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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6701 |
6701
Acuta Capital Partners
Redwood City,
California
| $123M | +$4.73M | +4% | 25.9% | 7,269% | 49 | 48.98% | 0.7 |
|
| 6702 |
6702
Two West Capital Advisors
Overland Park,
Kansas
| $123M | +$18.6M | +18% | 5.47% | – | 74 | 17.57% | 0.2 |
|
| 6703 |
6703
Finivi Inc
Westborough,
Massachusetts
| $123M | +$2.66M | +2% | 7.64% | 144% | 96 | 17.71% | 1.7 |
|
| 6704 |
6704
Spring Capital Management
Amarillo,
Texas
| $123M | -$3.43M | -3% | 10.5% | 73.6% | 30 | 20% | 2.3 |
|
| 6705 |
BTC
6705
Bank & Trust Company
Litchfield,
Illinois
| $123M | +$5.42M | +5% | 6.31% | – | 288 | 0.69% | 0.2 |
|
| 6706 |
6706
Brooktree Capital Management
Gand Rapids,
Michigan
| $123M | +$6.18M | +5% | 6.75% | 82.9% | 25 | 8% | 3.5 |
|
| 6707 |
6707
Cruiser Capital Advisors
Stamford,
Connecticut
| $123M | +$50.9M | +71% | 9.81% | 192% | 60 | 38.33% | 1.7 |
|
| 6708 |
6708
Tsai Capital
New York
| $123M | +$21.5M | +21% | 3.17% | 29.2% | 25 | 4% | 2.1 |
|
| 6709 |
6709
Old North State Trust
Greensboro,
North Carolina
| $123M | +$7.21M | +6% | 7.11% | – | 135 | 5.93% | 4.1 |
|
| 6710 |
6710
Cadence Wealth Management
Westborough,
Massachusetts
| $123M | -$20.1M | -14% | 7.11% | 56.4% | 48 | 8.33% | 1.7 |
|
| 6711 |
6711
Oxford Wealth Group
Orlando,
Florida
| $123M | -$22.6M | -16% | 4.82% | – | 71 | 22.54% | 0.5 |
|
| 6712 |
6712
Gibson Wealth Advisors
Tyler,
Texas
| $123M | +$16.1M | +15% | 6.26% | – | 38 | 15.79% | 2.3 |
|
| 6713 |
6713
Dynamic Wealth Strategies
Granite Bay,
California
| $123M | +$6.25M | +5% | 5.82% | 52.2% | 246 | 6.5% | 0.7 |
|
| 6714 |
6714
Somnio Financial Group
Glastonbury,
Connecticut
| $123M | +$9.2M | +8% | 6.84% | – | 14 | 7.14% | 0.3 |
|
| 6715 |
6715
RiverPark Advisors
New York
| $122M | +$1.62M | +1% | 6.05% | 87.5% | 146 | 21.23% | 2.2 |
|
| 6716 |
JAIC
6716
Josh Arnold Investment Consultant
Edina,
Minnesota
| $122M | +$3.08M | +3% | 9.14% | 272% | 31 | 51.61% | 0.5 |
|
| 6717 |
6717
First Community Trust
Dubuque,
Iowa
| $122M | +$5.43M | +5% | 4.34% | 128% | 319 | 6.9% | 2.1 |
|
| 6718 |
6718
Gentry Private Wealth
Wichita,
Kansas
| $122M | +$8.62M | +8% | 5.06% | – | 88 | 19.32% | 0.2 |
|
| 6719 |
6719
Cannon Advisors
Charlotte,
North Carolina
| $122M | – | – | 5.06% | – | 71 | – | 0 |
|
| 6720 |
6720
Exchange Bank
Santa Rosa,
California
| $122M | +$4.6M | +4% | 7.64% | 75.2% | 115 | 6.09% | 1.1 |
|
| 6721 |
6721
Constant Guidance Financial
Attleboro Falls,
Massachusetts
| $122M | +$25.7M | +27% | 8.1% | 79.6% | 33 | 33.33% | 0.6 |
|
| 6722 |
BAWM
6722
Bennett Associates Wealth Management
Butler,
Pennsylvania
| $122M | +$11.1M | +10% | 6.4% | 51% | 50 | 28% | 0.5 |
|
| 6723 |
6723
Investment Partners Asset Management
Metuchen,
New Jersey
| $122M | +$9.8M | +9% | 6.34% | 86.1% | 145 | 9.66% | 0.7 |
|
| 6724 |
6724
Breed's Hill Capital
Charlestown,
Massachusetts
| $122M | +$9.12M | +8% | 6.39% | – | 102 | 10.78% | 0.6 |
|
| 6725 |
6725
Trevian Wealth Management
Weston,
Massachusetts
| $122M | +$102M | +508% | 7.56% | 94.1% | 32 | 65.63% | 0.7 |
|