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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5751 |
5751
Forte Asset Management
Bedford,
New York
| $170M | +$4.55M | +3% | 0.93% | 57.7% | 62 | 8.06% | 1.4 |
|
| 5752 |
CSA
5752
Cottage Street Advisors
Marion,
Massachusetts
| $169M | +$3.82M | +2% | 3.94% | 95.8% | 100 | 13% | 2.5 |
|
| 5753 |
5753
GSI Capital Advisors
Newport Beach,
California
| $169M | -$670K | -0.4% | 0.64% | 39.7% | 32 | 25% | 1.7 |
|
| 5754 |
BAM
5754
Bosun Asset Management
Chicago,
Illinois
| $169M | -$6.32M | -4% | 17.1% | 278% | 211 | 39.34% | 0.9 |
|
| 5755 |
5755
Crossingbridge Advisors
Pleasantville,
New York
| $169M | +$37M | +28% | 0.91% | – | 68 | 35.29% | 0.2 |
|
| 5756 |
5756
Summit Place Financial Advisors
Summit,
New Jersey
| $169M | -$1.58M | -0.9% | 3.24% | 111% | 94 | 9.57% | 2.8 |
|
| 5757 |
5757
Pacific Sun Financial
Los Angeles,
California
| $169M | -$2.69M | -2% | 1.02% | 70.3% | 182 | 4.95% | 4.6 |
|
| 5758 |
5758
Leverty Financial Group
Hudson,
Wisconsin
| $169M | +$1.41M | +0.8% | 1.42% | 57.3% | 36 | 16.67% | 1.6 |
|
| 5759 |
FCFC
5759
First Citizens Financial Corp
Mason City,
Iowa
| $169M | +$652K | +0.4% | 1.4% | 72.9% | 118 | 7.63% | 3 |
|
| 5760 |
5760
Flagship Private Wealth
Woburn,
Massachusetts
| $169M | +$14M | +9% | 3.26% | 62.7% | 95 | 9.47% | 2.3 |
|
| 5761 |
5761
Melone Private Wealth
Auburn Hills,
Michigan
| $169M | +$2.19M | +1% | 0.02% | 30.4% | 48 | 0% | 2.3 |
|
| 5762 |
5762
Cresta Advisors
Laredo,
Texas
| $169M | +$11M | +7% | 4.34% | 66.8% | 45 | 8.89% | 1.2 |
|
| 5763 |
5763
Aviso Wealth Management
Bellevue,
Washington
| $168M | +$9.9M | +6% | 6.46% | – | 157 | 9.55% | 0.5 |
|
| 5764 |
5764
Grand Wealth Management
Grand Rapids,
Michigan
| $168M | -$41.2M | -20% | 0.64% | 54.1% | 72 | 20.83% | 1.8 |
|
| 5765 |
5765
Worth Asset Management
Dallas,
Texas
| $168M | +$5.85M | +4% | 4.34% | 115% | 162 | 48.15% | 0.9 |
|
| 5766 |
5766
Meridian Financial Partners
Warrenton,
Virginia
| $168M | +$90.5M | +116% | 2.1% | 80.8% | 83 | 50.6% | 1.6 |
|
| 5767 |
SA
5767
Sunesis Advisors
Overland Park,
Kansas
| $168M | -$2.61M | -2% | 2.54% | – | 50 | 10% | 2.7 |
|
| 5768 |
AIP
5768
Alapocas Investment Partners
Beverly,
Massachusetts
| $168M | +$307K | +0.2% | 3.23% | 50% | 19 | 0% | 2.4 |
|
| 5769 |
SP
5769
Saranac Partners
London,
| $168M | +$4.6M | +3% | 5.57% | 69% | 84 | 13.1% | 1.1 |
|
| 5770 |
5770
Aspect Partners
Fairfax,
Virginia
| $168M | +$41.3M | +33% | 1.04% | 66.7% | 583 | 7.55% | 0.5 |
|
| 5771 |
5771
Penobscot Wealth Management
Portland,
Maine
| $168M | +$9.7M | +6% | 1.03% | 56.7% | 79 | 12.66% | 1.8 |
|
| 5772 |
5772
Anabranch Capital Management
Stamford,
Connecticut
| $168M | -$3.64M | -2% | 10.3% | 139% | 7 | 0% | 3 |
|
| 5773 |
5773
Ally Bridge Group
New York
| $168M | -$12M | -7% | 9.5% | 844% | 32 | 53.13% | 0.4 |
|
| 5774 |
5774
Cahill Wealth Management
Portage,
Michigan
| $168M | -$4.15M | -2% | 1.73% | 24.7% | 49 | 6.12% | 1.8 |
|
| 5775 |
5775
Acorn Creek Capital
Fort Collins,
Colorado
| $168M | +$9.05M | +6% | 2.24% | – | 70 | 11.43% | 0.5 |
|