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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
North Berkeley Wealth Management
Berkeley,
California
| $189M | +$19.7M | +12% | 0.42% | – | 80 | 15% | 1 |
|
| 6352 |
6352
Fortitude Financial
Spokane,
Washington
| $189M | +$71.1M | +60% | 3.44% | – | 41 | 9.76% | 0.5 |
|
| 6353 |
6353
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $189M | -$20.9M | -10% | 1.72% | 92.4% | 584 | 25.86% | 4.4 |
|
| 6354 |
6354
Gouws Capital LLC
Charlotte,
North Carolina
| $189M | -$339K | -0.2% | 2.2% | 114% | 59 | 8.47% | 2.9 |
|
| 6355 |
6355
Wasserstein Debt Opportunities Management
New York
| $189M | +$78.1M | +70% | 72.1% | – | 4 | 75% | 0.6 |
|
| 6356 |
6356
MPWM Advisory Solutions
Alpharetta,
Georgia
| $189M | +$9.23M | +5% | 2.57% | – | 606 | 16.01% | 1 |
|
| 6357 |
6357
Two West Capital Advisors
Overland Park,
Kansas
| $189M | +$16.7M | +10% | 1.22% | – | 105 | 17.14% | 1.3 |
|
| 6358 |
6358
PTM Wealth Management
North Wales,
United States
| $189M | +$11.5M | +6% | 0.54% | – | 61 | 16.39% | 0.8 |
|
| 6359 |
6359
First City Capital Management
Savannah,
Georgia
| $189M | -$597K | -0.3% | 1.7% | 86.4% | 162 | 4.94% | 6.6 |
|
| 6360 |
6360
CoreFirst Bank & Trust
Topeka,
Kansas
| $189M | +$3.66M | +2% | 3.56% | 61.4% | 302 | 4.64% | 2.2 |
|
| 6361 |
6361
Midwest Financial Partners Investments
St. Cloud,
Minnesota
| $189M | +$8.61M | +5% | 2.38% | – | 78 | 14.1% | 0.2 |
|
| 6362 |
6362
Strive Financial Group
Carmel,
Indiana
| $189M | -$484K | -0.3% | 3.87% | – | 881 | 31.44% | 0.2 |
|
| 6363 |
6363
Grant Private Wealth Management
Pleasanton,
California
| $188M | +$22.9M | +14% | 6.05% | – | 163 | 22.7% | 0.6 |
|
| 6364 |
6364
Thor Investment Management
Cincinnati,
Ohio
| $188M | +$13.8M | +8% | 10.8% | 122% | 51 | 9.8% | 1.7 |
|
| 6365 |
JKA
6365
Jones Kertz & Associates
Blaine,
Minnesota
| $188M | -$6.21M | -3% | 0.67% | – | 67 | 7.46% | 0.2 |
|
| 6366 |
6366
Beckerman Institutional
Ocean Grove,
New Jersey
| $188M | +$10.1M | +6% | 0.28% | – | 122 | 6.56% | 1.3 |
|
| 6367 |
AAA
6367
American Alpha Advisors
New York
| $188M | +$19M | +11% | 2.42% | – | 105 | 25.71% | 0.8 |
|
| 6368 |
6368
Axis Wealth Partners
East Providence,
Rhode Island
| $188M | +$7.04M | +4% | 0.21% | – | 176 | 6.82% | 1 |
|
| 6369 |
6369
Sylvest Advisors
Dallas,
Texas
| $188M | +$595K | +0.3% | 1.08% | – | 77 | 19.48% | 1 |
|
| 6370 |
6370
Keynote Financial Services
Vernon,
Connecticut
| $188M | +$9.19M | +5% | 6.73% | – | 177 | 6.78% | 1.6 |
|
| 6371 |
6371
Everstar Asset Management
Mooresville,
North Carolina
| $188M | +$1.36M | +0.7% | 1.21% | – | 212 | 24.06% | 1.1 |
|
| 6372 |
6372
Clearfield Capital Management
New York
| $188M | -$35.1M | -16% | 7.4% | 421% | 20 | 20% | 0.8 |
|
| 6373 |
6373
Starwood Capital Group Management
Miami Beach,
Florida
| $188M | -$13M | -6% | 8.62% | 16.2% | 7 | 28.57% | 1.4 |
|
| 6374 |
6374
Winthrop Partners - WNY
Buffalo,
New York
| $188M | +$1.99M | +1% | 1.56% | – | 88 | 5.68% | 5.8 |
|
| 6375 |
6375
Destiny Capital
Golden,
Colorado
| $188M | -$6.65M | -3% | 3.32% | 60.5% | 56 | 8.93% | 2.5 |
|