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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5776 |
5776
Alternative Investment Advisors
Maitland,
Florida
| $166M | +$12.4M | +8% | 8.27% | 78.6% | 51 | 17.65% | 0.4 |
|
| 5777 |
CWM
5777
CCG Wealth Management
San Diego,
California
| $166M | +$17M | +11% | 9.82% | 82.6% | 77 | 36.36% | 2.5 |
|
| 5778 |
AA
5778
AlphaQ Advisors
Winter Park,
Florida
| $166M | +$21.9M | +15% | 7.83% | – | 170 | 17.65% | 0.8 |
|
| 5779 |
5779
626 Financial
Portage,
Michigan
| $166M | +$14.7M | +10% | 11.1% | 81.1% | 113 | 11.5% | 2.3 |
|
| 5780 |
5780
Graphene Investments SAS
Paris,
France
| $166M | +$11.7M | +8% | 11.5% | 103% | 48 | 12.5% | 1 |
|
| 5781 |
5781
AlphaCentric Advisors
San Juan,
Puerto Rico
| $166M | +$16.8M | +11% | 7.21% | – | 254 | 25.2% | 0.8 |
|
| 5782 |
5782
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
| $166M | -$1.13M | -0.7% | 9.07% | 144% | 23 | 65.22% | 0.4 |
|
| 5783 |
5783
Aspire Wealth Management
Waltham,
Massachusetts
| $166M | +$18.5M | +13% | 8.89% | 26% | 198 | 13.13% | 1.7 |
|
| 5784 |
BC
5784
Bowman & Company
Oshkosh,
Wisconsin
| $166M | +$22M | +15% | 8.57% | 59.7% | 101 | 13.86% | 1.6 |
|
| 5785 |
CSA
5785
Cottage Street Advisors
Marion,
Massachusetts
| $166M | +$17M | +11% | 9.64% | 95.8% | 94 | 14.89% | 2.6 |
|
| 5786 |
5786
RedJay Asset Management
Toronto,
Ontario, Canada
| $166M | +$64.3M | +64% | 4.16% | – | 29 | 37.93% | 0.2 |
|
| 5787 |
5787
IMPACTfolio
Denver,
Colorado
| $165M | +$11.8M | +8% | 5.95% | 58.8% | 57 | 50.88% | 1.3 |
|
| 5788 |
AFT
5788
Alpha Family Trust
Los Angeles,
California
| $165M | +$17.2M | +12% | 17.8% | 215% | 166 | 19.88% | 1 |
|
| 5789 |
5789
Northstar Advisory Group
Northfield,
New Jersey
| $165M | -$2.91M | -2% | 14.2% | 141% | 111 | 33.33% | 1.3 |
|
| 5790 |
5790
Visa Foundation
San Francisco,
California
| $165M | +$4.21M | +3% | 9.56% | 58.1% | 1 | 0% | 2.3 |
|
| 5791 |
5791
Round Hill Asset Management
Pasadena,
California
| $165M | +$5.94M | +4% | 7.72% | 43.2% | 62 | 8.06% | 5.3 |
|
| 5792 |
5792
Berkeley Inc
Boise,
Idaho
| $165M | +$6.17M | +4% | 8.44% | 49.4% | 72 | 9.72% | 2.5 |
|
| 5793 |
5793
Motive Wealth Advisors
Birmingham,
Michigan
| $165M | +$78.4M | +90% | 7.91% | 73.4% | 71 | 39.44% | 1.4 |
|
| 5794 |
5794
Choice Wealth Advisors
Waterville,
Maine
| $165M | +$3.65M | +2% | 7.28% | 60.3% | 31 | 25.81% | 1.5 |
|
| 5795 |
5795
Seldon Capital
San Francisco,
California
| $165M | +$27.3M | +20% | 18.1% | 604% | 63 | 22.22% | 1.4 |
|
| 5796 |
5796
Hidden Lake Asset Management
New York
| $165M | +$32.2M | +24% | 17.3% | 849% | 33 | 69.7% | 0.2 |
|
| 5797 |
CAM
5797
Crown Advisors Management
Larkspur,
California
| $165M | +$19.1M | +13% | 24% | 284% | 46 | 15.22% | 2.4 |
|
| 5798 |
5798
Resolute Wealth Strategies
Jackson,
Mississippi
| $165M | +$17.7M | +12% | 10.2% | 105% | 96 | 10.42% | 0.9 |
|
| 5799 |
5799
Inherent Group
New York
| $165M | +$8.55M | +5% | 3.05% | 61.7% | 13 | 23.08% | 2.2 |
|
| 5800 |
5800
Michelson Medical Research Foundation
Los Angeles,
California
| $165M | +$13.3M | +9% | 2.24% | 52.2% | 28 | 0% | 1 |
|