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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6626 |
MG
6626
McHugh Group
Bratenahl,
Ohio
| $196M | +$26.7M | +16% | 21.8% | – | 88 | 9.09% | 1.2 |
|
| 6627 |
6627
Quantum Financial Partners
Overland Park,
Kansas
| $196M | – | – | 13.4% | – | 153 | – | 0 |
|
| 6628 |
6628
Octahedron Capital Management
Burlingame,
California
| $195M | +$57.8M | +42% | 61.1% | 234% | 22 | 50% | 1 |
|
| 6629 |
BAM
6629
Bosun Asset Management
Chicago,
Illinois
| $195M | +$9.2M | +5% | 14.5% | 278% | 77 | 5.19% | 2.9 |
|
| 6630 |
6630
Momentous Wealth Management
Vancouver,
Washington
| $195M | +$20.1M | +12% | 9.6% | – | 50 | 22% | 1.1 |
|
| 6631 |
6631
WestCap Management
San Francisco,
California
| $195M | +$187K | +0.1% | 102% | – | 2 | 0% | 0.5 |
|
| 6632 |
6632
SFM LLC
Manchester,
New Hampshire
| $195M | +$29.6M | +18% | 10.9% | 67.5% | 73 | 19.18% | 1.8 |
|
| 6633 |
6633
Delos Wealth Advisors
Dallas,
Texas
| $195M | +$20.3M | +12% | 9.77% | 58% | 355 | 39.44% | 1 |
|
| 6634 |
6634
Trust Company of Kansas
Wichita,
Kansas
| $195M | +$13.8M | +8% | 13.7% | 87% | 63 | 17.46% | 3.3 |
|
| 6635 |
6635
Finivi Inc
Westborough,
Massachusetts
| $195M | +$11.8M | +6% | 15.6% | 144% | 119 | 20.17% | 2.3 |
|
| 6636 |
6636
Secured Retirement Advisors
St Louis Park,
Minnesota
| $195M | +$18.2M | +10% | 15.4% | – | 157 | 31.85% | 1.2 |
|
| 6637 |
6637
Constitution Capital
Shelton,
Connecticut
| $195M | -$5.29M | -3% | 10.7% | 91.1% | 66 | 13.64% | 3.9 |
|
| 6638 |
6638
Cosner Financial Group
Windsor,
Colorado
| $195M | +$12.7M | +7% | 12.2% | 49.7% | 37 | 8.11% | 2.2 |
|
| 6639 |
6639
Conscious Wealth Investments
Coral Gables,
Florida
| $195M | +$15M | +8% | 31.3% | – | 68 | 16.18% | 1.5 |
|
| 6640 |
6640
Peoples Bank (Ohio)
Marietta,
Ohio
| $195M | +$31.6M | +19% | 16.4% | 78.9% | 109 | 15.6% | 6.1 |
|
| 6641 |
6641
Birch Financial Group
Keene,
New Hampshire
| $195M | +$23.3M | +14% | 13.2% | – | 153 | 22.88% | 1 |
|
| 6642 |
6642
Old North State Trust
Greensboro,
North Carolina
| $194M | +$26.1M | +16% | 23.1% | – | 159 | 10.69% | 4.5 |
|
| 6643 |
6643
SVRN Asset Management
Austin,
Texas
| $194M | +$91.2M | +88% | 9.6% | – | 53 | 33.96% | 0.3 |
|
| 6644 |
6644
Ehrlich Financial Group
Laguna Niguel,
California
| $194M | +$20.4M | +12% | 10.9% | 56.2% | 128 | 19.53% | 1.4 |
|
| 6645 |
6645
Aurora Investment Counsel
Atlanta,
Georgia
| $194M | +$14.1M | +8% | 10.4% | 31.7% | 127 | 27.56% | 1.1 |
|
| 6646 |
6646
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $194M | +$21.4M | +12% | 12.6% | 36.9% | 76 | 0% | 8.2 |
|
| 6647 |
6647
Defined Wealth Management
Beaverton,
Oregon
| $194M | +$23.6M | +14% | 16.4% | 78.1% | 120 | 13.33% | 3.5 |
|
| 6648 |
6648
Gentry Private Wealth
Wichita,
Kansas
| $194M | +$28.3M | +17% | 16.3% | – | 109 | 17.43% | 1 |
|
| 6649 |
6649
International Private Wealth Advisors
San Diego,
California
| $194M | +$30.8M | +19% | 8.61% | – | 178 | 24.72% | 1.4 |
|
| 6650 |
6650
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
| $194M | +$42.8M | +28% | 8.31% | – | 834 | 30.46% | 0.3 |
|