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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5651 |
5651
Savvy Advisors Inc
New York
| $173M | +$70.5M | +68% | 8.74% | – | 228 | 33.33% | 0.2 |
|
| 5652 |
SM
5652
Sabby Management
Miami Beach,
Florida
| $173M | +$73.3M | +73% | 5.54% | 95.5% | 83 | 66.27% | 0.5 |
|
| 5653 |
5653
IVC Wealth Advisors
Silverdale,
Pennsylvania
| $173M | +$12.5M | +8% | 8.01% | 81.9% | 171 | 10.53% | 2.3 |
|
| 5654 |
5654
Tyro Capital Management
Miami,
Florida
| $173M | +$31.3M | +22% | 14.6% | – | 20 | 55% | 0.1 |
|
| 5655 |
5655
Colorado Capital Management
Boulder,
Colorado
| $173M | +$20.4M | +13% | 5.53% | 60.4% | 92 | 16.3% | 4.9 |
|
| 5656 |
5656
Cordant Inc
Portland,
Oregon
| $172M | +$9.22M | +6% | 3.83% | 47% | 156 | 55.13% | 3.1 |
|
| 5657 |
5657
HTG Investment Advisors
New Canaan,
Connecticut
| $172M | +$19.3M | +13% | 6.68% | 57.4% | 64 | 9.38% | 1 |
|
| 5658 |
5658
Soviero Asset Management
New York
| $172M | -$32.2M | -16% | 12.2% | 676% | 51 | 54.9% | 0.7 |
|
| 5659 |
5659
Walden Wealth Partners
Beachwood,
Ohio
| $172M | +$13.5M | +8% | 7.19% | – | 94 | 12.77% | 0.2 |
|
| 5660 |
ORC
5660
O'Rourke & Company
Boston,
Massachusetts
| $172M | +$17.1M | +11% | 6.57% | 71.9% | 148 | 11.49% | 1.7 |
|
| 5661 |
5661
Transcendent Capital Group
Edmond,
Oklahoma
| $172M | +$22.1M | +15% | 6.63% | 82.3% | 414 | 23.19% | 0.2 |
|
| 5662 |
5662
Treynor Bancshares
Treynor,
Iowa
| $172M | +$474K | +0.3% | 4.85% | 3.35% | 82 | 6.1% | 1.9 |
|
| 5663 |
5663
Bullseye Investment Management
Cincinnati,
Ohio
| $172M | +$14M | +9% | 5.91% | 38.2% | 58 | 18.97% | 0.6 |
|
| 5664 |
5664
Heartland Bank & Trust
Bloomington,
Illinois
| $172M | +$26.8M | +18% | 11.8% | 105% | 151 | 24.5% | 1.4 |
|
| 5665 |
5665
Cooper/Haims Advisors
Victor,
New York
| $172M | -$4.38M | -2% | 6.43% | 58.8% | 82 | 3.66% | 3.6 |
|
| 5666 |
5666
Metavasi Capital
Larchmont,
New York
| $172M | -$85.2M | -33% | 23.5% | 840% | 39 | 53.85% | 0.7 |
|
| 5667 |
5667
Dean Capital Management
Overland Park,
Kansas
| $172M | +$9.9M | +6% | 5.16% | 89.7% | 131 | 9.16% | 1.2 |
|
| 5668 |
5668
Cahill Wealth Management
Portage,
Michigan
| $172M | +$23.1M | +16% | 9.67% | 24.7% | 47 | 6.38% | 1.6 |
|
| 5669 |
5669
Propel Bio Management
Los Angeles,
California
| $172M | +$51.2M | +42% | 41.2% | – | 37 | 32.43% | 0.2 |
|
| 5670 |
AWM
5670
Aberdeen Wealth Management
Lake Bluff,
Illinois
| $172M | +$33.9M | +25% | 10.5% | 73.1% | 174 | 7.47% | 3.1 |
|
| 5671 |
5671
Pacific Sun Financial
Los Angeles,
California
| $172M | +$13.4M | +8% | 6.77% | 70.3% | 181 | 6.08% | 4.3 |
|
| 5672 |
5672
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $172M | +$9.7M | +6% | 8.5% | 66.8% | 138 | 5.07% | 5.1 |
|
| 5673 |
5673
Crystal Rock Capital Management
Bannockburn,
Illinois
| $172M | +$20.2M | +13% | 20.7% | 164% | 28 | 10.71% | 5 |
|
| 5674 |
5674
WESPAC Advisors
Orinda,
California
| $172M | +$27.7M | +19% | 8.18% | 126% | 186 | 28.49% | 0.8 |
|
| 5675 |
5675
RHS Financial
San Francisco,
California
| $172M | +$13.7M | +9% | 6.13% | 65.6% | 115 | 17.39% | 2.4 |
|