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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 |
CMS
6801
Capital Market Strategies
Palm Beach Gardens,
Florida
| $144M | -$6.01M | -4% | 17.5% | 120% | 153 | 15.69% | 1.9 |
|
| 6802 |
6802
Investment Partners Asset Management
Metuchen,
New Jersey
| $144M | +$16.3M | +13% | 9.43% | 86.1% | 157 | 7.01% | 1.3 |
|
| 6803 |
6803
Authentikos Wealth Advisory
Morgan Hill,
California
| $144M | +$15.8M | +12% | 5.02% | 43.5% | 70 | 37.14% | 0.6 |
|
| 6804 |
BRWM
6804
Blue Rock Wealth Management
Winston-Salem,
North Carolina
| $144M | +$25.7M | +22% | 10.9% | – | 106 | 12.26% | 0.4 |
|
| 6805 |
6805
Foundation Wealth Management (Missouri)
Clayton,
Missouri
| $144M | +$15.9M | +12% | 10% | 74.9% | 45 | 4.44% | 1.9 |
|
| 6806 |
CWA
6806
Clearview Wealth Advisors
Salem,
Oregon
| $144M | +$9.7M | +7% | 7.31% | 45.2% | 106 | 11.32% | 2.9 |
|
| 6807 |
6807
Widmann Financial Services
Bowie,
Maryland
| $143M | +$14.7M | +11% | 8.56% | 75.2% | 112 | 10.71% | 2.6 |
|
| 6808 |
6808
Renaissance Capital
Stamford,
Connecticut
| $143M | +$13.9M | +11% | 37.1% | 392% | 29 | 6.9% | 1.1 |
|
| 6809 |
6809
Wilson & Boucher Capital Management
Moraga,
California
| $143M | +$9.14M | +7% | 8% | 69.8% | 113 | 7.96% | 2.9 |
|
| 6810 |
6810
Chapman Investment Management
San Anselmo,
California
| $143M | +$9.34M | +7% | 10.1% | 44% | 29 | 3.45% | 3.7 |
|
| 6811 |
6811
Teca Partners
Austin,
Texas
| $143M | +$3.77M | +3% | 11% | 66% | 13 | 38.46% | 0.9 |
|
| 6812 |
CIG
6812
Cascade Investment Group
Colorado Springs,
Colorado
| $143M | +$13.2M | +10% | 8.89% | 93.2% | 145 | 11.72% | 1.9 |
|
| 6813 |
6813
Integrity Wealth Advisors
Ventura,
California
| $143M | +$6.63M | +5% | 5.13% | – | 70 | 22.86% | 0.4 |
|
| 6814 |
6814
Terra Nova Asset Management
New York
| $143M | +$16M | +13% | 18.4% | 172% | 91 | 8.79% | 3.3 |
|
| 6815 |
FSBI
6815
Fearless Solutions (Best Invest)
San Antonio,
Texas
| $143M | +$14.3M | +11% | 7.7% | – | 109 | 8.26% | 0.4 |
|
| 6816 |
6816
WESPAC Advisors
Orinda,
California
| $143M | +$20.3M | +17% | 9.13% | 112% | 203 | 40.39% | 1 |
|
| 6817 |
6817
Allen Wealth Management
Boone,
North Carolina
| $143M | -$2.27M | -2% | 0.61% | – | 62 | 6.45% | 1.3 |
|
| 6818 |
6818
Central Asset Investments & Management Holdings
Hong Kong
| $143M | +$83.7M | +141% | 36.6% | 3,210% | 51 | 37.25% | 1.1 |
|
| 6819 |
6819
Berry Wealth Group
Granbury,
Texas
| $143M | +$15.1M | +12% | 13% | – | 111 | 17.12% | 0.9 |
|
| 6820 |
6820
Andina Capital Management
Lehi,
Utah
| $143M | +$2.4M | +2% | 7.22% | 38.9% | 151 | 21.85% | 0.6 |
|
| 6821 |
6821
Repertoire Partners
New York
| $143M | -$84.2M | -37% | 14.5% | 37.5% | 19 | 73.68% | 0.5 |
|
| 6822 |
BCM
6822
Berbice Capital Management
Melville,
New York
| $143M | +$26.7M | +23% | 26.2% | – | 196 | 26.02% | 0.4 |
|
| 6823 |
6823
Doheny Asset Management
Los Angeles,
California
| $143M | +$15M | +12% | 18.2% | 135% | 68 | 5.88% | 5.9 |
|
| 6824 |
6824
Great Hill Partners
Boston,
Massachusetts
| $143M | +$53.3M | +60% | 59.7% | 24% | 1 | 0% | 3 |
|
| 6825 |
6825
Hurley Capital
New York
| $143M | +$10.7M | +8% | 7.46% | – | 555 | 24.32% | 0.5 |
|