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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
5501
Kilter Group
Rhinebeck,
New York
| $220M | +$66.7M | +44% | 10.8% | – | 1,170 | 95.73% | 0 |
|
| 5502 |
5502
Motive Wealth Advisors
Birmingham,
Michigan
| $220M | +$32.7M | +17% | 9.67% | 73.4% | 89 | 22.47% | 2 |
|
| 5503 |
5503
AAF Wealth Management
Westborough,
Massachusetts
| $220M | +$34.3M | +18% | 8.76% | 75.1% | 53 | 22.64% | 2.6 |
|
| 5504 |
5504
New England Professional Planning Group
Westerly,
Rhode Island
| $220M | +$18.6M | +9% | 9.35% | 59% | 47 | 4.26% | 4.6 |
|
| 5505 |
5505
Bull Oak Capital
San Diego,
California
| $219M | +$36M | +20% | 9.2% | 62.1% | 32 | 28.13% | 0.8 |
|
| 5506 |
5506
rebel Financial
Groveport,
Ohio
| $219M | – | – | 7.74% | – | 62 | – | 0 |
|
| 5507 |
SCA
5507
Sander Capital Advisors
Seattle,
Washington
| $219M | +$29.3M | +15% | 22.7% | 113% | 15 | 13.33% | 4.9 |
|
| 5508 |
5508
FreeGulliver LLC
New Orleans,
Louisiana
| $219M | +$16.4M | +8% | 11.5% | – | 102 | 21.57% | 1 |
|
| 5509 |
ERFOTCOFW
5509
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
| $219M | +$15.9M | +8% | 5.32% | 31.5% | 13 | 23.08% | 1.9 |
|
| 5510 |
5510
Shira Ridge Wealth Management
Larkspur,
California
| $219M | +$18.4M | +9% | 10.2% | 72.8% | 86 | 16.28% | 1.8 |
|
| 5511 |
5511
Bayshore Asset Management
Coral Gables,
Florida
| $219M | +$18.1M | +9% | 7.8% | 62.3% | 40 | 10% | 2.6 |
|
| 5512 |
WIA
5512
Wetzel Investment Advisors
Indianapolis,
Indiana
| $219M | +$20.3M | +10% | 8.51% | 72.2% | 137 | 21.17% | 1.2 |
|
| 5513 |
5513
Bay Rivers Group
Williamsburg,
Virginia
| $219M | +$27.9M | +15% | 18.9% | 166% | 91 | 12.09% | 3.1 |
|
| 5514 |
5514
Quartz Partners
Saratoga Springs,
New York
| $219M | +$53.9M | +33% | 15.9% | – | 190 | 32.11% | 0.5 |
|
| 5515 |
5515
New England Capital Financial Advisors
Meriden,
Connecticut
| $218M | +$21.9M | +11% | 8.95% | 55.6% | 431 | 11.37% | 2 |
|
| 5516 |
5516
Raelipskie Partnership
Waterloo,
Ontario, Canada
| $218M | +$23.9M | +12% | 9.03% | – | 127 | 10.24% | 1.3 |
|
| 5517 |
GPC
5517
Guardian Point Capital
Charlottesville,
Virginia
| $218M | +$52.6M | +32% | 5.67% | 142% | 12 | 33.33% | 2 |
|
| 5518 |
RCM
5518
Ratan Capital Management
Miami Beach,
Florida
| $218M | -$91.6M | -30% | 33.7% | 616% | 36 | 25% | 2.7 |
|
| 5519 |
5519
Caldwell Sutter Capital
Sausalito,
California
| $218M | +$8.13M | +4% | 7.07% | 79.5% | 903 | 6.76% | 2 |
|
| 5520 |
5520
Christensen King & Associates Investment Services
Richland,
Washington
| $218M | +$7.41M | +4% | 7.21% | 57.9% | 103 | 7.77% | 1.3 |
|
| 5521 |
5521
Mills Wealth Advisors
Southlake,
Texas
| $218M | +$29.8M | +16% | 5.57% | 37.9% | 73 | 20.55% | 1.4 |
|
| 5522 |
5522
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| $218M | +$36.4M | +20% | 8.62% | 83% | 179 | 22.35% | 1.8 |
|
| 5523 |
5523
Argentarii
Cincinnati,
Ohio
| $218M | +$16.5M | +8% | 15.6% | – | 170 | 17.06% | 0.4 |
|
| 5524 |
5524
Burford Brothers
Dallas,
Texas
| $218M | +$11.9M | +6% | 9.73% | 97.4% | 174 | 16.67% | 1.2 |
|
| 5525 |
5525
Garrison Point Advisors
Walnut Creek,
California
| $218M | +$11.7M | +6% | 10.1% | 81.5% | 169 | 6.51% | 4.4 |
|