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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6551 |
JHWEPV
6551
J. H. Whitney Equity Partners VI
New Canaan,
Connecticut
| $201M | -$126M | -39% | 0.34% | – | 1 | 0% | 2 |
|
| 6552 |
CPP
6552
Capasso Planning Partners
Charleston,
South Carolina
| $201M | +$15.2M | +8% | 10.7% | 51.6% | 86 | 15.12% | 9.5 |
|
| 6553 |
MSRI
6553
Michael S. Ryan Inc
Latham,
New York
| $200M | +$28.6M | +17% | 15.6% | 63.3% | 61 | 16.39% | 7.2 |
|
| 6554 |
FFG
6554
Fortress Financial Group
Rochester,
Minnesota
| $200M | +$65.1M | +48% | 14.7% | – | 93 | 21.51% | 4.6 |
|
| 6555 |
SC
6555
Scholtz & Company
Stamford,
Connecticut
| $200M | +$4.83M | +2% | 15.8% | 89.2% | 60 | 38.33% | 9 |
|
| 6556 |
MCM
6556
McDonough Capital Management
Orlando,
Florida
| $200M | +$17.2M | +9% | 12.1% | 98.1% | 56 | 17.86% | 12.3 |
|
| 6557 |
TDB
6557
Thompson David Blair
| $200M | +$25.4M | +15% | 18.2% | – | 224 | 30.36% | 2.6 |
|
| 6558 |
BBFA
6558
Brindle & Bay Financial Advisors
Frisco,
Texas
| $200M | +$37M | +23% | 11.6% | – | 88 | 26.14% | 1.5 |
|
| 6559 |
DI
6559
Disciplined Investors
Waco,
Texas
| $200M | +$32M | +19% | 16.6% | – | 158 | 20.25% | 4.4 |
|
| 6560 |
GWAM
6560
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| $200M | +$25.9M | +15% | 13.4% | 57.3% | 66 | 3.03% | 16.7 |
|
| 6561 |
BGA
6561
Battery Global Advisors
Boston,
Massachusetts
| $200M | +$13.6M | +7% | 13.8% | – | 157 | 1.91% | 6.7 |
|
| 6562 |
6562
CastleKeep Investment Advisors
Westport,
Connecticut
| $200M | +$15.2M | +8% | 7.33% | – | 76 | 13.16% | 7.6 |
|
| 6563 |
S
6563
SharpePoint
Phoenix,
Arizona
| $200M | +$31.9M | +19% | 32% | – | 94 | 13.83% | 3.3 |
|
| 6564 |
RCA
6564
Rose Capital Advisors
Miami Beach,
Florida
| $200M | – | – | 13% | – | 108 | – | 0 |
|
| 6565 |
IWAO
6565
Independence Wealth Advisors (Ohio)
Independence,
Ohio
| $199M | +$11.7M | +6% | 10.3% | – | 96 | 17.71% | 1.7 |
|
| 6566 |
CTC
6566
Cetera Trust Company
St. Paul,
Minnesota
| $199M | +$22.4M | +13% | 21.3% | – | 354 | 3.39% | 9.2 |
|
| 6567 |
SFC
6567
SEG Family Corp
Toronto,
| $199M | -$26M | -12% | 10.6% | – | 1 | 0% | 4 |
|
| 6568 |
ASI
6568
All-Stars Investment
Hong Kong
| $199M | -$6.86M | -3% | 2.29% | 41.7% | 11 | 63.64% | 2.7 |
|
| 6569 |
RWM
6569
Riverbend Wealth Management
Myrtle Beach,
South Carolina
| $199M | +$24.6M | +14% | 17.2% | – | 180 | 17.78% | 4.1 |
|
| 6570 |
PMIA
6570
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| $199M | +$25K | +0% | 3.11% | 31.7% | 43 | 18.6% | 12.2 |
|
| 6571 |
DT
6571
DBA Trading
Fort Lauderdale,
Florida
| $199M | -$2.39M | -1% | 42.7% | – | 40 | 5% | 1.6 |
|
| 6572 |
MA
6572
McBroom & Associates
Las Vegas,
Nevada
| $199M | +$19.3M | +11% | 18% | 133% | 40 | 17.5% | 11.8 |
|
| 6573 |
V
6573
ViaWealth
Leawood,
Kansas
| $199M | +$19.1M | +11% | 14.3% | 77.2% | 171 | 9.36% | 9.9 |
|
| 6574 |
PAIA
6574
Park Avenue Institutional Advisers
New York
| $199M | -$514K | -0.3% | 0.18% | – | 5 | 60% | 1 |
|
| 6575 |
MAMG
6575
Milestone Asset Management Group
Avon,
Connecticut
| $199M | +$27.5M | +16% | 17.3% | – | 134 | 6.72% | 4.7 |
|