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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6126 |
6126
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| $229M | +$39.1M | +21% | 12.7% | 67.4% | 551 | 9.07% | 1.4 |
|
| 6127 |
6127
Painted Porch Advisors
Santa Barbara,
California
| $229M | +$19.3M | +9% | 9.76% | – | 81 | 24.69% | 1.7 |
|
| 6128 |
6128
Asset Advisory Group
Kinnelon,
New Jersey
| $229M | +$29.5M | +15% | 13.2% | – | 126 | 8.73% | 0.5 |
|
| 6129 |
6129
tru Independence
Portland,
Oregon
| $229M | +$26.5M | +13% | 11.3% | 67.4% | 110 | 9.09% | 2.9 |
|
| 6130 |
6130
Innovative Asset Advisors Group
Shelton,
Connecticut
| $229M | +$55.4M | +32% | 29.4% | – | 1,099 | 79.34% | 0.2 |
|
| 6131 |
6131
Wildcat Capital Management
New York
| $229M | +$122M | +115% | 120% | 77.7% | 3 | 33.33% | 3 |
|
| 6132 |
6132
Dow Chemical Company
Midland,
Michigan
| $228M | -$10.3M | -4% | 2.29% | 29.4% | 6 | 50% | 2.6 |
|
| 6133 |
6133
Summit Place Financial Advisors
Summit,
New Jersey
| $228M | +$20.1M | +10% | 11% | 111% | 116 | 13.79% | 3.2 |
|
| 6134 |
6134
Benchmark Investment Advisors
Chicago,
Illinois
| $228M | +$56M | +33% | 56.3% | – | 79 | 15.19% | 2.9 |
|
| 6135 |
MA
6135
Menlo Advisors
Menlo Park,
California
| $228M | +$5.34M | +2% | 8.2% | 108% | 33 | 18.18% | 6.2 |
|
| 6136 |
6136
Adalta Capital Management
New York
| $228M | +$18.7M | +9% | 16% | 80.4% | 108 | 14.81% | 4.2 |
|
| 6137 |
6137
Mission Hills Financial Advisory
San Diego,
California
| $228M | +$32.3M | +17% | 7.52% | – | 89 | 39.33% | 0.7 |
|
| 6138 |
6138
Capital Square
Chattanooga,
Tennessee
| $228M | +$10.6M | +5% | 10.5% | 62.5% | 252 | 14.68% | 2.3 |
|
| 6139 |
6139
Castleview Partners
Dallas,
Texas
| $228M | +$32.4M | +17% | 8.05% | 61.3% | 251 | 31.47% | 2.4 |
|
| 6140 |
BCM
6140
Beartown Capital Management
Huntington Woods,
Michigan
| $227M | +$18.8M | +9% | 63.1% | – | 56 | 51.79% | 0.3 |
|
| 6141 |
6141
Tower View Wealth Management
Shorewood,
Wisconsin
| $227M | +$32.6M | +17% | 26% | 135% | 220 | 14.09% | 3.6 |
|
| 6142 |
6142
Signet Investment Advisory Group
Providence,
Rhode Island
| $227M | +$9.06M | +4% | 6.12% | 59.6% | 73 | 5.48% | 5.4 |
|
| 6143 |
KWM
6143
KRM Wealth Management
Reno,
Nevada
| $227M | +$35.3M | +18% | 9.98% | – | 47 | 10.64% | 0.4 |
|
| 6144 |
6144
Next Level Wealth Planning
Meridian,
Idaho
| $227M | +$32.5M | +17% | 17.2% | – | 76 | 6.58% | 1.1 |
|
| 6145 |
6145
Flower City Capital
Pittsford,
New York
| $227M | +$27.8M | +14% | 13.4% | 69.5% | 49 | 6.12% | 2.5 |
|
| 6146 |
6146
Wingate Wealth Advisors
Lexington,
Massachusetts
| $227M | +$39.9M | +21% | 9.86% | – | 132 | 12.12% | 1.1 |
|
| 6147 |
6147
TFB Advisors
Overland Park,
Kansas
| $227M | +$36M | +19% | 18% | 80.4% | 199 | 14.07% | 1.9 |
|
| 6148 |
6148
Smith Thornton Advisors
Huntsville,
Alabama
| $227M | +$28.4M | +14% | 11.4% | – | 146 | 15.07% | 1.6 |
|
| 6149 |
C
6149
Croban
Fremont,
Ohio
| $227M | +$14.3M | +7% | 6.36% | – | 86 | 20.93% | 1.7 |
|
| 6150 |
SCA
6150
Sassicaia Capital Advisers
Jericho,
New York
| $227M | +$138M | +156% | 195% | 4,519% | 57 | 84.21% | 0.2 |
|