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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6101 |
6101
Catawba River Capital
Lake Wylie,
South Carolina
| $110M | +$14.6M | +15% | 4.49% | 89.5% | 22 | 18.18% | 1.7 |
|
| 6102 |
6102
Institutional Venture Management XIII
Menlo Park,
California
| $110M | -$2.82M | -2% | 6.92% | – | 4 | 25% | 1.2 |
|
| 6103 |
6103
McClarren Financial Advisors
State College,
Pennsylvania
| $110M | +$4.7M | +4% | 6.2% | 63% | 485 | 3.09% | 0.5 |
|
| 6104 |
NED
6104
Nancy E. Dempze
| $110M | +$7.41M | +7% | 7.17% | 83.1% | 66 | 6.06% | 4.6 |
|
| 6105 |
ICMP
6105
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| $110M | +$1.44M | +1% | 3.48% | 39.7% | 95 | 42.11% | 1.6 |
|
| 6106 |
6106
HTG Investment Advisors
New Canaan,
Connecticut
| $110M | +$10.9M | +11% | 4.8% | 57.4% | 52 | 3.85% | 0.2 |
|
| 6107 |
6107
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $110M | -$5.69M | -5% | 4.48% | 83.3% | 72 | 11.11% | 5 |
|
| 6108 |
6108
Apricus Wealth
Beaufort,
South Carolina
| $110M | -$195K | -0.2% | 0.71% | 80.6% | 86 | 12.79% | 1.1 |
|
| 6109 |
6109
VeriStar Capital Management
New York
| $110M | +$6.03M | +6% | 11.3% | 41% | 12 | 25% | 1 |
|
| 6110 |
6110
Granite Harbor Advisors
Houston,
Texas
| $110M | +$11.4M | +12% | 6.93% | 61.5% | 71 | 8.45% | 0.2 |
|
| 6111 |
6111
Mountain Lake Investment Management
Boca Raton,
Florida
| $110M | -$22M | -17% | 0.2% | 64% | 35 | 45.71% | 1.8 |
|
| 6112 |
6112
Objective Capital Management
Pepper Pike,
Ohio
| $110M | +$8.89M | +9% | 8.1% | – | 98 | 9.18% | 1.1 |
|
| 6113 |
6113
Strategic Financial Planning
Plano,
Texas
| $109M | +$6.22M | +6% | 4.76% | 47.5% | 32 | 3.13% | 2.7 |
|
| 6114 |
6114
Revisor Wealth Management
Akron,
Ohio
| $109M | – | – | 5.17% | 72% | 154 | – | 0 |
|
| 6115 |
6115
Chesapeake Asset Management
New York
| $109M | – | – | 7.08% | 153% | 422 | – | 0.7 |
|
| 6116 |
6116
Altman Advisors
Chicago,
Illinois
| $109M | -$52.8M | -33% | 7.19% | 143% | 99 | 33.33% | 2.1 |
|
| 6117 |
6117
Elevation Wealth Partners
Santa Rosa,
California
| $109M | – | – | 6.03% | 69.9% | 352 | – | 0 |
|
| 6118 |
6118
InTrack Investment Management
South Burlington,
Vermont
| $109M | +$9.22M | +9% | 9.09% | 99.2% | 135 | 22.22% | 1.4 |
|
| 6119 |
6119
SRN Advisors
Huntingdon Valley,
Pennsylvania
| $109M | +$8.27M | +8% | 18.7% | 146% | 90 | 7.78% | 1.4 |
|
| 6120 |
6120
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| $109M | +$8.39M | +8% | 5.76% | 59.7% | 58 | 1.72% | 0.2 |
|
| 6121 |
6121
Two Seas Capital
Rye,
New York
| $109M | +$3.69M | +4% | 4.83% | 344% | 11 | 9.09% | 0.9 |
|
| 6122 |
6122
Investments & Financial Planning LLC
Lexington,
Kentucky
| $109M | +$6.9M | +7% | 6.09% | 63.6% | 36 | 0% | 1.1 |
|
| 6123 |
6123
Riverwater Partners
Milwaukee,
Wisconsin
| $109M | -$8.23M | -7% | 6.98% | 112% | 215 | 20.47% | 0.8 |
|
| 6124 |
6124
Euclidean Technologies Management
Seattle,
Washington
| $109M | +$3.75M | +4% | 5.47% | 124% | 98 | 51.02% | 1.1 |
|
| 6125 |
6125
Riverview Trust Company
Vancouver,
Washington
| $109M | +$3.1M | +3% | 8.64% | 87.6% | 747 | 12.99% | 1.6 |
|