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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 |
CIS
5726
Custom Index Systems
New York
| $230M | +$3.14M | +1% | 3.6% | – | 292 | 31.51% | 1 |
|
| 5727 |
5727
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
| $229M | +$27.2M | +13% | 1.36% | 79.7% | 163 | 16.56% | 2.1 |
|
| 5728 |
5728
Allie Family Office
Miami,
Florida
| $229M | +$15.3M | +7% | 0.97% | 59% | 111 | 16.22% | 2.6 |
|
| 5729 |
5729
Cloud Capital Management
Seattle,
Washington
| $229M | +$17.7M | +8% | 1.02% | – | 118 | 23.73% | 0.8 |
|
| 5730 |
5730
Cane Capital Partners
Saint Francisville,
Louisiana
| $229M | -$25.1M | -10% | 5.06% | – | 167 | 35.33% | 0.2 |
|
| 5731 |
5731
Alternative Investment Advisors
Maitland,
Florida
| $229M | -$3.19M | -1% | 3.5% | 78.6% | 81 | 27.16% | 1.2 |
|
| 5732 |
5732
NerdWallet Wealth Partners
New York
| $229M | +$6.11M | +3% | 1.72% | – | 73 | 35.62% | 0.4 |
|
| 5733 |
5733
Harper Investing
Santa Clara,
California
| $229M | -$3.18M | -1% | 3.32% | 58.7% | 77 | 18.18% | 1.5 |
|
| 5734 |
5734
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $229M | -$31.7M | -12% | 0.93% | 98.6% | 150 | 8% | 4.8 |
|
| 5735 |
5735
Granite Harbor Advisors
Houston,
Texas
| $229M | -$7.67M | -3% | 2.18% | 61.5% | 135 | 11.85% | 1.9 |
|
| 5736 |
5736
NBZ Investment Advisors
Knoxville,
Tennessee
| $229M | -$722K | -0.3% | 2.31% | – | 77 | 16.88% | 0.9 |
|
| 5737 |
5737
Two Point Capital Management
Pittsford,
New York
| $229M | -$17.8M | -7% | 3.22% | – | 28 | 10.71% | 2.8 |
|
| 5738 |
MI
5738
Moneywise Inc
Forest,
Virginia
| $229M | -$11.4M | -5% | 0.21% | 60.8% | 92 | 21.74% | 2.9 |
|
| 5739 |
5739
Abound Financial
Granite Bay,
California
| $229M | -$29.5M | -11% | 2.25% | – | 291 | 7.9% | 0.5 |
|
| 5740 |
5740
Worth Financial Advisory Group
Charlotte,
North Carolina
| $229M | +$22.4M | +11% | 4.24% | 93.3% | 202 | 86.14% | 1.5 |
|
| 5741 |
5741
Carl Stuart Investment Advisor
Austin,
Texas
| $229M | +$118M | +107% | 0.31% | 84.4% | 29 | 48.28% | 1.6 |
|
| 5742 |
5742
One Wealth Capital Management
Scottsdale,
Arizona
| $229M | -$6.03M | -3% | 7.21% | – | 152 | 32.24% | 0.8 |
|
| 5743 |
5743
IRON Financial
Northbrook,
Illinois
| $229M | +$11.3M | +5% | 0.81% | 60.6% | 167 | 34.13% | 3 |
|
| 5744 |
CM
5744
Cosmic Management
West Hollywood,
California
| $229M | -$95.8M | -30% | 26.2% | – | 4 | 0% | 0.3 |
|
| 5745 |
5745
FNY Investment Advisers
New York
| $229M | -$126M | -35% | 1.64% | 386% | 1,226 | 59.46% | 0.7 |
|
| 5746 |
5746
GeoSphere Capital Management
Miami Beach,
Florida
| $229M | -$75M | -25% | 36.4% | 446% | 62 | 67.74% | 0.4 |
|
| 5747 |
5747
Shelton Wealth Management
Fort Worth,
Texas
| $229M | -$4.7M | -2% | 0.57% | 89.4% | 190 | 41.05% | 2 |
|
| 5748 |
5748
My Personal CFO LLC
Vancouver,
Washington
| $228M | -$11.3M | -5% | 2.78% | 83.4% | 98 | 15.31% | 1.2 |
|
| 5749 |
5749
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| $228M | -$1.66M | -0.7% | 0.42% | 74.4% | 160 | 4.38% | 3.4 |
|
| 5750 |
5750
Chris Bulman
Roseville,
California
| $228M | +$2.19M | +1% | 1.21% | – | 159 | 11.95% | 1.1 |
|