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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5826 |
5826
Montis Financial
Waltham,
Massachusetts
| $118M | +$14.3M | +14% | 8.09% | 46% | 65 | 18.46% | 1.7 |
|
| 5827 |
5827
First National Bank of Hutchinson
Hutchinson,
Kansas
| $118M | -$7.36M | -6% | 8.13% | 121% | 112 | 12.5% | 3.7 |
|
| 5828 |
5828
Melone Private Wealth
Auburn Hills,
Michigan
| $118M | +$3.53M | +3% | 5.69% | 30.4% | 56 | 7.14% | 1 |
|
| 5829 |
5829
Brainard Capital Management
Austin,
Texas
| $118M | – | – | 0.98% | – | 108 | – | 0 |
|
| 5830 |
5830
Tilt Investment Management Holdings
New York
| $118M | – | – | 8.86% | – | 138 | – | 0 |
|
| 5831 |
5831
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| $118M | +$20.6M | +21% | 8.31% | 58.3% | 41 | 17.07% | 1.8 |
|
| 5832 |
BWIA
5832
Bryant Woods Investment Advisors
Getzville,
New York
| $118M | +$11.8M | +11% | 7.9% | 74.4% | 42 | 9.52% | 0.8 |
|
| 5833 |
5833
Mosaic Advisors
Houston,
Texas
| $118M | -$7.12M | -6% | 8.04% | 50.9% | 17 | 17.65% | 1.4 |
|
| 5834 |
5834
Retirement Financial Solutions
Knoxville,
Tennessee
| $118M | – | – | 5.8% | 52.5% | 277 | – | 0 |
|
| 5835 |
BCM
5835
BlueMar Capital Management
Miami,
Florida
| $118M | -$18.3M | -13% | 11.6% | 27.4% | 36 | 58.33% | 2 |
|
| 5836 |
5836
E Fund Management (HK)
Central,
Hong Kong
| $118M | -$8.3M | -7% | 20.6% | 163% | 33 | 36.36% | 2 |
|
| 5837 |
5837
Affinia Financial Group
Burlington,
Massachusetts
| $118M | +$29M | +33% | 7.81% | 37.5% | 35 | 34.29% | 1.8 |
|
| 5838 |
5838
Resolute Financial
Newburyport,
Massachusetts
| $118M | +$12.2M | +12% | 7.52% | – | 118 | 19.49% | 0.8 |
|
| 5839 |
5839
Sharp Capital Gestora de Recursos
Rio De Janeiro,
Brazil
| $118M | -$26M | -18% | 9.64% | 61.4% | 9 | 33.33% | 1.4 |
|
| 5840 |
5840
Parker Financial
Silverdale,
Washington
| $118M | – | – | 6.3% | 45% | 40 | – | 0 |
|
| 5841 |
WFA
5841
WMG Financial Advisors
Knoxville,
Tennessee
| $117M | +$6.43M | +6% | 8.19% | 73.8% | 152 | 19.08% | 0.8 |
|
| 5842 |
FAG
5842
Fortitude Advisory Group
Gig Harbor,
Washington
| $117M | +$12.1M | +12% | 7.28% | 142% | 232 | 18.1% | 0.8 |
|
| 5843 |
5843
Tilson Financial Group
New Providence,
New Jersey
| $117M | – | – | 6.17% | 39.3% | 59 | – | 0 |
|
| 5844 |
5844
Hartree Partners
New York
| $117M | -$9.5M | -7% | 18.5% | 138% | 69 | 46.38% | 0.4 |
|
| 5845 |
5845
Palo Alto Wealth Advisors
Palo Alto,
California
| $117M | – | – | 4.61% | 108% | 43 | – | 0 |
|
| 5846 |
5846
Penbrook Management
New York
| $117M | +$1.13M | +1% | 12.5% | 107% | 100 | 6% | 5.2 |
|
| 5847 |
5847
Consilium Wealth Advisory
Richardson,
Texas
| $117M | +$27.6M | +31% | 9.47% | 126% | 76 | 13.16% | 0.8 |
|
| 5848 |
AFC
5848
AFT Forsyth & Company
West Palm Beach,
Florida
| $117M | +$5.18M | +5% | 10.1% | 135% | 136 | 8.09% | 5.9 |
|
| 5849 |
5849
Social Capital Group
Menlo Park,
California
| $117M | – | – | 24% | – | 4 | – | 0 |
|
| 5850 |
5850
Stevard LLC
Chicago,
Illinois
| $117M | +$10.9M | +10% | 12.7% | – | 51 | 5.88% | 2.2 |
|