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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6276 |
6276
FSA Advisors
Troy,
Michigan
| $218M | +$66.4M | +44% | 12.5% | – | 280 | 38.21% | 0.8 |
|
| 6277 |
6277
RiverGlades Family Offices
Naples,
Florida
| $218M | +$47.9M | +28% | 13.8% | – | 114 | 28.95% | 3.8 |
|
| 6278 |
6278
Galilei Investment Office
London,
United Kingdom
| $218M | +$24.9M | +13% | 11.5% | – | 28 | 10.71% | 1.2 |
|
| 6279 |
6279
Juniper Capital Advisors
Houston,
Texas
| $218M | -$114M | -34% | 12.8% | – | 2 | 0% | 1.5 |
|
| 6280 |
6280
Financial Freedom LLC
Cincinnati,
Ohio
| $218M | +$17.1M | +9% | 19.4% | 72% | 425 | 74.82% | 3.1 |
|
| 6281 |
6281
Cooper Investors
Melbourne, Victoria,
Australia
| $218M | -$27.5M | -11% | 5.25% | 57.5% | 50 | 38% | 1.5 |
|
| 6282 |
SEP
6282
Signature Equity Partners
Columbus,
Ohio
| $218M | +$31.5M | +17% | 17.8% | – | 1,727 | 19.28% | 0.4 |
|
| 6283 |
6283
Define Financial
San Diego,
California
| $218M | +$33.5M | +18% | 10% | – | 49 | 20.41% | 1.1 |
|
| 6284 |
6284
Carson Advisory
Athens,
Georgia
| $218M | +$24.8M | +13% | 11.6% | 68.6% | 208 | 11.54% | 2.7 |
|
| 6285 |
6285
XXI Wealth LLC
Chicago,
Illinois
| $218M | +$41.2M | +23% | 34.9% | – | 237 | 16.46% | 0.4 |
|
| 6286 |
6286
Legacy Capital Wealth Management
The Woodlands,
Texas
| $218M | +$43.8M | +25% | 23.8% | – | 84 | 27.38% | 0.8 |
|
| 6287 |
6287
Turas Capital Management
Boston,
Massachusetts
| $218M | -$174M | -44% | 6.1% | – | 86 | 88.37% | 0.1 |
|
| 6288 |
6288
RPD Fund Management
New York
| $218M | -$88.3M | -29% | 18.5% | – | 6 | 33.33% | 0.8 |
|
| 6289 |
6289
Wolff Wiese Magana
Carslbad,
California
| $217M | +$36.2M | +20% | 32.5% | 149% | 1,058 | 10.02% | 2.9 |
|
| 6290 |
6290
Pearl Planning
Dexter,
Michigan
| $217M | +$30.3M | +16% | 11.6% | – | 58 | 10.34% | 0.4 |
|
| 6291 |
6291
Hager Investment Management Services
New London,
New Hampshire
| $217M | +$35.4M | +19% | 31.3% | – | 372 | 16.67% | 1.1 |
|
| 6292 |
6292
NEXTBio Capital Management
Menlo Park,
California
| $217M | +$2.03M | +0.9% | 26.2% | – | 27 | 29.63% | 0.4 |
|
| 6293 |
6293
Carolina Wealth Management
Greenville,
North Carolina
| $217M | – | – | 12.1% | – | 114 | – | 0 |
|
| 6294 |
6294
Corrado Advisors
Ramsey,
New Jersey
| $217M | +$25.6M | +13% | 15.1% | 73.1% | 127 | 14.96% | 2.7 |
|
| 6295 |
6295
English Capital Management
Bloomfield Hills,
Michigan
| $217M | +$46.4M | +27% | 23.9% | – | 39 | 15.38% | 1.8 |
|
| 6296 |
6296
Delta Capital Management
Red Bank,
New Jersey
| $217M | +$35.5M | +20% | 37.8% | 129% | 112 | 10.71% | 5.8 |
|
| 6297 |
6297
Envision Financial
Brookfield,
Wisconsin
| $217M | +$31.3M | +17% | 10.3% | – | 49 | 8.16% | 1.3 |
|
| 6298 |
6298
OmniStar Financial Group
Wilmington,
North Carolina
| $217M | +$24.2M | +13% | 6.39% | 75.6% | 125 | 19.2% | 1.3 |
|
| 6299 |
6299
Essential Partners
Rancho Santa Fe,
California
| $217M | -$80.1M | -27% | 18.4% | – | 2,990 | 9.33% | 0.8 |
|
| 6300 |
JKA
6300
Jones Kertz & Associates
Blaine,
Minnesota
| $217M | +$28.6M | +15% | 33.2% | – | 68 | 5.88% | 0.5 |
|