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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
BigSur Wealth Management
Miami,
Florida
| $210M | +$11.7M | +6% | 10.2% | 94.8% | 123 | 13.01% | 3.9 |
|
| 4902 |
4902
Grey Street Capital
Chicago,
Illinois
| $210M | +$35.5M | +20% | 16.3% | – | 144 | 14.58% | 0.6 |
|
| 4903 |
4903
Fi3 Financial Advisors
Indianapolis,
Indiana
| $210M | +$23.9M | +13% | 11.5% | 83.1% | 79 | 13.92% | 1.6 |
|
| 4904 |
SC
4904
Schulhoff & Co
Cincinnati,
Ohio
| $210M | +$12M | +6% | 6.69% | 51.8% | 122 | 4.1% | 7.3 |
|
| 4905 |
4905
SWMG LLC
Fort Worth,
Texas
| $210M | +$19.3M | +10% | 10% | 68.7% | 108 | 22.22% | 1.4 |
|
| 4906 |
4906
TriaGen Wealth Management
Calabasas,
California
| $210M | +$13.8M | +7% | 11.6% | 132% | 177 | 24.29% | 1.8 |
|
| 4907 |
4907
Brooklyn Investment Group
Brooklyn,
New York
| $210M | – | – | 13% | – | 219 | – | 0 |
|
| 4908 |
4908
Prevail Innovative Wealth Advisors
Leawood,
Kansas
| $210M | +$16.9M | +9% | 5.91% | 31.3% | 164 | 45.73% | 0.2 |
|
| 4909 |
SA
4909
Skyline Advisors
Bellingham,
Washington
| $210M | – | – | 9.75% | 52% | 80 | – | 0 |
|
| 4910 |
4910
Core Wealth Management
Jupiter,
Florida
| $209M | +$16.1M | +8% | 9.07% | 44.5% | 22 | 13.64% | 0.8 |
|
| 4911 |
4911
Tealwood Asset Management
Minneapolis,
Minnesota
| $209M | +$14.8M | +8% | 12.1% | 128% | 132 | 7.58% | 3.5 |
|
| 4912 |
CCM
4912
Cutter Capital Management
New York
| $209M | – | – | 14.4% | – | 23 | – | 0 |
|
| 4913 |
MAM
4913
Mystic Asset Management
Warwick,
Rhode Island
| $209M | +$31.1M | +18% | 13% | 114% | 163 | 13.5% | 1.6 |
|
| 4914 |
4914
Intrepid Financial Planning Group
Carmel,
Indiana
| $209M | +$16.1M | +8% | 12.2% | 92.5% | 126 | 7.94% | 1.2 |
|
| 4915 |
4915
Dorval Corp
Maple Grove,
Minnesota
| $209M | – | – | 6.9% | 29.6% | 26 | – | 0 |
|
| 4916 |
4916
Bullseye Asset Management
Denver,
Colorado
| $209M | +$29.5M | +16% | 17.3% | 81% | 73 | 4.11% | 3 |
|
| 4917 |
4917
Compass Advisory Group
Melville,
New York
| $209M | +$18M | +9% | 10.1% | 49.2% | 74 | 12.16% | 1.9 |
|
| 4918 |
4918
Socha Financial Group
Corning,
New York
| $208M | +$20.4M | +11% | 10.8% | 88.4% | 31 | 12.9% | 1.1 |
|
| 4919 |
4919
Eclectic Associates
Fullerton,
California
| $208M | +$11.8M | +6% | 8.79% | 53.8% | 89 | 12.36% | 2.1 |
|
| 4920 |
4920
Carmel Capital Management
Carmel,
California
| $208M | +$31.7M | +18% | 17.6% | 247% | 33 | 9.09% | 1.8 |
|
| 4921 |
4921
Accretive Wealth Partners
Parsippany,
New Jersey
| $208M | +$40.4M | +24% | 11.5% | 64.4% | 134 | 14.18% | 2.1 |
|
| 4922 |
4922
Mendel Money Management
Northbrook,
Illinois
| $208M | +$21.6M | +12% | 11.1% | 88.8% | 130 | 6.92% | 3.4 |
|
| 4923 |
4923
Enzi Wealth
Austin,
Texas
| $208M | +$19.6M | +10% | 9.47% | 77% | 60 | 20% | 0.9 |
|
| 4924 |
4924
Arohi Asset Management
Singapore
| $208M | – | – | 6.87% | – | 2 | – | 0 |
|
| 4925 |
4925
Soundwatch Capital
Rowayton,
Connecticut
| $208M | -$256M | -55% | 11.3% | 79.6% | 36 | 30.56% | 0.9 |
|