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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4951 |
4951
Juncture Wealth Strategies
Scottsdale,
Arizona
| $304M | +$5.31M | +2% | 1.85% | 76.5% | 143 | 15.38% | 3 |
|
| 4952 |
4952
Fortress Private Ledger
Raleigh,
North Carolina
| $304M | +$29.4M | +11% | 2.91% | – | 230 | 16.96% | 0.7 |
|
| 4953 |
4953
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $304M | +$4.29M | +1% | 1.67% | 54.3% | 423 | 8.98% | 4.9 |
|
| 4954 |
4954
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $304M | +$13.5M | +5% | 1.67% | 59.6% | 144 | 12.5% | 2.9 |
|
| 4955 |
4955
Solitude Financial Services
Charlottesville,
Virginia
| $303M | +$11.1M | +4% | 2.66% | 62.4% | 40 | 12.5% | 2.8 |
|
| 4956 |
4956
Roth Financial Partners
Kingwood,
Texas
| $303M | +$6.39M | +2% | 2.09% | 61% | 33 | 6.06% | 3.5 |
|
| 4957 |
4957
Vista Investment Management
Pittsburgh,
Pennsylvania
| $303M | +$16.5M | +6% | 3.88% | 54.4% | 184 | 9.78% | 5.2 |
|
| 4958 |
OCM
4958
Ogborne Capital Management
San Francisco,
California
| $303M | -$379M | -56% | 9.69% | 251% | 16 | 43.75% | 1.1 |
|
| 4959 |
4959
Milestones Administradora de Recursos
Jaragua Do Sul,
Brazil
| $303M | +$17.2M | +6% | 4.6% | 116% | 18 | 0% | 2.4 |
|
| 4960 |
4960
Game Creek Capital
Boston,
Massachusetts
| $303M | +$16.9M | +6% | 10.8% | 176% | 107 | 27.1% | 3 |
|
| 4961 |
4961
Spruce Street Capital
New York
| $303M | – | – | 66.4% | – | 27 | – | 0 |
|
| 4962 |
4962
Royal Harbor Partners
Houston,
Texas
| $303M | +$7.66M | +3% | 1.81% | 54.6% | 53 | 9.43% | 2.3 |
|
| 4963 |
4963
Jessup Wealth Management
Dayton,
Ohio
| $302M | +$34M | +13% | 5.43% | 181% | 387 | 79.84% | 0.3 |
|
| 4964 |
4964
Costello Asset Management
Feasterville,
Pennsylvania
| $302M | +$3.74M | +1% | 5.17% | 81.5% | 728 | 13.87% | 1.5 |
|
| 4965 |
4965
Westshore Wealth
Newport Beach,
California
| $302M | +$9.6M | +3% | 3.7% | 58.8% | 113 | 18.58% | 3 |
|
| 4966 |
4966
Investment Research & Advisory Group
Atlanta,
Georgia
| $302M | +$7.04M | +2% | 3.79% | 105% | 287 | 16.72% | 2.8 |
|
| 4967 |
RL
4967
Rogco LP
Claremore,
Oklahoma
| $302M | +$17.3M | +6% | 2.16% | 53.3% | 209 | 9.57% | 1.8 |
|
| 4968 |
4968
Leisure Capital Management
Costa Mesa,
California
| $302M | +$10M | +3% | 3.56% | 111% | 158 | 15.19% | 5.1 |
|
| 4969 |
4969
TSA Wealth Management
Houston,
Texas
| $302M | +$8.07M | +3% | 2.01% | 62.4% | 99 | 20.2% | 1.3 |
|
| 4970 |
4970
Idaho Trust Bank
Boise,
Idaho
| $302M | +$4.91M | +2% | 0.85% | 50.5% | 112 | 9.82% | 1.2 |
|
| 4971 |
4971
TFR Capital
Plano,
Texas
| $302M | +$2.39M | +0.8% | 3.43% | – | 171 | 10.53% | 0.8 |
|
| 4972 |
4972
Bishop & Co Investment Management
Erie,
Pennsylvania
| $302M | +$2.93M | +1% | 1.04% | 53.7% | 28 | 3.57% | 6.1 |
|
| 4973 |
4973
Castle Wealth Management
West Palm Beach,
Florida
| $302M | +$5.65M | +2% | 1.89% | 53.6% | 132 | 3.03% | 2.5 |
|
| 4974 |
GL
4974
GHE LLC
Memphis,
Tennessee
| $302M | +$54.2M | +22% | 0.6% | 188% | 54 | 37.04% | 2.2 |
|
| 4975 |
BCH
4975
Berkshire Capital Holdings
San Jose,
California
| $302M | -$27.5M | -8% | 4.21% | 2,748% | 123 | 21.14% | 2.6 |
|