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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5576 |
GA
5576
Greytown Advisors
Miami,
Florida
| $178M | -$9.6M | -5% | 8.04% | 14.1% | 90 | 18.89% | 4.1 |
|
| 5577 |
5577
Voisard Asset Management Group
Grand Rapids,
Michigan
| $178M | +$11.5M | +7% | 3.66% | 50.5% | 393 | 10.94% | 0.2 |
|
| 5578 |
5578
Whitford Management
New York
| $178M | -$76.9M | -30% | 9.19% | 76.2% | 24 | 20.83% | 0.5 |
|
| 5579 |
CIA
5579
Citadel Investment Advisory
Chesterland,
Ohio
| $178M | +$14.2M | +9% | 10.5% | 66.1% | 83 | 2.41% | 2.9 |
|
| 5580 |
5580
Goldstream Capital Management
Central,
Hong Kong
| $177M | +$27.1M | +18% | 26.5% | 686% | 35 | 34.29% | 0.9 |
|
| 5581 |
5581
Carl P. Sherr & Co
Worcester,
Massachusetts
| $177M | +$12.1M | +7% | 9.83% | 78.6% | 124 | 9.68% | 2.7 |
|
| 5582 |
5582
CV Advisors
Aventura,
Florida
| $177M | +$28.8M | +19% | 13.5% | 112% | 23 | 8.7% | 1.7 |
|
| 5583 |
5583
New England Capital Financial Advisors
Meriden,
Connecticut
| $177M | +$10.8M | +7% | 8.33% | 58.3% | 422 | 11.14% | 1.1 |
|
| 5584 |
5584
Daily Journal Corp
Los Angeles,
California
| $177M | -$7.91M | -4% | 13.2% | 109% | 4 | 0% | 8.4 |
|
| 5585 |
5585
State Insurance Fund
New York
| $177M | +$16M | +10% | 9.93% | 77.9% | 1 | 0% | 0.3 |
|
| 5586 |
5586
Constitution Capital
Shelton,
Connecticut
| $177M | +$11.3M | +7% | 10.1% | 91.1% | 68 | 19.12% | 2.4 |
|
| 5587 |
5587
Colonial River Investments
Midlothian,
Virginia
| $177M | +$8.81M | +5% | 11.5% | 156% | 221 | 32.13% | 1.5 |
|
| 5588 |
5588
Profit Investment Management
North Bethesda,
Maryland
| $177M | +$2.36M | +1% | 20.9% | 101% | 82 | 8.54% | 6.5 |
|
| 5589 |
FAG
5589
Fortitude Advisory Group
Gig Harbor,
Washington
| $177M | +$12.3M | +7% | 13.5% | 142% | 240 | 15.83% | 1.7 |
|
| 5590 |
5590
Trellis Wealth Advisors
San Luis Obispo,
California
| $177M | -$7.17M | -4% | 6.24% | 62.2% | 36 | 33.33% | 1.1 |
|
| 5591 |
5591
Brightlight Capital Management
Westport,
Connecticut
| $177M | +$38.3M | +28% | 22.5% | 202% | 14 | 42.86% | 1.6 |
|
| 5592 |
OPL
5592
Orland Properties Ltd
Road Town, Tortola,
British Virgin Islands
| $177M | -$27.9M | -14% | 13.4% | 77.6% | 14 | 14.29% | 1.5 |
|
| 5593 |
5593
BlackBarn Capital Partners
New York
| $177M | -$100M | -36% | 6.56% | – | 30 | 50% | 0.2 |
|
| 5594 |
5594
Continuum Wealth Advisors
Saratoga Springs,
New York
| $177M | +$22.7M | +15% | 6.81% | 69% | 64 | 21.88% | 0.8 |
|
| 5595 |
5595
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| $177M | +$13.8M | +8% | 9.1% | 83.9% | 117 | 20.51% | 1.8 |
|
| 5596 |
5596
5th Street Advisors
Southport,
Connecticut
| $177M | +$15.2M | +9% | 4.65% | 52.2% | 34 | 38.24% | 1 |
|
| 5597 |
5597
Clarus Wealth Advisors
Peoria,
Arizona
| $177M | +$7.55M | +4% | 7.32% | 89.7% | 140 | 18.57% | 2 |
|
| 5598 |
5598
Family Wealth Partners
Matthews,
North Carolina
| $176M | +$46.9M | +36% | 7.44% | 58.5% | 42 | 7.14% | 0.2 |
|
| 5599 |
5599
Members Advisory Group
Williamsville,
New York
| $176M | +$6.65M | +4% | 4.04% | 70.6% | 28 | 35.71% | 1.2 |
|
| 5600 |
5600
Banyan Capital Management
Atlanta,
Georgia
| $176M | +$13.3M | +8% | 11.8% | 44.4% | 20 | 10% | 3.9 |
|