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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
5076
Tandem Wealth Advisors
Phoenix,
Arizona
| $157M | – | – | 6.95% | 43.1% | 83 | – | 0 |
|
| 5077 |
SC
5077
Schiavi & Co
Wilmington,
Delaware
| $157M | +$19.3M | +14% | 11% | 41.4% | 21 | 28.57% | 1 |
|
| 5078 |
AA
5078
AF Advisors
Sacramento,
California
| $157M | -$1.21K | -0% | 43.8% | 76.5% | 15 | 0% | 1.8 |
|
| 5079 |
5079
Riverwood Capital Management
Menlo Park,
California
| $157M | -$24.3M | -13% | 26.4% | 46.5% | 4 | 0% | 0.9 |
|
| 5080 |
5080
Cabot-Wellington
Boston,
Massachusetts
| $157M | +$9.18M | +6% | 10.1% | 65% | 6 | 33.33% | 4.3 |
|
| 5081 |
5081
Rainsberger Wealth Advisors
Colorado Springs,
Colorado
| $157M | +$11.6M | +8% | 8.5% | – | 80 | 15% | 0.8 |
|
| 5082 |
5082
ACT Advisors
Asheville,
North Carolina
| $157M | +$13.7M | +10% | 6.43% | 75.4% | 39 | 38.46% | 1 |
|
| 5083 |
5083
Red Spruce Capital
Berwyn,
Pennsylvania
| $157M | +$14.6M | +10% | 9.27% | 98.4% | 88 | 4.55% | 2.5 |
|
| 5084 |
5084
Briggs Advisory Group
Lincoln,
Rhode Island
| $157M | +$23.7M | +18% | 9.53% | – | 55 | 16.36% | 0.8 |
|
| 5085 |
HIC
5085
Harbor Island Capital
Topsfield,
Massachusetts
| $157M | +$14M | +10% | 11.9% | 218% | 15 | 0% | 4.4 |
|
| 5086 |
5086
Kennedy Investment Group
West Depford,
New Jersey
| $157M | – | – | 6.4% | 95.4% | 116 | – | 0 |
|
| 5087 |
5087
Sitrin Capital Management
Century City,
California
| $157M | +$5.05M | +3% | 11.4% | 139% | 39 | 10.26% | 3 |
|
| 5088 |
5088
IMS Capital Management
Portland,
Oregon
| $157M | +$12.1M | +8% | 9.46% | 119% | 153 | 22.88% | 4 |
|
| 5089 |
5089
Capasso Planning Partners
Charleston,
South Carolina
| $157M | +$13.6M | +10% | 5.35% | 51.6% | 106 | 18.87% | 0.7 |
|
| 5090 |
5090
One Advisory Partners
Overland Park,
Kansas
| $157M | +$11.9M | +8% | 6.84% | 58.3% | 53 | 18.87% | 1.1 |
|
| 5091 |
5091
Pavion Blue Capital
Newport Beach,
California
| $157M | +$17.3M | +12% | 11.8% | 77.6% | 95 | 6.32% | 2.3 |
|
| 5092 |
5092
Granite Point Capital Management
Boston,
Massachusetts
| $157M | -$90.2M | -37% | 10.7% | 125% | 132 | 53.79% | 1.1 |
|
| 5093 |
5093
Colonial River Investments
Midlothian,
Virginia
| $157M | +$13.2M | +9% | 9.48% | 156% | 195 | 17.95% | 0.9 |
|
| 5094 |
5094
Register Financial Advisors
Atlanta,
Georgia
| $157M | – | – | 6.14% | 130% | 793 | – | 0 |
|
| 5095 |
IP
5095
Isomer Partners
New York
| $157M | -$1.45M | -0.9% | 1.12% | 57.2% | 21 | 61.9% | 0.9 |
|
| 5096 |
5096
Weitzel Financial Services
Dubuque,
Iowa
| $157M | +$14.2M | +10% | 7.22% | 46.3% | 35 | 11.43% | 1.7 |
|
| 5097 |
5097
Luken Investment Analytics
Brentwood,
Tennessee
| $157M | – | – | 5.6% | 47.6% | 142 | – | 1.2 |
|
| 5098 |
WAM
5098
Westport Asset Management
Southport,
Connecticut
| $157M | -$1.4M | -0.9% | 12.9% | 64.2% | 74 | 6.76% | 5.5 |
|
| 5099 |
5099
Consilio Wealth Advisors
Bellevue,
Washington
| $157M | +$28.9M | +23% | 7.09% | 66.4% | 55 | 30.91% | 0.6 |
|
| 5100 |
SA
5100
Sunesis Advisors
Overland Park,
Kansas
| $156M | +$11M | +8% | 7.19% | – | 41 | 4.88% | 2.6 |
|