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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7301 |
7301
Tide Cove Capital Partners
San Diego,
California
| $145M | +$14.9M | +11% | 0.96% | – | 13 | 23.08% | 0.8 |
|
| 7302 |
7302
Bank of Marin
Novato,
California
| $145M | +$3.05M | +2% | 3.35% | 80.3% | 135 | 7.41% | 2.7 |
|
| 7303 |
7303
Exchange Bank
Santa Rosa,
California
| $145M | +$499K | +0.3% | 3.47% | 75.2% | 126 | 5.56% | 2.1 |
|
| 7304 |
7304
HC Advisors
Sandy Springs,
Georgia
| $145M | +$2.21M | +2% | 2.66% | 63.5% | 62 | 4.84% | 3.4 |
|
| 7305 |
7305
Amara Financial
San Francisco,
California
| $144M | +$8.62M | +6% | 2.66% | – | 48 | 6.25% | 1.1 |
|
| 7306 |
7306
Compass Planning Associates
Greenfield,
Massachusetts
| $144M | +$35.3M | +32% | 1.25% | – | 31 | 9.68% | 0.9 |
|
| 7307 |
BAWM
7307
Bennett Associates Wealth Management
Butler,
Pennsylvania
| $144M | +$6.52M | +5% | 1.4% | 51% | 62 | 32.26% | 1 |
|
| 7308 |
7308
Ridgeline Wealth
Mesa,
Arizona
| $144M | +$8.72M | +6% | 2.96% | – | 54 | 9.26% | 0.8 |
|
| 7309 |
7309
Impact Investors
San Francisco,
California
| $144M | -$7.68M | -5% | 1.06% | – | 103 | 9.71% | 0.9 |
|
| 7310 |
7310
Cornerstone Select Advisors
St. Louis,
Missouri
| $144M | +$8.12M | +6% | 5.56% | – | 124 | 16.94% | 0.8 |
|
| 7311 |
7311
Teton Advisors
Rye,
New York
| $144M | -$18M | -11% | 2.2% | 139% | 164 | 8.54% | 9.3 |
|
| 7312 |
7312
Cornerstone Wealth Partners
Okemos,
Michigan
| $144M | – | – | 2.38% | – | 17 | – | 0 |
|
| 7313 |
7313
Cathy Pareto & Associates
Coral Gables,
Florida
| $144M | +$11.5M | +9% | 3.22% | – | 94 | 6.38% | 0.9 |
|
| 7314 |
7314
Campion Asset Management
Falls Church,
Virginia
| $144M | +$3.18M | +2% | 2.37% | 70.2% | 83 | 3.61% | 4.1 |
|
| 7315 |
7315
Occam Crest Management
Darien,
Connecticut
| $144M | -$20.4M | -12% | 11.4% | – | 34 | 26.47% | 0.2 |
|
| 7316 |
7316
FSA Advisors
Troy,
Michigan
| $144M | +$17.6M | +14% | 1.31% | – | 245 | 55.51% | 0.7 |
|
| 7317 |
7317
Shepherd Wealth Management
Cincinnati,
Ohio
| $144M | -$6.64M | -4% | 0.82% | – | 49 | 24.49% | 0.6 |
|
| 7318 |
7318
Dahring Cusmano
Novi,
Michigan
| $144M | +$5.36M | +4% | 1.59% | – | 53 | 7.55% | 0.9 |
|
| 7319 |
7319
Brickwood Asset Management
London,
United Kingdom
| $144M | +$940K | +0.7% | 5.37% | – | 11 | 45.45% | 0.4 |
|
| 7320 |
7320
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $144M | -$2.12M | -1% | 0.06% | 44.2% | 167 | 51.5% | 1.4 |
|
| 7321 |
7321
Aspire Growth Partners
Miromar Lakes,
Florida
| $144M | +$6.79M | +5% | 3.68% | – | 126 | 8.73% | 0.9 |
|
| 7322 |
SWM
7322
SpringVest Wealth Management
Dallas,
Texas
| $144M | +$7.51M | +6% | 1.23% | – | 73 | 10.96% | 0.8 |
|
| 7323 |
7323
Masterton Capital Management
New York
| $143M | -$39M | -21% | 2.88% | 1.94% | 25 | 28% | 1 |
|
| 7324 |
7324
Opinicus Capital
Tampa,
Florida
| $143M | -$931K | -0.6% | 3.94% | 129% | 115 | 16.52% | 1.5 |
|
| 7325 |
PAYA
7325
Phil A. Younker & Associates
Fairbanks,
Alaska
| $143M | +$12.9M | +10% | 0.87% | – | 38 | 18.42% | 0.7 |
|