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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6351 |
6351
Peregrine Asset Advisers
Portland,
Oregon
| $94.2M | +$9.7M | +11% | 10.6% | 182% | 72 | 43.06% | 3.6 |
|
| 6352 |
RCWM
6352
Royal Capital Wealth Management
Carmel,
Indiana
| $94.1M | +$8.24M | +10% | 10.8% | 83.8% | 102 | 18.63% | 0.8 |
|
| 6353 |
6353
Forest Avenue Capital Management
Miami,
Florida
| $94M | – | – | 9.01% | 415% | 12 | – | 0 |
|
| 6354 |
6354
Tevis Investment Management
Plano,
Texas
| $93.9M | -$8.91M | -9% | 13.3% | 58.7% | 215 | 63.26% | 0.9 |
|
| 6355 |
6355
Echo Wealth Management
Plymouth,
Minnesota
| $93.9M | +$17.9M | +23% | 5.49% | 42.9% | 49 | 28.57% | 1.3 |
|
| 6356 |
6356
Alight Capital Management
New York
| $93.9M | +$15.6M | +20% | 14.3% | 466% | 59 | 71.19% | 0.6 |
|
| 6357 |
6357
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
| $93.8M | – | – | 10% | 74.3% | 20 | – | 0 |
|
| 6358 |
6358
New Millennium Group
Sandy,
Utah
| $93.7M | +$2.97M | +3% | 7.16% | 176% | 482 | 15.77% | 0.5 |
|
| 6359 |
6359
Harvest Investment Services
Oakbrook Terrace,
Illinois
| $93.6M | +$11.9M | +15% | 11.8% | 282% | 143 | 40.56% | 1.7 |
|
| 6360 |
6360
Sensible Money
Scottsdale,
Arizona
| $93.5M | – | – | 10.7% | 69.1% | 73 | – | 0 |
|
| 6361 |
BC
6361
Belmont Capital
Los Angeles,
California
| $93.5M | +$8.72M | +10% | 1.7% | 182% | 136 | 12.5% | 1.2 |
|
| 6362 |
6362
River Street Advisors
Aurora,
Illinois
| $93.4M | – | – | 9.72% | 93.5% | 104 | – | 0 |
|
| 6363 |
6363
Crescent Sterling
Metairie,
Louisiana
| $93.2M | – | – | 12.9% | 68.6% | 66 | – | 0 |
|
| 6364 |
6364
Basso Capital Management
Stamford,
Connecticut
| $93.1M | -$321M | -77% | 7.85% | 85.5% | 491 | 99.8% | 0.1 |
|
| 6365 |
6365
Aldebaran Financial
| $93.1M | +$2.02M | +2% | 5.01% | 89.7% | 78 | 5.13% | 5.2 |
|
| 6366 |
CMS
6366
Capital Market Strategies
Palm Beach Gardens,
Florida
| $93M | +$4.1M | +5% | 6.49% | 120% | 144 | 11.81% | 0.9 |
|
| 6367 |
6367
Atlantic Private Wealth
Chapel Hill,
North Carolina
| $93M | +$3.82M | +4% | 7.7% | 55.7% | 42 | 7.14% | 0.9 |
|
| 6368 |
CWMGP
6368
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| $92.9M | +$14.8M | +19% | 8.24% | 75.9% | 61 | 11.48% | 0.9 |
|
| 6369 |
6369
Long Walk Management
Greenwich,
Connecticut
| $92.8M | -$11.1M | -11% | 9.67% | 302% | 7 | 0% | 0.8 |
|
| 6370 |
6370
LTG Capital
Newton,
Massachusetts
| $92.8M | +$67.3M | +264% | 11.6% | 56% | 26 | 11.54% | 0.9 |
|
| 6371 |
6371
Dover Advisors
Richmond,
Virginia
| $92.7M | – | – | 8.97% | 65% | 93 | – | 0 |
|
| 6372 |
6372
Sightline Wealth Advisors
Groton,
Connecticut
| $92.7M | +$7.63M | +9% | 8.75% | 48.5% | 66 | 33.33% | 1.2 |
|
| 6373 |
6373
Prosperity Financial Group
San Ramon,
California
| $92.7M | – | – | 5.53% | 108% | 88 | – | 0 |
|
| 6374 |
UAML
6374
US Asset Management LLC
Pittsburgh,
Pennsylvania
| $92.7M | – | – | 10.8% | – | 237 | – | 1 |
|
| 6375 |
SCM
6375
Stonehill Capital Management
New York
| $92.6M | -$30.5M | -25% | 3.32% | 117% | 16 | 37.5% | 1.2 |
|