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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5726 |
5726
Strategic Financial Partners
Bend,
Oregon
| $196M | -$16.1K | -0% | 0.6% | 54.8% | 72 | 9.72% | 3.6 |
|
| 5727 |
5727
Chronos Wealth Management
Clearwater,
Florida
| $196M | +$4.05M | +2% | 0.6% | 92.3% | 43 | 4.65% | 3.4 |
|
| 5728 |
5728
Choice Wealth Advisors
Waterville,
Maine
| $196M | -$4.31M | -2% | 0.45% | 60.3% | 30 | 3.33% | 2 |
|
| 5729 |
5729
Westhampton Capital
Winston-Salem,
North Carolina
| $196M | -$1.26M | -0.6% | 0.72% | 105% | 122 | 8.2% | 3.9 |
|
| 5730 |
5730
Rosalind Advisors
Toronto,
Ontario, Canada
| $196M | +$39.4M | +25% | 28.8% | – | 51 | 56.86% | 0.4 |
|
| 5731 |
5731
Oakcliff Capital Partners
New York
| $196M | -$3.29M | -2% | 6.99% | 133% | 9 | 0% | 4.9 |
|
| 5732 |
5732
River Street Advisors
Aurora,
Illinois
| $196M | +$11.3M | +6% | 1.84% | 93.5% | 155 | 16.77% | 1.5 |
|
| 5733 |
5733
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| $195M | -$3.18M | -2% | 0.79% | 50.2% | 19 | 10.53% | 3 |
|
| 5734 |
SM
5734
Salzhauer Michael
| $195M | +$32.1M | +20% | 9% | 98% | 99 | 25.25% | 4.2 |
|
| 5735 |
KC
5735
Kades & Cheifetz
Berwyn,
Pennsylvania
| $195M | +$20.8M | +12% | 0.94% | – | 112 | 19.64% | 1.4 |
|
| 5736 |
5736
Vermillion Wealth Management
Rosemount,
Minnesota
| $195M | – | – | 1% | – | 550 | – | 0 |
|
| 5737 |
5737
Astor Investment Management
Chicago,
Illinois
| $195M | -$13.8M | -7% | 0.45% | 23.3% | 39 | 43.59% | 1.1 |
|
| 5738 |
5738
Teton Advisors
Rye,
New York
| $195M | -$28.9M | -13% | 2.16% | 139% | 202 | 6.93% | 8 |
|
| 5739 |
5739
My Personal CFO LLC
Vancouver,
Washington
| $195M | +$12.6M | +7% | 0.39% | 83.4% | 89 | 2.25% | 2.2 |
|
| 5740 |
5740
Alhambra Investment Management
Palmetto Bay,
Florida
| $195M | +$2.16M | +1% | 0.15% | 67.7% | 184 | 15.22% | 2.9 |
|
| 5741 |
5741
Peirce Capital Management
The Woodlands,
Texas
| $195M | -$4.27M | -2% | 3.42% | 56.6% | 36 | 5.56% | 1 |
|
| 5742 |
5742
Timonier Family Office
Winston Salem,
North Carolina
| $195M | – | – | 1.91% | – | 49 | – | 0 |
|
| 5743 |
NI
5743
NCP Inc
La Quinta,
California
| $195M | +$19.3M | +11% | 9.54% | – | 142 | 11.27% | 0.7 |
|
| 5744 |
5744
Applied Capital
Little Rock,
Arkansas
| $195M | +$277K | +0.1% | 1.82% | 52.6% | 48 | 6.25% | 2 |
|
| 5745 |
HCA
5745
Hyperion Capital Advisors
New York
| $195M | -$18.2M | -9% | 0.69% | 86.1% | 132 | 30.3% | 2.2 |
|
| 5746 |
5746
Burrus Financial Services
Salt Lake City,
Utah
| $195M | -$7.22M | -4% | 2.89% | 31.3% | 10 | 0% | 2.1 |
|
| 5747 |
5747
Acorn Creek Capital
Fort Collins,
Colorado
| $195M | +$6.06M | +3% | 0.05% | 66.6% | 84 | 19.05% | 0.8 |
|
| 5748 |
5748
Kennicott Capital Management
Corte Madera,
California
| $195M | -$66.2M | -25% | 5.72% | 98% | 45 | 11.11% | 2.9 |
|
| 5749 |
5749
Client First Capital
San Diego,
California
| $195M | +$13.6M | +8% | 1.55% | 54.6% | 20 | 10% | 1.4 |
|
| 5750 |
5750
Resolute Wealth Strategies
Jackson,
Mississippi
| $194M | +$1.91M | +1% | 7.04% | 105% | 103 | 12.62% | 1.5 |
|