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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6051 |
6051
Hanwha Asset Management
Seoul,
South Korea
| $150M | -$11M | -7% | 6.82% | – | 1 | 0% | 1.3 |
|
| 6052 |
6052
Nvest Financial
Portsmouth,
New Hampshire
| $150M | +$22.9M | +18% | 9.52% | 92.8% | 81 | 16.05% | 1.2 |
|
| 6053 |
6053
Syncona Portfolio
St Peter Port,
Guernsey
| $150M | -$7.7M | -5% | 2.9% | 24% | 4 | 50% | 2.3 |
|
| 6054 |
6054
Criterion Capital Advisors
Nashville,
Tennessee
| $150M | +$12.4M | +9% | 7.74% | – | 377 | 13.53% | 0.2 |
|
| 6055 |
6055
Tranquilli Financial Advisor
Clinton,
New Jersey
| $150M | +$8.32M | +6% | 7.48% | 55.1% | 113 | 18.58% | 1.6 |
|
| 6056 |
6056
Kestrel Investment Management
San Mateo,
California
| $150M | +$1.97M | +1% | 5.15% | 99.8% | 40 | 15% | 1.7 |
|
| 6057 |
6057
First National Bank of Hutchinson
Hutchinson,
Kansas
| $150M | +$10.6M | +8% | 14.3% | 121% | 101 | 14.85% | 4.1 |
|
| 6058 |
6058
Rockport Wealth
Fairview Park,
Ohio
| $150M | – | – | 8.51% | – | 62 | – | 0 |
|
| 6059 |
CC
6059
Checkpoint Capital
San Francisco,
California
| $150M | -$15.5M | -9% | 3.75% | – | 23 | 43.48% | 0.2 |
|
| 6060 |
CNFG
6060
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| $150M | +$11.7M | +8% | 7.83% | 52.6% | 78 | 6.41% | 6.1 |
|
| 6061 |
6061
Fortis Advisors
Wayne,
Pennsylvania
| $149M | +$9.13M | +7% | 4.17% | 72.8% | 100 | 13% | 3 |
|
| 6062 |
6062
Little Harbor Advisors
Marblehead,
Massachusetts
| $149M | +$10.4M | +8% | 8% | 59% | 8 | 0% | 0.9 |
|
| 6063 |
BWM
6063
Bullock Wealth Management
Bloomington,
Indiana
| $149M | +$16M | +12% | 12.5% | 101% | 613 | 9.95% | 2 |
|
| 6064 |
6064
ADE LLC
Baltimore,
Maryland
| $149M | +$4.97M | +3% | 5.85% | 59.8% | 84 | 7.14% | 2.4 |
|
| 6065 |
6065
Bull Oak Capital
San Diego,
California
| $149M | -$240M | -62% | 5.93% | 62.1% | 41 | 12.2% | 0.5 |
|
| 6066 |
6066
Rain Capital Management
Lake Oswego,
Oregon
| $149M | +$7.43M | +5% | 6.76% | 18.2% | 97 | 6.19% | 3 |
|
| 6067 |
6067
Acute Investment Advisory
Mesa,
Arizona
| $149M | -$20M | -12% | 0.52% | 15% | 13 | 23.08% | 1.1 |
|
| 6068 |
6068
Forthright Family Wealth Advisory
Houston,
Texas
| $149M | +$21.5M | +17% | 6.06% | 60.2% | 63 | 15.87% | 0.2 |
|
| 6069 |
ASBI
6069
American State Bank (Iowa)
Sioux Center,
Iowa
| $149M | -$8M | -5% | 13.1% | 149% | 336 | 63.69% | 3.1 |
|
| 6070 |
6070
Alcosta Capital Management
San Ramon,
California
| $149M | +$11M | +8% | 21.1% | 175% | 31 | 12.9% | 1.9 |
|
| 6071 |
6071
Robinson Value Management
San Antonio,
Texas
| $149M | -$3.08M | -2% | 7.91% | 79.3% | 83 | 19.28% | 3 |
|
| 6072 |
6072
RiverTree Advisors
Winter Park,
Florida
| $149M | +$1.86M | +1% | 4.82% | 25.4% | 31 | 16.13% | 0.9 |
|
| 6073 |
6073
Private Client Services
Louisville,
Kentucky
| $149M | +$27.1M | +22% | 6.92% | 72% | 155 | 30.32% | 0.2 |
|
| 6074 |
6074
Midwest Financial Group
Overland Park,
Kansas
| $149M | +$14.9M | +11% | 7.11% | 103% | 111 | 16.22% | 0.8 |
|
| 6075 |
6075
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| $149M | +$9.6M | +7% | 7.78% | 61.1% | 127 | 12.6% | 6.2 |
|