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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6851 |
UAML
6851
US Asset Management LLC
Pittsburgh,
Pennsylvania
| $113M | +$2.47M | +2% | 6.7% | – | 130 | 16.92% | 2.8 |
|
| 6852 |
6852
Chiron Capital Management
Tallahassee,
Florida
| $113M | +$8.24M | +8% | 11.5% | – | 127 | 17.32% | 2 |
|
| 6853 |
6853
Alexander Randolph Advisory
Mclean,
Virginia
| $113M | +$6.22M | +6% | 4.51% | – | 53 | 1.89% | 0.7 |
|
| 6854 |
6854
HFG Advisors
Cincinatti,
Ohio
| $113M | +$5.8M | +5% | 5.98% | 69.7% | 101 | 11.88% | 1.9 |
|
| 6855 |
6855
SRN Advisors
Huntingdon Valley,
Pennsylvania
| $113M | -$7.39M | -6% | 7.5% | 146% | 95 | 5.26% | 2.2 |
|
| 6856 |
6856
Edge Financial Advisors
Wheaton,
Illinois
| $113M | +$16.2M | +17% | 7.14% | – | 102 | 23.53% | 0.4 |
|
| 6857 |
6857
Platt Investment Counsel
Lake Mary,
Florida
| $113M | +$8.67M | +8% | 5.86% | 62.9% | 10 | 0% | 2.6 |
|
| 6858 |
6858
Willner & Heller
Encino,
California
| $112M | +$7.87M | +8% | 5.77% | – | 159 | 13.84% | 1.9 |
|
| 6859 |
6859
AWH Capital
Dallas,
Texas
| $112M | +$15.1M | +16% | 15.6% | 183% | 26 | 23.08% | 2.7 |
|
| 6860 |
6860
Rip Road Capital Partners
Boston,
Massachusetts
| $112M | -$1.85M | -2% | 5.46% | 121% | 18 | 11.11% | 1.4 |
|
| 6861 |
6861
Life Planning Partners
Jacksonville,
Florida
| $112M | +$1.82M | +2% | 6.29% | – | 64 | 9.38% | 2.3 |
|
| 6862 |
AC
6862
Anson Capital
Tyrone,
Georgia
| $112M | +$10.6M | +10% | 5% | 50.5% | 72 | 12.5% | 1.5 |
|
| 6863 |
CM
6863
Crystalline Management
Montreal, Quebec,
Canada
| $112M | +$6.6M | +6% | 7.79% | – | 129 | 62.02% | 0.5 |
|
| 6864 |
6864
Kure Advisory
Plymouth,
Minnesota
| $112M | -$10.1M | -8% | 6.29% | – | 43 | 18.6% | 0.8 |
|
| 6865 |
6865
Lattice Capital Management
Kirkland,
Washington
| $111M | -$2.34B | -95% | 0.6% | 187% | 34 | 26.47% | 1.2 |
|
| 6866 |
6866
Black Cypress Capital Management
Ponte Vedra Beach,
Florida
| $111M | +$6.62M | +6% | 7.75% | – | 31 | 0% | 0.5 |
|
| 6867 |
6867
Alterna Wealth Management
Houston,
Texas
| $111M | -$2.75M | -2% | 3.76% | 52.9% | 116 | 22.41% | 2.1 |
|
| 6868 |
6868
Breach Inlet Capital Management
Mt. Pleasant,
South Carolina
| $111M | -$10.9M | -9% | 6.52% | – | 12 | 25% | 0.6 |
|
| 6869 |
6869
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| $111M | +$5.64M | +5% | 9.47% | 52.2% | 62 | 0% | 5.6 |
|
| 6870 |
6870
Arbor Wealth Advisors
Troy,
Michigan
| $111M | +$9.5M | +9% | 7.99% | 58.7% | 50 | 14% | 0.7 |
|
| 6871 |
6871
Orca Investment Management
Roseburg,
Oregon
| $111M | +$6.07M | +6% | 5.18% | 122% | 57 | 1.75% | 6.9 |
|
| 6872 |
6872
MeadowBrook Investment Advisors
Livonia,
Michigan
| $111M | +$5.22M | +5% | 6.5% | – | 350 | 9.71% | 0.7 |
|
| 6873 |
6873
Fairman Group
Chesterbrook,
Pennsylvania
| $111M | +$12.3M | +13% | 10.2% | 46.8% | 413 | 4.6% | 0.7 |
|
| 6874 |
6874
SVB Capital Management
Menlo Park,
California
| $111M | – | – | 20.7% | – | 7 | – | 0 |
|
| 6875 |
TCM
6875
Tao Capital Management
San Francisco,
California
| $110M | -$11.6M | -9% | 5.06% | 314% | 10 | 0% | 3.6 |
|