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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6576 |
AB
6576
Aozora Bank
Tokyo,
Japan
| $199M | +$155M | +355% | 0.07% | 5.45% | 1 | 0% | 15 |
|
| 6577 |
HHCP
6577
Hilton Head Capital Partners
Hilton Head Island,
South Carolina
| $198M | +$21.2M | +12% | 18.3% | – | 1,037 | 16.68% | 1.8 |
|
| 6578 |
AI
6578
Arrien Investments
Boise,
Idaho
| $198M | +$13.9M | +8% | 7.12% | 42.7% | 48 | 12.5% | 8.5 |
|
| 6579 |
WAM
6579
Walker Asset Management
Verona,
Missouri
| $198M | +$13.3M | +7% | 13.7% | 75.9% | 157 | 10.83% | 11.1 |
|
| 6580 |
OA
6580
Oceanside Advisors
Mount Pleasant,
South Carolina
| $198M | +$22.9M | +13% | 9.5% | – | 57 | 7.02% | 7.9 |
|
| 6581 |
OFO
6581
OneAscent Family Office
Birmingham,
Alabama
| $198M | +$55M | +38% | 18.5% | – | 271 | 40.59% | 2.6 |
|
| 6582 |
FFA
6582
Frazier Financial Advisors
Columbus,
Ohio
| $198M | +$17.4M | +10% | 14.5% | – | 859 | 30.62% | 7.5 |
|
| 6583 |
PCMM
6583
Piedmont Capital Management (Montana)
Whitefish,
Montana
| $198M | +$1.4M | +0.7% | 14.3% | 94% | 60 | 20% | 10.8 |
|
| 6584 |
S
6584
Steadtrust
Allen,
Texas
| $198M | +$21.4M | +12% | 28.7% | – | 140 | 17.86% | 3 |
|
| 6585 |
CW
6585
Cornerstone Wealth
Greeneville,
Tennessee
| $198M | +$20M | +11% | 9.47% | – | 107 | 14.95% | 0.9 |
|
| 6586 |
ACM
6586
Alamar Capital Management
Santa Barbara,
California
| $198M | +$34M | +21% | 55.7% | – | 91 | 10.99% | 9.7 |
|
| 6587 |
DAM
6587
Draper Asset Management
Smithtown,
New York
| $198M | +$21.8M | +12% | 13.9% | 187% | 26 | 34.62% | 9.9 |
|
| 6588 |
VWWMG
6588
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
| $198M | +$24.1M | +14% | 11.5% | – | 71 | 11.27% | 7 |
|
| 6589 |
IW
6589
Instrumental Wealth
Tampa,
Florida
| $198M | +$34.8M | +21% | 16.1% | 34.2% | 94 | 27.66% | 5.7 |
|
| 6590 |
PFS
6590
Prospect Financial Services
Melville,
New York
| $197M | +$33.6M | +21% | 17.3% | – | 119 | 15.97% | 6.4 |
|
| 6591 |
PNC
6591
Point Nemo Capital
Dripping Springs,
Texas
| $197M | +$45.6M | +30% | 17.6% | – | 210 | 67.62% | 0.5 |
|
| 6592 |
LC
6592
LRZ Capital
Miami,
Florida
| $197M | -$2.42M | -1% | 8.37% | – | 18 | 11.11% | 1.7 |
|
| 6593 |
JHA
6593
Jackson Hill Advisors
Houston,
Texas
| $197M | +$3.95M | +2% | 3.04% | 61.2% | 14 | 14.29% | 10.9 |
|
| 6594 |
AIA
6594
Affinity Investment Advisors
Newport Beach,
California
| $197M | +$37.3M | +23% | 40.4% | 189% | 162 | 29.01% | 14.1 |
|
| 6595 |
OAS
6595
Optivise Advisory Services
Franklin,
Tennessee
| $197M | +$31.8M | +19% | 15.5% | – | 243 | 30.86% | 4.2 |
|
| 6596 |
UFPG
6596
United Financial Planning Group
Hauppauge,
New York
| $197M | +$27.8M | +16% | 12.2% | – | 546 | 30.22% | 1.7 |
|
| 6597 |
HVCM
6597
HG Vora Capital Management
New York
| $197M | +$6.02M | +3% | 27.8% | 42.6% | 7 | 28.57% | 9 |
|
| 6598 |
BAM
6598
Bullseye Asset Management
Denver,
Colorado
| $197M | +$24M | +14% | 24% | 81% | 61 | 11.48% | 13.7 |
|
| 6599 |
TM
6599
Torren Management
San Diego,
California
| $197M | -$4.15M | -2% | 13.7% | – | 987 | 4.36% | 2 |
|
| 6600 |
RM
6600
Radcliff Management
New York
| $197M | -$23.2M | -11% | 10.6% | 47.6% | 1 | 0% | 18 |
|