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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
5601
Motive Wealth Advisors
Birmingham,
Michigan
| $146M | -$20.1M | -12% | 6.31% | 73.4% | 88 | 22.73% | 0.6 |
|
| 5602 |
5602
Goodwin Investment Advisory
Woodstock,
Georgia
| $146M | +$12.2M | +9% | 5.54% | 60.8% | 239 | 37.24% | 0.6 |
|
| 5603 |
SFMG
5603
Sage Financial Management Group
Mclean,
Virginia
| $146M | -$4.19M | -3% | 5.67% | 47.3% | 31 | 6.45% | 0.4 |
|
| 5604 |
EGVF
5604
ESA Global Value Fund
Grand Cayman,
Cayman Islands
| $146M | -$8.22M | -5% | 5% | – | 5 | 20% | 1.3 |
|
| 5605 |
5605
Costello Asset Management
Feasterville,
Pennsylvania
| $146M | -$18M | -11% | 1.64% | 65.9% | 269 | 20.07% | 1.5 |
|
| 5606 |
5606
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $146M | -$15M | -9% | 9.87% | 7.8% | 291 | 25.43% | 0.5 |
|
| 5607 |
5607
Anabranch Capital Management
Stamford,
Connecticut
| $146M | -$30.8M | -17% | 16.3% | 139% | 7 | 0% | 1 |
|
| 5608 |
FP
5608
Factorial Partners
Mt. Kisco,
New York
| $146M | -$5.58M | -4% | 5.14% | 88.7% | 100 | 17% | 2.2 |
|
| 5609 |
5609
Financial Guidance Group
Palm Harbor,
Florida
| $145M | – | – | 4.01% | 58.7% | 41 | – | 0 |
|
| 5610 |
5610
Strategic Value Bank Partners
Cleveland,
Ohio
| $145M | +$34.9M | +32% | 1.16% | 98.1% | 22 | 36.36% | 0.2 |
|
| 5611 |
5611
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $145M | -$12.3M | -8% | 3.42% | 58.8% | 184 | 8.15% | 2.4 |
|
| 5612 |
5612
Rizvi Traverse Management
West Palm Beach,
Florida
| $145M | -$243M | -63% | 49.6% | – | 2 | 0% | 0.5 |
|
| 5613 |
CCP
5613
Cunning Capital Partners
Morrisville,
North Carolina
| $145M | -$38.5M | -21% | 5.44% | 268% | 49 | 71.43% | 0.5 |
|
| 5614 |
5614
Altus Wealth Management
Ft Mitchell,
Kentucky
| $145M | -$22.7M | -13% | 6.12% | 73% | 39 | 10.26% | 1.6 |
|
| 5615 |
ORC
5615
O'Rourke & Company
Boston,
Massachusetts
| $145M | -$4.83M | -3% | 4.36% | 71.9% | 127 | 10.24% | 0.2 |
|
| 5616 |
5616
Freedman Financial Associates
Peabody,
Massachusetts
| $145M | -$1.29M | -0.9% | 5.42% | – | 517 | 12.96% | 1.1 |
|
| 5617 |
5617
Bluegrass Capital Partners
Palm Beach,
Florida
| $145M | +$9.5M | +7% | 10.4% | 60.1% | 15 | 26.67% | 0.9 |
|
| 5618 |
5618
Roubaix Capital
Denver,
Colorado
| $145M | -$18.9M | -12% | 11.3% | 174% | 61 | 62.3% | 0.5 |
|
| 5619 |
5619
Helen Stephens Group
Fort Worth,
Texas
| $145M | +$20.3M | +16% | 3.5% | 53.4% | 65 | 20% | 0.2 |
|
| 5620 |
5620
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $145M | -$4.92M | -3% | 4.78% | 56.7% | 268 | 18.28% | 0.9 |
|
| 5621 |
5621
swisspartners Advisors
Zurich,
Switzerland
| $145M | +$4.97M | +4% | 6.05% | 73.2% | 33 | 24.24% | 1.5 |
|
| 5622 |
5622
Boothe Investment Group
Dover,
Delaware
| $145M | -$42.2M | -23% | 7.65% | 75.6% | 38 | 23.68% | 1.8 |
|
| 5623 |
5623
Wealth Management Resources
Smithfield,
Rhode Island
| $145M | -$10.6M | -7% | 3.78% | 37.7% | 50 | 18% | 0.2 |
|
| 5624 |
5624
DRH Investments
Thousand Oaks,
California
| $145M | +$7.07M | +5% | 5.72% | 81.2% | 18 | 50% | 0.9 |
|
| 5625 |
5625
Operose Advisors
Milwaukee,
Wisconsin
| $145M | +$21.8M | +18% | 4.05% | 68.8% | 344 | 18.9% | 0.2 |
|