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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
Cultivar Capital
Denton,
Texas
| $114M | – | – | 8.81% | 38.3% | 30 | – | 0 |
|
| 6577 |
6577
Del-Sette Capital Management
Schenectady,
New York
| $114M | +$12M | +12% | 11.7% | 112% | 31 | 22.58% | 1.2 |
|
| 6578 |
6578
Three Seasons Wealth
Salt Lake City,
Utah
| $114M | +$12.3M | +12% | 11.8% | 169% | 84 | 35.71% | 0.2 |
|
| 6579 |
6579
Circumference Group
Little Rock,
Arkansas
| $114M | – | – | 15.8% | – | 33 | – | 0 |
|
| 6580 |
6580
Kolinsky Wealth Management
Ramsey,
New Jersey
| $114M | +$12.9M | +13% | 13.2% | 44.6% | 147 | 19.05% | 1.4 |
|
| 6581 |
6581
TI-Trust
Quincy,
Illinois
| $113M | +$8.44M | +8% | 8.71% | 88.8% | 107 | 4.67% | 3.4 |
|
| 6582 |
6582
Steinberg Asset Management
New York
| $113M | +$978K | +0.9% | 4.48% | 108% | 45 | 11.11% | 3.4 |
|
| 6583 |
6583
Oceanside Advisors
Mount Pleasant,
South Carolina
| $113M | – | – | 8.71% | 52.4% | 46 | – | 0 |
|
| 6584 |
PI
6584
Pachira Investments
Dana Point,
California
| $113M | +$24.2M | +27% | 12.4% | 82.3% | 39 | 10.26% | 2.3 |
|
| 6585 |
6585
Old Well Partners
Charlotte,
North Carolina
| $113M | -$7.38M | -6% | 15.7% | 97.8% | 45 | 26.67% | 1.5 |
|
| 6586 |
AIFAIM
6586
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| $113M | +$5.29M | +5% | 10.4% | 79.1% | 122 | 7.38% | 2.5 |
|
| 6587 |
6587
Bellevue Asset Management
Bellevue,
Washington
| $113M | -$35.6M | -24% | 11% | 56.7% | 465 | 5.38% | 3.4 |
|
| 6588 |
6588
Clear Point Advisors
Melville,
New York
| $113M | – | – | 9.15% | 56.7% | 555 | – | 0 |
|
| 6589 |
PP
6589
Pingora Partners
Wilson,
Wyoming
| $113M | – | – | 12.7% | – | 159 | – | 0 |
|
| 6590 |
6590
New Millennium Group
Sandy,
Utah
| $113M | +$3.6M | +3% | 15% | 176% | 451 | 16.85% | 1.3 |
|
| 6591 |
6591
Yale University
New Haven,
Connecticut
| $113M | +$10.7M | +11% | 8.23% | 33.7% | 7 | 42.86% | 0.6 |
|
| 6592 |
CSI
6592
Cross Staff Investments
Pittsford,
New York
| $113M | +$10.7M | +10% | 9% | 80.3% | 116 | 8.62% | 1.7 |
|
| 6593 |
6593
SVB Financial Group
Dallas,
Texas
| $113M | +$59.7M | +112% | 110% | – | 23 | 52.17% | 0.7 |
|
| 6594 |
6594
Shorepath Capital Management
Park City,
Utah
| $113M | – | – | 10.4% | – | 22 | – | 0 |
|
| 6595 |
6595
LifeSteps Financial
Claremont,
California
| $113M | +$14.5M | +15% | 11.9% | 98.4% | 84 | 16.67% | 2.7 |
|
| 6596 |
6596
Ridgemont Partners Management
Charlotte,
North Carolina
| $113M | +$1.72M | +2% | 1.55% | 45.6% | 1 | 0% | 2 |
|
| 6597 |
6597
Dentgroup
Baton Rouge,
Louisiana
| $113M | -$23M | -17% | 9.7% | 53.6% | 113 | 38.05% | 1.7 |
|
| 6598 |
6598
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
| $113M | – | – | 8.63% | – | 93 | – | 0 |
|
| 6599 |
6599
Addis & Hill
Wayne,
Pennsylvania
| $113M | – | – | 10.3% | 65.1% | 23 | – | 0 |
|
| 6600 |
6600
Custom Portfolio Group
Englewood,
Colorado
| $112M | – | – | 4.25% | – | 234 | – | 0 |
|