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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5926 |
5926
Choice Wealth Advisors
Waterville,
Maine
| $126M | -$9.9M | -7% | 4.24% | 60.3% | 26 | 15.38% | 1 |
|
| 5927 |
5927
Lokken Investment Group
Lewes,
Delaware
| $126M | -$14.2M | -10% | 2.74% | 65.3% | 145 | 20.69% | 1 |
|
| 5928 |
5928
Richelieu Gestion
Paris,
France
| $126M | – | – | 7.74% | – | 74 | – | 0 |
|
| 5929 |
5929
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| $126M | -$13.6M | -10% | 6.24% | 72% | 123 | 15.45% | 1.3 |
|
| 5930 |
5930
Nauset Wealth Management
Westport,
Connecticut
| $126M | +$20.8M | +20% | 3.14% | – | 234 | 75.21% | 0.1 |
|
| 5931 |
5931
Dravo Bay
Rehoboth Beach,
Delaware
| $125M | +$9.11M | +8% | 5.57% | 45.2% | 173 | 78.61% | 0.1 |
|
| 5932 |
EVP
5932
Evergreen Venture Partners
Tel Aviv,
Israel
| $125M | -$63.6M | -34% | 33.7% | 88.4% | 1 | 0% | 0.3 |
|
| 5933 |
5933
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| $125M | -$8.24M | -6% | 5.57% | 46.9% | 115 | 10.43% | 1.1 |
|
| 5934 |
5934
Sterling Manor Financial
Saratoga Springs,
New York
| $125M | -$3.08M | -2% | 5.75% | – | 102 | 47.06% | 0.6 |
|
| 5935 |
5935
Invesco Senior Secured Management
New York
| $125M | -$17.3M | -12% | 3.41% | 18.1% | 15 | 33.33% | 1.9 |
|
| 5936 |
5936
Masso Torrence Wealth Management
Marlton,
New Jersey
| $125M | -$18.1M | -13% | 4.36% | 130% | 405 | 80.99% | 0.2 |
|
| 5937 |
BI
5937
Blooom Inc
Overland Park,
Kansas
| $125M | -$7.97M | -6% | 1.67% | – | 51 | 15.69% | 1 |
|
| 5938 |
5938
Silverhawk Asset Management
Scottsdale,
Arizona
| $125M | +$332K | +0.3% | 5.16% | – | 32 | 21.88% | 0.2 |
|
| 5939 |
5939
TKG Advisors
Valparaiso,
Indiana
| $125M | -$1.88M | -1% | 1.83% | 104% | 99 | 35.35% | 0.2 |
|
| 5940 |
5940
Cassia Capital Partners
Winston Salem,
North Carolina
| $125M | -$24.1M | -16% | 1.57% | 55% | 65 | 12.31% | 0.3 |
|
| 5941 |
5941
St. James Investment Advisors
Port Jefferson,
New York
| $125M | -$10.6M | -8% | 6.05% | – | 105 | 32.38% | 0.2 |
|
| 5942 |
5942
Chico Wealth RIA
Chico,
California
| $125M | – | – | 5.83% | 74.7% | 23 | – | 0 |
|
| 5943 |
5943
Prostatis Group
Hanover,
Maryland
| $125M | -$38.3M | -24% | 6.49% | 72.9% | 111 | 43.24% | 1.2 |
|
| 5944 |
5944
Walker Asset Management
Verona,
Missouri
| $125M | +$10.4M | +9% | 5.26% | 87.6% | 99 | 26.26% | 0.2 |
|
| 5945 |
WPEP
5945
Walnut Private Equity Partners
Omaha,
Nebraska
| $125M | +$14.6M | +13% | 8.91% | 48% | 16 | 6.25% | 5.7 |
|
| 5946 |
5946
Ribbit Capital GP IV
Palo Alto,
California
| $125M | -$42.2M | -25% | 23.3% | – | 2 | 0% | 0.3 |
|
| 5947 |
5947
WorthPointe
La Jolla,
California
| $124M | +$11.9M | +11% | 3.74% | 59.7% | 59 | 49.15% | 0.2 |
|
| 5948 |
5948
Gitterman Wealth Management
Edison,
New Jersey
| $124M | -$10.6M | -8% | 4.42% | 33% | 124 | 45.16% | 0.6 |
|
| 5949 |
5949
Capitol Family Office
Beaverton,
Oregon
| $124M | -$21.5M | -15% | 6.66% | 72% | 26 | 26.92% | 0.2 |
|
| 5950 |
5950
Cynosure Group
Salt Lake City,
Utah
| $124M | -$8.4M | -6% | 0.83% | 56.8% | 25 | 12% | 1.9 |
|