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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5476 |
5476
Unique Wealth Strategies
Burr Ridge,
Illinois
| $257M | -$1.08M | -0.4% | 2.81% | 96.9% | 274 | 45.99% | 0.9 |
|
| 5477 |
5477
Cora Capital Advisors
Marlton,
New Jersey
| $257M | +$21.6M | +9% | 2.74% | 80.3% | 137 | 16.79% | 1.8 |
|
| 5478 |
5478
GPM Growth Investors
Bloomfield Hills,
Michigan
| $257M | -$3.35M | -1% | 1.55% | – | 45 | 13.33% | 3.4 |
|
| 5479 |
5479
Meramec Financial Planners
Saint Louis,
Missouri
| $257M | – | – | 1.51% | – | 518 | – | 0 |
|
| 5480 |
5480
EntryPoint Capital
New York
| $256M | -$1.88M | -0.7% | 2.17% | – | 889 | 55.79% | 0.4 |
|
| 5481 |
5481
Trueblood Wealth Management
Lima,
Ohio
| $256M | -$199K | -0.1% | 1.63% | 89.9% | 266 | 9.77% | 1.6 |
|
| 5482 |
HCC
5482
Hatch Cove Capital
Chicago,
Illinois
| $256M | – | – | 20.8% | – | 22 | – | 0 |
|
| 5483 |
5483
Sellwood Investment Partners
Portland,
Oregon
| $256M | +$4.87M | +2% | 1.32% | – | 107 | 44.86% | 0.8 |
|
| 5484 |
5484
New England Capital Financial Advisors
Meriden,
Connecticut
| $256M | +$20.7M | +9% | 1.5% | 58.3% | 443 | 9.93% | 2.3 |
|
| 5485 |
BIA
5485
Bigelow Investment Advisors
Portland,
Maine
| $256M | +$7.95M | +3% | 3.29% | 75.7% | 154 | 6.49% | 5.1 |
|
| 5486 |
5486
TCFG Wealth Management
Laguna Niguel,
California
| $256M | +$1.5M | +0.6% | 4.9% | – | 290 | 17.24% | 0.9 |
|
| 5487 |
5487
Waterford Advisors
Orchard Park,
New York
| $256M | -$33.2M | -11% | 1.91% | 50.5% | 63 | 38.1% | 2 |
|
| 5488 |
5488
Grunden Financial Advisory
Denton,
Texas
| $256M | +$10M | +4% | 1.93% | – | 35 | 11.43% | 1.4 |
|
| 5489 |
AG
5489
ASO Group
Road Town,
| $256M | – | – | 6.25% | – | 55 | – | 0 |
|
| 5490 |
5490
HFM Investment Advisors
Glassboro,
New Jersey
| $256M | +$9.32M | +4% | 2.07% | – | 1,342 | 10.28% | 0.7 |
|
| 5491 |
SP
5491
Saranac Partners
London,
| $256M | -$296M | -54% | 3.4% | 69% | 237 | 70.46% | 1 |
|
| 5492 |
5492
Trellis Wealth Advisors
San Luis Obispo,
California
| $256M | +$10M | +4% | 2.58% | 62.2% | 44 | 13.64% | 1.8 |
|
| 5493 |
5493
Mine & Arao Wealth Creation & Management
Campbell,
California
| $256M | +$9.41M | +4% | 4.47% | 105% | 80 | 8.75% | 5.2 |
|
| 5494 |
5494
Pavaki Capital Management
Pueblo,
Colorado
| $255M | – | – | 12.3% | – | 131 | – | 0 |
|
| 5495 |
5495
NVP Associates
Menlo Park,
California
| $255M | +$89.2M | +54% | 33.3% | 953% | 6 | 16.67% | 1.5 |
|
| 5496 |
5496
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $255M | +$38.6M | +18% | 1.81% | 65% | 36 | 11.11% | 3.5 |
|
| 5497 |
5497
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| $255M | +$3.08M | +1% | 1.35% | 62.3% | 99 | 31.31% | 1.7 |
|
| 5498 |
5498
TRV GP IV
Boston,
Massachusetts
| $255M | -$18.8M | -7% | 44.9% | 1,102% | 2 | 0% | 2.5 |
|
| 5499 |
5499
Wealth Analytics Partners
San Diego,
California
| $255M | – | – | 1.79% | – | 47 | – | 0 |
|
| 5500 |
5500
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| $255M | +$67.3M | +36% | 3.64% | 39.2% | 9 | 55.56% | 0.5 |
|