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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6151 |
6151
SCP Investment
Orinda,
California
| $104M | -$3.44M | -3% | 7.93% | 32.8% | 37 | 48.65% | 1.2 |
|
| 6152 |
6152
Cook Wealth
Raleigh,
North Carolina
| $104M | +$11.8M | +13% | 7.42% | 7.36% | 47 | 17.02% | 0.8 |
|
| 6153 |
6153
Pillar Wealth Advisors
West Chester,
Pennsylvania
| $104M | +$3.4M | +3% | 6.65% | 21.9% | 65 | 15.38% | 0.8 |
|
| 6154 |
6154
VeriStar Capital Management
New York
| $104M | +$13.6M | +15% | 20.6% | 41% | 12 | 16.67% | 0.8 |
|
| 6155 |
6155
Massachusetts Wealth Management
North Andover,
Massachusetts
| $104M | – | – | 16.4% | 110% | 80 | – | 0 |
|
| 6156 |
KSCM
6156
Key Square Capital Management
Stamford,
Connecticut
| $104M | +$47.4M | +84% | 33.2% | 50.2% | 14 | 71.43% | 0.3 |
|
| 6157 |
6157
Marmo Financial Group
Johnson City,
Tennessee
| $104M | – | – | 10.5% | 47.5% | 18 | – | 0 |
|
| 6158 |
6158
Ascension Capital Advisors
Houston,
Texas
| $103M | +$10.5M | +11% | 6.86% | 59.3% | 37 | 29.73% | 1.8 |
|
| 6159 |
VCM
6159
Viewpoint Capital Management
Seattle,
Washington
| $103M | +$2.32M | +2% | 7.18% | 127% | 120 | 12.5% | 0.9 |
|
| 6160 |
6160
Harrison & Co Wealth Management
Roanoke,
Virginia
| $103M | +$9.17M | +10% | 9.24% | – | 82 | 13.41% | 0.9 |
|
| 6161 |
6161
Boothe Investment Group
Dover,
Delaware
| $103M | -$50.8M | -33% | 5.33% | 75.6% | 44 | 31.82% | 1.5 |
|
| 6162 |
6162
WealthTrust Asset Management
Destin,
Florida
| $103M | +$8.53M | +9% | 4.19% | 102% | 75 | 24% | 0.9 |
|
| 6163 |
6163
Jupiter Wealth Management
Glendale,
Colorado
| $103M | +$3.7M | +4% | 10.2% | 99.2% | 67 | 19.4% | 2.7 |
|
| 6164 |
6164
United Community Bank
Greenville,
South Carolina
| $103M | +$7.56M | +8% | 11% | 72.7% | 278 | 17.27% | 0.9 |
|
| 6165 |
6165
Midwest Heritage Bank
West Des Moines,
Iowa
| $103M | +$7.7M | +8% | 8.79% | 52.2% | 65 | 4.62% | 0.9 |
|
| 6166 |
6166
Strategic Financial Planning
Plano,
Texas
| $103M | +$7.18M | +7% | 7.79% | 47.5% | 34 | 11.76% | 2.5 |
|
| 6167 |
6167
TrueWealth Financial Partners
Bellevue,
Washington
| $103M | +$11.1M | +12% | 9.14% | 36.4% | 14 | 7.14% | 0.9 |
|
| 6168 |
6168
Harbor Capital Advisors
Chicago,
Illinois
| $103M | -$5.79M | -5% | 2.43% | 128% | 169 | 13.02% | 0.8 |
|
| 6169 |
6169
Kellett Wealth Advisors
Cincinnati,
Ohio
| $103M | +$21M | +26% | 11.1% | 76.3% | 56 | 10.71% | 0.8 |
|
| 6170 |
6170
Zeit Capital
Greenwood Village,
Colorado
| $103M | +$6.67M | +7% | 8.68% | 56.5% | 38 | 28.95% | 1.6 |
|
| 6171 |
6171
RCS Financial Planning
Annapolis,
Maryland
| $103M | – | – | 6.73% | 48.2% | 51 | – | 0 |
|
| 6172 |
6172
Nationwide Asset Management
Columbus,
Ohio
| $103M | +$43.8M | +74% | 4.58% | 8.56% | 7 | 14.29% | 2.6 |
|
| 6173 |
6173
Tenret Company
Tampa,
Florida
| $103M | +$12M | +13% | 7.24% | – | 28 | 14.29% | 1.4 |
|
| 6174 |
6174
Courant Investment Management
Franklin,
Tennessee
| $103M | +$10.4M | +11% | 13.1% | 35.2% | 11 | 18.18% | 4.4 |
|
| 6175 |
6175
Ally Bridge Group
New York
| $103M | -$48.7M | -32% | 2.18% | 844% | 45 | 46.67% | 0.4 |
|