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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6051 |
6051
Attestor Capital
Grand Cayman,
Cayman Islands
| $212M | – | – | 6.71% | – | 9 | – | 0 |
|
| 6052 |
6052
Paul R. Ried Financial Group
Bellevue,
Washington
| $212M | +$14.1M | +7% | 5.65% | – | 42 | 19.05% | 0.8 |
|
| 6053 |
6053
Bright Financial Advisors
Portage,
Michigan
| $212M | +$7.16M | +3% | 2.25% | – | 68 | 11.76% | 1.3 |
|
| 6054 |
6054
Ballast Asset Management
Dallas,
Texas
| $212M | -$7.44M | -3% | 5.08% | 123% | 55 | 7.27% | 1.6 |
|
| 6055 |
6055
Cloud Capital Management
Seattle,
Washington
| $212M | +$22M | +12% | 3.21% | – | 1,596 | 94.05% | 0.6 |
|
| 6056 |
6056
Hardin Capital Partners
Greenville,
South Carolina
| $212M | +$25.2M | +14% | 0.46% | – | 135 | 12.59% | 1.2 |
|
| 6057 |
6057
May Barnhard Investments
Bethesda,
Maryland
| $212M | -$4.07M | -2% | 1.57% | 65.4% | 85 | 2.35% | 1.8 |
|
| 6058 |
6058
Udine Wealth Management
Boca Raton,
Florida
| $212M | +$3.18M | +2% | 4.09% | 141% | 43 | 32.56% | 1.6 |
|
| 6059 |
6059
Virtus ETF Advisers
New York
| $212M | +$30M | +17% | 5.72% | 177% | 552 | 25.91% | 0.6 |
|
| 6060 |
6060
Constitution Capital
Shelton,
Connecticut
| $211M | -$2.39M | -1% | 1.58% | 91.1% | 68 | 16.18% | 3.3 |
|
| 6061 |
6061
Long Island Wealth Management
Melville,
New York
| $211M | +$6.08M | +3% | 2.34% | 58.2% | 88 | 4.55% | 1.6 |
|
| 6062 |
6062
Axa
Paris,
France
| $211M | +$11.9M | +6% | 4.41% | 101% | 77 | 25.97% | 8.4 |
|
| 6063 |
6063
Montaka Global
Sydney,
| $211M | – | – | 1.56% | – | 19 | – | 0 |
|
| 6064 |
6064
Marmo Financial Group
Johnson City,
Tennessee
| $211M | +$4.82M | +2% | 1.46% | 47.5% | 38 | 18.42% | 1.4 |
|
| 6065 |
6065
Forefront Wealth Partners
Austin,
Texas
| $211M | -$186M | -47% | 2.35% | – | 210 | 42.86% | 0.6 |
|
| 6066 |
6066
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
| $211M | +$13.2M | +7% | 2.4% | 65.6% | 60 | 8.33% | 1.3 |
|
| 6067 |
6067
Savoir Faire Capital Management
Norwalk,
Connecticut
| $211M | -$67.7M | -24% | 0.41% | 0.01% | 45 | 8.89% | 1.2 |
|
| 6068 |
6068
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
| $211M | +$4.44M | +2% | 2.23% | 61.3% | 78 | 15.38% | 1.5 |
|
| 6069 |
6069
New Vernon Capital Holdings II
Morristown,
New Jersey
| $211M | -$6.35M | -3% | 4.89% | 114% | 99 | 29.29% | 1.1 |
|
| 6070 |
6070
Crown Oak Advisors
Piedmont,
California
| $211M | -$647K | -0.3% | 1.9% | 53.3% | 23 | 0% | 1.9 |
|
| 6071 |
6071
Sitrin Capital Management
Century City,
California
| $211M | +$2.34M | +1% | 3.35% | 139% | 42 | 11.9% | 4.7 |
|
| 6072 |
6072
Trevian Wealth Management
Weston,
Massachusetts
| $211M | +$24.4M | +13% | 2.65% | 94.1% | 52 | 26.92% | 1.2 |
|
| 6073 |
6073
Bank of Jackson Hole Trust
Jackson,
Wyoming
| $211M | +$11M | +5% | 3.08% | – | 538 | 20.07% | 0.8 |
|
| 6074 |
6074
Cairn Investment Group
Vancouver,
Washington
| $211M | -$8.69M | -4% | 4.72% | 67.4% | 71 | 8.45% | 4 |
|
| 6075 |
6075
Unconventional Investor
Portsmouth,
New Hampshire
| $211M | +$11.2M | +6% | 1.77% | 62.7% | 47 | 4.26% | 2.5 |
|