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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6076 |
6076
Matrix Private Capital Group
New York
| $176M | +$2M | +1% | 1.3% | 62.5% | 154 | 4.55% | 3.7 |
|
| 6077 |
6077
Riverstone Advisors
New Braunfels,
Texas
| $175M | +$3.53M | +2% | 2.42% | 104% | 54 | 9.26% | 2.8 |
|
| 6078 |
6078
Prepared Retirement Institute
Lansdale,
Pennsylvania
| $175M | +$10M | +6% | 0.85% | – | 84 | 10.71% | 0.8 |
|
| 6079 |
6079
Delta Capital Management
Red Bank,
New Jersey
| $175M | +$1.65M | +1% | 2.39% | 129% | 108 | 22.22% | 5.2 |
|
| 6080 |
6080
Heronetta Management
New York
| $175M | +$11.5M | +7% | 4.76% | 59.7% | 24 | 4.17% | 6.9 |
|
| 6081 |
6081
Granite FO LLC
Bedford,
New Hampshire
| $175M | -$1.62M | -0.9% | 0.62% | 112% | 186 | 0% | 0.7 |
|
| 6082 |
6082
BCU Wealth Advisors
Vernon Hills,
Illinois
| $175M | +$7.28M | +4% | 2.03% | 57.7% | 57 | 14.04% | 0.8 |
|
| 6083 |
6083
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| $175M | -$14.7M | -8% | 5.9% | 38.7% | 43 | 2.33% | 2 |
|
| 6084 |
6084
Ciovacco Capital Management
Atlanta,
Georgia
| $175M | +$3.95M | +2% | 2.53% | 88.5% | 28 | 28.57% | 1.7 |
|
| 6085 |
6085
Working Capital Advisors (UK)
London,
United Kingdom
| $175M | +$22.5M | +15% | 18.6% | 17.1% | 3 | 0% | 2.5 |
|
| 6086 |
BCM
6086
BluePointe Capital Management
Menlo Park,
California
| $175M | +$20.4M | +13% | 4.23% | – | 101 | 19.8% | 0.8 |
|
| 6087 |
6087
KilterHowling LLC
Boulder,
Colorado
| $175M | +$15.5M | +10% | 0.52% | 51.3% | 52 | 11.54% | 2.3 |
|
| 6088 |
6088
Horizon Advisory Services
West Henrietta,
New York
| $175M | -$44.6M | -20% | 0.94% | – | 67 | 65.67% | 0.4 |
|
| 6089 |
PWP
6089
Pursue Wealth Partners
Clayton,
California
| $175M | -$8.3M | -5% | 4.88% | 108% | 129 | 25.58% | 1.6 |
|
| 6090 |
6090
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| $175M | +$288K | +0.2% | 1.2% | 51.7% | 405 | 15.56% | 2.2 |
|
| 6091 |
6091
Secured Retirement Advisors
St Louis Park,
Minnesota
| $175M | +$35.8M | +26% | 0.3% | – | 163 | 41.1% | 0.6 |
|
| 6092 |
6092
Charter Oak Advisors
New York City,
New York
| $175M | – | – | 1.32% | – | 16 | – | 0 |
|
| 6093 |
6093
Core Wealth Partners
Santa Rosa,
California
| $174M | +$9.6M | +6% | 3.14% | 75.7% | 172 | 8.72% | 1.3 |
|
| 6094 |
6094
Dover Advisors
Richmond,
Virginia
| $174M | -$1.84M | -1% | 0.25% | 65% | 145 | 19.31% | 1.3 |
|
| 6095 |
6095
Finer Wealth Management
Salem,
Massachusetts
| $174M | +$12.4M | +8% | 11.7% | 175% | 85 | 10.59% | 2.3 |
|
| 6096 |
TFG
6096
Team Financial Group
Temecula,
California
| $174M | +$6.24M | +4% | 0.55% | 46% | 38 | 5.26% | 1 |
|
| 6097 |
6097
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
| $174M | +$2.7M | +2% | 1.17% | 68.7% | 212 | 11.32% | 1.5 |
|
| 6098 |
6098
Sanofi
Paris,
France
| $174M | – | – | 1% | – | 9 | – | 0 |
|
| 6099 |
6099
Econ Financial Services
Harrisburg,
Pennsylvania
| $174M | -$4.47M | -3% | 3.67% | 16.9% | 113 | 67.26% | 0.6 |
|
| 6100 |
CC
6100
Corton Capital
Carrying Place,
Ontario, Canada
| $174M | -$31.4M | -15% | 19.1% | 225% | 691 | 78.29% | 0.2 |
|