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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 |
RWIA
6126
Roger Wittlin Investment Advisory
San Francisco,
California
| $135M | +$17.6M | +15% | 9.36% | 61.3% | 42 | 9.52% | 1.1 |
|
| 6127 |
6127
Old North State Wealth Management
Wilmington,
North Carolina
| $135M | +$21.5M | +19% | 10.7% | 91.5% | 82 | 14.63% | 1.4 |
|
| 6128 |
6128
Petiole USA
New York
| $135M | +$26.1M | +24% | 24.5% | 105% | 40 | 5% | 1.5 |
|
| 6129 |
6129
Hiley Hunt Wealth Management
Omaha,
Nebraska
| $135M | – | – | 9.22% | 48.4% | 36 | – | 0 |
|
| 6130 |
6130
Equitec Proprietary Markets
Chicago,
Illinois
| $135M | -$270M | -67% | 0.06% | 352% | 156 | 51.92% | 0.9 |
|
| 6131 |
SMP
6131
Santa Monica Partners
Palm Beach Gardens,
Florida
| $135M | +$5.65M | +4% | 7.64% | 102% | 17 | 5.88% | 5.3 |
|
| 6132 |
6132
Solstein Capital
Menlo Park,
California
| $135M | +$18.8M | +16% | 12.4% | 102% | 319 | 7.21% | 2.2 |
|
| 6133 |
6133
Union Square Park Capital Management
New York
| $135M | +$48.2M | +56% | 19.1% | 75.8% | 49 | 53.06% | 0.5 |
|
| 6134 |
6134
Lederer & Associates Investment Counsel
Long Beach,
California
| $135M | +$9.23M | +7% | 11.4% | 92.7% | 88 | 3.41% | 5.2 |
|
| 6135 |
6135
Ciovacco Capital Management
Atlanta,
Georgia
| $135M | +$14.5M | +12% | 13.2% | 88.5% | 25 | 12% | 1.1 |
|
| 6136 |
EL
6136
EQ LLC
Bellevue,
Washington
| $135M | +$333K | +0.2% | 10.4% | 72.9% | 51 | 15.69% | 2.3 |
|
| 6137 |
6137
Diamant Asset Management
Ridgefield,
Connecticut
| $135M | +$13.4M | +11% | 11.3% | 66.9% | 70 | 5.71% | 4.8 |
|
| 6138 |
6138
Tacita Capital
Toronto,
Ontario, Canada
| $135M | +$7.12M | +6% | 10.8% | 72.3% | 227 | 18.5% | 2.1 |
|
| 6139 |
6139
W Advisors LLC
Germantown,
Tennessee
| $135M | +$13.3M | +11% | 9.37% | 88.7% | 116 | 18.97% | 1.4 |
|
| 6140 |
6140
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $135M | +$3.4M | +3% | 10.4% | 70.6% | 594 | 30.3% | 2.3 |
|
| 6141 |
6141
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| $135M | +$10.9M | +9% | 2.32% | 14.4% | 46 | 17.39% | 1.4 |
|
| 6142 |
6142
Cypress Point Wealth Management
Dallas,
Texas
| $135M | +$20.8M | +18% | 9.77% | 255% | 61 | 26.23% | 1 |
|
| 6143 |
6143
Morgens Waterfall Vintiadis & Co
New York
| $135M | +$10.9M | +9% | 14.7% | 594% | 39 | 43.59% | 1.5 |
|
| 6144 |
6144
Fortitude Family Office
Scottsdale,
Arizona
| $134M | – | – | 11% | 81.1% | 1,006 | – | 0 |
|
| 6145 |
6145
Kellett Wealth Advisors
Cincinnati,
Ohio
| $134M | +$17.7M | +15% | 10.5% | 76.3% | 82 | 26.83% | 1 |
|
| 6146 |
6146
Nine Masts Capital
Central,
Hong Kong
| $134M | -$4.84M | -3% | 4.76% | 88.1% | 39 | 38.46% | 0.7 |
|
| 6147 |
6147
Flower City Capital
Pittsford,
New York
| $134M | +$36.5M | +37% | 9.5% | 69.5% | 36 | 22.22% | 1.2 |
|
| 6148 |
6148
Pacific Financial Group
Bellevue,
Washington
| $134M | -$19.1M | -12% | 11% | 61.1% | 58 | 3.45% | 6 |
|
| 6149 |
6149
Finer Wealth Management
Salem,
Massachusetts
| $134M | +$9.21M | +7% | 10.9% | 175% | 81 | 3.7% | 1.8 |
|
| 6150 |
6150
Prentiss Smith & Co
Brattleboro,
Vermont
| $134M | -$1.42M | -1% | 6.55% | 67.4% | 67 | 4.48% | 5.6 |
|