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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
Tyro Capital Management
Miami,
Florida
| $142M | – | – | 11.3% | – | 13 | – | 0 |
|
| 6002 |
6002
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| $142M | +$16.1M | +13% | 10.5% | 83% | 144 | 31.25% | 1.2 |
|
| 6003 |
6003
Ally Bridge Group
New York
| $142M | +$56.6M | +66% | 28.2% | 844% | 26 | 42.31% | 0.4 |
|
| 6004 |
6004
Garrison Point Advisors
Walnut Creek,
California
| $142M | +$12.6M | +10% | 12.1% | 81.5% | 149 | 6.04% | 3.9 |
|
| 6005 |
6005
Rain Capital Management
Lake Oswego,
Oregon
| $142M | +$39.1M | +38% | 8.81% | 18.2% | 94 | 5.32% | 2.8 |
|
| 6006 |
6006
Horizon Financial Services
Winston Salem,
North Carolina
| $142M | +$17.2M | +14% | 7.74% | 42.6% | 56 | 14.29% | 2 |
|
| 6007 |
6007
Yoder Wealth Management
Walnut Creek,
California
| $142M | +$20.5M | +17% | 11.2% | 69.3% | 98 | 22.45% | 0.6 |
|
| 6008 |
6008
Gridiron Partners
Wexford,
Pennsylvania
| $142M | – | – | 8.56% | 15.5% | 63 | – | 0 |
|
| 6009 |
CCP
6009
Camelot Capital Partners
Laguna Beach,
California
| $142M | – | – | 26.7% | – | 3 | – | 1.2 |
|
| 6010 |
6010
Tranquilli Financial Advisor
Clinton,
New Jersey
| $142M | +$3.15M | +2% | 7.07% | 55.1% | 111 | 25.23% | 1.5 |
|
| 6011 |
6011
Tower Wealth Partners
Lewisburg,
Pennsylvania
| $142M | +$19.9M | +16% | 7.65% | 53.7% | 60 | 25% | 1.9 |
|
| 6012 |
6012
Burford Brothers
Dallas,
Texas
| $141M | – | – | 9.51% | 97.4% | 150 | – | 0 |
|
| 6013 |
6013
Palouse Capital Management
Spokane,
Washington
| $141M | +$6.72M | +5% | 11.2% | 67.8% | 74 | 10.81% | 3.6 |
|
| 6014 |
RMSCM
6014
R.M. Sincerbeaux Capital Management
New York
| $141M | +$10.3M | +8% | 10.8% | 76.4% | 42 | 4.76% | 8.1 |
|
| 6015 |
6015
Granite Group Advisors
Stamford,
Connecticut
| $141M | – | – | 12.2% | 74% | 93 | – | 0 |
|
| 6016 |
6016
Arrowroot Family Office
Marina Del Rey,
California
| $141M | +$14.4M | +11% | 9.84% | – | 128 | 15.63% | 0.6 |
|
| 6017 |
6017
Laurel Wealth Planning
Edina,
Minnesota
| $141M | +$12.8M | +10% | 9.79% | 59.5% | 54 | 9.26% | 2.4 |
|
| 6018 |
6018
Heronetta Management
New York
| $141M | +$4.88M | +4% | 4.76% | 59.7% | 24 | 8.33% | 6.2 |
|
| 6019 |
KC
6019
Kades & Cheifetz
Berwyn,
Pennsylvania
| $141M | +$14.8M | +12% | 8.2% | – | 83 | 14.46% | 0.9 |
|
| 6020 |
6020
Family Capital Management
Grand Rapids,
Michigan
| $141M | -$10.4M | -7% | 11.3% | 78.7% | 86 | 20.93% | 0.8 |
|
| 6021 |
6021
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| $141M | +$6.48M | +5% | 10.7% | 91.4% | 124 | 12.1% | 1.8 |
|
| 6022 |
6022
Shelton Wealth Management
Fort Worth,
Texas
| $141M | +$15.8M | +13% | 8.39% | 89.4% | 111 | 48.65% | 1 |
|
| 6023 |
6023
CastleKeep Investment Advisors
Westport,
Connecticut
| $141M | – | – | 10.6% | – | 100 | – | 0 |
|
| 6024 |
6024
Southern Capital Advisors
Jackson,
Tennessee
| $141M | +$20.6M | +17% | 11.3% | 66.8% | 73 | 23.29% | 1.3 |
|
| 6025 |
6025
Teca Partners
Austin,
Texas
| $141M | +$23M | +20% | 13.5% | 66% | 19 | 26.32% | 1.1 |
|