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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4851 |
PIA
4851
Powell Investment Advisors
Miami,
Florida
| $103M | +$20.9M | +25% | 17.3% | 76.1% | 121 | 14.05% | 0.4 |
|
| 4852 |
CWA
4852
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| $103M | +$16.9M | +20% | 18.9% | 57.5% | 189 | 10.05% | 0.4 |
|
| 4853 |
CWM
4853
Chronos Wealth Management
Clearwater,
Florida
| $103M | +$16.6M | +19% | 19.6% | 86.4% | 41 | 9.76% | 0.5 |
|
| 4854 |
RTC
4854
Riverview Trust Company
Vancouver,
Washington
| $103M | -$1.02M | -1% | 18.9% | 87.6% | 280 | 8.93% | 1.3 |
|
| 4855 |
DTC
4855
Davidson Trust Company
Seattle,
Washington
| $103M | +$21.9M | +27% | 17.2% | 77% | 118 | 16.95% | 0.4 |
|
| 4856 |
AWA
4856
ARQ Wealth Advisors
Scottsdale,
Arizona
| $103M | +$14.9M | +17% | 16% | 53.3% | 44 | 18.18% | 0.2 |
|
| 4857 |
RHDIC
4857
R.H. Dinel Investment Counsel
Los Angeles,
California
| $103M | +$18.2M | +22% | 22% | 55.9% | 45 | 2.22% | 5.8 |
|
| 4858 |
BBA
4858
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| $102M | +$23.9M | +30% | 13.4% | 59.5% | 338 | 10.65% | 0.9 |
|
| 4859 |
FCM
4859
Fairbanks Capital Management
Rancho Santa Fe,
California
| $102M | +$25.7M | +34% | 23.8% | 81.3% | 58 | 15.52% | 1.7 |
|
| 4860 |
SWIG
4860
Strategic Wealth Investment Group
Louisville,
Kentucky
| $102M | +$40.7M | +66% | 18.3% | – | 85 | 54.12% | 0.2 |
|
| 4861 |
TCM
4861
Tandem Capital Management
Woodcliff Lake,
New Jersey
| $102M | +$13.3M | +15% | 28.3% | 120% | 77 | 14.29% | 0.4 |
|
| 4862 |
SG
4862
Somerset Group
Wayzata,
Minnesota
| $102M | +$15.2M | +17% | 19.6% | 84.6% | 63 | 11.11% | 4.1 |
|
| 4863 |
GIC
4863
Gantzert Investment Company
Joliet,
Illinois
| $102M | +$8.81M | +9% | 14.7% | – | 64 | 23.44% | 1.3 |
|
| 4864 |
CPC
4864
Consolidated Planning Corp
Atlanta,
Georgia
| $102M | +$22.3M | +28% | 22.3% | 82.3% | 42 | 14.29% | 0.4 |
|
| 4865 |
OFW
4865
Omnia Family Wealth
Aventura,
Florida
| $102M | +$5.84M | +6% | 12.5% | 80.6% | 78 | 15.38% | 2.9 |
|
| 4866 |
APG
4866
Andrew P. Goldfarb
| $102M | +$56.4M | +124% | 124% | – | 1 | 0% | 1.5 |
|
| 4867 |
BA
4867
Ballew Advisors
Jackson,
Mississippi
| $102M | +$13.3M | +15% | 14.4% | 68% | 93 | 21.51% | 1.8 |
|
| 4868 |
JCA
4868
Jade Capital Advisors
Essex Fells,
New Jersey
| $102M | +$22.5M | +28% | 30.8% | 28.9% | 95 | 60% | 0.2 |
|
| 4869 |
CAM
4869
Costello Asset Management
Feasterville,
Pennsylvania
| $102M | – | – | 21.5% | 65.9% | 223 | – | 0.3 |
|
| 4870 |
PM
4870
Penbrook Management
New York
| $102M | +$23.6M | +30% | 40.9% | 106% | 109 | 11.01% | 3.9 |
|
| 4871 |
ACM
4871
Avalon Capital Management
Port Of Redwood City,
California
| $102M | +$17.4M | +21% | 14% | 151% | 31 | 58.06% | 1.9 |
|
| 4872 |
KRC
4872
Kehrs Ridge Capital
Holmdel,
New Jersey
| $101M | – | – | 10.6% | – | 14 | – | 0.2 |
|
| 4873 |
CCM
4873
Cox Capital Management
Andover,
Massachusetts
| $101M | -$13.3M | -12% | 14.6% | 106% | 196 | 66.33% | 1.4 |
|
| 4874 |
4874
Quantinno Capital Management
New York
| $101M | -$58.7M | -37% | 31% | 119% | 494 | 65.59% | 0.3 |
|
| 4875 |
ACH
4875
Axis Capital Holdings
Pembroke,
| $101M | -$13.1M | -11% | 19.7% | 67% | 3 | 33.33% | 5.6 |
|