$5.23M | +3% | 7.22% | 242% | 58 | 31.03% | 3.6 |
|
| 4845 |
4845
Divergent Planning
Bethesda,
Maryland
| $191M | +$13.2M | +7% | 3.17% | 43.3% | 26 | 15.38% | 1.3 |
|
| 4846 |
4846
Caldwell Sutter Capital
Sausalito,
California
| $191M | +$53.7M | +39% | 4.12% | 79.5% | 875 | 36.11% | 0.2 |
|
| 4847 |
4847
TPG Financial Advisors
Portland,
Oregon
| $191M | +$7.82M | +4% | 2.8% | – | 49 | 4.08% | 2.6 |
|
| 4848 |
4848
GPM Growth Investors
Bloomfield Hills,
Michigan
| $191M | +$18M | +10% | 8.86% | – | 41 | 9.76% | 2.2 |
|
| 4849 |
4849
Wealthstream Advisors
New York
| $191M | +$23.2M | +14% | 6.25% | 88.2% | 98 | 21.43% | 1 |
|
| 4850 |
4850
Half Sky Capital (UK)
London,
United Kingdom
| $191M | +$14.1M | +8% | 13% | 13% | 9 | 0% | 1.1 |
|