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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6476 |
BC
6476
Broadwater Capital
Boston,
Massachusetts
| $130M | -$597K | -0.5% | 3.13% | – | 239 | 2.09% | 0.5 |
|
| 6477 |
RWM
6477
Refined Wealth Management
Salt Lake City,
Utah
| $130M | -$12.3M | -9% | 2.99% | 99.6% | 30 | 10% | 2.1 |
|
| 6478 |
6478
CastleKeep Investment Advisors
Westport,
Connecticut
| $130M | -$9.15M | -7% | 1.86% | – | 115 | 33.04% | 0.4 |
|
| 6479 |
XI
6479
XXEC Inc
Tulsa,
Oklahoma
| $130M | -$3.31M | -2% | 2.61% | 19.3% | 25 | 16% | 2.3 |
|
| 6480 |
SWP
6480
Semus Wealth Partners
Boca Raton,
Florida
| $130M | +$10.8M | +9% | 10.2% | 88.7% | 134 | 19.4% | 1.2 |
|
| 6481 |
SWIM
6481
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| $129M | +$475K | +0.4% | 3.56% | 67.4% | 72 | 13.89% | 1.9 |
|
| 6482 |
BA
6482
Brightwater Advisory
Tampa,
Florida
| $129M | +$4.95M | +4% | 0.44% | – | 63 | 12.7% | 0.4 |
|
| 6483 |
CCA
6483
Clarity Capital Advisors
Lakewood Ranch,
Florida
| $129M | +$4.09M | +3% | 1.25% | – | 78 | 0% | 0.5 |
|
| 6484 |
AWM
6484
Ariadne Wealth Management
Santa Barbara,
California
| $129M | – | – | 0.76% | – | 159 | – | 0 |
|
| 6485 |
CCM
6485
Chicago Capital Management
Chicago,
Illinois
| $129M | +$34.3M | +36% | 4.48% | 295% | 51 | 33.33% | 0.3 |
|
| 6486 |
GSC
6486
Ground Swell Capital
Folly Beach,
South Carolina
| $129M | +$19M | +17% | 1.3% | 71.1% | 232 | 93.53% | 0.1 |
|
| 6487 |
EC
6487
EdgeRock Capital
Denver,
Colorado
| $129M | +$3.56M | +3% | 4.17% | 71.3% | 295 | 84.07% | 0.2 |
|
| 6488 |
VAG
6488
Vannoy Advisory Group
Austin,
Texas
| $129M | +$786K | +0.6% | 0.12% | 52.5% | 27 | 0% | 0.5 |
|
| 6489 |
HLAM
6489
Hidden Lake Asset Management
New York
| $129M | -$36M | -22% | 7.38% | 850% | 40 | 72.5% | 0.2 |
|
| 6490 |
MGW
6490
MB Generational Wealth
Spokane,
Washington
| $129M | +$1.6M | +1% | 0.3% | – | 68 | 30.88% | 0.4 |
|
| 6491 |
NWM
6491
NRI Wealth Management
Santa Clara,
California
| $129M | +$10.7M | +9% | 9.64% | – | 29 | 10.34% | 0.5 |
|
| 6492 |
HA
6492
Hofer & Associates
Thousand Oaks,
California
| $129M | +$10.2M | +9% | 3.67% | 61.7% | 57 | 5.26% | 1.9 |
|
| 6493 |
MKW
6493
Mullaney, Keating & Wright
Middletown,
Connecticut
| $129M | – | – | 7.43% | – | 53 | – | 0 |
|
| 6494 |
CBOR
6494
Community Bank of Raymore
Raymore,
Missouri
| $129M | -$84.2M | -40% | 0.2% | 89.6% | 90 | 17.78% | 4.6 |
|
| 6495 |
CFIM
6495
Client First Investment Management
West Bend,
Wisconsin
| $129M | +$2.81M | +2% | 5.18% | 243% | 32 | 53.13% | 0.3 |
|
| 6496 |
AWP
6496
Avid Wealth Partners
San Antonio,
Texas
| $129M | +$4.23M | +3% | 3.66% | – | 45 | 28.89% | 0.4 |
|
| 6497 |
PWAM
6497
Pinnacle West Asset Management
Casper,
Wyoming
| $129M | +$2.65M | +2% | 3.79% | 100% | 107 | 3.74% | 1.2 |
|
| 6498 |
RFO
6498
RiverGlades Family Offices
Naples,
Florida
| $129M | +$3.1M | +2% | 1.33% | – | 82 | 7.32% | 3.7 |
|
| 6499 |
SM
6499
Salzhauer Michael
| $129M | -$2.32M | -2% | 0.67% | 107% | 97 | 13.4% | 3.8 |
|
| 6500 |
WH
6500
Wallace Hart
Lexington,
Kentucky
| $129M | +$8.87M | +7% | 6.78% | – | 35 | 42.86% | 0.2 |
|