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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5401 |
5401
New Potomac Partners
Bethesda,
Maryland
| $144M | +$9.19M | +7% | 8.31% | 37.2% | 73 | 6.85% | 3.7 |
|
| 5402 |
5402
Boyd Wealth Management
Sacramento,
California
| $144M | +$7.86M | +6% | 4.57% | 56.8% | 45 | 15.56% | 1.1 |
|
| 5403 |
5403
Alpha Financial Advisors
Charlotte,
North Carolina
| $144M | +$28.9M | +25% | 5.47% | 41.6% | 50 | 24% | 0.2 |
|
| 5404 |
5404
Hanwha Asset Management
Seoul,
South Korea
| $144M | -$10M | -7% | 6.52% | – | 1 | 0% | 0.3 |
|
| 5405 |
5405
Denver Wealth Management
Denver,
Colorado
| $144M | +$10.1M | +8% | 5.79% | 64.4% | 86 | 24.42% | 1 |
|
| 5406 |
BCM
5406
Beaumont Capital Management
Boston,
Massachusetts
| $144M | +$1.97M | +1% | 4.83% | 49.6% | 55 | 54.55% | 0.6 |
|
| 5407 |
5407
Chiron Capital Management
Tallahassee,
Florida
| $144M | +$57.4K | +0% | 5.22% | – | 134 | 14.93% | 1.5 |
|
| 5408 |
5408
MB, Levis & Associates
Center Valley,
Pennsylvania
| $144M | +$15.9M | +12% | 3.62% | 43.1% | 284 | 10.21% | 0.2 |
|
| 5409 |
5409
Cairn Investment Group
Vancouver,
Washington
| $144M | +$9.33M | +7% | 7.73% | 67.4% | 74 | 16.22% | 2.4 |
|
| 5410 |
5410
Camelot Portfolios
Maumee,
Ohio
| $144M | +$8.45M | +6% | 0.65% | 41.3% | 191 | 12.04% | 3 |
|
| 5411 |
RMSCM
5411
R.M. Sincerbeaux Capital Management
New York
| $144M | +$2.97M | +2% | 3.54% | 76.4% | 43 | 0% | 7.5 |
|
| 5412 |
JPLA
5412
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $144M | +$10M | +8% | 7.91% | 84% | 121 | 7.44% | 3 |
|
| 5413 |
5413
Pictet Bank & Trust
Nassau,
Bahamas
| $144M | +$58.1M | +68% | 8.32% | 82.7% | 51 | 15.69% | 4.3 |
|
| 5414 |
5414
Oakcliff Capital Partners
New York
| $144M | +$9.47M | +7% | 16.1% | 133% | 8 | 0% | 4.6 |
|
| 5415 |
5415
Caligan Partners
New York
| $143M | +$23.2M | +19% | 13% | 2,628% | 12 | 16.67% | 0.2 |
|
| 5416 |
5416
Legacy Bridge
West Des Moines,
Iowa
| $143M | +$2.65M | +2% | 6.37% | 236% | 307 | 5.54% | 3.3 |
|
| 5417 |
KA
5417
Kailix Advisors
Fort Lauderdale,
Florida
| $143M | -$19M | -12% | 9.43% | 16.3% | 10 | 50% | 0.2 |
|
| 5418 |
AH
5418
Aviva Holdings
New Providence,
Bahamas
| $143M | -$31.1M | -18% | 17.2% | 36.5% | 4 | 0% | 4 |
|
| 5419 |
5419
AllGen Financial Advisors
Orlando,
Florida
| $143M | +$3.83M | +3% | 1.41% | 39.7% | 38 | 18.42% | 1.6 |
|
| 5420 |
5420
Gables Capital Management
Miami,
Florida
| $143M | +$5.73M | +4% | 8.48% | 173% | 383 | 7.83% | 3.6 |
|
| 5421 |
5421
Webs Creek Capital Management
Dallas,
Texas
| $143M | +$23.8M | +20% | 4.3% | 133% | 15 | 60% | 0.1 |
|
| 5422 |
5422
Hidden Lake Asset Management
New York
| $143M | -$90.5M | -39% | 20.1% | 849% | 30 | 70% | 0.4 |
|
| 5423 |
5423
Wealth Management Partners
Tucson,
Arizona
| $143M | +$23.2M | +19% | 14.1% | 194% | 115 | 18.26% | 1.6 |
|
| 5424 |
5424
Granite Bay Wealth Management
Portsmouth,
New Hampshire
| $143M | -$10.2M | -7% | 9.82% | – | 78 | 19.23% | 0.8 |
|
| 5425 |
5425
Okabena Investment Services
Minneapolis,
Minnesota
| $143M | -$7.92M | -5% | 6.95% | 72.4% | 255 | 37.25% | 1 |
|