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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5901 |
5901
Private Client Services
Louisville,
Kentucky
| $186M | +$109K | +0.1% | 0.52% | 72% | 197 | 19.8% | 0.6 |
|
| 5902 |
5902
Sellwood Investment Partners
Portland,
Oregon
| $186M | – | – | 1.81% | – | 55 | – | 0 |
|
| 5903 |
5903
Wafra Inc
New York
| $186M | -$52.7M | -22% | 21.4% | 45.9% | 2 | 0% | 2.8 |
|
| 5904 |
5904
Shore Point Advisors
Brielle,
New Jersey
| $186M | -$794K | -0.4% | 2.73% | 54.6% | 65 | 4.62% | 1.9 |
|
| 5905 |
5905
University of Massachusetts Foundation
Newton,
Massachusetts
| $186M | -$47.2M | -20% | 1.64% | 53.6% | 4 | 0% | 4.6 |
|
| 5906 |
5906
Curio Wealth
Annapolis,
Maryland
| $186M | – | – | 1.89% | – | 304 | – | 0 |
|
| 5907 |
5907
Resolute Capital Asset Partners
Denver,
Colorado
| $186M | -$6.25M | -3% | 10.8% | 657% | 48 | 62.5% | 0.5 |
|
| 5908 |
5908
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| $186M | -$10.7M | -5% | 0.44% | 62% | 362 | 23.76% | 2 |
|
| 5909 |
ACA
5909
Acorn Capital Advisors
New York
| $186M | – | – | 4.13% | – | 21 | – | 0 |
|
| 5910 |
5910
Banque de Luxembourg
Luxembourg
| $186M | – | – | 1.38% | – | 82 | – | 0 |
|
| 5911 |
5911
ACT Advisors
Asheville,
North Carolina
| $186M | -$26.1M | -12% | 1.25% | 75.4% | 65 | 30.77% | 1.3 |
|
| 5912 |
5912
Aventura Private Wealth
Aventura,
Florida
| $186M | – | – | 3.94% | – | 757 | – | 0 |
|
| 5913 |
5913
Black Diamond Capital Management
Stamford,
Connecticut
| $186M | +$16.9M | +10% | 6.18% | 28.3% | 15 | 26.67% | 2.4 |
|
| 5914 |
5914
Castleview Partners
Dallas,
Texas
| $186M | +$12.3M | +7% | 1.19% | 61.3% | 623 | 19.58% | 2.1 |
|
| 5915 |
5915
Optivise Advisory Services
Franklin,
Tennessee
| $186M | -$4.49M | -2% | 1.54% | – | 191 | 22.51% | 0.4 |
|
| 5916 |
5916
Vantage Point Financial
Lisle,
Illinois
| $186M | – | – | 1% | – | 122 | – | 0 |
|
| 5917 |
5917
626 Financial
Portage,
Michigan
| $185M | +$4.77M | +3% | 1.84% | 81.1% | 117 | 7.69% | 2.9 |
|
| 5918 |
5918
Retirement Financial Solutions
Knoxville,
Tennessee
| $185M | -$42.9M | -19% | 2.05% | 52.5% | 40 | 7.5% | 1.5 |
|
| 5919 |
5919
R.W. Roge & Company
Bohemia,
New York
| $185M | -$1.82M | -1% | 0.12% | 76.3% | 51 | 7.84% | 2.9 |
|
| 5920 |
5920
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| $185M | – | – | 1.17% | – | 63 | – | 3.2 |
|
| 5921 |
5921
Sightline Wealth Advisors
Groton,
Connecticut
| $185M | +$3.84M | +2% | 1.68% | 48.5% | 90 | 10% | 2 |
|
| 5922 |
5922
Ivy Lane Capital Management
Winter Park,
Florida
| $185M | +$8.26M | +5% | 7.86% | 101% | 12 | 0% | 1.8 |
|
| 5923 |
5923
MYeCFO
La Jolla,
California
| $185M | +$674K | +0.4% | 0.83% | 58.5% | 58 | 3.45% | 1.6 |
|
| 5924 |
SMP
5924
Santa Monica Partners
Palm Beach Gardens,
Florida
| $185M | +$15.4M | +9% | 9.84% | 102% | 19 | 21.05% | 5.6 |
|
| 5925 |
5925
Marmo Financial Group
Johnson City,
Tennessee
| $185M | -$2.29M | -1% | 0.22% | 47.5% | 28 | 3.57% | 1.3 |
|