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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5751 |
5751
rebel Financial
Groveport,
Ohio
| $234M | +$4.66M | +2% | 0.75% | – | 65 | 100% | 0 |
|
| 5752 |
5752
Capital Wealth Alliance
Scottsdale,
Arizona
| $234M | +$32.8M | +16% | 14.4% | 124% | 90 | 18.89% | 2.4 |
|
| 5753 |
5753
NavPoint Financial
Prior Lake,
Minnesota
| $234M | +$43.3M | +23% | 2.43% | 58.5% | 72 | 9.72% | 1.4 |
|
| 5754 |
5754
B. Riley Financial
Los Angeles,
California
| $234M | +$86.1M | +58% | 86.6% | 682% | 32 | 59.38% | 1 |
|
| 5755 |
5755
Forge Financial Services
Edmond,
Oklahoma
| $234M | +$20.4M | +10% | 1.97% | – | 27 | 22.22% | 0.8 |
|
| 5756 |
5756
Cherry Creek Investment Advisors
Englewood,
Colorado
| $234M | +$2.58M | +1% | 1.96% | 151% | 128 | 17.19% | 2.7 |
|
| 5757 |
5757
Keyvantage Wealth
Bethlehem,
Pennsylvania
| $234M | -$4.56M | -2% | 1.98% | – | 104 | 10.58% | 0.9 |
|
| 5758 |
5758
IDG China Venture Capital Fund IV Associates
Hong Kong
| $233M | -$243M | -51% | 17.1% | 59.2% | 4 | 0% | 3.8 |
|
| 5759 |
5759
Tull Financial Group
Chesapeake,
Virginia
| $233M | +$7.02M | +3% | 1.77% | – | 33 | 9.09% | 1 |
|
| 5760 |
5760
Mainsail Asset Management
Birmingham,
Alabama
| $233M | +$5.42M | +2% | 0.98% | 90.4% | 123 | 40.65% | 1 |
|
| 5761 |
CWM
5761
CCG Wealth Management
San Diego,
California
| $233M | +$21.2M | +10% | 2.52% | 82.6% | 101 | 17.82% | 3 |
|
| 5762 |
5762
Shelton Wealth Management
Fort Worth,
Texas
| $233M | +$12.3M | +6% | 3.35% | 89.4% | 183 | 26.78% | 1.5 |
|
| 5763 |
5763
Oakcliff Capital Partners
New York
| $233M | +$1.56M | +0.7% | 2.44% | 133% | 8 | 0% | 5.5 |
|
| 5764 |
5764
Summa Corp
Tomball,
Texas
| $233M | +$5.75M | +3% | 4.29% | 348% | 84 | 17.86% | 1.2 |
|
| 5765 |
5765
Investment Research Partners
Lemont,
Pennsylvania
| $233M | +$10.7M | +5% | 4.75% | – | 245 | 13.47% | 0.2 |
|
| 5766 |
5766
Verity Asset Management
Durham,
North Carolina
| $233M | -$73.3M | -24% | 3.34% | 87% | 264 | 29.55% | 2.7 |
|
| 5767 |
CCC
5767
Chelsea Counsel Company
Los Angeles,
California
| $233M | +$7.65M | +3% | 6.91% | 106% | 245 | 4.49% | 3.5 |
|
| 5768 |
CP
5768
CPV Partners
Stamford,
Connecticut
| $233M | +$1.3M | +0.6% | 1.91% | 105% | 4 | 0% | 4.8 |
|
| 5769 |
5769
Yarger Wealth Strategies
Westerville,
Ohio
| $233M | +$14.6M | +7% | 3.65% | 55.1% | 131 | 12.98% | 1.9 |
|
| 5770 |
5770
Accent Capital Management
Centerville,
Ohio
| $233M | -$5.67M | -2% | 5.38% | – | 389 | 14.91% | 0.9 |
|
| 5771 |
5771
Spinecap SAS
Paris,
France
| $233M | +$5.46M | +2% | 9.46% | – | 15 | 26.67% | 0.7 |
|
| 5772 |
5772
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
| $233M | +$5.46M | +2% | 4.48% | – | 60 | 8.33% | 1 |
|
| 5773 |
5773
Aurelius Family Office
Bedford,
New Hampshire
| $233M | +$7.76M | +3% | 1.18% | – | 49 | 2.04% | 0.9 |
|
| 5774 |
5774
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| $233M | +$9.5M | +4% | 3.2% | 83.9% | 108 | 5.56% | 3.1 |
|
| 5775 |
5775
626 Financial
Portage,
Michigan
| $232M | +$4.61M | +2% | 2.55% | 81.1% | 125 | 9.6% | 3.1 |
|