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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5826 |
5826
Worldly Partners Management
Needham,
Massachusetts
| $191M | -$19.3M | -9% | 8.84% | 19.2% | 3 | 0% | 2 |
|
| 5827 |
5827
Goodwin Investment Advisory
Woodstock,
Georgia
| $191M | -$40M | -17% | 2.68% | 60.8% | 39 | 10.26% | 1.9 |
|
| 5828 |
5828
Interactive Financial Advisors
New Lenox,
Illinois
| $191M | -$3.47M | -2% | 1.43% | 47.6% | 89 | 3.37% | 6.7 |
|
| 5829 |
5829
Powers Capital
San Francisco,
California
| $191M | – | – | 2.12% | – | 2 | – | 0 |
|
| 5830 |
5830
Tumwater Wealth Management
Boise,
Idaho
| $191M | – | – | 2.27% | – | 31 | – | 0 |
|
| 5831 |
5831
SFG Wealth Management
Towson,
Maryland
| $191M | +$2.11M | +1% | 1.52% | 86.3% | 107 | 23.36% | 1.8 |
|
| 5832 |
5832
Grove Street Fiduciary
Peterborough,
New Hampshire
| $190M | – | – | 5.11% | – | 58 | – | 0 |
|
| 5833 |
VCM
5833
Viewpoint Capital Management
Seattle,
Washington
| $190M | +$11.5M | +6% | 5.51% | 127% | 142 | 5.63% | 2.5 |
|
| 5834 |
5834
S.A. Mason
Holland,
Michigan
| $190M | +$1.78M | +0.9% | 1.52% | 116% | 350 | 9.71% | 3.7 |
|
| 5835 |
5835
Carl P. Sherr & Co
Worcester,
Massachusetts
| $190M | +$312K | +0.2% | 0.91% | 78.6% | 122 | 9.84% | 3.2 |
|
| 5836 |
5836
Masso Torrence Wealth Management
Marlton,
New Jersey
| $190M | +$4.95M | +3% | 7.17% | 130% | 106 | 18.87% | 1.7 |
|
| 5837 |
5837
ELCO Management
New York
| $190M | +$4.94M | +3% | 6.8% | 98.3% | 178 | 19.1% | 3.6 |
|
| 5838 |
5838
Black Maple Capital Management
Milwaukee,
Wisconsin
| $190M | +$39.2M | +26% | 0.33% | 35.7% | 125 | 50.4% | 0.8 |
|
| 5839 |
DRD
5839
Dennis R. Delaney
| $190M | -$3.72M | -2% | 0.38% | 84.3% | 47 | 6.38% | 6.3 |
|
| 5840 |
5840
Cordant Inc
Portland,
Oregon
| $190M | -$5.5M | -3% | 3.47% | 47% | 82 | 9.76% | 3.2 |
|
| 5841 |
5841
Shared Vision Wealth Group
Carlsbad,
United States
| $190M | +$2.83M | +2% | 1.29% | – | 78 | 11.54% | 0.9 |
|
| 5842 |
SGH
5842
Sivik Global Healthcare
Greenwich,
Connecticut
| $190M | -$46.3M | -20% | 9% | 83.8% | 49 | 51.02% | 2 |
|
| 5843 |
SL
5843
SIB LLC
New York,
New York
| $190M | -$14.5M | -7% | 0.93% | 29.2% | 19 | 0% | 8.9 |
|
| 5844 |
5844
Greenbush Financial Group
Albany,
New York
| $190M | – | – | 1.81% | – | 33 | – | 0 |
|
| 5845 |
5845
Financial Freedom LLC
Cincinnati,
Ohio
| $190M | +$767K | +0.4% | 0.52% | 76.9% | 363 | 2.75% | 1.8 |
|
| 5846 |
5846
Blue Barn Wealth
Orem,
Utah
| $190M | -$5.14M | -3% | 0.51% | 46.4% | 167 | 18.56% | 2 |
|
| 5847 |
LJCM
5847
Lee Johnson Capital Management
Fort Worth,
Texas
| $190M | -$4.96M | -3% | 5.89% | 118% | 36 | 27.78% | 1.1 |
|
| 5848 |
5848
Meridian Financial Partners
Warrenton,
Virginia
| $189M | -$8.36M | -4% | 1.36% | 80.8% | 108 | 14.81% | 1.7 |
|
| 5849 |
5849
Plan Group Financial
Oklahoma City,
Oklahoma
| $189M | -$51.2K | -0% | 1.13% | 63.4% | 118 | 5.93% | 1.1 |
|
| 5850 |
IAM
5850
Infinitum Asset Management
Fort Lauderdale,
Florida
| $189M | – | – | 22% | – | 18 | – | 0 |
|