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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6226 |
AAM
6226
Ameraudi Asset Management
New York
| $221M | +$36.8M | +20% | 8.88% | 47.1% | 49 | 22.45% | 13.1 |
|
| 6227 |
RCS
6227
R2 Capital Strategies
Lincoln,
Nebraska
| $221M | – | – | 12.6% | – | 115 | – | 0 |
|
| 6228 |
EV
6228
EJMK Ventures
Itasca,
Illinois
| $220M | +$41.3M | +23% | 17.5% | – | 190 | 26.84% | 1.6 |
|
| 6229 |
CIA
6229
Citadel Investment Advisory
Chesterland,
Ohio
| $220M | +$10.7M | +5% | 7.46% | 67.4% | 78 | 2.56% | 19.7 |
|
| 6230 |
PCA
6230
Prospect Capital Advisors
Sausalito,
California
| $220M | +$40.4M | +22% | 38.5% | 202% | 32 | 18.75% | 15.5 |
|
| 6231 |
MLTEF
6231
Metatron Long Term Equity Fund
Birkirkara,
| $220M | – | – | 31.7% | – | 65 | – | 0 |
|
| 6232 |
DAM
6232
Deepwater Asset Management
Minneapolis,
Minnesota
| $220M | +$62.4M | +40% | 60.4% | 142% | 43 | 27.91% | 3.8 |
|
| 6233 |
YWM
6233
Yardley Wealth Management
Yardley,
Pennsylvania
| $220M | +$25M | +13% | 9.73% | – | 37 | 2.7% | 6.5 |
|
| 6234 |
HHRDM
6234
H&H Retirement Design & Management
Las Vegas,
Nevada
| $220M | +$7.25M | +3% | 8.47% | 38.4% | 121 | 27.27% | 7.9 |
|
| 6235 |
LHWM
6235
Lake Hills Wealth Management
Austin,
Texas
| $220M | +$41.2M | +23% | 15.8% | 83.7% | 86 | 55.81% | 3.8 |
|
| 6236 |
WAL
6236
W Advisors LLC
Germantown,
Tennessee
| $220M | +$24.9M | +13% | 14.7% | 73.8% | 157 | 12.74% | 11 |
|
| 6237 |
IAM
6237
Infusive Asset Management
New York
| $220M | +$13.2M | +6% | 4.29% | 33.8% | 38 | 36.84% | 7 |
|
| 6238 |
SWIA
6238
Solano Wealth Investment Advisors
Fairfield,
California
| $220M | +$19.1M | +10% | 12.9% | – | 35 | 2.86% | 5.4 |
|
| 6239 |
EWA
6239
Exit Wealth Advisors
Atlanta,
Georgia
| $220M | +$25.1M | +13% | 14.8% | – | 181 | 44.75% | 1.7 |
|
| 6240 |
BWG
6240
Boomfish Wealth Group
Alpharetta,
Georgia
| $220M | +$32.2M | +17% | 17.9% | – | 96 | 10.42% | 7.4 |
|
| 6241 |
ORP
6241
Orion Resource Partners
New York
| $219M | +$577K | +0.3% | 5.72% | – | 32 | 62.5% | 1.9 |
|
| 6242 |
PWA
6242
Primoris Wealth Advisors
North Palm Beach,
Florida
| $219M | +$76.5M | +54% | 44.5% | 182% | 135 | 36.3% | 7.7 |
|
| 6243 |
CE
6243
Cornerstone Enterprises
Appleton,
Wisconsin
| $219M | +$18.2M | +9% | 17.2% | – | 43 | 20.93% | 5.1 |
|
| 6244 |
WMRU
6244
William Marsh Rice University
Houston,
Texas
| $219M | -$1.42M | -0.6% | 6.8% | 4.44% | 2 | 0% | 22 |
|
| 6245 |
CI
6245
Canerector Inc
Toronto,
Ontario, Canada
| $219M | +$8.12M | +4% | 19.2% | – | 9 | 0% | 6 |
|
| 6246 |
HFW
6246
Horizon Family Wealth
Chicago,
Illinois
| $219M | +$29.8M | +16% | 13.1% | 68.6% | 94 | 7.45% | 9.3 |
|
| 6247 |
BSA
6247
Bull Street Advisors
Savannah,
Georgia
| $219M | +$17.1M | +8% | 5.36% | 41.9% | 96 | 3.13% | 23.4 |
|
| 6248 |
VFA
6248
Values First Advisors
Gray,
Tennessee
| $219M | +$27M | +14% | 17% | 86.4% | 200 | 16.5% | 11.9 |
|
| 6249 |
PPA
6249
Pacific Point Advisors
Rancho Santa Fe,
California
| $219M | +$29.4M | +16% | 35.7% | – | 143 | 16.78% | 4.4 |
|
| 6250 |
CWM
6250
Comprehensive Wealth Management
Lynnwood,
Washington
| $219M | +$21.1M | +11% | 9.64% | 36.9% | 44 | 13.64% | 7.7 |
|