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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5701 |
5701
Granite FO LLC
Bedford,
New Hampshire
| $170M | +$20.7M | +14% | 10.7% | 112% | 229 | 42.36% | 0.8 |
|
| 5702 |
5702
GSI Capital Advisors
Newport Beach,
California
| $170M | +$5.02M | +3% | 0.83% | 39.7% | 33 | 36.36% | 1.6 |
|
| 5703 |
5703
Fogel Capital Management
Stuart,
Florida
| $170M | +$39.1M | +30% | 8.99% | 122% | 43 | 34.88% | 0.2 |
|
| 5704 |
5704
Antara Capital
New York
| $170M | -$1.31B | -89% | 7.14% | 39.8% | 57 | 49.12% | 1.1 |
|
| 5705 |
PWP
5705
Pursue Wealth Partners
Clayton,
California
| $170M | +$15.2M | +10% | 12.1% | 108% | 110 | 22.73% | 1.4 |
|
| 5706 |
5706
Invesco Senior Secured Management
New York
| $170M | +$67.2M | +65% | 1.19% | 18.1% | 8 | 12.5% | 1.7 |
|
| 5707 |
WIA
5707
Wetzel Investment Advisors
Indianapolis,
Indiana
| $170M | +$7.02M | +4% | 9.21% | 72.2% | 1,128 | 9.57% | 0.2 |
|
| 5708 |
5708
HFG Wealth Management
The Woodlands,
Texas
| $170M | -$238M | -58% | 9.14% | 45.9% | 60 | 43.33% | 0.8 |
|
| 5709 |
5709
Allie Family Office
Miami,
Florida
| $170M | +$25.2M | +17% | 7.56% | 59% | 85 | 17.65% | 1.5 |
|
| 5710 |
5710
Firethorn Wealth Partners
Augusta,
Georgia
| $170M | +$17.2M | +11% | 7.41% | 75.1% | 166 | 25.9% | 1.7 |
|
| 5711 |
5711
Wealthspan Partners
Davenport,
Iowa
| $170M | +$26.9M | +19% | 8.02% | 65% | 101 | 22.77% | 1.4 |
|
| 5712 |
CL
5712
COWA LLC
Tulsa,
Oklahoma
| $170M | +$9.3M | +6% | 7.37% | 67.7% | 127 | 20.47% | 2.1 |
|
| 5713 |
BWIA
5713
Bryant Woods Investment Advisors
Getzville,
New York
| $169M | +$12.6M | +8% | 7.67% | 74.4% | 46 | 6.52% | 1.7 |
|
| 5714 |
5714
Arosa Capital Management
Miami Beach,
Florida
| $169M | -$52.6M | -24% | 4.43% | 536% | 44 | 54.55% | 0.5 |
|
| 5715 |
5715
Evolution Advisers
Richmond,
Virginia
| $169M | +$12.8M | +8% | 4.6% | 44.8% | 233 | 26.18% | 1.5 |
|
| 5716 |
5716
Lifestyle Asset Management
Friendswood,
Texas
| $169M | -$10.6M | -6% | 9.96% | 88.3% | 119 | 31.09% | 0.7 |
|
| 5717 |
5717
Capital Wealth Alliance
Scottsdale,
Arizona
| $169M | +$23.5M | +16% | 14.2% | 124% | 118 | 25.42% | 2.1 |
|
| 5718 |
5718
Exos Asset Management
New York
| $169M | – | – | 3.09% | – | 184 | – | 0.2 |
|
| 5719 |
5719
Financial Council
Towson,
Maryland
| $169M | +$20M | +13% | 10.3% | 88.6% | 86 | 15.12% | 1.4 |
|
| 5720 |
5720
Buttonwood Financial Group
Kansas City,
Missouri
| $169M | +$31.7M | +23% | 8.41% | 77.9% | 32 | 25% | 1.1 |
|
| 5721 |
5721
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| $169M | +$27.1M | +19% | 13.2% | 83% | 159 | 25.16% | 1.2 |
|
| 5722 |
5722
New Age Alpha Advisors
Rye,
New York
| $169M | +$34.8M | +26% | 17.8% | – | 64 | 50% | 0.2 |
|
| 5723 |
5723
Victory Financial Group
Austin,
Texas
| $169M | +$21.1M | +14% | 7.83% | – | 71 | 26.76% | 0.2 |
|
| 5724 |
5724
Summit Investment Advisory Services
Roseville,
Minnesota
| $169M | +$10.1M | +6% | 9.1% | 74.2% | 69 | 8.7% | 1 |
|
| 5725 |
5725
Strengthening Families & Communities LLC
Boston,
Massachusetts
| $169M | +$24.7M | +17% | 8.4% | 116% | 234 | 10.26% | 1.7 |
|