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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6801 |
6801
Byrne Asset Management
Kingston,
New Jersey
| $185M | +$14.4M | +8% | 24.3% | 126% | 638 | 18.97% | 1.7 |
|
| 6802 |
WPEP
6802
Walnut Private Equity Partners
Omaha,
Nebraska
| $185M | +$3.69M | +2% | 0.66% | 48% | 15 | 6.67% | 4.7 |
|
| 6803 |
6803
Compass Planning Associates
Greenfield,
Massachusetts
| $185M | +$28.6M | +18% | 6.92% | – | 36 | 25% | 1.1 |
|
| 6804 |
6804
Farrell Financial
Orchard Park,
New York
| $185M | +$17.5M | +10% | 10.3% | 57.8% | 84 | 10.71% | 1.8 |
|
| 6805 |
6805
Millstone Evans Group
Boulder,
Colorado
| $185M | +$18.2M | +11% | 14.1% | – | 916 | 10.81% | 1.2 |
|
| 6806 |
PWM
6806
Positano Wealth Management
Hong Kong,
| $185M | +$49.6M | +37% | 49.2% | – | 25 | 8% | 0.4 |
|
| 6807 |
6807
Silver Grove Financial Group
Orchard Park,
New York
| $185M | +$60.4M | +49% | 16.8% | – | 2,473 | 80.27% | 0.1 |
|
| 6808 |
6808
WealthTrust Asset Management
Destin,
Florida
| $185M | +$17.2M | +10% | 14.2% | 102% | 119 | 24.37% | 1.7 |
|
| 6809 |
6809
Tru Independence Asset Management 2
Portland,
Oregon
| $185M | +$22.1M | +14% | 10.4% | – | 103 | 26.21% | 2 |
|
| 6810 |
6810
Hibernia Wealth Partners
Baton Rouge,
Louisiana
| $185M | -$154M | -45% | 7.2% | 40.6% | 131 | 44.27% | 1.4 |
|
| 6811 |
6811
Income Research & Management
Boston,
Massachusetts
| $184M | +$15.9M | +9% | 0.1% | 1.19% | 31 | 19.35% | 1.4 |
|
| 6812 |
6812
Daner Wealth Management
Alpharetta,
Georgia
| $184M | +$14.3M | +8% | 13.2% | – | 96 | 8.33% | 1.1 |
|
| 6813 |
DQRIM
6813
Dale Q Rice Investment Management
Vancouver,
Washington
| $184M | +$52.5M | +40% | 56.1% | – | 75 | 18.67% | 1.3 |
|
| 6814 |
6814
Zynergy Retirement Planning
Red Bank,
New Jersey
| $184M | +$19.1M | +12% | 10% | – | 26 | 0% | 1.9 |
|
| 6815 |
SLG
6815
Sanchez Levi Garrett
| $184M | +$24.8M | +16% | 12.9% | – | 76 | 5.26% | 0.2 |
|
| 6816 |
6816
Sun Mountain Capital
Tortola,
| $184M | +$71M | +63% | 14.8% | – | 2 | 50% | 0.3 |
|
| 6817 |
6817
Tacita Capital
Toronto,
Ontario, Canada
| $184M | +$15.3M | +9% | 10.8% | 72.3% | 247 | 17% | 3.8 |
|
| 6818 |
EIM
6818
Ervin Investment Management
Seattle,
Washington
| $184M | +$13.3M | +8% | 10.8% | 92.9% | 50 | 12% | 3.1 |
|
| 6819 |
6819
Commerce Advisors
Memphis,
Tennessee
| $184M | +$65.1M | +55% | 11.3% | – | 137 | 18.25% | 0.2 |
|
| 6820 |
6820
Sterling Wealth Advisors
Plantation,
Florida
| $184M | +$8.63M | +5% | 9.8% | – | 20 | 0% | 1.4 |
|
| 6821 |
6821
Triavera Capital
Larkspur,
California
| $184M | +$16.5M | +10% | 10.8% | – | 17 | 17.65% | 1.3 |
|
| 6822 |
6822
BXM Wealth
Englewood,
Colorado
| $184M | +$53.9M | +41% | 22.2% | – | 171 | 28.07% | 0.9 |
|
| 6823 |
LCA
6823
Legend Capital Advisors
New York
| $184M | +$23.8M | +15% | 39% | – | 160 | 61.88% | 0.5 |
|
| 6824 |
6824
Northern Lights Advisors
Seattle,
Washington
| $184M | +$36.2M | +24% | 11.6% | – | 73 | 23.29% | 0.4 |
|
| 6825 |
6825
Menard Financial Group
Houston,
Texas
| $184M | +$40.6M | +28% | 28.3% | 141% | 95 | 29.47% | 2.4 |
|