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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
BNC Wealth Management
Beaverton,
Oregon
| $234M | +$22.2M | +10% | 15% | 204% | 107 | 15.89% | 2.1 |
|
| 4827 |
4827
NewGen Asset Management
Toronto,
Ontario, Canada
| $234M | +$38.8M | +20% | 11.2% | 402% | 42 | 64.29% | 0.3 |
|
| 4828 |
4828
Elmwood Wealth Management
Berkeley,
California
| $234M | +$91.1M | +64% | 2.77% | 42.1% | 124 | 17.74% | 3.2 |
|
| 4829 |
4829
Vishria Bird Financial Group
Memphis,
Tennessee
| $234M | +$22.1M | +10% | 5.53% | 74.3% | 64 | 7.81% | 2.9 |
|
| 4830 |
4830
Bell & Brown Wealth Advisors
Newport Beach,
California
| $234M | +$18.2M | +8% | 13.3% | 125% | 74 | 8.11% | 4.8 |
|
| 4831 |
ACP
4831
Altitude Crest Partners
Stamford,
Connecticut
| $234M | +$84.1M | +56% | 28.9% | – | 34 | 76.47% | 0.1 |
|
| 4832 |
4832
Jessup Wealth Management
Dayton,
Ohio
| $234M | +$33.4M | +17% | 15% | 181% | 68 | 36.76% | 0.7 |
|
| 4833 |
4833
Strategic Vision Investment
Hong Kong
| $233M | +$124M | +113% | 52.3% | 95.6% | 26 | 76.92% | 0.2 |
|
| 4834 |
4834
Spectrum Asset Management (California)
Newport Beach,
California
| $233M | +$7.39M | +3% | 6.5% | 68.3% | 108 | 22.22% | 3.2 |
|
| 4835 |
HRC
4835
Hoertkorn Richard Charles
| $233M | +$11.1M | +5% | 7.38% | 182% | 83 | 1.2% | 7.1 |
|
| 4836 |
4836
Precedent Wealth Partners
Houston,
Texas
| $233M | +$36M | +18% | 7.07% | 61.1% | 144 | 16.67% | 0.2 |
|
| 4837 |
4837
Global Financial Private Client
Sarasota,
Florida
| $233M | +$18.9M | +9% | 8.4% | 100% | 723 | 7.88% | 3 |
|
| 4838 |
4838
BKM Wealth Management
Brookfield,
Wisconsin
| $233M | -$2.03M | -0.9% | 6.53% | 69.6% | 593 | 67.12% | 0.2 |
|
| 4839 |
4839
Brand Asset Management Group
Chesterfield,
Missouri
| $233M | +$13.8M | +6% | 7.3% | 70.2% | 82 | 12.2% | 4.6 |
|
| 4840 |
4840
Brooklyn Investment Group
Brooklyn,
New York
| $232M | +$22.7M | +11% | 14.1% | – | 239 | 12.55% | 0.2 |
|
| 4841 |
4841
Juncture Wealth Strategies
Scottsdale,
Arizona
| $232M | +$12.1M | +6% | 6.7% | 76.5% | 129 | 34.11% | 3 |
|
| 4842 |
4842
INCA Investments
Miami,
Florida
| $232M | +$6.62M | +3% | 8.56% | 120% | 12 | 16.67% | 3.8 |
|
| 4843 |
EFM
4843
Eley Financial Management
South Burlington,
Vermont
| $232M | +$18.8M | +9% | 9.78% | 74.9% | 74 | 16.22% | 1.1 |
|
| 4844 |
4844
Bear Mountain Capital
Seattle,
Washington
| $232M | -$5.94M | -2% | 4.33% | 43% | 243 | 11.11% | 0.2 |
|
| 4845 |
4845
Sculati Wealth Management
Bloomfield Hills,
Michigan
| $232M | +$17.2M | +8% | 9.05% | 80.3% | 107 | 8.41% | 3.1 |
|
| 4846 |
4846
Raleigh Capital Management
Cary,
North Carolina
| $232M | +$16.4M | +8% | 7.6% | 79.9% | 1,209 | 31.35% | 1.1 |
|
| 4847 |
4847
Numerai
San Francisco,
California
| $232M | -$50.9M | -18% | 3.88% | 52.7% | 346 | 60.69% | 0.3 |
|
| 4848 |
4848
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| $232M | +$17.4M | +8% | 11.3% | 199% | 79 | 7.59% | 2.3 |
|
| 4849 |
4849
Intrepid Financial Planning Group
Carmel,
Indiana
| $231M | +$22.4M | +11% | 9.06% | 92.5% | 134 | 12.69% | 1.4 |
|
| 4850 |
4850
Radcliff Management
New York
| $231M | +$38.7M | +20% | 32.8% | 47.6% | 2 | 0% | 2.3 |
|