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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6776 |
6776
North Berkeley Wealth Management
Berkeley,
California
| $170M | +$42.8M | +34% | 1.64% | – | 79 | 22.78% | 0.7 |
|
| 6777 |
6777
Millennium Capital Advisors
Little Rock,
Arkansas
| $170M | +$3.96M | +2% | 4.2% | 134% | 137 | 11.68% | 2.7 |
|
| 6778 |
6778
Comprehensive Wealth Management
Lynnwood,
Washington
| $170M | +$28.5M | +20% | 1.06% | 40.6% | 40 | 2.5% | 1.7 |
|
| 6779 |
6779
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| $169M | -$2.49M | -1% | 6.55% | 261% | 55 | 50.91% | 1.3 |
|
| 6780 |
6780
Rainwater Charitable Foundation
Fort Worth,
Texas
| $169M | +$10M | +6% | 0.63% | 44% | 4 | 0% | 3.8 |
|
| 6781 |
RCWM
6781
Royal Capital Wealth Management
Carmel,
Indiana
| $169M | +$6.41M | +4% | 4.3% | 83.8% | 94 | 5.32% | 3 |
|
| 6782 |
6782
EQ Wealth Advisors
Dallas,
Texas
| $169M | +$17.2M | +11% | 1.4% | – | 259 | 80.69% | 0.2 |
|
| 6783 |
6783
EnCap Energy Capital Fund XII
Houston,
Texas
| $169M | – | – | 5.05% | – | 1 | – | 0 |
|
| 6784 |
6784
Closed-End Fund Advisors
Richmond,
Virginia
| $169M | – | – | 1.6% | – | 185 | – | 0 |
|
| 6785 |
6785
Henson-Edgewater Management
Avon,
Ohio
| $169M | – | – | 5.14% | – | 65 | – | 0 |
|
| 6786 |
6786
AdviceOne Advisory Services
Glastonbury,
Connecticut
| $169M | +$18.8M | +12% | 5.97% | – | 41 | 19.51% | 0.8 |
|
| 6787 |
6787
Bain Capital Public Equity
Boston,
Massachusetts
| $169M | +$11.3M | +7% | 2.36% | 169% | 28 | 89.29% | 0.4 |
|
| 6788 |
6788
Exit Wealth Advisors
Atlanta,
Georgia
| $169M | +$19.2M | +13% | 3.57% | – | 164 | 48.17% | 0.2 |
|
| 6789 |
AAA
6789
American Alpha Advisors
New York
| $169M | +$24.8M | +17% | 12.3% | – | 104 | 28.85% | 0.7 |
|
| 6790 |
6790
Old North State Trust
Greensboro,
North Carolina
| $169M | +$4.91M | +3% | 2.98% | – | 157 | 13.38% | 4.4 |
|
| 6791 |
6791
Greenhouse Wealth Management
Westport,
Connecticut
| $169M | +$2.57M | +2% | 2.85% | 87.2% | 63 | 7.94% | 3.6 |
|
| 6792 |
6792
Frazier Financial Advisors
Columbus,
Ohio
| $169M | +$5.99M | +4% | 1.68% | – | 719 | 21.42% | 1.5 |
|
| 6793 |
6793
Applied Capital LLC
Hollywood,
Florida
| $169M | +$6.65M | +4% | 2.94% | 78.3% | 94 | 12.77% | 2.2 |
|
| 6794 |
SCM
6794
Sunbeam Capital Management
Atlanta,
Georgia
| $169M | +$7.86M | +5% | 3.65% | – | 107 | 8.41% | 0.8 |
|
| 6795 |
6795
UHLMANN PRICE SECURITIES
Skokie,
Illinois
| $169M | +$5.19M | +3% | 2.49% | – | 206 | 10.19% | 1 |
|
| 6796 |
6796
Traction Financial Partners
Encampment,
Wyoming
| $169M | +$6.68M | +4% | 1.15% | – | 62 | 3.23% | 1.6 |
|
| 6797 |
6797
Carter Financial Group
Barrington,
Illinois
| $169M | +$3.03M | +2% | 0.97% | – | 134 | 23.13% | 1.3 |
|
| 6798 |
6798
AFG Fiduciary Services
Hingham,
Massachusetts
| $169M | -$5.09M | -3% | 2.08% | 72.4% | 96 | 12.5% | 2.2 |
|
| 6799 |
6799
Guerra Pan Advisors
Montclair,
New Jersey
| $169M | +$3.2M | +2% | 4.26% | 149% | 117 | 5.98% | 2.8 |
|
| 6800 |
6800
Prime Buchholz
Portsmouth,
New Hampshire
| $168M | -$13.5M | -7% | 2.59% | – | 20 | 0% | 1 |
|