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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
Waterway Wealth Management
The Woodlands,
Texas
| $227M | -$12.2M | -5% | 7.48% | 52.2% | 80 | 33.75% | 0.2 |
|
| 4902 |
MHP
4902
Manatuck Hill Partners
Westport,
Connecticut
| $227M | -$9.8M | -4% | 15.1% | 556% | 148 | 45.95% | 1.1 |
|
| 4903 |
4903
Newton One Investments
Newark,
Delaware
| $227M | +$10M | +5% | 3.78% | 42% | 116 | 4.31% | 2.7 |
|
| 4904 |
4904
Performa Ltd (US)
Charleston,
South Carolina
| $227M | -$3.04M | -1% | 7.82% | 59.6% | 59 | 13.56% | 2.2 |
|
| 4905 |
4905
Tempus Wealth Planning
Irvine,
California
| $227M | -$491K | -0.2% | 11.1% | 95% | 210 | 17.62% | 2.1 |
|
| 4906 |
4906
Unio Capital
Princeton,
New Jersey
| $227M | +$31.8M | +16% | 16.4% | 97.8% | 40 | 15% | 4.4 |
|
| 4907 |
4907
AYAL Capital Advisors
Toronto,
Ontario, Canada
| $227M | -$11.4M | -5% | 8.7% | – | 54 | 70.37% | 0.1 |
|
| 4908 |
WA
4908
Win Advisors
Palm Beach Gardens,
Florida
| $227M | +$6.59M | +3% | 12.9% | 266% | 93 | 82.8% | 0.2 |
|
| 4909 |
4909
Campbell Capital Management
Miami,
Florida
| $227M | +$13.3M | +6% | 5.78% | – | 62 | 45.16% | 1.7 |
|
| 4910 |
4910
Brown Miller Wealth Management
Mclean,
Virginia
| $227M | +$26.8M | +13% | 16% | 121% | 129 | 10.08% | 2.4 |
|
| 4911 |
4911
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| $227M | +$22.8M | +11% | 5.88% | 61.6% | 78 | 14.1% | 1.5 |
|
| 4912 |
4912
Geneva Partners
Lake Geneva,
Wisconsin
| $227M | +$46.1M | +26% | 23.1% | 417% | 81 | 30.86% | 1.8 |
|
| 4913 |
4913
Scholtz & Company
Stamford,
Connecticut
| $227M | +$24.5M | +12% | 19.1% | 89.2% | 71 | 35.21% | 1.8 |
|
| 4914 |
4914
City State Bank
Norwalk,
Iowa
| $226M | +$27M | +14% | 6.91% | 79.1% | 723 | 7.61% | 1.9 |
|
| 4915 |
4915
Compass Advisory Group
Melville,
New York
| $226M | +$17.6M | +8% | 6.29% | 49.2% | 82 | 19.51% | 1.8 |
|
| 4916 |
4916
Northeast Financial Group
Tannersville,
Pennsylvania
| $226M | +$22.1M | +11% | 4.71% | 31.6% | 81 | 17.28% | 1.5 |
|
| 4917 |
4917
Topel & Distasi Wealth Management
Berkeley,
California
| $226M | +$15.6M | +7% | 4.91% | 43.6% | 76 | 6.58% | 1.8 |
|
| 4918 |
4918
Kennicott Capital Management
Corte Madera,
California
| $226M | +$22.4M | +11% | 8.49% | 98% | 45 | 17.78% | 2.3 |
|
| 4919 |
4919
Accretive Wealth Partners
Parsippany,
New Jersey
| $226M | +$17.9M | +9% | 6.54% | 64.4% | 141 | 9.93% | 2.1 |
|
| 4920 |
4920
Corbyn Investment Management
Lutherville,
Maryland
| $226M | +$13.7M | +6% | 13.5% | 71% | 63 | 9.52% | 4.5 |
|
| 4921 |
4921
DHJJ Financial Advisors
Naperville,
Illinois
| $226M | +$12.1M | +6% | 6.99% | 62.5% | 824 | 3.4% | 0.8 |
|
| 4922 |
4922
Congress Park Capital
Saratoga Springs,
New York
| $226M | +$21.3M | +10% | 13% | 99.9% | 124 | 15.32% | 3.6 |
|
| 4923 |
4923
Tyler-Stone Wealth Management
Beachwood,
Ohio
| $226M | +$26.2M | +13% | 13.5% | – | 1,009 | 10.01% | 1.8 |
|
| 4924 |
4924
Sweeney & Michel
Chico,
California
| $226M | – | – | 6.66% | – | 110 | – | 0.9 |
|
| 4925 |
4925
Watershed Private Wealth
Oak Brook,
Illinois
| $226M | +$44.9M | +25% | 9.18% | 80.3% | 130 | 23.08% | 0.8 |
|