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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
Kore Advisors
Boynton Beach,
Florida
| $190M | +$98.9M | +109% | 798% | – | 23 | 47.83% | 0.6 |
|
| 6152 |
6152
Piedmont Capital Management (Montana)
Whitefish,
Montana
| $190M | +$16.6M | +10% | 9.03% | 94% | 57 | 10.53% | 2.5 |
|
| 6153 |
6153
AllSquare Wealth Management
Albany,
New York
| $189M | +$11.3M | +6% | 6.98% | 62.4% | 554 | 5.42% | 6.1 |
|
| 6154 |
6154
Brown Shipley & Co
London,
United Kingdom
| $189M | +$7.78M | +4% | 10.7% | 125% | 74 | 2.7% | 2 |
|
| 6155 |
6155
Cannae Holdings
Las Vegas,
Nevada
| $189M | -$631M | -77% | 27.1% | 88.6% | 5 | 20% | 3.3 |
|
| 6156 |
6156
Sheridan Capital Management
San Rafael,
California
| $189M | +$44.3M | +31% | 5.36% | – | 37 | 29.73% | 1 |
|
| 6157 |
6157
Olistico Wealth
Tulsa,
Oklahoma
| $189M | +$9.09M | +5% | 9.94% | 108% | 366 | 73.77% | 2.4 |
|
| 6158 |
6158
Alamar Capital Management
Santa Barbara,
California
| $189M | +$4.6M | +2% | 3.06% | – | 79 | 13.92% | 2.5 |
|
| 6159 |
6159
Wafra Inc
New York
| $189M | +$22M | +13% | 13.2% | 45.9% | 2 | 0% | 3.5 |
|
| 6160 |
6160
Laurel Wealth Planning
Edina,
Minnesota
| $189M | +$13.2M | +7% | 5.89% | 59.5% | 59 | 8.47% | 3.2 |
|
| 6161 |
6161
First National Bank of Hutchinson
Hutchinson,
Kansas
| $189M | +$28.3M | +18% | 9.43% | 121% | 106 | 30.19% | 4.2 |
|
| 6162 |
6162
Marshall Investment Management
Littleton,
Colorado
| $189M | +$168M | +798% | 9.48% | – | 78 | 69.23% | 0.2 |
|
| 6163 |
6163
Chokshi & Queen Wealth Advisors
San Diego,
California
| $189M | +$14.3M | +8% | 9.43% | – | 64 | 20.31% | 0.6 |
|
| 6164 |
6164
Lantern Wealth Advisors
Melville,
New York
| $189M | +$20.9M | +12% | 7.73% | – | 174 | 24.14% | 1.1 |
|
| 6165 |
6165
Founders Capital Management (Texas)
Houston,
Texas
| $189M | +$21.9M | +13% | 13.5% | 131% | 408 | 9.07% | 4.4 |
|
| 6166 |
6166
Matrix Private Capital Group
New York
| $189M | +$18.6M | +11% | 6.13% | 62.5% | 133 | 3.76% | 4.3 |
|
| 6167 |
6167
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
| $189M | -$2.98M | -2% | 7.29% | 105% | 146 | 3.42% | 2.4 |
|
| 6168 |
6168
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $189M | -$49.9M | -21% | 4.52% | 7.8% | 131 | 38.93% | 1.2 |
|
| 6169 |
KA
6169
Kearns & Associates
Palos Verdes Estates,
California
| $188M | +$13.9M | +8% | 7.99% | 78.7% | 45 | 8.89% | 2.6 |
|
| 6170 |
GCM
6170
Granby Capital Management
Miami Beach,
Florida
| $188M | +$9.23M | +5% | 5.83% | 50% | 18 | 5.56% | 2.6 |
|
| 6171 |
6171
H&H Retirement Design & Management
Las Vegas,
Nevada
| $188M | +$6.12M | +3% | 5.82% | 38.4% | 85 | 8.24% | 2.2 |
|
| 6172 |
6172
Vaughan & Co Securities
Ridgewood,
New Jersey
| $188M | +$13.9M | +8% | 8.09% | 70.7% | 58 | 3.45% | 4 |
|
| 6173 |
6173
Mission Hills Financial Advisory
San Diego,
California
| $188M | +$27.1M | +17% | 7.61% | – | 49 | 16.33% | 0.6 |
|
| 6174 |
6174
Clark Financial Services Group
Chesterfield,
Missouri
| $188M | +$25.5M | +16% | 9.13% | 116% | 105 | 8.57% | 2.1 |
|
| 6175 |
6175
Tudor Financial
Dayton,
Ohio
| $188M | +$11.7M | +7% | 6.34% | – | 140 | 5% | 0.9 |
|