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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
Caerus Investment Advisors
West Lake Hills,
Texas
| $97.2M | +$8.79M | +10% | 2% | 85% | 38 | 26.32% | 1.3 |
|
| 6352 |
6352
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| $97M | -$5.15M | -5% | 3.25% | 64.9% | 64 | 7.81% | 2 |
|
| 6353 |
6353
Invesco Senior Secured Management
New York
| $96.8M | -$12.1M | -11% | 1.71% | 18.1% | 11 | 36.36% | 1.8 |
|
| 6354 |
6354
WFA of San Diego
San Diego,
California
| $96.7M | -$5.11M | -5% | 3.9% | – | 418 | 8.85% | 0.6 |
|
| 6355 |
CWMGP
6355
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| $96.6M | -$338K | -0.3% | 3.67% | 75.9% | 60 | 15% | 1.3 |
|
| 6356 |
6356
FSC Wealth Advisors
Fishkill,
New York
| $96.5M | -$14.7M | -13% | 1.92% | 66.4% | 246 | 28.86% | 1 |
|
| 6357 |
ABP
6357
Arthur B. Page
| $96.4M | -$8.75M | -8% | 3.69% | 40.4% | 48 | 14.58% | 7 |
|
| 6358 |
6358
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| $96.4M | -$3.95M | -4% | 3.24% | 72.1% | 103 | 7.77% | 1.6 |
|
| 6359 |
KCM
6359
Knoll Capital Management
Miami,
Florida
| $96.3M | +$13.8M | +17% | 0.37% | 258% | 39 | 35.9% | 1.4 |
|
| 6360 |
6360
Ramiah Investment Group
Brookfield,
Wisconsin
| $96.3M | -$6.19M | -6% | 3.86% | 62.2% | 67 | 4.48% | 1.9 |
|
| 6361 |
6361
Paragon Financial Partners
Woodland Hills,
California
| $96.3M | -$9.5M | -9% | 3.7% | 90.6% | 84 | 2.38% | 1.6 |
|
| 6362 |
6362
Upper Left Wealth Management
Tampa,
Florida
| $96.1M | +$6.17M | +7% | 4.03% | 52.7% | 60 | 6.67% | 1.3 |
|
| 6363 |
6363
Tilia Fiduciary Partners
Wilmington,
North Carolina
| $96M | -$15.9M | -14% | 2.03% | 101% | 533 | 82.74% | 1.7 |
|
| 6364 |
6364
Mendota Financial Group
Madison,
Wisconsin
| $96M | +$7.43M | +8% | 0.69% | 50.1% | 325 | 14.46% | 0.6 |
|
| 6365 |
6365
Laraway Financial Advisors
Saint Cloud,
Minnesota
| $96M | -$5.14M | -5% | 2.93% | 92.3% | 106 | 0.94% | 1.6 |
|
| 6366 |
6366
Mainsail Management Company
Austin,
Texas
| $95.9M | -$30.1M | -24% | 23.9% | 55% | 2 | 0% | 0.8 |
|
| 6367 |
6367
Bradley & Co Private Wealth Management
Miami,
Florida
| $95.8M | -$5.14M | -5% | 2.91% | – | 190 | 8.42% | 1.9 |
|
| 6368 |
6368
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $95.8M | -$7.68M | -7% | 4.6% | 83.3% | 73 | 12.33% | 5 |
|
| 6369 |
6369
TCG Capital Management
Playa Vista,
California
| $95.8M | -$39.7M | -29% | 29.3% | 45.7% | 1 | 0% | 0.8 |
|
| 6370 |
6370
AH Equity Partners LSV II
Menlo Park,
California
| $95.6M | -$790K | -0.8% | 0.18% | – | 4 | 0% | 1.8 |
|
| 6371 |
6371
Arlington Capital Management
Arlington Heights,
Illinois
| $95.4M | -$19.7M | -17% | 0.28% | 154% | 106 | 40.57% | 0.5 |
|
| 6372 |
BCM
6372
BlueMar Capital Management
Miami,
Florida
| $95.4M | -$8.9M | -9% | 0.88% | 27.4% | 23 | 13.04% | 2 |
|
| 6373 |
6373
Seven Mile Advisory
Ewing,
New Jersey
| $95.2M | +$9.42M | +11% | 2.72% | 146% | 134 | 20.9% | 0.2 |
|
| 6374 |
ASA
6374
Armstrong Shaw Associates
New Canaan,
Connecticut
| $95.2M | -$3.1M | -3% | 0.97% | 51.2% | 47 | 6.38% | 6.3 |
|
| 6375 |
6375
Tegean Capital Management
New York
| $95M | +$16.8M | +22% | 8.66% | – | 30 | 43.33% | 0.9 |
|