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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6376 |
6376
Octahedron Capital Management
Burlingame,
California
| $176M | +$43.5M | +33% | 14.8% | 234% | 27 | 33.33% | 1.1 |
|
| 6377 |
FAG
6377
Financial Architects (Georgia)
Woodstock,
Georgia
| $176M | +$11.3M | +7% | 4.43% | 35.9% | 29 | 10.34% | 1.3 |
|
| 6378 |
6378
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
| $176M | +$21.9M | +14% | 6.03% | – | 626 | 23.16% | 1 |
|
| 6379 |
CCA
6379
Cypress Capital Advisors
Franklin,
Tennessee
| $176M | +$15.8M | +10% | 7.36% | – | 76 | 7.89% | 0.6 |
|
| 6380 |
6380
Colrain Capital
Boston,
Massachusetts
| $176M | +$46M | +35% | 9.34% | – | 23 | 4.35% | 6.9 |
|
| 6381 |
6381
Base Wealth Management
Lakewood Ranch,
Florida
| $175M | +$19.4M | +12% | 7.28% | – | 65 | 16.92% | 0.4 |
|
| 6382 |
SPI
6382
Sutton Place Investors
Katonah,
New York
| $175M | +$9.23M | +6% | 7.73% | 84% | 125 | 8% | 1.8 |
|
| 6383 |
6383
Element Squared
Minneapolis,
Minnesota
| $175M | +$15M | +9% | 8.13% | – | 77 | 50.65% | 0.2 |
|
| 6384 |
6384
Vestment Financial
Chanhassen,
Minnesota
| $175M | +$17.6M | +11% | 5.18% | – | 42 | 11.9% | 0.7 |
|
| 6385 |
6385
Sard Wealth Management Group
Atlanta,
Georgia
| $175M | +$13M | +8% | 4.97% | 51.3% | 55 | 14.55% | 1.3 |
|
| 6386 |
6386
Clay Northam Wealth Management
Huntington Beach,
California
| $175M | +$18.6M | +12% | 11.7% | 125% | 102 | 12.75% | 2.4 |
|
| 6387 |
6387
ADW Capital Management
Miami Beach,
Florida
| $175M | -$191M | -52% | 7.4% | 78.2% | 8 | 25% | 4 |
|
| 6388 |
6388
Islay Capital Management
Lubbock,
Texas
| $175M | +$19.8M | +13% | 6.88% | 72% | 234 | 21.79% | 3.3 |
|
| 6389 |
6389
North Ridge Wealth Advisors
Beaverton,
Oregon
| $175M | +$12M | +7% | 4.83% | 29.5% | 191 | 9.95% | 1 |
|
| 6390 |
6390
TLW Wealth Management
Indian Rocks Beach,
Florida
| $175M | -$4.71M | -3% | 8.2% | 98.3% | 19 | 10.53% | 4.3 |
|
| 6391 |
6391
Cladis Investment Advisory
Billings,
Montana
| $175M | +$15.2M | +10% | 10.1% | 131% | 158 | 15.19% | 2.5 |
|
| 6392 |
EIM
6392
Ervin Investment Management
Seattle,
Washington
| $175M | +$14.9M | +9% | 10.5% | 92.9% | 42 | 4.76% | 2.7 |
|
| 6393 |
6393
New Mountain Capital
New York
| $175M | -$13.7M | -7% | 7.28% | 64.8% | 1 | 0% | 3 |
|
| 6394 |
6394
Hofer & Associates
Thousand Oaks,
California
| $175M | +$14.4M | +9% | 5.68% | 61.7% | 61 | 11.48% | 2.5 |
|
| 6395 |
6395
Envision Financial
Brookfield,
Wisconsin
| $174M | +$24.5M | +16% | 5.09% | – | 46 | 8.7% | 0.7 |
|
| 6396 |
HFS
6396
Hoge Financial Services
Canonsburg,
Pennsylvania
| $174M | +$13.6M | +8% | 6.3% | – | 72 | 13.89% | 1.2 |
|
| 6397 |
6397
Councilmark Asset Management
Knoxville,
Tennessee
| $174M | +$16.5M | +10% | 10.4% | – | 89 | 6.74% | 1.3 |
|
| 6398 |
6398
Promethium Advisors
Bethesda,
Maryland
| $174M | +$9.8M | +6% | 8.43% | – | 122 | 9.02% | 0.9 |
|
| 6399 |
IMC
6399
Inherent Management Corp
New York
| $174M | -$23M | -12% | 7.75% | – | 10 | 20% | 0.7 |
|
| 6400 |
6400
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| $174M | +$12M | +7% | 7.38% | 61.1% | 133 | 3.76% | 6.5 |
|