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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6426 |
6426
Arcadia Wealth Management (New York)
Smithtown,
New York
| $185M | +$10.4M | +6% | 0.09% | – | 62 | 20.97% | 1.1 |
|
| 6427 |
6427
Catalyst Private Wealth
San Mateo,
California
| $185M | -$44.3M | -19% | 7.49% | 120% | 77 | 1.3% | 3.7 |
|
| 6428 |
6428
Clark Financial Services Group
Chesterfield,
Missouri
| $185M | -$3.48M | -2% | 2.77% | 116% | 128 | 33.59% | 1.9 |
|
| 6429 |
6429
Kellett Wealth Advisors
Cincinnati,
Ohio
| $184M | +$9.42M | +5% | 0.89% | 76.3% | 86 | 16.28% | 2.3 |
|
| 6430 |
CCA
6430
Cypress Capital Advisors
Franklin,
Tennessee
| $184M | -$1.89M | -1% | 0.28% | – | 79 | 10.13% | 1.1 |
|
| 6431 |
6431
Forum Finance Group
Geneva,
| $184M | – | – | 0.61% | – | 321 | – | 0 |
|
| 6432 |
6432
Stephenson & Company
San Clemente,
California
| $184M | +$2.38M | +1% | 1.05% | 47% | 47 | 12.77% | 1.8 |
|
| 6433 |
AI
6433
Arrien Investments
Boise,
Idaho
| $184M | +$7.1M | +4% | 0.27% | 46% | 47 | 4.26% | 2 |
|
| 6434 |
6434
Sachetta
Lynnfield,
Massachusetts
| $184M | +$1.81M | +1% | 0.62% | – | 1,130 | 13.81% | 1.8 |
|
| 6435 |
6435
Integrity Investment Advisors
Fort Collins,
Colorado
| $184M | +$2.85M | +2% | 2.6% | – | 88 | 25% | 0.7 |
|
| 6436 |
6436
CastleKeep Investment Advisors
Westport,
Connecticut
| $184M | -$36.5M | -17% | 0.29% | – | 91 | 28.57% | 1.9 |
|
| 6437 |
6437
Index Venture Growth Associates V
St. Helier,
Jersey
| $184M | -$124M | -40% | 40.1% | – | 3 | 0% | 0.3 |
|
| 6438 |
6438
Define Financial
San Diego,
California
| $184M | +$7.83M | +4% | 1.82% | – | 45 | 13.33% | 1 |
|
| 6439 |
6439
GSI Capital Advisors
Newport Beach,
California
| $184M | +$5.6M | +3% | 4.86% | 39.7% | 34 | 26.47% | 2.1 |
|
| 6440 |
6440
Harbour Investment Management
Edmonds,
Washington
| $184M | -$4.44M | -2% | 0.18% | 58.8% | 107 | 13.08% | 6.5 |
|
| 6441 |
6441
P. Schoenfeld Asset Management (PSAM)
New York
| $184M | -$98.8M | -35% | 6.1% | 367% | 54 | 53.7% | 0.8 |
|
| 6442 |
6442
Tassel Capital Management
Matthews,
North Carolina
| $184M | +$18.9M | +11% | 0.05% | – | 38 | 13.16% | 1 |
|
| 6443 |
MKW
6443
Mullaney, Keating & Wright
Middletown,
Connecticut
| $184M | -$5.35M | -3% | 1.38% | – | 75 | 13.33% | 1.4 |
|
| 6444 |
6444
Nutshell Asset Management
Sevenoaks,
United Kingdom
| $184M | -$96.5M | -34% | 11% | – | 47 | 53.19% | 0.5 |
|
| 6445 |
6445
KMT Wealth Management
El Segundo,
California
| $184M | -$2.78M | -1% | 3.87% | – | 19 | 26.32% | 1 |
|
| 6446 |
LAMC
6446
Longview Asset Management (California)
San Rafael,
California
| $184M | +$2.66M | +1% | 0.53% | – | 175 | 10.29% | 1 |
|
| 6447 |
RFG
6447
RFP Financial Group
Atlanta,
Georgia
| $184M | -$24.8M | -12% | 0.22% | 53.2% | 91 | 42.86% | 2.2 |
|
| 6448 |
6448
Ameraudi Asset Management
New York
| $184M | +$1.92M | +1% | 0.04% | 51.5% | 46 | 10.87% | 3.6 |
|
| 6449 |
6449
Sard Wealth Management Group
Atlanta,
Georgia
| $184M | +$1.71M | +0.9% | 0.07% | 51.3% | 62 | 9.68% | 1.7 |
|
| 6450 |
6450
Eliot Finkel Investment Counsel
Beverly Hills,
California
| $184M | +$20.6M | +13% | 14.9% | 85.5% | 33 | 3.03% | 5.8 |
|