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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
AdviceOne Advisory Services
Glastonbury,
Connecticut
| $165M | -$3.96M | -2% | 2.69% | – | 41 | 4.88% | 1 |
|
| 6802 |
6802
Optivise Advisory Services
Franklin,
Tennessee
| $165M | -$8.3M | -5% | 1.38% | – | 219 | 25.57% | 1.1 |
|
| 6803 |
6803
Grand Alliance Asset Management
Central,
Hong Kong
| $165M | +$27.8M | +20% | 49.1% | – | 15 | 40% | 0.5 |
|
| 6804 |
6804
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| $165M | +$1.5M | +0.9% | 0.5% | 59.7% | 69 | 5.8% | 2.8 |
|
| 6805 |
6805
Charter Oak Advisors
New York City,
New York
| $165M | +$46M | +39% | 17.1% | – | 14 | 14.29% | 1 |
|
| 6806 |
6806
Taylor Financial Group
Roanoke,
Virginia
| $165M | -$5.18M | -3% | 1.95% | 79% | 103 | 4.85% | 2 |
|
| 6807 |
6807
Rochester Wealth Strategies
Rochester,
Michigan
| $165M | +$5.69M | +4% | 0.32% | – | 24 | 0% | 0.9 |
|
| 6808 |
6808
Buckland Partners Management Co
Harrison,
New York
| $165M | -$15.5M | -9% | 0.18% | – | 111 | 24.32% | 0.2 |
|
| 6809 |
6809
Capital & Planning LLC
Jonesboro,
Georgia
| $165M | +$143M | +663% | 4.34% | – | 172 | 94.77% | 0.1 |
|
| 6810 |
6810
Occam Crest Management
Darien,
Connecticut
| $165M | +$20.7M | +14% | 3.76% | – | 38 | 36.84% | 0.3 |
|
| 6811 |
6811
Sugar Maple Asset Management
Sister Bay,
Wisconsin
| $165M | +$16M | +11% | 0.22% | – | 98 | 28.57% | 1.1 |
|
| 6812 |
6812
Bitterroot Capital Advisors
Bozeman,
Montana
| $165M | +$18.7M | +13% | 1.28% | – | 61 | 18.03% | 0.2 |
|
| 6813 |
6813
Sender Company & Partners
New York
| $165M | -$49.9M | -23% | 0.28% | 69.8% | 132 | 82.58% | 0.3 |
|
| 6814 |
6814
Addis & Hill
Wayne,
Pennsylvania
| $164M | -$618K | -0.4% | 0.59% | 65.1% | 27 | 0% | 2 |
|
| 6815 |
6815
General Partner Inc
Pittsburgh,
Pennsylvania
| $164M | -$12.2M | -7% | 1.76% | 83.1% | 169 | 2.37% | 2.7 |
|
| 6816 |
CCM
6816
Clutterbuck Capital Management
Cleveland,
Ohio
| $164M | +$44.2M | +37% | 4.29% | – | 9 | 55.56% | 0.2 |
|
| 6817 |
6817
Newport Capital Group
Red Bank,
New Jersey
| $164M | +$464K | +0.3% | 1.3% | – | 75 | 8% | 1.9 |
|
| 6818 |
PVAMC
6818
PPS&V Asset Management Consultants
Portage,
Michigan
| $164M | -$8.48M | -5% | 2.79% | 80.7% | 42 | 4.76% | 2.8 |
|
| 6819 |
6819
Prospect Financial Services
Melville,
New York
| $164M | -$10.3M | -6% | 4.27% | – | 109 | 9.17% | 1.6 |
|
| 6820 |
6820
VMS Asset Management
Hong Kong,
| $164M | -$95.8M | -37% | 29.5% | – | 54 | 79.63% | 0.1 |
|
| 6821 |
6821
Chico Wealth RIA
Chico,
California
| $164M | +$10.2M | +7% | 1.98% | 74.7% | 40 | 25% | 2.2 |
|
| 6822 |
6822
Alamar Capital Management
Santa Barbara,
California
| $164M | -$17.6M | -10% | 4.86% | – | 92 | 15.22% | 2.4 |
|
| 6823 |
6823
Papamarkou Wellner Asset Management
New York
| $164M | -$2.72M | -2% | 2.74% | – | 94 | 17.02% | 0.9 |
|
| 6824 |
6824
Gridiron Partners
Wexford,
Pennsylvania
| $164M | -$11.9M | -7% | 1.78% | 15.5% | 60 | 23.33% | 2.2 |
|
| 6825 |
6825
Longview Financial Advisors
Huntsville,
Alabama
| $164M | +$16.5M | +11% | 5.72% | 47.4% | 163 | 71.17% | 0.5 |
|