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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
Signature Wealth Management Partners
Montvale,
New Jersey
| $202M | +$11.2M | +6% | 2.87% | 97.9% | 124 | 12.1% | 3.1 |
|
| 6202 |
6202
Thryve Wealth Management
Irving,
Texas
| $202M | – | – | 0.29% | – | 94 | – | 0 |
|
| 6203 |
6203
4Thought Financial Group
Syosset,
New York
| $202M | +$4.12M | +2% | 0.97% | 40.8% | 97 | 16.49% | 3.8 |
|
| 6204 |
6204
Castleview Partners
Dallas,
Texas
| $202M | +$17.7M | +10% | 1.98% | 61.3% | 210 | 22.38% | 2.6 |
|
| 6205 |
6205
Solano Wealth Investment Advisors
Fairfield,
California
| $202M | -$5.52M | -3% | 2.02% | – | 36 | 8.33% | 0.9 |
|
| 6206 |
6206
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $202M | -$2.94M | -1% | 2.24% | 62.6% | 162 | 9.88% | 5.6 |
|
| 6207 |
6207
Curry Webb Wealth Management
Indianapolis,
Indiana
| $202M | – | – | 3.68% | – | 67 | – | 0 |
|
| 6208 |
6208
Chou Associates Management
Toronto,
Ontario, Canada
| $202M | -$6.19M | -3% | 6.17% | 66.4% | 31 | 9.68% | 3.8 |
|
| 6209 |
6209
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| $202M | +$9.21M | +5% | 1.95% | 51.7% | 71 | 8.45% | 3.7 |
|
| 6210 |
6210
Wealth Intelligence
Columbus,
Georgia
| $202M | – | – | 0.59% | – | 55 | – | 0 |
|
| 6211 |
6211
Financial Freedom LLC
Cincinnati,
Ohio
| $201M | +$729K | +0.4% | 1.81% | 76.9% | 365 | 9.04% | 2.6 |
|
| 6212 |
CC
6212
CF Capital
Cohasset,
Massachusetts
| $201M | +$38.4M | +24% | 2.71% | – | 57 | 31.58% | 0.6 |
|
| 6213 |
6213
Rings Capital Management
Chicago,
Illinois
| $201M | -$11.8M | -6% | 1.88% | 40.9% | 8 | 25% | 3.3 |
|
| 6214 |
6214
Kapstone Financial Advisors
Lebanon,
Ohio
| $201M | -$11.1M | -5% | 1.72% | 131% | 139 | 16.55% | 2 |
|
| 6215 |
6215
Decker Retirement Planning
Levi,
Utah
| $201M | +$19.3M | +11% | 6.49% | – | 272 | 34.93% | 0.6 |
|
| 6216 |
JWM
6216
Johnson Wealth Management
Grand Forks,
North Dakota
| $201M | +$19.4M | +11% | 2.17% | – | 50 | 6% | 0.2 |
|
| 6217 |
6217
Starwood Capital Group Management
Miami Beach,
Florida
| $201M | +$24.4M | +14% | 1.6% | 16.2% | 7 | 14.29% | 1.4 |
|
| 6218 |
6218
American Financial & Tax Strategies
New York
| $201M | +$331K | +0.2% | 0.83% | 46.9% | 97 | 4.12% | 1.8 |
|
| 6219 |
6219
Birchbrook
Bangor,
Maine
| $201M | +$7.21M | +4% | 2.05% | 49.1% | 308 | 15.58% | 1.6 |
|
| 6220 |
6220
Landing Point Financial Group
Avon,
Ohio
| $201M | +$8.72M | +5% | 2.24% | – | 91 | 14.29% | 0.8 |
|
| 6221 |
6221
Fire Capital Management
San Francisco,
California
| $201M | +$26.4M | +15% | 2.12% | – | 119 | 19.33% | 0.8 |
|
| 6222 |
6222
Birch Capital Management
Dallas,
Texas
| $200M | +$4.52M | +2% | 5.67% | 62% | 77 | 1.3% | 4.7 |
|
| 6223 |
SAM
6223
Stenahm Asset Management
Guernsey
| $200M | +$26.4M | +15% | 8.74% | – | 24 | 16.67% | 1.6 |
|
| 6224 |
6224
Delphi Financial Group
Wilmington,
Delaware
| $200M | +$22.5M | +13% | 1.16% | 66.3% | 28 | 17.86% | 1.8 |
|
| 6225 |
6225
Bayshore Capital Advisors
Tampa,
Florida
| $200M | – | – | 17% | – | 34 | – | 0 |
|