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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6001 |
6001
Cornerstone Select Advisors
St. Louis,
Missouri
| $238M | +$77.9M | +49% | 50.2% | – | 155 | 23.87% | 1 |
|
| 6002 |
6002
BlueDoor Private Wealth
Beverly,
Massachusetts
| $238M | +$21.7M | +10% | 10.8% | – | 171 | 18.13% | 0.4 |
|
| 6003 |
6003
Tableaux
Stockbridge,
Massachusetts
| $238M | +$31M | +15% | 12.1% | – | 125 | 13.6% | 0.9 |
|
| 6004 |
6004
NBH Bank
Greenwood Village,
Colorado
| $237M | – | – | 16.2% | – | 552 | – | 0 |
|
| 6005 |
6005
Client First Investment Management
West Bend,
Wisconsin
| $237M | +$44.9M | +23% | 43.8% | 243% | 36 | 77.78% | 0.5 |
|
| 6006 |
6006
Grant Private Wealth Management
Pleasanton,
California
| $237M | +$48.7M | +26% | 26.7% | – | 171 | 14.04% | 0.8 |
|
| 6007 |
6007
Crestview Partners III
New York
| $237M | +$42.1M | +22% | 27.4% | 51.2% | 2 | 50% | 3 |
|
| 6008 |
6008
Sequent Asset Management
Houston,
Texas
| $237M | +$28.2M | +13% | 13.4% | 51.3% | 99 | 19.19% | 3.5 |
|
| 6009 |
AIA
6009
Arcadia Investment Advisors
Eagle,
Idaho
| $237M | +$25.3M | +12% | 11.2% | 56.4% | 83 | 6.02% | 5.8 |
|
| 6010 |
6010
RetireMitten Financial
Milford,
Michigan
| $237M | +$30.3M | +15% | 10% | – | 182 | 74.18% | 0.3 |
|
| 6011 |
6011
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| $237M | +$10.7M | +5% | 1.05% | 44.1% | 67 | 40.3% | 1.8 |
|
| 6012 |
6012
True Blue Financial
Stevensville,
Michigan
| $237M | +$110M | +87% | 10% | – | 62 | 17.74% | 0.4 |
|
| 6013 |
CA
6013
Continental Advisors
Park City,
Utah
| $237M | +$40.9M | +21% | 4.99% | 73.6% | 54 | 14.81% | 5.4 |
|
| 6014 |
6014
Grove Street Fiduciary
Peterborough,
New Hampshire
| $237M | +$9.8M | +4% | 6.12% | – | 80 | 13.75% | 1.2 |
|
| 6015 |
6015
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| $237M | +$6.72M | +3% | 13.2% | 83.9% | 105 | 17.14% | 3.4 |
|
| 6016 |
6016
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| $237M | +$14.9M | +7% | 9.25% | 44.1% | 52 | 11.54% | 4.1 |
|
| 6017 |
6017
ADE LLC
Baltimore,
Maryland
| $237M | +$28M | +13% | 12.6% | 59.8% | 96 | 13.54% | 3.5 |
|
| 6018 |
MWA
6018
Miller Wealth Advisors
Ridgeway,
Colorado
| $237M | -$23.1M | -9% | 8.89% | 117% | 126 | 10.32% | 2.5 |
|
| 6019 |
TCM
6019
TAM Capital Management
Stamford,
Connecticut
| $237M | +$31.7M | +15% | 7.68% | 4.15% | 10 | 40% | 0.6 |
|
| 6020 |
6020
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| $237M | +$13.4M | +6% | 8.55% | 38.1% | 31 | 32.26% | 4.5 |
|
| 6021 |
6021
10Elms LLP
Tulsa,
Oklahoma
| $236M | +$77.8M | +49% | 10.8% | – | 528 | 10.61% | 1.2 |
|
| 6022 |
6022
Deane Retirement Strategies
New Orleans,
Louisiana
| $236M | -$12.4M | -5% | 1.53% | 73.4% | 77 | 58.44% | 1.5 |
|
| 6023 |
CCC
6023
Chelsea Counsel Company
Los Angeles,
California
| $236M | +$11.3M | +5% | 11.6% | 106% | 245 | 9.8% | 3.9 |
|
| 6024 |
JWM
6024
Johnson Wealth Management
Grand Forks,
North Dakota
| $236M | +$28.9M | +14% | 9.99% | – | 60 | 21.67% | 0.6 |
|
| 6025 |
6025
Ceera Investments
Bellaire,
Texas
| $236M | +$7.9M | +3% | 7.87% | 47.9% | 109 | 22.02% | 2.1 |
|