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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6901 |
6901
Investment Partners Asset Management
Metuchen,
New Jersey
| $180M | +$17.9M | +11% | 14.6% | 86.1% | 177 | 10.17% | 1.9 |
|
| 6902 |
6902
Haveli Investment Management
Austin,
Texas
| $180M | +$161M | +875% | 19.1% | – | 4 | 75% | 0.1 |
|
| 6903 |
6903
Stillwater Wealth Management Group
Juno Beach,
Florida
| $180M | $0 | 0% | 10.3% | – | 73 | 0% | 1.2 |
|
| 6904 |
6904
URS Advisory
Jupiter,
Florida
| $180M | +$42.9M | +31% | 16.9% | – | 61 | 16.39% | 0.4 |
|
| 6905 |
6905
Cox Capital Management
Andover,
Massachusetts
| $180M | +$29.1M | +19% | 22.4% | 106% | 83 | 14.46% | 2.8 |
|
| 6906 |
6906
Watchtower Advisors
Old Greenwich,
Connecticut
| $180M | +$38.6M | +27% | 46.6% | 384% | 14 | 35.71% | 0.6 |
|
| 6907 |
6907
IMG Wealth Management
Jacksonville,
Florida
| $180M | +$22.6M | +14% | 11.6% | – | 632 | 23.1% | 0.9 |
|
| 6908 |
BRWM
6908
Blue Rock Wealth Management
Winston-Salem,
North Carolina
| $179M | +$22.3M | +14% | 16.5% | – | 119 | 19.33% | 1.1 |
|
| 6909 |
6909
Gould Capital
Tacoma,
Washington
| $179M | +$14.2M | +9% | 9.58% | 60.1% | 221 | 9.5% | 3 |
|
| 6910 |
6910
Guerra Pan Advisors
Montclair,
New Jersey
| $179M | +$17.5M | +11% | 26.2% | 149% | 128 | 13.28% | 3.1 |
|
| 6911 |
6911
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| $179M | +$19.5M | +12% | 12.1% | 64.5% | 142 | 16.2% | 2.1 |
|
| 6912 |
6912
Sanchez Gaunt Capital Management
Reno,
Nevada
| $179M | +$18.9M | +12% | 15.3% | – | 201 | 14.43% | 0.2 |
|
| 6913 |
6913
Vista Finance
Clayton,
Missouri
| $179M | +$53M | +42% | 7.18% | 50.7% | 80 | 45% | 1 |
|
| 6914 |
6914
Langdon Equity Partners
Toronto,
| $179M | +$45.3M | +34% | 10.7% | – | 13 | 46.15% | 0.4 |
|
| 6915 |
6915
Thryve Wealth Management
Irving,
Texas
| $179M | +$29.2M | +20% | 19.7% | – | 47 | 27.66% | 0.4 |
|
| 6916 |
6916
Rareview Capital
Las Vegas,
Nevada
| $179M | +$8.27M | +5% | 9.09% | – | 55 | 12.73% | 1.2 |
|
| 6917 |
6917
Immersion
Aventura,
Florida
| $179M | +$34M | +24% | 36.3% | – | 10 | 40% | 1 |
|
| 6918 |
6918
DecisionMap Wealth Management
Great Falls,
Virginia
| $179M | +$24.1M | +16% | 13% | – | 150 | 17.33% | 1.1 |
|
| 6919 |
KSCM
6919
Kamunting Street Capital Management
Miami Beach,
Florida
| $179M | -$4.41M | -2% | 5.4% | 7.47% | 32 | 34.38% | 1.2 |
|
| 6920 |
PWP
6920
Pursue Wealth Partners
Clayton,
California
| $179M | +$11.2M | +7% | 22.8% | 108% | 114 | 31.58% | 2.4 |
|
| 6921 |
6921
Rolek Wealth Management
Berwyn,
Pennsylvania
| $179M | +$39.2M | +28% | 20.6% | – | 23 | 4.35% | 1 |
|
| 6922 |
6922
Reyes Financial Architecture
San Diego,
California
| $179M | +$56.2M | +46% | 11.8% | – | 380 | 25% | 1 |
|
| 6923 |
6923
Salvus Wealth Management
Red Bank,
New Jersey
| $178M | +$6.52M | +4% | 20.1% | 108% | 134 | 12.69% | 3.2 |
|
| 6924 |
CIG
6924
Cascade Investment Group
Colorado Springs,
Colorado
| $178M | +$26.4M | +17% | 17.6% | 93.2% | 164 | 15.24% | 2.3 |
|
| 6925 |
6925
Gallacher Capital Management
Lone Tree,
Colorado
| $178M | -$82.5M | -32% | 15.4% | 70.7% | 364 | 46.15% | 1.8 |
|