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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5851 |
5851
Register Financial Advisors
Atlanta,
Georgia
| $150M | +$13M | +9% | 13.7% | 130% | 650 | 63.38% | 0.8 |
|
| 5852 |
5852
Granite FO LLC
Bedford,
New Hampshire
| $149M | +$7.22M | +5% | 8.59% | 112% | 163 | 3.07% | 0.9 |
|
| 5853 |
ACP
5853
Altitude Crest Partners
Stamford,
Connecticut
| $149M | – | – | 12.2% | – | 12 | – | 0 |
|
| 5854 |
5854
Asset Allocation & Management Company
Chicago,
Illinois
| $149M | -$17.7M | -11% | 9.12% | 58.5% | 55 | 20% | 2.6 |
|
| 5855 |
5855
Catalina Capital Group
Torrance,
California
| $149M | – | – | 8.86% | – | 177 | – | 0 |
|
| 5856 |
5856
LaSalle St. Investment Advisors
Elmhurst,
Illinois
| $149M | -$55.3M | -27% | 7.18% | 61.9% | 140 | 25.71% | 0.7 |
|
| 5857 |
5857
S.A. Mason
Holland,
Michigan
| $149M | +$10.4M | +8% | 10.8% | 116% | 328 | 8.54% | 3.3 |
|
| 5858 |
5858
Financial Council
Towson,
Maryland
| $149M | +$23.4M | +19% | 11.2% | 88.6% | 78 | 17.95% | 1.4 |
|
| 5859 |
5859
Dravo Bay
Rehoboth Beach,
Delaware
| $149M | +$11.6M | +8% | 8.95% | 45.2% | 48 | 14.58% | 1.6 |
|
| 5860 |
5860
Vaughan & Co Securities
Ridgewood,
New Jersey
| $149M | +$14.5M | +11% | 10.6% | 70.7% | 56 | 8.93% | 2.7 |
|
| 5861 |
5861
Traction Financial Partners
Encampment,
Wyoming
| $149M | – | – | 10.7% | – | 62 | – | 0 |
|
| 5862 |
5862
Hassell Wealth Management
Houma,
Louisiana
| $149M | +$11.6M | +8% | 10.4% | 49.7% | 21 | 14.29% | 1 |
|
| 5863 |
5863
AlphaCentric Advisors
San Juan,
Puerto Rico
| $149M | -$27.3M | -16% | 9.61% | – | 298 | 48.66% | 0.6 |
|
| 5864 |
CWM
5864
CCG Wealth Management
San Diego,
California
| $149M | -$3.79M | -2% | 10.8% | 82.6% | 65 | 21.54% | 3.3 |
|
| 5865 |
5865
Wealth Advisors of Iowa
West Des Moines,
Iowa
| $149M | +$6.79M | +5% | 9.2% | 60.9% | 65 | 18.46% | 2.1 |
|
| 5866 |
5866
Watchtower Advisors
Old Greenwich,
Connecticut
| $149M | +$47.6M | +47% | 22.8% | 384% | 15 | 60% | 0.4 |
|
| 5867 |
5867
Orleans Capital Management
Mandeville,
Louisiana
| $149M | +$14.3M | +11% | 10.2% | 94.6% | 83 | 9.64% | 2.9 |
|
| 5868 |
5868
Penbrook Management
New York
| $149M | +$12.4M | +9% | 11.2% | 107% | 109 | 12.84% | 5.3 |
|
| 5869 |
5869
Eliot Finkel Investment Counsel
Beverly Hills,
California
| $149M | +$15.2K | +0% | 10.5% | 85.5% | 32 | 6.25% | 4.5 |
|
| 5870 |
5870
Vantage Consulting Group
Virginia Beach,
Virginia
| $149M | -$355K | -0.2% | 7.45% | 261% | 219 | 13.7% | 2.2 |
|
| 5871 |
5871
Baker Hughes Holdings
Houston,
Texas
| $149M | -$24M | -14% | 12% | 38.6% | 2 | 0% | 1.8 |
|
| 5872 |
5872
Regency Capital Management
Honolulu,
Hawaii
| $149M | +$31M | +26% | 9.83% | 92.1% | 61 | 40.98% | 1 |
|
| 5873 |
5873
Cahill Wealth Management
Portage,
Michigan
| $149M | +$18.5M | +14% | 11% | 24.7% | 47 | 6.38% | 1.5 |
|
| 5874 |
5874
RP Management
New York
| $149M | +$45.1M | +44% | 52.2% | 208% | 3 | 0% | 2.7 |
|
| 5875 |
CSA
5875
Cottage Street Advisors
Marion,
Massachusetts
| $149M | +$11.7M | +9% | 11.3% | 95.8% | 91 | 14.29% | 2.6 |
|