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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6201 |
6201
Hardin Capital Partners
Greenville,
South Carolina
| $186M | +$16.2M | +10% | 10.3% | – | 122 | 7.38% | 1.1 |
|
| 6202 |
6202
Trevian Wealth Management
Weston,
Massachusetts
| $186M | +$22.4M | +14% | 8.6% | 94.1% | 41 | 21.95% | 1.2 |
|
| 6203 |
6203
Sylvest Advisors
Dallas,
Texas
| $186M | +$12.6M | +7% | 7.37% | – | 76 | 6.58% | 0.7 |
|
| 6204 |
6204
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $186M | -$94.7M | -34% | 8.38% | 34.1% | 7 | 14.29% | 3.7 |
|
| 6205 |
6205
Corrado Advisors
Ramsey,
New Jersey
| $186M | +$22.6M | +14% | 7.59% | 73.1% | 120 | 8.33% | 2.7 |
|
| 6206 |
FAG
6206
Fortitude Advisory Group
Gig Harbor,
Washington
| $186M | +$11.1M | +6% | 10.5% | 142% | 232 | 13.36% | 2.5 |
|
| 6207 |
WM
6207
Wishbone Management
Chicago,
Illinois
| $186M | -$35M | -16% | 0.34% | 58.7% | 5 | 40% | 0.8 |
|
| 6208 |
6208
Flower City Capital
Pittsford,
New York
| $186M | +$16.4M | +10% | 7.79% | 69.5% | 44 | 13.64% | 2.2 |
|
| 6209 |
6209
Cosner Financial Group
Windsor,
Colorado
| $186M | +$6.39M | +4% | 5.61% | 56.1% | 38 | 10.53% | 1.7 |
|
| 6210 |
RMSCM
6210
R.M. Sincerbeaux Capital Management
New York
| $186M | +$8.67M | +5% | 4.05% | 76.4% | 39 | 2.56% | 9.5 |
|
| 6211 |
6211
William Mack & Associates
Troy,
Michigan
| $186M | +$28.6M | +18% | 6.71% | – | 88 | 11.36% | 0.6 |
|
| 6212 |
GAA
6212
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
| $186M | +$11.7M | +7% | 9.79% | 106% | 110 | 7.27% | 1.4 |
|
| 6213 |
6213
Symphony Financial Services
Akron,
Ohio
| $186M | +$18.4M | +11% | 6.62% | – | 103 | 13.59% | 0.9 |
|
| 6214 |
6214
BCK Partners
Corning,
New York
| $186M | +$15.3M | +9% | 5.7% | 46% | 27 | 7.41% | 3.7 |
|
| 6215 |
6215
Alcosta Capital Management
San Ramon,
California
| $186M | +$6.49M | +4% | 12.9% | 175% | 30 | 30% | 2.4 |
|
| 6216 |
6216
KMT Wealth Management
El Segundo,
California
| $186M | +$16.2M | +10% | 7.87% | – | 16 | 0% | 0.7 |
|
| 6217 |
6217
Bridger Management
New York
| $186M | +$16.1M | +9% | 4.76% | 103% | 31 | 29.03% | 2 |
|
| 6218 |
6218
Grafton Street Partners
North Palm Beach,
Florida
| $186M | +$27.2M | +17% | 7.32% | – | 12 | 16.67% | 1.4 |
|
| 6219 |
6219
Kathryn A. Hall
| $186M | +$5.05M | +3% | 7.9% | 95.2% | 21 | 14.29% | 4.1 |
|
| 6220 |
6220
L.K. Benson & Company
Baltimore,
Maryland
| $186M | +$22.7M | +14% | 6.27% | – | 107 | 8.41% | 0.7 |
|
| 6221 |
6221
Stephens Group
Little Rock,
Arkansas
| $185M | +$3.83M | +2% | 7% | 45% | 3 | 0% | 3.5 |
|
| 6222 |
BWG
6222
Boomfish Wealth Group
Alpharetta,
Georgia
| $185M | +$12.3M | +7% | 5.35% | 86% | 89 | 4.49% | 1.5 |
|
| 6223 |
6223
Carson Advisory
Athens,
Georgia
| $185M | +$28M | +18% | 7.09% | 68.6% | 180 | 8.89% | 2.5 |
|
| 6224 |
6224
First City Capital Management
Savannah,
Georgia
| $185M | +$12.1M | +7% | 7.83% | 86.4% | 154 | 7.14% | 6.6 |
|
| 6225 |
6225
Apricus Wealth
Beaufort,
South Carolina
| $185M | +$13.4M | +8% | 7.21% | 80.6% | 132 | 15.91% | 2.1 |
|