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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5351 |
CA
5351
Continental Advisors
Park City,
Utah
| $207M | -$20.3M | -9% | 6.88% | 73.6% | 44 | 9.09% | 5.9 |
|
| 5352 |
5352
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| $207M | +$17.1M | +9% | 4.95% | 72.4% | 87 | 13.79% | 1.9 |
|
| 5353 |
5353
Bond Capital Management
San Francisco,
California
| $207M | +$27.4M | +15% | 29.7% | 47.5% | 5 | 0% | 2.5 |
|
| 5354 |
5354
Revolution Growth Management Company
Washington,
District of Columbia
| $207M | +$13.7M | +7% | 61.7% | 23.5% | 3 | 66.67% | 0.3 |
|
| 5355 |
5355
Idaho Trust Bank
Boise,
Idaho
| $207M | +$11.5M | +6% | 6.59% | 47.5% | 80 | 1.25% | 0.4 |
|
| 5356 |
CAM
5356
CPA Asset Management
West Palm Beach,
Florida
| $207M | +$20.4M | +11% | 6.95% | 53.3% | 78 | 3.85% | 1.5 |
|
| 5357 |
5357
Bright Futures Wealth Management
Webster, Ny 14580,
New York
| $207M | +$22.6M | +12% | 6.43% | – | 238 | 17.65% | 0.4 |
|
| 5358 |
5358
Lloyd Advisory Services
Suwanee,
Georgia
| $207M | -$5.55M | -3% | 4.58% | 47.7% | 115 | 34.78% | 0.4 |
|
| 5359 |
5359
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
| $207M | +$49.5M | +32% | 8.53% | 63.5% | 36 | 22.22% | 1.3 |
|
| 5360 |
5360
Gemsstock Ltd
London,
United Kingdom
| $207M | -$107M | -34% | 11.6% | 149% | 15 | 53.33% | 0.5 |
|
| 5361 |
5361
Game Plan Financial Advisors
Westlake,
Ohio
| $207M | +$3.81M | +2% | 5.11% | – | 417 | 14.39% | 1.2 |
|
| 5362 |
TSM
5362
Two Star Manager
Miami Beach,
Florida
| $207M | +$12.5M | +6% | 7.97% | – | 20 | 20% | 0.5 |
|
| 5363 |
5363
Flynn Zito Capital Management
Garden City,
New York
| $207M | +$11M | +6% | 5.59% | 97.3% | 125 | 9.6% | 1.3 |
|
| 5364 |
5364
Arkfeld Wealth Strategies
Omaha,
Nebraska
| $207M | +$9.43M | +5% | 3.45% | 90.8% | 97 | 11.34% | 2.7 |
|
| 5365 |
5365
Kinloch Capital
Glen Allen,
Virginia
| $206M | +$14.4M | +8% | 11.9% | 63.4% | 85 | 10.59% | 2.4 |
|
| 5366 |
5366
Orion Capital Management
Coronado,
California
| $206M | +$15.6M | +8% | 5.26% | 75.3% | 440 | 69.55% | 2.6 |
|
| 5367 |
CCM
5367
Conway Capital Management
Burbank,
California
| $206M | +$7.03M | +4% | 6.1% | 139% | 48 | 14.58% | 2.4 |
|
| 5368 |
5368
Investmark Advisory Group
Shelton,
Connecticut
| $206M | +$18.5M | +10% | 6.81% | 73.8% | 123 | 8.13% | 1.9 |
|
| 5369 |
5369
Maryland Capital Advisors
Chester,
Maryland
| $206M | +$20.2M | +11% | 6.31% | – | 276 | 21.38% | 2.1 |
|
| 5370 |
5370
Madison International Realty Holdings
New York
| $206M | +$6.53M | +3% | 12.8% | – | 2 | 0% | 5.8 |
|
| 5371 |
5371
Strait & Sound Wealth Management
San Francisco,
California
| $206M | +$9.7M | +5% | 4.86% | 74% | 155 | 16.13% | 1.2 |
|
| 5372 |
5372
Leslie Global Wealth
Itasca,
Illinois
| $206M | +$34.6M | +20% | 6.67% | – | 74 | 33.78% | 0.2 |
|
| 5373 |
5373
Trust Company of Kansas
Wichita,
Kansas
| $206M | +$14.5M | +8% | 4.97% | 87% | 63 | 22.22% | 2.5 |
|
| 5374 |
CC
5374
Corton Capital
Carrying Place,
Ontario, Canada
| $206M | +$15.1M | +8% | 15.2% | 225% | 697 | 64.99% | 0.3 |
|
| 5375 |
5375
Matisse Capital
Portland,
Oregon
| $206M | +$3.51M | +2% | 6.65% | 73.3% | 195 | 16.92% | 1.6 |
|