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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
Charles Schwab Trust Bank
Henderson,
Nevada
| $147M | – | – | 5.91% | – | 1 | – | 0 |
|
| 6127 |
6127
Trevian Wealth Management
Weston,
Massachusetts
| $147M | +$18.2M | +14% | 9.43% | 94.1% | 32 | 15.63% | 0.9 |
|
| 6128 |
6128
Granite Harbor Advisors
Houston,
Texas
| $147M | +$13.5M | +10% | 8.3% | 61.5% | 83 | 13.25% | 1.1 |
|
| 6129 |
6129
Successful Portfolios
Clearwater,
Florida
| $147M | +$12.8M | +10% | 11.8% | 110% | 177 | 7.34% | 4.1 |
|
| 6130 |
VFG
6130
V2 Financial group
Naperville,
Illinois
| $147M | +$2.78M | +2% | 5.75% | 63.3% | 75 | 12% | 2.1 |
|
| 6131 |
6131
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| $147M | -$97M | -40% | 6.88% | 167% | 27 | 40.74% | 2 |
|
| 6132 |
6132
Salvus Wealth Management
Red Bank,
New Jersey
| $146M | +$5.78M | +4% | 10.7% | 108% | 108 | 1.85% | 2.4 |
|
| 6133 |
6133
Concorde Asset Management
Ann Arbor,
Michigan
| $146M | -$689K | -0.5% | 7.89% | – | 179 | 34.08% | 1.9 |
|
| 6134 |
WFG
6134
Wormser Freres Gestion
Paris,
France
| $146M | +$22.8M | +19% | 9.76% | 67.4% | 44 | 6.82% | 0.2 |
|
| 6135 |
6135
Barnett & Company
Chattanooga,
Tennessee
| $146M | +$12.8M | +10% | 7.47% | 65.9% | 84 | 10.71% | 3.9 |
|
| 6136 |
BMMM
6136
Boston Mountain Money Management
Bentonville,
Arkansas
| $146M | – | – | 8.47% | – | 62 | – | 0 |
|
| 6137 |
6137
Robocap Asset Management
London,
United Kingdom
| $146M | +$14.9M | +11% | 16.8% | 274% | 26 | 11.54% | 0.9 |
|
| 6138 |
6138
Dover Advisors
Richmond,
Virginia
| $146M | +$69.9M | +92% | 8.19% | 65% | 115 | 31.3% | 0.8 |
|
| 6139 |
6139
Investments & Financial Planning LLC
Lexington,
Kentucky
| $146M | +$12.4M | +9% | 9.19% | 63.6% | 34 | 8.82% | 1.9 |
|
| 6140 |
6140
Guardian Financial Partners
Orange,
California
| $146M | +$24M | +20% | 6.34% | 53.9% | 49 | 18.37% | 0.8 |
|
| 6141 |
6141
W Advisors LLC
Germantown,
Tennessee
| $146M | +$10.9M | +8% | 9.58% | 88.7% | 117 | 11.97% | 1.7 |
|
| 6142 |
IF
6142
Integrity Financial
Cheyenne,
Wyoming
| $146M | +$7.83M | +6% | 7.58% | 66.3% | 216 | 12.04% | 1.8 |
|
| 6143 |
BCM
6143
BluePointe Capital Management
Menlo Park,
California
| $146M | +$13.9M | +11% | 9.75% | – | 90 | 6.67% | 0.2 |
|
| 6144 |
6144
Waterfall Asset Management
New York
| $146M | -$31.1M | -18% | 2.86% | – | 5 | 0% | 0.3 |
|
| 6145 |
6145
CMG Global Holdings
Plano,
Texas
| $146M | +$7.8M | +6% | 8.26% | 80.8% | 93 | 4.3% | 2.4 |
|
| 6146 |
6146
Keener Financial Planning
Keller,
Texas
| $145M | +$16.1M | +12% | 7.04% | 70.5% | 216 | 28.24% | 0.2 |
|
| 6147 |
6147
Harbert Fund Advisors
Birmingham,
Alabama
| $145M | -$580K | -0.4% | 9.84% | 70.8% | 99 | 47.47% | 0.9 |
|
| 6148 |
6148
Piper Sandler & Co
Minneapolis,
Minnesota
| $145M | +$12.8M | +10% | 1.06% | 0.05% | 24 | 20.83% | 0.5 |
|
| 6149 |
6149
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
| $145M | +$24.9M | +21% | 10% | 133% | 122 | 4.1% | 1.5 |
|
| 6150 |
6150
Mainsail Financial Group
Bellevue,
Washington
| $145M | +$16.1M | +12% | 6.77% | 61.9% | 53 | 3.77% | 1 |
|