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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5426 |
5426
Warren Street Wealth Advisors
Newport Beach,
California
| $152M | +$11.2M | +8% | 4.78% | 75.7% | 78 | 7.69% | 1.1 |
|
| 5427 |
5427
New England Capital Financial Advisors
Meriden,
Connecticut
| $152M | +$10M | +7% | 6.02% | 55.6% | 449 | 15.14% | 0.5 |
|
| 5428 |
5428
New Potomac Partners
Bethesda,
Maryland
| $152M | +$7.36M | +5% | 6.59% | 37.2% | 73 | 6.85% | 3.7 |
|
| 5429 |
5429
Alhambra Investment Management
Palmetto Bay,
Florida
| $152M | +$5.89M | +4% | 3.87% | 67.7% | 156 | 14.1% | 2.3 |
|
| 5430 |
5430
TTP Investments
San Jose,
California
| $152M | +$22.6M | +17% | 12.8% | 197% | 49 | 36.73% | 1.1 |
|
| 5431 |
5431
Signet Investment Advisory Group
Providence,
Rhode Island
| $151M | +$6.57M | +5% | 6.35% | 59.6% | 65 | 1.54% | 3.8 |
|
| 5432 |
5432
Brandywine Managers
Hockessin,
Delaware
| $151M | +$10.8M | +8% | 2.05% | 96.3% | 48 | 0% | 2.8 |
|
| 5433 |
5433
Resurgent Financial Advisors
Atlanta,
Georgia
| $151M | +$1.21M | +0.8% | 6.37% | 86.4% | 532 | 13.35% | 0.7 |
|
| 5434 |
5434
ACT Advisors
Asheville,
North Carolina
| $151M | -$3.76M | -2% | 5.94% | 75.4% | 31 | 19.35% | 1.5 |
|
| 5435 |
5435
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| $151M | +$16.7M | +12% | 17.8% | 961% | 54 | 42.59% | 0.4 |
|
| 5436 |
5436
Tilt Investment Management Holdings
New York
| $151M | +$16.1M | +12% | 10.2% | – | 160 | 13.75% | 0.4 |
|
| 5437 |
5437
Ridgecrest Wealth Partners
Mill Valley,
California
| $151M | +$10.9M | +8% | 9.02% | 103% | 108 | 14.81% | 1.7 |
|
| 5438 |
5438
Summit Investment Advisory Services
Roseville,
Minnesota
| $151M | +$10.7M | +8% | 7.03% | 68.3% | 57 | 7.02% | 0.5 |
|
| 5439 |
5439
Financial Avengers
Oakland,
California
| $151M | +$20.6M | +16% | 15.5% | 108% | 182 | 13.19% | 2.1 |
|
| 5440 |
5440
Banyan Capital Management
Atlanta,
Georgia
| $151M | +$14M | +10% | 11.6% | 42.5% | 16 | 0% | 4.1 |
|
| 5441 |
5441
Nine27 Capital Management
New York
| $151M | +$59.3M | +65% | 5.33% | – | 25 | 88% | 0 |
|
| 5442 |
5442
Powers Advisory Group
Highland,
Illinois
| $151M | +$7.75M | +5% | 3.38% | 49.8% | 94 | 5.32% | 1.4 |
|
| 5443 |
5443
Sterling Financial Group
Pasadena,
California
| $151M | +$20.4M | +16% | 4.67% | 49.6% | 70 | 40% | 0.4 |
|
| 5444 |
5444
Kanen Wealth Management
Coconut Creek,
Florida
| $151M | +$3.92M | +3% | 3.45% | 328% | 23 | 39.13% | 1 |
|
| 5445 |
BCFD
5445
Boit C.F. David
| $151M | +$4.33M | +3% | 6.24% | 75.4% | 110 | 1.82% | 1.8 |
|
| 5446 |
5446
Seneca Financial Advisors
Rochester,
New York
| $151M | -$4.96M | -3% | 5.03% | 47.3% | 57 | 12.28% | 1.7 |
|
| 5447 |
5447
H&H Retirement Design & Management
Las Vegas,
Nevada
| $151M | -$6.53M | -4% | 1.72% | 38.4% | 58 | 5.17% | 1.2 |
|
| 5448 |
5448
Bessemer Securities
New York
| $151M | -$63.5M | -30% | 9.91% | 45% | 136 | 7.35% | 2.6 |
|
| 5449 |
5449
Cora Capital Advisors
Marlton,
New Jersey
| $150M | +$16.2M | +12% | 6.82% | 70.5% | 98 | 13.27% | 0.4 |
|
| 5450 |
5450
Trellis Wealth Advisors
San Luis Obispo,
California
| $150M | +$14.3M | +11% | 6.23% | 62.2% | 32 | 9.38% | 0.4 |
|