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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
Albert D. Mason Inc
Boston,
Massachusetts
| $154M | +$15.4M | +11% | 7% | 83.4% | 147 | 5.44% | 6.1 |
|
| 6802 |
6802
Bay Capital Advisors
Virginia Beach,
Virginia
| $154M | +$22.4M | +17% | 7.96% | – | 115 | 6.96% | 0.7 |
|
| 6803 |
6803
Fingerlakes Wealth Management
Ithaca,
New York
| $153M | +$19.3M | +14% | 9.21% | 80.2% | 101 | 11.88% | 2.8 |
|
| 6804 |
6804
Adams Street Partners
Chicago,
Illinois
| $153M | +$11.2M | +8% | 33% | 399% | 7 | 42.86% | 3.7 |
|
| 6805 |
6805
Code Waechter
Tampa,
Florida
| $153M | +$12.7M | +9% | 6.74% | – | 119 | 12.61% | 0.7 |
|
| 6806 |
6806
Cox Capital Management
Andover,
Massachusetts
| $153M | +$6.45M | +4% | 11.1% | 106% | 67 | 16.42% | 3.2 |
|
| 6807 |
6807
Vannoy Advisory Group
Austin,
Texas
| $153M | +$8.37M | +6% | 6% | 52.5% | 29 | 6.9% | 1.6 |
|
| 6808 |
6808
U.S. Wealth Group
Woodbury,
New York
| $153M | +$24.8M | +19% | 9.58% | – | 41 | 0% | 0.7 |
|
| 6809 |
6809
Susquehanna Capital Management
Bala Cynwyd,
Pennsylvania
| $153M | -$20.2M | -12% | 11.7% | 40.8% | 1 | 0% | 3.8 |
|
| 6810 |
6810
Waterfront Capital Partners
New York
| $153M | -$255M | -63% | 7.25% | 88.3% | 38 | 63.16% | 0.6 |
|
| 6811 |
6811
Rochester Wealth Strategies
Rochester,
Michigan
| $153M | +$13.4M | +10% | 6.13% | – | 23 | 4.35% | 0.5 |
|
| 6812 |
6812
Bluegrass Capital Partners
Palm Beach,
Florida
| $153M | +$8.53M | +6% | 1.7% | 60.1% | 11 | 9.09% | 3 |
|
| 6813 |
VFS
6813
Valpey Financial Services
Concord,
New Hampshire
| $153M | +$8.18M | +6% | 5.13% | – | 72 | 6.94% | 0.2 |
|
| 6814 |
6814
Mittelman Wealth Management
Andover,
Massachusetts
| $153M | +$34.3M | +29% | 6.64% | – | 42 | 11.9% | 1 |
|
| 6815 |
AIFAIM
6815
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| $153M | +$11.3M | +8% | 8.21% | 72.8% | 151 | 5.96% | 3.3 |
|
| 6816 |
6816
Fairtree Asset Management
Bellville, Cape Town,
South Africa
| $153M | +$20M | +15% | 8.18% | – | 100 | 13% | 0.6 |
|
| 6817 |
6817
JCP Investment Management
Houston,
Texas
| $153M | -$20.7M | -12% | 14.9% | 94.7% | 28 | 64.29% | 0.9 |
|
| 6818 |
DIS
6818
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $153M | +$4.68M | +3% | 5.07% | 93.8% | 52 | 5.77% | 5.2 |
|
| 6819 |
6819
Cedar Point Capital Partners
Cedar Rapids,
Iowa
| $153M | +$10.7M | +8% | 6.6% | 55.4% | 69 | 8.7% | 1.4 |
|
| 6820 |
6820
Caldwell Investment Management
Toronto,
Ontario, Canada
| $152M | +$36.9M | +32% | 13.4% | 162% | 32 | 56.25% | 1.2 |
|
| 6821 |
6821
Lummis Asset Management
Fort Worth,
Texas
| $152M | -$596K | -0.4% | 9.64% | – | 166 | 9.64% | 1.5 |
|
| 6822 |
6822
Financially Speaking
Greenwood Village,
Colorado
| $152M | +$265K | +0.2% | 13% | – | 183 | 18.58% | 0.4 |
|
| 6823 |
6823
EQ Wealth Advisors
Dallas,
Texas
| $152M | +$5.46M | +4% | 4.59% | – | 251 | 80.48% | 0.7 |
|
| 6824 |
6824
Retirement Wealth Solutions
Marshfield,
Wisconsin
| $152M | +$15.2M | +11% | 6.41% | – | 865 | 53.99% | 0.4 |
|
| 6825 |
6825
Fidato Wealth
Middleburg Heights,
Ohio
| $152M | +$12.2M | +9% | 5.92% | 61.1% | 15 | 26.67% | 1.9 |
|