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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6826 |
6826
Kestrel Investment Management
San Mateo,
California
| $184M | +$16.2M | +10% | 14% | 89.2% | 42 | 11.9% | 1.9 |
|
| 6827 |
RPGNY
6827
Retirement Planning Group (New York)
Malta,
New York
| $184M | +$28.4M | +18% | 15.6% | – | 111 | 18.02% | 1 |
|
| 6828 |
6828
LeConte Wealth Management
Maryville,
Tennessee
| $184M | +$28.8M | +19% | 20% | – | 188 | 23.94% | 0.7 |
|
| 6829 |
6829
Herbst Group
Westport,
Connecticut
| $183M | +$21.5M | +13% | 23% | 142% | 73 | 30.14% | 1.7 |
|
| 6830 |
6830
Millennium Capital Advisors
Little Rock,
Arkansas
| $183M | +$21M | +13% | 16.6% | 134% | 148 | 17.57% | 2.8 |
|
| 6831 |
6831
Alpha Wealth Funds
Park City,
Utah
| $183M | +$34.2M | +23% | 4.86% | – | 78 | 66.67% | 0.5 |
|
| 6832 |
BWM
6832
BCO Wealth Management
Carlsbad,
New Mexico
| $183M | +$16.9M | +10% | 8.43% | – | 46 | 10.87% | 1.2 |
|
| 6833 |
6833
McGuire Capital Advisors
Bethany,
Oklahoma
| $183M | +$27.1M | +17% | 31% | – | 994 | 21.03% | 0.4 |
|
| 6834 |
6834
Cascade Investment Advisors
Oregon City,
Oregon
| $183M | +$14.4M | +9% | 14.4% | 71.4% | 121 | 10.74% | 4.6 |
|
| 6835 |
6835
Caitlin John
Brighton,
Michigan
| $183M | +$16.5M | +10% | 15.3% | – | 1,074 | 19.83% | 0.8 |
|
| 6836 |
6836
Crew Capital Management
Cincinnati,
Ohio
| $183M | +$32.3M | +21% | 26.6% | 111% | 127 | 25.98% | 2.6 |
|
| 6837 |
OIM
6837
Opus Investment Management
Worcester,
Massachusetts
| $183M | +$15.4M | +9% | 7.28% | 52.8% | 32 | 9.38% | 9.6 |
|
| 6838 |
6838
BNB Wealth Management
Silver Spring,
Maryland
| $183M | +$27.2M | +17% | 24.2% | – | 100 | 16% | 0.4 |
|
| 6839 |
6839
Tevis Investment Management
Plano,
Texas
| $183M | +$7.18M | +4% | 7.8% | 58.7% | 110 | 15.45% | 2.5 |
|
| 6840 |
6840
Cannon Wealth Management Services
Winston Salem,
North Carolina
| $183M | +$34.9M | +24% | 11.6% | – | 101 | 17.82% | 1.3 |
|
| 6841 |
6841
TB Capital Gestao de Recursos
Rio De Janeiro,
| $183M | +$19.2M | +12% | 2.61% | – | 21 | 28.57% | 0.7 |
|
| 6842 |
6842
XP Advisory US
Miami,
Florida
| $183M | – | – | 15.9% | – | 81 | – | 0 |
|
| 6843 |
6843
Dougherty Wealth Advisers
Wayzata,
Minnesota
| $183M | +$24.9M | +16% | 13.7% | 67.5% | 115 | 12.17% | 4.8 |
|
| 6844 |
6844
Certior Financial Group
King Of Prussia,
Pennsylvania
| $183M | +$25.5M | +16% | 9.89% | – | 156 | 23.08% | 1 |
|
| 6845 |
6845
BluePath Capital Management
Atlanta,
Georgia
| $182M | +$37.6M | +26% | 30.4% | 106% | 129 | 15.5% | 1.3 |
|
| 6846 |
6846
Members Wealth
Media,
Pennsylvania
| $182M | +$15M | +9% | 10.5% | – | 126 | 15.08% | 1.4 |
|
| 6847 |
DRC
6847
Darwins River Capital
New York
| $182M | -$4.46M | -2% | 3.67% | – | 55 | 83.64% | 0.1 |
|
| 6848 |
6848
Sterling Investment Management
Tucson,
Arizona
| $182M | +$15.6M | +9% | 2.23% | 45.3% | 72 | 18.06% | 3.9 |
|
| 6849 |
6849
Lakewood Asset Management
Naperville,
Illinois
| $182M | +$25.8M | +17% | 10% | 69.3% | 111 | 7.21% | 2.8 |
|
| 6850 |
TA
6850
TPG Advisors
Northfield,
Illinois
| $182M | +$21.8M | +14% | 10.1% | – | 117 | 8.55% | 1.5 |
|