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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 |
6851
Sterling Wealth Advisors
Plantation,
Florida
| $166M | +$8.98M | +6% | 2.27% | – | 20 | 0% | 0.9 |
|
| 6852 |
6852
Rockbridge Capital Management
Alexandria,
Virginia
| $166M | -$3.77M | -2% | 1.1% | – | 33 | 18.18% | 0.8 |
|
| 6853 |
6853
Kintayl Capital
New York
| $166M | +$3.39M | +2% | 4.62% | – | 66 | 77.27% | 0.2 |
|
| 6854 |
6854
Watchtower Advisors
Old Greenwich,
Connecticut
| $166M | -$48.8M | -23% | 6.27% | 384% | 18 | 50% | 1 |
|
| 6855 |
6855
Grant Private Wealth Management
Pleasanton,
California
| $166M | +$3.46M | +2% | 2.69% | – | 147 | 12.24% | 0.4 |
|
| 6856 |
6856
StoryOne LLC
Overland Park,
Kansas
| $165M | – | – | 2.7% | – | 68 | – | 0 |
|
| 6857 |
6857
Andina Capital Management
Lehi,
Utah
| $165M | -$11.6M | -7% | 0.83% | 38.9% | 162 | 17.9% | 1 |
|
| 6858 |
6858
Bravias Capital Group
Iselin,
New Jersey
| $165M | +$15.8M | +11% | 4.48% | – | 123 | 21.14% | 0.8 |
|
| 6859 |
AMAL
6859
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $165M | +$1.48M | +0.9% | 4.92% | 125% | 18 | 0% | 4.8 |
|
| 6860 |
6860
Arena Capital Advisors
Los Angeles,
California
| $165M | -$75.3M | -31% | 1.93% | 127% | 25 | 36% | 1.5 |
|
| 6861 |
6861
Tassel Capital Management
Matthews,
North Carolina
| $165M | +$9.01M | +6% | 2.24% | – | 38 | 13.16% | 0.8 |
|
| 6862 |
JCM
6862
JS Capital Management
New York
| $165M | -$6.41M | -4% | 3.74% | 52.4% | 1 | 0% | 6.5 |
|
| 6863 |
6863
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| $165M | +$2.03M | +1% | 6.04% | 117% | 41 | 14.63% | 3.1 |
|
| 6864 |
6864
Legacy Capital Wealth Management
The Woodlands,
Texas
| $165M | – | – | 2.81% | – | 65 | – | 0.6 |
|
| 6865 |
6865
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
| $165M | +$8.5M | +5% | 5.26% | – | 133 | 11.28% | 0.8 |
|
| 6866 |
6866
Addis & Hill
Wayne,
Pennsylvania
| $165M | +$1.05M | +0.6% | 1.69% | 65.1% | 27 | 0% | 1.8 |
|
| 6867 |
FSBI
6867
Fearless Solutions (Best Invest)
San Antonio,
Texas
| $165M | +$9.12M | +6% | 2.52% | – | 124 | 9.68% | 0.8 |
|
| 6868 |
6868
Oceanside Advisors
Mount Pleasant,
South Carolina
| $165M | +$4.95M | +3% | 2.8% | 52.4% | 51 | 7.84% | 1.7 |
|
| 6869 |
SMP
6869
Santa Monica Partners
Palm Beach Gardens,
Florida
| $165M | -$5.52M | -3% | 1.07% | 102% | 13 | 0% | 5.8 |
|
| 6870 |
6870
Sovereign's Capital Management
Atlanta,
Georgia
| $165M | -$19.4M | -11% | 0.42% | – | 82 | 9.76% | 0.9 |
|
| 6871 |
MIM
6871
Meixler Investment Management
Show Low,
Arizona
| $165M | +$1.63M | +1% | 1.34% | 60.8% | 115 | 26.09% | 1.9 |
|
| 6872 |
6872
United Financial Planning Group
Hauppauge,
New York
| $165M | +$5.98M | +4% | 2.43% | – | 515 | 63.69% | 0.1 |
|
| 6873 |
6873
Catalina Capital Group
Torrance,
California
| $165M | +$944K | +0.6% | 1.93% | – | 178 | 16.85% | 1.5 |
|
| 6874 |
6874
Marcho Partners
London,
United Kingdom
| $165M | -$97.6M | -37% | 7.47% | 115% | 9 | 22.22% | 2.8 |
|
| 6875 |
6875
GraniteShares Advisors
New York
| $165M | -$8.13M | -5% | 0.13% | 88.4% | 117 | 45.3% | 1.5 |
|