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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4451 |
4451
Cavalier Investments
Alpharetta,
Georgia
| $299M | -$26.7M | -8% | 5.06% | 171% | 94 | 31.91% | 1.6 |
|
| 4452 |
4452
Great Oak Capital Partners
South Easton,
Massachusetts
| $299M | +$10M | +3% | 2.87% | – | 34 | 5.88% | 0.9 |
|
| 4453 |
4453
Voisard Asset Management Group
Grand Rapids,
Michigan
| $299M | +$59.1M | +25% | 1.4% | 50.5% | 717 | 88.84% | 0.8 |
|
| 4454 |
4454
Wood Tarver Financial Group
Boise,
Idaho
| $299M | – | – | 0.08% | – | 794 | – | 0 |
|
| 4455 |
4455
Donoghue Forlines
Boston,
Massachusetts
| $299M | -$51.8M | -15% | 5.67% | 229% | 290 | 87.93% | 0.7 |
|
| 4456 |
4456
Strategic Investment Solutions
Orland Park,
Illinois
| $299M | -$34.8M | -10% | 0.67% | – | 744 | 16.8% | 1.1 |
|
| 4457 |
PCR
4457
Potrero Capital Research
San Francisco,
California
| $299M | -$17.4M | -6% | 10.4% | 226% | 39 | 41.03% | 0.9 |
|
| 4458 |
4458
Logan Stone Capital
Chicago,
Illinois
| $299M | -$108M | -27% | 8.38% | 43.9% | 162 | 50% | 1 |
|
| 4459 |
4459
Investment Advisory Group
Hanover,
Massachusetts
| $299M | +$10.4M | +4% | 0.76% | 61.6% | 173 | 5.78% | 2.1 |
|
| 4460 |
4460
EVR Research
Richmond,
Virginia
| $299M | -$102M | -26% | 30% | 165% | 48 | 50% | 0.7 |
|
| 4461 |
4461
Pathway Financial Advisers
Auburn,
Indiana
| $299M | +$77.6M | +35% | 0.39% | 88.2% | 447 | 9.62% | 1.7 |
|
| 4462 |
4462
Atwater Malick
Lancaster,
Pennsylvania
| $298M | -$12.2M | -4% | 0.54% | 83.4% | 79 | 11.39% | 3.3 |
|
| 4463 |
4463
McElhenny Sheffield Capital Management
Dallas,
Texas
| $298M | -$6.52M | -2% | 0.35% | 86.3% | 117 | 26.5% | 1.9 |
|
| 4464 |
4464
FC Advisory
West Chester,
Pennsylvania
| $298M | +$996K | +0.3% | 0.72% | 46.6% | 109 | 9.17% | 4.7 |
|
| 4465 |
4465
Iron Horse Wealth Management
Johston,
Iowa
| $298M | +$5.44M | +2% | 2.03% | 29.1% | 526 | 6.84% | 1.9 |
|
| 4466 |
4466
Generali Powszechne Towarzystwo Emerytalne
Warsaw,
Poland
| $298M | +$216K | +0.1% | 13.4% | 175% | 26 | 3.85% | 1.9 |
|
| 4467 |
4467
Stone Summit Wealth
Miami,
Florida
| $298M | -$12M | -4% | 0.56% | 67% | 141 | 2.13% | 2.5 |
|
| 4468 |
4468
DG Capital Management
New York
| $298M | +$77.4M | +35% | 3.81% | 76.7% | 30 | 66.67% | 1.1 |
|
| 4469 |
4469
AllGen Financial Advisors
Orlando,
Florida
| $298M | -$10.3M | -3% | 2.55% | 39.7% | 44 | 25% | 2 |
|
| 4470 |
FP
4470
Financial Perspectives
Minneapolis,
Minnesota
| $298M | +$9.25M | +3% | 2.4% | 104% | 738 | 8.4% | 3.7 |
|
| 4471 |
SL
4471
SOF Ltd
George Town,
Cayman Islands
| $298M | +$24.3M | +9% | 8.87% | 42.3% | 1 | 0% | 8 |
|
| 4472 |
4472
Darwin Wealth Management
Tampa,
Florida
| $298M | -$66.9M | -18% | 0.42% | 56.8% | 706 | 17.99% | 0.6 |
|
| 4473 |
4473
One Charles Private Wealth Services
Hingham,
Massachusetts
| $297M | +$34.4M | +13% | 9.97% | 99.7% | 163 | 10.43% | 2.3 |
|
| 4474 |
4474
Warther Private Wealth
Akron,
Ohio
| $297M | +$11.7M | +4% | 4.35% | 94.1% | 90 | 11.11% | 1.2 |
|
| 4475 |
4475
Acima Private Wealth
Richmond,
Virginia
| $297M | -$1.29M | -0.4% | 1.85% | 51.1% | 184 | 0% | 5 |
|