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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
CCC
5601
Chelsea Counsel Company
Los Angeles,
California
| $176M | -$12.1M | -6% | 6.34% | 106% | 190 | 21.58% | 3.1 |
|
| 5602 |
5602
Tandem Capital Management
Woodcliff Lake,
New Jersey
| $176M | +$15.2M | +9% | 11.3% | 128% | 117 | 11.97% | 2.6 |
|
| 5603 |
5603
Bellevue Asset Management
Bellevue,
Washington
| $176M | +$63M | +56% | 7.6% | 56.7% | 469 | 6.18% | 3.5 |
|
| 5604 |
5604
Highland Peak Capital
Old Greenwich,
Connecticut
| $176M | +$21.1M | +14% | 14.7% | 260% | 28 | 60.71% | 0.4 |
|
| 5605 |
5605
Briaud Financial Planning
College Station,
Texas
| $176M | +$58.6M | +50% | 8.22% | 113% | 129 | 94.57% | 0.1 |
|
| 5606 |
FP
5606
Factorial Partners
Mt. Kisco,
New York
| $176M | +$18M | +11% | 12.5% | 88.7% | 88 | 15.91% | 3 |
|
| 5607 |
5607
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| $176M | +$7.92M | +5% | 4.46% | 38.7% | 44 | 9.09% | 1.4 |
|
| 5608 |
5608
Swan Capital
Pensacola,
Florida
| $176M | +$17M | +11% | 6.79% | 47.9% | 35 | 11.43% | 0.8 |
|
| 5609 |
5609
Granite Bay Wealth Management
Portsmouth,
New Hampshire
| $176M | – | – | 7.11% | – | 75 | – | 0.8 |
|
| 5610 |
CIS
5610
Custom Index Systems
New York
| $176M | +$13.6M | +8% | 9.8% | – | 325 | 52% | 0.2 |
|
| 5611 |
5611
Grand Alliance Asset Management
Central,
Hong Kong
| $176M | -$11.5M | -6% | 38.2% | – | 14 | 21.43% | 0.2 |
|
| 5612 |
5612
Kiely Wealth Advisory Group
Kernersville,
North Carolina
| $176M | +$2.75M | +2% | 3.35% | – | 289 | 8.65% | 0.2 |
|
| 5613 |
BAM
5613
Bosun Asset Management
Chicago,
Illinois
| $176M | +$75.1M | +75% | 21.7% | 278% | 191 | 60.73% | 0.6 |
|
| 5614 |
5614
Raelipskie Partnership
Waterloo,
Ontario, Canada
| $176M | +$11.3M | +7% | 5.96% | – | 105 | 9.52% | 0.2 |
|
| 5615 |
5615
Parker Financial
Silverdale,
Washington
| $176M | +$14.5M | +9% | 5.02% | 49.7% | 50 | 16% | 1 |
|
| 5616 |
AFC
5616
AFT Forsyth & Company
West Palm Beach,
Florida
| $176M | +$16.6M | +10% | 20.7% | 135% | 141 | 7.09% | 6.4 |
|
| 5617 |
5617
Beacon Investment Advisors
Gaithersburg,
Maryland
| $175M | +$18.8M | +12% | 7.87% | 96.4% | 136 | 8.09% | 1.1 |
|
| 5618 |
PCR
5618
Potrero Capital Research
San Francisco,
California
| $175M | -$13.3M | -7% | 6.74% | 226% | 32 | 40.63% | 0.8 |
|
| 5619 |
5619
Pacific Wealth Management
San Diego,
California
| $175M | $0 | 0% | 6.42% | 72.8% | 24 | 0% | 1.8 |
|
| 5620 |
5620
ETF Store
Overland Park,
Kansas
| $175M | +$20.5M | +13% | 6.46% | 61% | 114 | 13.16% | 1.6 |
|
| 5621 |
5621
Shore Point Advisors
Brielle,
New Jersey
| $175M | +$13.7M | +9% | 6.2% | 54.6% | 60 | 8.33% | 1.4 |
|
| 5622 |
AIA
5622
Arcadia Investment Advisors
Eagle,
Idaho
| $175M | +$9.3M | +6% | 6.57% | 56.4% | 83 | 9.64% | 4.2 |
|
| 5623 |
5623
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $175M | +$12.8M | +8% | 7.45% | 65% | 33 | 12.12% | 3 |
|
| 5624 |
5624
Boyd Wealth Management
Sacramento,
California
| $175M | +$14.3M | +9% | 6.98% | 56.8% | 44 | 11.36% | 1.8 |
|
| 5625 |
LCK
5625
LeRoy C. Kopp
| $175M | – | – | 4.75% | – | 21 | – | 0 |
|