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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6676 |
6676
Madrid Financial Services
Manhattan Beach,
California
| $160M | +$12.3M | +8% | 8.34% | – | 27 | 22.22% | 0.5 |
|
| 6677 |
6677
Tiptree Advisors
New York
| $160M | +$32.2M | +25% | 40.9% | – | 25 | 28% | 0.5 |
|
| 6678 |
6678
Atala Financial
Calabasas,
California
| $160M | +$14.8M | +10% | 8.68% | – | 139 | 15.83% | 0.7 |
|
| 6679 |
AC
6679
Athos Capital
Hong Kong
| $160M | +$92.8M | +139% | 0.22% | 110% | 48 | 56.25% | 0.8 |
|
| 6680 |
6680
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
| $160M | +$9.9M | +7% | 7.81% | – | 85 | 58.82% | 0.3 |
|
| 6681 |
6681
Farrell Financial
Orchard Park,
New York
| $160M | +$10.5M | +7% | 6.28% | 57.8% | 71 | 9.86% | 1.5 |
|
| 6682 |
6682
Rainwater Charitable Foundation
Fort Worth,
Texas
| $159M | -$9.8M | -6% | 5.71% | 44% | 4 | 0% | 3.6 |
|
| 6683 |
6683
Upper Left Wealth Management
Tampa,
Florida
| $159M | +$9.42M | +6% | 7% | 52.7% | 65 | 0% | 2.7 |
|
| 6684 |
6684
Erickson Financial Group
Allentown,
Pennsylvania
| $159M | +$11.2M | +8% | 7.43% | 63.3% | 26 | 0% | 3.1 |
|
| 6685 |
6685
RPD Fund Management
New York
| $159M | -$67.3M | -30% | 11.9% | – | 8 | 50% | 0.6 |
|
| 6686 |
6686
Pillar Financial Advisors
Louisville,
Kentucky
| $159M | +$14.4M | +10% | 5.67% | – | 119 | 10.08% | 0.7 |
|
| 6687 |
AWM
6687
Aberdeen Wealth Management
Lake Bluff,
Illinois
| $159M | +$8.78M | +6% | 6.97% | 73.1% | 170 | 5.88% | 4.2 |
|
| 6688 |
6688
Gerber LLC
Columbus,
Ohio
| $159M | +$16.9M | +12% | 9.51% | 137% | 99 | 23.23% | 1.4 |
|
| 6689 |
6689
Newport Capital Group
Red Bank,
New Jersey
| $159M | +$11.5M | +8% | 4.98% | – | 70 | 10% | 1.5 |
|
| 6690 |
6690
Widmann Financial Services
Bowie,
Maryland
| $159M | +$15.6M | +11% | 8.22% | 75.2% | 115 | 7.83% | 2.7 |
|
| 6691 |
6691
Brewster Financial Planning
Brooklyn,
New York
| $159M | +$10.8M | +7% | 5.15% | 44.3% | 27 | 3.7% | 2.2 |
|
| 6692 |
PS
6692
Pennant Select
Summit,
New Jersey
| $159M | +$28.6M | +22% | 69.3% | – | 12 | 0% | 1.4 |
|
| 6693 |
6693
International Private Wealth Advisors
San Diego,
California
| $159M | +$42.4M | +36% | 8.2% | – | 184 | 20.11% | 1 |
|
| 6694 |
6694
Milestone Asset Management Group
Avon,
Connecticut
| $159M | +$23.9M | +18% | 11.2% | – | 114 | 10.53% | 0.6 |
|
| 6695 |
6695
Vision One Management Partners
Miami,
Florida
| $159M | -$7.75M | -5% | 16.1% | – | 13 | 46.15% | 0.7 |
|
| 6696 |
6696
TI-Trust
Quincy,
Illinois
| $159M | +$9.7M | +7% | 6.86% | 88.8% | 132 | 4.55% | 4.2 |
|
| 6697 |
6697
Future Financial Wealth Management
Cincinnati,
Ohio
| $159M | +$12.1M | +8% | 6.41% | 65.2% | 473 | 7.4% | 1.5 |
|
| 6698 |
6698
United Financial Planning Group
Hauppauge,
New York
| $159M | – | – | 8.33% | – | 215 | – | 0 |
|
| 6699 |
6699
Anabranch Capital Management
Stamford,
Connecticut
| $159M | -$8.6M | -5% | 5.99% | 139% | 6 | 0% | 3.6 |
|
| 6700 |
6700
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| $159M | +$12.3M | +8% | 7.05% | 64.5% | 129 | 13.18% | 1.7 |
|