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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6251 |
6251
W Advisors LLC
Germantown,
Tennessee
| $195M | -$3.75M | -2% | 0.1% | 88.7% | 149 | 10.74% | 2.8 |
|
| 6252 |
6252
Crestview Partners III
New York
| $195M | -$8.52M | -4% | 0.47% | 51.2% | 2 | 0% | 3 |
|
| 6253 |
6253
Lantern Wealth Advisors
Melville,
New York
| $195M | +$6.82M | +4% | 0.74% | – | 190 | 22.63% | 1.4 |
|
| 6254 |
6254
Alethea Capital Management
Mercer Island,
Washington
| $195M | -$11M | -5% | 6.06% | 275% | 17 | 41.18% | 2.3 |
|
| 6255 |
6255
WestCap Management
San Francisco,
California
| $195M | -$265M | -58% | 53.9% | – | 2 | 0% | 0.3 |
|
| 6256 |
6256
Tower View Wealth Management
Shorewood,
Wisconsin
| $195M | -$7.45M | -4% | 1.51% | 135% | 208 | 17.31% | 3.5 |
|
| 6257 |
6257
Symphony Financial Services
Akron,
Ohio
| $195M | -$271K | -0.1% | 0.78% | – | 107 | 12.15% | 1.3 |
|
| 6258 |
6258
Wynn Capital
Augusta,
Georgia
| $195M | -$11.2M | -5% | 4.06% | 115% | 109 | 1.83% | 2.1 |
|
| 6259 |
6259
Next Level Wealth Planning
Meridian,
Idaho
| $195M | +$6.79M | +4% | 1.07% | – | 73 | 9.59% | 0.9 |
|
| 6260 |
6260
Clayton Financial Group
St. Louis,
Missouri
| $195M | -$1.45M | -0.7% | 0.7% | 69.8% | 641 | 10.61% | 0.4 |
|
| 6261 |
6261
Exit Wealth Advisors
Atlanta,
Georgia
| $195M | +$25.4M | +15% | 1.36% | – | 166 | 45.78% | 0.3 |
|
| 6262 |
6262
Cassia Capital Partners
Winston Salem,
North Carolina
| $194M | +$9.6M | +5% | 0.67% | 59.9% | 67 | 5.97% | 2.8 |
|
| 6263 |
KIM
6263
Kane Investment Management
Los Gatos,
California
| $194M | -$11.7M | -6% | 1.54% | – | 107 | 19.63% | 0.9 |
|
| 6264 |
6264
Treasure Coast Financial Planning
Vero Beach,
Florida
| $194M | +$6M | +3% | 0.93% | 35.5% | 50 | 12% | 2.5 |
|
| 6265 |
6265
Pettee Investors
Rowayton,
Connecticut
| $194M | +$15.9M | +9% | 0.29% | 96.1% | 119 | 10.08% | 6.7 |
|
| 6266 |
6266
17 Capital Partners
Pheonix,
Arizona
| $194M | +$139K | +0.1% | 3.6% | – | 183 | 18.03% | 2.1 |
|
| 6267 |
6267
OEP Capital Advisors
New York
| $194M | +$56.5M | +41% | 19.5% | 23.2% | 1 | 0% | 5.3 |
|
| 6268 |
6268
IFS Advisors
Overland Park,
Kansas
| $194M | +$1.57M | +0.8% | 0.92% | 54.2% | 220 | 14.09% | 2.5 |
|
| 6269 |
6269
True Vision MN
Woodbury,
Minnesota
| $194M | -$2.87M | -1% | 1.07% | – | 129 | 37.98% | 1.2 |
|
| 6270 |
6270
Omni 360 Wealth
Plainsboro,
New Jersey
| $194M | -$1.48M | -0.8% | 1.14% | 59.9% | 131 | 8.4% | 1.8 |
|
| 6271 |
6271
Evergreen Wealth Management
Williamston,
Michigan
| $194M | -$4.85M | -2% | 3.27% | 68.8% | 58 | 13.79% | 2.4 |
|
| 6272 |
6272
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
| $194M | -$11.8M | -6% | 8.01% | 133% | 146 | 3.42% | 2.8 |
|
| 6273 |
6273
Sea Cliff Partners Management
San Francisco,
California
| $194M | -$43.6M | -18% | 2.07% | – | 14 | 14.29% | 1.1 |
|
| 6274 |
6274
Rainwater Charitable Foundation
Fort Worth,
Texas
| $194M | +$24.2M | +14% | 2.7% | 44% | 4 | 0% | 4.1 |
|
| 6275 |
VH
6275
VVR Holdings
Bellingham,
Washington
| $194M | +$1.19M | +0.6% | 2.34% | – | 45 | 28.89% | 0.2 |
|