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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
Cruiser Capital Advisors
Stamford,
Connecticut
| $226M | +$151M | +203% | 13.8% | 192% | 60 | 35% | 1.8 |
|
| 5427 |
5427
Peirce Capital Management
The Woodlands,
Texas
| $226M | +$23.4M | +12% | 7.45% | 56.6% | 46 | 26.09% | 1.1 |
|
| 5428 |
5428
Waterfall Asset Management
New York
| $226M | +$36.1M | +19% | 4.24% | – | 12 | 41.67% | 0.5 |
|
| 5429 |
5429
Haven Private
Orlando,
Florida
| $226M | +$48.7M | +28% | 11.5% | – | 193 | 35.23% | 0.3 |
|
| 5430 |
SC
5430
Schulhoff & Co
Cincinnati,
Ohio
| $225M | -$496K | -0.2% | 1.71% | 51.8% | 135 | 2.96% | 7.8 |
|
| 5431 |
5431
Brick & Kyle Associates
Newtown,
Pennsylvania
| $225M | +$7.46M | +3% | 13.2% | 97.4% | 63 | 19.05% | 5.1 |
|
| 5432 |
LP
5432
LGL Partners
Philadelphia,
Pennsylvania
| $225M | +$18M | +9% | 8.69% | 68.9% | 59 | 13.56% | 4.3 |
|
| 5433 |
5433
Pavion Blue Capital
Newport Beach,
California
| $225M | +$15.4M | +7% | 9.65% | 77.6% | 106 | 7.55% | 4 |
|
| 5434 |
5434
Benchmark Wealth Management
Old Lyme,
Connecticut
| $225M | +$18.3M | +9% | 6.73% | 42.7% | 73 | 12.33% | 3.2 |
|
| 5435 |
5435
Avaii Wealth Management
Appleton,
Wisconsin
| $225M | +$37.8M | +20% | 13.3% | 100% | 142 | 19.72% | 1.7 |
|
| 5436 |
5436
FIDELIS iM
Medford,
Oregon
| $225M | +$8.92M | +4% | 6.05% | 44.8% | 24 | 16.67% | 2.9 |
|
| 5437 |
5437
AJ Advisors
Nashville,
Tennessee
| $225M | +$29.4M | +15% | 8.97% | 59.8% | 38 | 13.16% | 1.8 |
|
| 5438 |
5438
Catalyst Private Wealth
San Mateo,
California
| $225M | +$19.5M | +9% | 11.3% | 120% | 85 | 15.29% | 3.2 |
|
| 5439 |
5439
Tealwood Asset Management
Minneapolis,
Minnesota
| $225M | +$8.71M | +4% | 8.51% | 128% | 137 | 16.06% | 3.3 |
|
| 5440 |
5440
Exeter Financial
Scottsdale,
Arizona
| $225M | +$1.75M | +0.8% | 4.18% | 59.1% | 93 | 5.38% | 5.7 |
|
| 5441 |
BWA
5441
BlueChip Wealth Advisors
Milton,
Georgia
| $225M | +$21M | +10% | 7.08% | – | 171 | 12.87% | 1 |
|
| 5442 |
5442
Cora Capital Advisors
Marlton,
New Jersey
| $225M | +$16M | +8% | 8.57% | 70.5% | 116 | 12.07% | 1.8 |
|
| 5443 |
5443
Socha Financial Group
Corning,
New York
| $225M | +$20M | +10% | 13.8% | 81.5% | 26 | 26.92% | 2 |
|
| 5444 |
5444
Retirement Planning Company of New England
Warwick,
Rhode Island
| $225M | +$23.7M | +12% | 12.5% | 125% | 242 | 9.5% | 2.7 |
|
| 5445 |
5445
Night Squared
New York
| $224M | +$55.3M | +33% | 20.5% | – | 73 | 65.75% | 0.1 |
|
| 5446 |
5446
Charter Oak Advisors
New York City,
New York
| $224M | +$84.1M | +60% | 21.8% | – | 15 | 6.67% | 0.4 |
|
| 5447 |
5447
Infusive Asset Management
New York
| $224M | +$8.83M | +4% | 10.7% | 33.8% | 43 | 37.21% | 1.5 |
|
| 5448 |
5448
Accent Capital Management
Centerville,
Ohio
| $224M | +$51.2M | +30% | 17.3% | – | 433 | 33.95% | 0.5 |
|
| 5449 |
5449
McNaughton Wealth Management
San Diego,
California
| $224M | +$18.2M | +9% | 8.3% | 55.6% | 78 | 12.82% | 3.1 |
|
| 5450 |
BC
5450
Bowman & Company
Oshkosh,
Wisconsin
| $224M | +$20.5M | +10% | 9.95% | 59.7% | 117 | 14.53% | 2.3 |
|