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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4901 |
4901
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $175M | +$13.3M | +8% | 5.61% | 86.2% | 77 | 6.49% | 3.5 |
|
| 4902 |
4902
SCF Partners
Houston,
Texas
| $175M | -$123M | -41% | 35.3% | 2.1% | 3 | 0% | 5 |
|
| 4903 |
4903
Towerpoint Wealth
Sacramento,
California
| $175M | +$1.36M | +0.8% | 5.91% | 67.7% | 90 | 20% | 3.1 |
|
| 4904 |
4904
Brick & Kyle Associates
Newtown,
Pennsylvania
| $175M | +$2.71M | +2% | 8.71% | 116% | 57 | 3.51% | 5.3 |
|
| 4905 |
4905
Lipe & Dalton
Syracuse,
New York
| $175M | +$752K | +0.4% | 5.39% | 101% | 105 | 7.62% | 4.8 |
|
| 4906 |
ARIS
4906
Advanced Research Investment Solutions
Los Angeles,
California
| $175M | +$15.5M | +10% | 5.13% | 13.1% | 24 | 12.5% | 1.8 |
|
| 4907 |
4907
Leisure Capital Management
Costa Mesa,
California
| $174M | -$19.1M | -10% | 5.86% | 111% | 149 | 12.75% | 4.3 |
|
| 4908 |
4908
Wick Capital Partners
Wayne,
Pennsylvania
| $174M | -$3.74M | -2% | 5.71% | 60% | 74 | 35.14% | 0.7 |
|
| 4909 |
4909
Phraction Management
Colchester,
Connecticut
| $174M | +$22M | +14% | 7.23% | 106% | 47 | 6.38% | 1.1 |
|
| 4910 |
TPWM
4910
Twelve Points Wealth Management
Concord,
Massachusetts
| $174M | +$27.3M | +19% | 5.08% | 56.8% | 171 | 9.36% | 1.1 |
|
| 4911 |
4911
Sittner & Nelson
Eugene,
Oregon
| $174M | +$10.7M | +7% | 8.53% | 88.1% | 498 | 8.43% | 1.8 |
|
| 4912 |
4912
Greenhaven Road Investment Management
Greenwich,
Connecticut
| $174M | +$19.2M | +12% | 20.1% | 70.2% | 39 | 20.51% | 1.4 |
|
| 4913 |
4913
Benedetti & Gucer
Atlanta,
Georgia
| $174M | +$37.6M | +28% | 8.58% | 42.7% | 168 | 50% | 0.7 |
|
| 4914 |
4914
IDG China Venture Capital Fund V Associates
Hong Kong
| $174M | +$36M | +26% | 26.1% | 7.34% | 1 | 0% | 1.3 |
|
| 4915 |
CWM
4915
Capital Wealth Management
W. Warwick,
Rhode Island
| $174M | +$26.3M | +18% | 5.29% | 51.3% | 65 | 53.85% | 1.9 |
|
| 4916 |
CMG
4916
Cavalry Management Group
San Francisco,
California
| $174M | -$73.9M | -30% | 42.3% | 59.6% | 35 | 80% | 0.3 |
|
| 4917 |
4917
Investment Advisory Group
Hanover,
Massachusetts
| $174M | +$10.9M | +7% | 5.63% | 61.6% | 141 | 7.09% | 1 |
|
| 4918 |
4918
Wealth Management Solutions
Exton,
Pennsylvania
| $174M | -$16.6M | -9% | 2.05% | – | 99 | 19.19% | 1 |
|
| 4919 |
4919
Providence First Trust
Scottsdale,
Arizona
| $174M | +$3.39M | +2% | 3.39% | 68.4% | 100 | 18% | 3 |
|
| 4920 |
BIA
4920
Bigelow Investment Advisors
Portland,
Maine
| $174M | +$1.32M | +0.8% | 5.56% | 75.7% | 152 | 23.03% | 3.7 |
|
| 4921 |
UID
4921
Union Investments & Development
Tel Aviv,
Israel
| $174M | +$3.36M | +2% | 13.6% | 17% | 55 | 21.82% | 0.9 |
|
| 4922 |
4922
Adamsbrown Wealth Consultants
Wichita,
Kansas
| $173M | +$8.74M | +5% | 3.77% | 60.6% | 83 | 16.87% | 1 |
|
| 4923 |
4923
Black Diamond Capital Management
Stamford,
Connecticut
| $173M | +$10.5M | +6% | 10.5% | 28.3% | 12 | 0% | 2.6 |
|
| 4924 |
4924
Pale Fire Capital SE
Prague,
Czech Republic
| $173M | +$14.5M | +9% | 9.62% | 223% | 18 | 55.56% | 0.1 |
|
| 4925 |
4925
Independent Family Office
Albany,
New York
| $173M | +$6.88M | +4% | 5.88% | 68.4% | 71 | 5.63% | 2.2 |
|