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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 |
CIG
6851
Cascade Investment Group
Colorado Springs,
Colorado
| $151M | +$7.85M | +5% | 6.77% | 93.2% | 152 | 10.53% | 2 |
|
| 6852 |
SM
6852
Stonegate Management
Lake Forest,
Illinois
| $151M | – | – | 6.61% | – | 57 | – | 0 |
|
| 6853 |
6853
Live Oak Investment Partners
Austin,
Texas
| $151M | +$20.8M | +16% | 5.4% | – | 86 | 11.63% | 2.1 |
|
| 6854 |
6854
MSD Partners
New York
| $151M | -$21.2M | -12% | 11.2% | 3.5% | 7 | 0% | 2 |
|
| 6855 |
6855
LRT Capital Management
Austin,
Texas
| $151M | -$17.8M | -11% | 5.77% | 76.2% | 92 | 31.52% | 1.2 |
|
| 6856 |
6856
Toronado Partners
San Francisco,
California
| $151M | +$10M | +7% | 11.1% | 158% | 13 | 23.08% | 2.3 |
|
| 6857 |
6857
Integrity Investment Advisors
Fort Collins,
Colorado
| $151M | +$20.8M | +16% | 6.37% | – | 62 | 24.19% | 0.4 |
|
| 6858 |
6858
Meadow Creek Wealth Advisors
Atlanta,
Georgia
| $151M | +$2.54M | +2% | 6.58% | – | 152 | 16.45% | 3.1 |
|
| 6859 |
BCM
6859
Beaumont Capital Management
Boston,
Massachusetts
| $151M | +$4.46M | +3% | 4.36% | 45.4% | 55 | 32.73% | 1.2 |
|
| 6860 |
6860
Vista Finance
Clayton,
Missouri
| $151M | +$34.5M | +30% | 8.17% | 50.7% | 65 | 32.31% | 1 |
|
| 6861 |
PP
6861
Pingora Partners
Wilson,
Wyoming
| $151M | +$16.8M | +13% | 18.7% | – | 208 | 5.77% | 1.5 |
|
| 6862 |
6862
CNO Financial Group
Carmel,
Indiana
| $151M | -$11.2M | -7% | 0.82% | – | 10 | 20% | 2.1 |
|
| 6863 |
6863
Bridge Generations Wealth Management
South Miami,
Florida
| $151M | -$14.3M | -9% | 4.9% | – | 134 | 5.22% | 0.6 |
|
| 6864 |
6864
Certior Financial Group
King Of Prussia,
Pennsylvania
| $151M | +$16.4M | +12% | 5.73% | – | 141 | 19.15% | 0.6 |
|
| 6865 |
6865
Shepherd Wealth Management
Cincinnati,
Ohio
| $150M | +$3.55M | +2% | 13.5% | – | 55 | 34.55% | 0.5 |
|
| 6866 |
6866
AdviceOne Advisory Services
Glastonbury,
Connecticut
| $150M | +$14.9M | +11% | 11% | – | 36 | 13.89% | 0.6 |
|
| 6867 |
6867
Black Diamond Capital Management I
St. Thomas,
| $150M | – | – | 3.11% | – | 14 | – | 0 |
|
| 6868 |
6868
Mainstream Capital Management
Los Angeles,
California
| $150M | +$12.9M | +9% | 7.95% | – | 90 | 10% | 0.9 |
|
| 6869 |
6869
Ball & Co Wealth Management
Franklin,
Tennessee
| $150M | +$56.4M | +60% | 6.95% | – | 93 | 27.96% | 0.6 |
|
| 6870 |
6870
Astra Wealth Partners
Jersey City,
New Jersey
| $150M | +$19.8M | +15% | 7.5% | – | 102 | 20.59% | 0.5 |
|
| 6871 |
6871
Obsido Oy
Tampere,
| $150M | +$18.4M | +14% | 6.17% | – | 20 | 0% | 0.8 |
|
| 6872 |
C
6872
Croban
Fremont,
Ohio
| $150M | +$33M | +28% | 5.79% | – | 80 | 8.75% | 1.5 |
|
| 6873 |
6873
Cultivar Capital
Denton,
Texas
| $150M | +$11.6M | +8% | 9.08% | 38.3% | 42 | 11.9% | 1.2 |
|
| 6874 |
6874
Exit Wealth Advisors
Atlanta,
Georgia
| $150M | – | – | 14.1% | – | 124 | – | 0 |
|
| 6875 |
6875
Sentry Investment Management
Stevens Point,
Wisconsin
| $150M | -$31.5M | -17% | 10.1% | 103% | 544 | 11.58% | 5.2 |
|