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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 |
5601
Resolute Wealth Strategies
Jackson,
Mississippi
| $192M | +$19M | +11% | 6.01% | 105% | 102 | 9.8% | 1.2 |
|
| 5602 |
5602
Periscope Capital
Toronto,
Ontario, Canada
| $192M | -$103M | -35% | 1.17% | 28.8% | 366 | 40.98% | 1.5 |
|
| 5603 |
5603
Harbourvest Partners
Boston,
Massachusetts
| $192M | +$4.49M | +2% | 6.85% | 8.96% | 40 | 15% | 3.1 |
|
| 5604 |
5604
Wealth Quarterback
Toms River,
New Jersey
| $192M | +$15.8M | +9% | 7.14% | 109% | 136 | 13.24% | 2.7 |
|
| 5605 |
5605
Resolute Capital Asset Partners
Denver,
Colorado
| $192M | +$18.3M | +11% | 20.1% | 657% | 63 | 76.19% | 0.5 |
|
| 5606 |
5606
Financial Council
Towson,
Maryland
| $192M | +$13.1M | +7% | 5.55% | 80% | 91 | 10.99% | 1.7 |
|
| 5607 |
5607
Burford Brothers
Dallas,
Texas
| $192M | +$19.8M | +12% | 8.03% | 97.4% | 165 | 13.33% | 0.6 |
|
| 5608 |
5608
Ridgecrest Wealth Partners
Mill Valley,
California
| $192M | +$25.7M | +15% | 6.15% | 103% | 116 | 12.07% | 2.5 |
|
| 5609 |
5609
Rings Capital Management
Chicago,
Illinois
| $192M | +$645K | +0.3% | 11.6% | 40.9% | 9 | 33.33% | 1.9 |
|
| 5610 |
5610
Chronos Wealth Management
Clearwater,
Florida
| $192M | +$11.9M | +7% | 6.49% | 92.3% | 42 | 7.14% | 3.4 |
|
| 5611 |
MSCM
5611
Marlin Sams Capital Management
New York
| $191M | +$33.7M | +21% | 19.5% | 53.1% | 3 | 33.33% | 1.2 |
|
| 5612 |
5612
Vivid Wealth Management
West Des Moines,
Iowa
| $191M | +$12.9M | +7% | 5.14% | 107% | 77 | 31.17% | 0.6 |
|
| 5613 |
CCP
5613
Cunning Capital Partners
Morrisville,
North Carolina
| $191M | +$12.7M | +7% | 10.4% | 268% | 80 | 3.75% | 1 |
|
| 5614 |
5614
Obsidian Personal Planning Solutions
Rockville,
Maryland
| $191M | +$27.5M | +17% | 6.47% | 58.2% | 109 | 18.35% | 1.3 |
|
| 5615 |
5615
Cresta Advisors
Laredo,
Texas
| $191M | +$22.6M | +13% | 5.35% | 66.8% | 50 | 12% | 1.3 |
|
| 5616 |
BWA
5616
BlueChip Wealth Advisors
Milton,
Georgia
| $191M | +$21.2M | +12% | 6.57% | – | 155 | 13.55% | 0.6 |
|
| 5617 |
5617
EMG Holdings
Old Greenwich,
Connecticut
| $191M | -$12.8M | -6% | 11.6% | 4.17% | 42 | 45.24% | 1.4 |
|
| 5618 |
DRP
5618
Decade Renewable Partners
Houston,
Texas
| $191M | -$14.4M | -7% | 12.3% | – | 49 | 67.35% | 0.4 |
|
| 5619 |
BC
5619
Bowman & Company
Oshkosh,
Wisconsin
| $191M | +$17.5M | +10% | 6.44% | 59.7% | 105 | 10.48% | 1.9 |
|
| 5620 |
5620
Wisconsin Capital Management
Madison,
Wisconsin
| $190M | -$6.89M | -3% | 1.88% | 153% | 52 | 15.38% | 4.5 |
|
| 5621 |
5621
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| $190M | $0 | 0% | 6.1% | 63.8% | 100 | 0% | 3.4 |
|
| 5622 |
5622
O'Connor Financial Group
Quincy,
Illinois
| $190M | +$18.4M | +11% | 5.6% | 48.4% | 55 | 5.45% | 1.1 |
|
| 5623 |
CIA
5623
Citadel Investment Advisory
Chesterland,
Ohio
| $190M | +$14.3M | +8% | 8.03% | 66.1% | 83 | 3.61% | 3.4 |
|
| 5624 |
5624
Alternative Investment Advisors
Maitland,
Florida
| $190M | +$15.2M | +9% | 5.61% | 70.2% | 51 | 13.73% | 0.7 |
|
| 5625 |
5625
Three Seasons Wealth
Salt Lake City,
Utah
| $190M | +$9.2M | +5% | 7.48% | 156% | 119 | 36.97% | 0.6 |
|