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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4876 |
SCI
4876
Silver Coast Investments
San Diego,
United States
| $275M | +$11.7M | +4% | 4.99% | – | 111 | 13.51% | 1.1 |
|
| 4877 |
4877
LifeWealth Investments
Winter Garden,
Florida
| $275M | +$67.2M | +32% | 7.9% | – | 163 | 29.45% | 0.3 |
|
| 4878 |
IWN
4878
Independent Wealth Network
Urbandale,
Iowa
| $275M | +$24.1M | +10% | 8.16% | 78.2% | 263 | 8.75% | 2.3 |
|
| 4879 |
4879
Watershed Private Wealth
Oak Brook,
Illinois
| $275M | +$24.6M | +10% | 10.9% | 71.4% | 116 | 13.79% | 1.8 |
|
| 4880 |
4880
Vert Asset Management
Sausalito,
California
| $275M | -$16.3M | -6% | 0.68% | 43.1% | 45 | 0% | 2.8 |
|
| 4881 |
4881
Sykon Capital
Harrison,
New York
| $274M | +$10.9M | +4% | 8.93% | 63.7% | 97 | 48.45% | 0.8 |
|
| 4882 |
4882
Nine Masts Capital
Central,
Hong Kong
| $274M | +$123M | +82% | 16% | 88.1% | 129 | 69.77% | 0.3 |
|
| 4883 |
4883
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $274M | -$51.8M | -16% | 5.5% | 34.2% | 43 | 4.65% | 6 |
|
| 4884 |
CIA
4884
Cape Investment Advisory
Mcdonough,
Georgia
| $274M | +$22.9M | +9% | 8.58% | 72.5% | 1,272 | 18.79% | 1.5 |
|
| 4885 |
4885
Selective Wealth Management
Forest,
Virginia
| $274M | +$44M | +19% | 8.74% | 74.4% | 106 | 4.72% | 3.3 |
|
| 4886 |
AW
4886
Atlas Wealth
Cincinnati,
Ohio
| $274M | +$17.4M | +7% | 4.63% | 43.5% | 112 | 16.96% | 1.5 |
|
| 4887 |
4887
Financial Insights
Tacoma,
Washington
| $274M | +$22.5M | +9% | 9.63% | 82.1% | 134 | 22.39% | 3.1 |
|
| 4888 |
4888
TSA Wealth Management
Houston,
Texas
| $274M | +$22.2M | +9% | 8.03% | 62.4% | 85 | 15.29% | 1 |
|
| 4889 |
4889
Hassell Wealth Management
Houma,
Louisiana
| $274M | +$39.3M | +17% | 7.16% | 49.7% | 26 | 3.85% | 2 |
|
| 4890 |
4890
Royal Harbor Partners
Houston,
Texas
| $274M | +$15.4M | +6% | 7.47% | 54.6% | 53 | 20.75% | 1.9 |
|
| 4891 |
4891
Gladius Capital Management
Chicago,
Illinois
| $273M | -$103M | -27% | 12.7% | 78% | 74 | 8.11% | 2.2 |
|
| 4892 |
4892
Starr Indemnity & Liability Company
New York
| $273M | +$66.7M | +32% | 6.48% | – | 8 | 87.5% | 0.1 |
|
| 4893 |
4893
Beta Wealth Group
San Diego,
California
| $273M | -$5.38M | -2% | 6.42% | 45.4% | 118 | 22.03% | 2.2 |
|
| 4894 |
4894
Enzi Wealth
Austin,
Texas
| $273M | +$25.9M | +10% | 7.57% | 77% | 70 | 8.57% | 2 |
|
| 4895 |
4895
Encompass Wealth Advisors
Portland,
Oregon
| $273M | +$27.1M | +11% | 10.4% | 68.7% | 105 | 5.71% | 3.5 |
|
| 4896 |
4896
Canopy Partners
Cincinnati,
Ohio
| $273M | +$16M | +6% | 11.1% | 108% | 236 | 11.86% | 1.2 |
|
| 4897 |
4897
Olympus Peak Asset Management
Greenwich,
Connecticut
| $273M | +$37M | +16% | 29.9% | – | 1 | 0% | 0.8 |
|
| 4898 |
4898
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| $272M | +$25.4M | +10% | 8.7% | 70.3% | 141 | 11.35% | 4.6 |
|
| 4899 |
4899
Private Wealth Advisors (California)
Fresno,
California
| $272M | -$4.07M | -1% | 7.39% | 63.6% | 91 | 13.19% | 3.5 |
|
| 4900 |
4900
Cederberg Capital
London,
United Kingdom
| $272M | +$13.5M | +5% | 11.8% | 273% | 8 | 0% | 1.9 |
|