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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6576 |
6576
CastleKeep Investment Advisors
Westport,
Connecticut
| $200M | +$15.2M | +8% | 7.33% | – | 76 | 13.16% | 1.9 |
|
| 6577 |
6577
SharpePoint
Phoenix,
Arizona
| $200M | +$31.9M | +19% | 32% | – | 94 | 13.83% | 0.8 |
|
| 6578 |
6578
Rose Capital Advisors
Miami Beach,
Florida
| $200M | – | – | 13% | – | 108 | – | 0 |
|
| 6579 |
6579
Independence Wealth Advisors (Ohio)
Independence,
Ohio
| $199M | +$11.7M | +6% | 10.3% | – | 96 | 17.71% | 0.4 |
|
| 6580 |
6580
Cetera Trust Company
St. Paul,
Minnesota
| $199M | +$22.4M | +13% | 21.3% | – | 354 | 3.39% | 2.3 |
|
| 6581 |
SFC
6581
SEG Family Corp
Toronto,
| $199M | -$26M | -12% | 10.6% | – | 1 | 0% | 1 |
|
| 6582 |
6582
All-Stars Investment
Hong Kong
| $199M | -$6.86M | -3% | 2.29% | 41.7% | 11 | 63.64% | 0.7 |
|
| 6583 |
6583
Riverbend Wealth Management
Myrtle Beach,
South Carolina
| $199M | +$24.6M | +14% | 17.2% | – | 180 | 17.78% | 1 |
|
| 6584 |
6584
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| $199M | +$25K | +0% | 3.11% | 31.7% | 43 | 18.6% | 3 |
|
| 6585 |
DT
6585
DBA Trading
Fort Lauderdale,
Florida
| $199M | -$2.39M | -1% | 42.7% | – | 40 | 5% | 0.4 |
|
| 6586 |
MA
6586
McBroom & Associates
Las Vegas,
Nevada
| $199M | +$19.3M | +11% | 18% | 148% | 40 | 17.5% | 3 |
|
| 6587 |
6587
ViaWealth
Leawood,
Kansas
| $199M | +$19.1M | +11% | 14.3% | 77.2% | 171 | 9.36% | 2.5 |
|
| 6588 |
6588
Park Avenue Institutional Advisers
New York
| $199M | -$514K | -0.3% | 0.18% | – | 5 | 60% | 0.3 |
|
| 6589 |
6589
Milestone Asset Management Group
Avon,
Connecticut
| $199M | +$27.5M | +16% | 17.3% | – | 134 | 6.72% | 1.2 |
|
| 6590 |
6590
Aozora Bank
Tokyo,
Japan
| $199M | +$155M | +355% | 0.07% | 5.45% | 1 | 0% | 3.8 |
|
| 6591 |
6591
Hilton Head Capital Partners
Hilton Head Island,
South Carolina
| $198M | +$21.2M | +12% | 18.3% | – | 1,037 | 16.68% | 0.5 |
|
| 6592 |
AI
6592
Arrien Investments
Boise,
Idaho
| $198M | +$13.9M | +8% | 7.12% | 46% | 48 | 12.5% | 2.1 |
|
| 6593 |
6593
Walker Asset Management
Verona,
Missouri
| $198M | +$13.3M | +7% | 13.7% | 87.6% | 157 | 10.83% | 2.8 |
|
| 6594 |
6594
Oceanside Advisors
Mount Pleasant,
South Carolina
| $198M | +$22.9M | +13% | 9.5% | – | 57 | 7.02% | 2 |
|
| 6595 |
6595
OneAscent Family Office
Birmingham,
Alabama
| $198M | +$55M | +38% | 18.5% | – | 271 | 40.59% | 0.6 |
|
| 6596 |
6596
Frazier Financial Advisors
Columbus,
Ohio
| $198M | +$17.4M | +10% | 14.5% | – | 859 | 30.62% | 1.9 |
|
| 6597 |
6597
Piedmont Capital Management (Montana)
Whitefish,
Montana
| $198M | +$1.4M | +0.7% | 14.3% | 94% | 60 | 20% | 2.7 |
|
| 6598 |
6598
Steadtrust
Allen,
Texas
| $198M | +$21.4M | +12% | 28.7% | – | 140 | 17.86% | 0.8 |
|
| 6599 |
6599
Cornerstone Wealth
Greeneville,
Tennessee
| $198M | +$20M | +11% | 9.47% | – | 107 | 14.95% | 0.2 |
|
| 6600 |
6600
Alamar Capital Management
Santa Barbara,
California
| $198M | +$34M | +21% | 55.7% | – | 91 | 10.99% | 2.4 |
|