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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7526 |
7526
Ahara Advisors
Jersey City,
New Jersey
| $148M | +$28.3M | +24% | 22.4% | – | 56 | 7.14% | 0.4 |
|
| 7527 |
7527
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
| $148M | +$12.5M | +9% | 20.5% | – | 238 | 25.21% | 1 |
|
| 7528 |
7528
Navi International
Sao Paulo,
Brazil
| $148M | -$74.4M | -33% | 7.42% | – | 18 | 55.56% | 0.3 |
|
| 7529 |
7529
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
| $148M | +$25.1M | +20% | 10.1% | – | 116 | 9.48% | 1.4 |
|
| 7530 |
7530
Alcosta Capital Management
San Ramon,
California
| $148M | +$16.6M | +13% | 22.3% | 175% | 23 | 4.35% | 2.7 |
|
| 7531 |
7531
RF&L Wealth Management
Acton,
Massachusetts
| $148M | +$14.2M | +11% | 12% | 73.8% | 54 | 11.11% | 3.1 |
|
| 7532 |
LC
7532
Lawood & Co
Williamsport,
Pennsylvania
| $148M | +$39.9M | +37% | 19% | – | 99 | 13.13% | 0.5 |
|
| 7533 |
BM
7533
Bislett Management
Palo Alto,
California
| $148M | +$18M | +14% | 18.6% | 19.8% | 18 | 0% | 6.2 |
|
| 7534 |
7534
Vanguard Capital Wealth Advisors
Denver,
Colorado
| $148M | +$39.5M | +37% | 48.7% | 234% | 152 | 34.21% | 3.2 |
|
| 7535 |
7535
LiftPoint Family Wealth Advisors
Far Hills,
New Jersey
| $148M | +$26.8M | +22% | 15.6% | – | 71 | 23.94% | 0.4 |
|
| 7536 |
7536
Tepp RIA
Westfield,
New Jersey
| $147M | +$19.8M | +16% | 14.9% | – | 54 | 33.33% | 0.7 |
|
| 7537 |
7537
Dorato Capital Management
Denver,
Colorado
| $147M | +$12M | +9% | 16.1% | – | 259 | 3.86% | 0.5 |
|
| 7538 |
7538
Summit Financial Consulting
Sterling Heights,
Michigan
| $147M | +$7.71M | +6% | 10.7% | – | 51 | 23.53% | 0.8 |
|
| 7539 |
7539
Red Tree Management
Redwood City,
California
| $147M | +$35.5M | +32% | 35% | – | 3 | 0% | 1.5 |
|
| 7540 |
7540
IDG China Venture Capital Fund IV Associates
Hong Kong
| $147M | -$72M | -33% | 23.5% | 59.2% | 4 | 0% | 4.3 |
|
| 7541 |
7541
Coquina Private Wealth LLC
Port Charlotte,
Florida
| $147M | +$22.9M | +18% | 19.4% | – | 104 | 10.58% | 0.4 |
|
| 7542 |
7542
Castlefield Investment Partners
Manchester,
| $147M | +$16.5M | +13% | 22.7% | – | 36 | 5.56% | 0.5 |
|
| 7543 |
7543
Sincerus Advisory
New York
| $147M | +$15.3M | +12% | 12% | – | 82 | 8.54% | 1.2 |
|
| 7544 |
7544
Cygnus Capital Advisors
Atlanta,
Georgia
| $147M | +$915K | +0.6% | 14.2% | – | 126 | 53.17% | 0.3 |
|
| 7545 |
7545
Madson Wealth Advisors
Santa Rosa,
California
| $147M | +$26.9M | +22% | 15.6% | – | 100 | 19% | 0.2 |
|
| 7546 |
7546
Diamant Asset Management
Ridgefield,
Connecticut
| $147M | +$9.9M | +7% | 10% | 66.9% | 85 | 15.29% | 5.4 |
|
| 7547 |
7547
Winnow Wealth
Waco,
Texas
| $147M | +$17.4M | +13% | 14.8% | – | 138 | 11.59% | 0.7 |
|
| 7548 |
7548
Koa Wealth Management
Encinitas,
California
| $147M | +$8.74M | +6% | 6.82% | 74.8% | 60 | 16.67% | 1.8 |
|
| 7549 |
7549
Saber Capital Management
Fuquay Varina,
North Carolina
| $147M | +$12.4M | +9% | 17% | – | 40 | 20% | 1.1 |
|
| 7550 |
CCP
7550
Crocodile Capital Partners
Ursensollen,
Germany
| $147M | +$7.26M | +5% | 9.49% | 126% | 12 | 0% | 1.2 |
|