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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5951 |
5951
Arcus Capital Partners
Atlanta,
Georgia
| $242M | -$36.5M | -13% | 13.3% | 69.2% | 131 | 25.19% | 3.1 |
|
| 5952 |
5952
Thayer Partners
Wyndmoor,
Pennsylvania
| $242M | +$31.5M | +15% | 12.2% | – | 104 | 13.46% | 0.4 |
|
| 5953 |
5953
Peak Financial Advisors
Denver,
Colorado
| $242M | +$15.6M | +7% | 6.03% | 39.1% | 90 | 35.56% | 1.7 |
|
| 5954 |
5954
Curry Webb Wealth Management
Indianapolis,
Indiana
| $241M | +$29.9M | +14% | 11.4% | – | 69 | 11.59% | 0.5 |
|
| 5955 |
5955
PACK Private Wealth
Wayzata,
Minnesota
| $241M | +$23.7M | +11% | 11.4% | 52.8% | 62 | 9.68% | 2.8 |
|
| 5956 |
5956
Alethea Capital Management
Mercer Island,
Washington
| $241M | +$46.5M | +24% | 33% | 275% | 43 | 72.09% | 0.9 |
|
| 5957 |
5957
NIA Impact Advisors
Berkeley,
California
| $241M | +$16.5M | +7% | 25.5% | – | 94 | 28.72% | 2.5 |
|
| 5958 |
5958
Riverstone Advisors
New Braunfels,
Texas
| $241M | +$38.4M | +19% | 20.9% | 104% | 88 | 19.32% | 2.3 |
|
| 5959 |
5959
Financial Avengers
Oakland,
California
| $241M | +$21.8M | +10% | 10.6% | 108% | 156 | 3.85% | 4 |
|
| 5960 |
5960
Westhampton Capital
Winston-Salem,
North Carolina
| $241M | +$26.9M | +13% | 19.5% | 95.6% | 136 | 8.82% | 4.4 |
|
| 5961 |
5961
ARWA LLC
Fort Worth,
Texas
| $241M | +$39.2M | +19% | 10.2% | – | 173 | 33.53% | 0.4 |
|
| 5962 |
5962
Plotkin Financial Advisors
Chevy Chase,
Maryland
| $241M | +$41.9M | +21% | 26.1% | 95.3% | 111 | 10.81% | 3.5 |
|
| 5963 |
5963
Midwest Financial Partners Investments
St. Cloud,
Minnesota
| $241M | +$52.2M | +28% | 10.9% | – | 85 | 16.47% | 0.4 |
|
| 5964 |
5964
Marshall Investment Management
Littleton,
Colorado
| $241M | +$32.3M | +15% | 14.3% | – | 528 | 53.98% | 0.2 |
|
| 5965 |
5965
Avos Capital Management
Seattle,
Washington
| $241M | -$12.3M | -5% | 1.84% | – | 29 | 24.14% | 1.3 |
|
| 5966 |
5966
Walser Wealth Management
Tampa,
Florida
| $241M | +$18.1M | +8% | 3.43% | – | 249 | 38.55% | 0.3 |
|
| 5967 |
5967
WealthCare Asset Management
Springfield,
Missouri
| $241M | +$147M | +156% | 7.56% | – | 85 | 70.59% | 0.1 |
|
| 5968 |
5968
Ardent Capital Management
Cincinnati,
Ohio
| $241M | +$6.97M | +3% | 8% | 87.2% | 51 | 15.69% | 2.7 |
|
| 5969 |
5969
Privium Fund Management (UK)
London,
United Kingdom
| $240M | +$43.1M | +22% | 15% | 37.1% | 33 | 51.52% | 0.2 |
|
| 5970 |
5970
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
| $240M | +$34.9M | +17% | 13.7% | 68.7% | 52 | 21.15% | 2.4 |
|
| 5971 |
5971
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| $240M | +$23.5M | +11% | 13.9% | 85.6% | 160 | 13.75% | 5.2 |
|
| 5972 |
5972
Worth Financial Advisory Group
Charlotte,
North Carolina
| $240M | +$11.1M | +5% | 21.4% | 93.3% | 220 | 85.45% | 0.4 |
|
| 5973 |
5973
Grand Wealth Management
Grand Rapids,
Michigan
| $240M | +$27.5M | +13% | 10.9% | 54.1% | 89 | 47.19% | 3.1 |
|
| 5974 |
5974
Cobblestone Asset Management
Richmond,
Virginia
| $240M | +$17.4M | +8% | 10.9% | 60.6% | 83 | 22.89% | 1.4 |
|
| 5975 |
5975
GPM Growth Investors
Bloomfield Hills,
Michigan
| $239M | +$1.62M | +0.7% | 10% | – | 45 | 11.11% | 3.5 |
|