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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
Ampfield Management
New York
| $112M | -$28.1M | -20% | 17.7% | 56.9% | 3 | 0% | 2.5 |
|
| 6102 |
6102
NVP Associates
Menlo Park,
California
| $112M | -$2.95M | -3% | 7.53% | 953% | 10 | 20% | 0.8 |
|
| 6103 |
HIA
6103
Harvest Investment Advisors
Tallahassee,
Florida
| $112M | -$5.09M | -4% | 4% | 78.3% | 52 | 1.92% | 0.7 |
|
| 6104 |
TA
6104
TCM Advisors
Martinsburg,
West Virginia
| $112M | -$336M | -75% | 4.37% | 56.1% | 61 | 0% | 1.2 |
|
| 6105 |
6105
Millington Financial Advisors
Naperville,
Illinois
| $112M | -$890K | -0.8% | 4.09% | 77.5% | 79 | 12.66% | 0.6 |
|
| 6106 |
6106
Refined Wealth Management
Salt Lake City,
Utah
| $111M | -$9.9M | -8% | 5.28% | 99.4% | 26 | 0% | 1.7 |
|
| 6107 |
6107
Greenhouse Wealth Management
Westport,
Connecticut
| $111M | -$1.96M | -2% | 3.61% | 87.2% | 55 | 7.27% | 2.4 |
|
| 6108 |
6108
Endowment Wealth Management
Appleton,
Wisconsin
| $111M | +$2.23M | +2% | 1.82% | 66.3% | 141 | 11.35% | 1.3 |
|
| 6109 |
ECM
6109
Endurant Capital Management
San Mateo,
California
| $111M | -$3.2M | -3% | 5.4% | 18.4% | 59 | 69.49% | 0.6 |
|
| 6110 |
NED
6110
Nancy E. Dempze
| $111M | -$5.31M | -5% | 3.39% | 83.1% | 65 | 4.62% | 5 |
|
| 6111 |
6111
Vawter Financial
Columbus,
Ohio
| $111M | -$4.33M | -4% | 3.45% | 48% | 72 | 6.94% | 0.6 |
|
| 6112 |
6112
Innova Wealth Partners
Newtown,
Pennsylvania
| $111M | -$6.11M | -5% | 1.06% | 72.5% | 65 | 23.08% | 1.5 |
|
| 6113 |
JCA
6113
Jade Capital Advisors
Essex Fells,
New Jersey
| $111M | -$17.2M | -13% | 5.03% | 28.9% | 97 | 56.7% | 0.4 |
|
| 6114 |
6114
Bancreek Capital Management
Santa Monica,
California
| $111M | -$20M | -15% | 1.98% | 33.6% | 22 | 31.82% | 1.4 |
|
| 6115 |
6115
Saltoro Capital
Dallas,
Texas
| $111M | +$13.7M | +14% | 10.9% | 130% | 83 | 71.08% | 0.4 |
|
| 6116 |
6116
Axiom Advisory
San Diego,
California
| $111M | -$1.94M | -2% | 3.57% | 16.4% | 36 | 8.33% | 1.4 |
|
| 6117 |
6117
Charter Research & Investment Group
Southport,
Connecticut
| $111M | -$9.47M | -8% | 4.92% | 82.3% | 78 | 6.41% | 6.5 |
|
| 6118 |
6118
Concorde Asset Management
Ann Arbor,
Michigan
| $111M | +$2.61M | +2% | 3.63% | – | 152 | 23.03% | 1.7 |
|
| 6119 |
6119
Kapstone Financial Advisors
Lebanon,
Ohio
| $111M | -$9.7M | -8% | 3.43% | 131% | 101 | 10.89% | 0.7 |
|
| 6120 |
6120
Ridgemont Partners Management
Charlotte,
North Carolina
| $111M | +$7.57M | +7% | 7.32% | 45.6% | 1 | 0% | 1.8 |
|
| 6121 |
6121
RiverPark Advisors
New York
| $111M | +$1.89M | +2% | 1.72% | 87.5% | 109 | 57.8% | 1.9 |
|
| 6122 |
6122
Taylor & Morgan Wealth Management
Flint,
Michigan
| $111M | -$10.9M | -9% | 4.54% | 85.9% | 65 | 12.31% | 1.6 |
|
| 6123 |
6123
Lakehouse Capital
Sydney NSW,
Australia
| $111M | -$5.36M | -5% | 3.02% | 87.4% | 15 | 20% | 2.4 |
|
| 6124 |
6124
Worth Financial Advisory Group
Charlotte,
North Carolina
| $111M | +$3.11M | +3% | 2.45% | 93.3% | 127 | 10.24% | 0.6 |
|
| 6125 |
6125
Sippican Capital Advisors
Boston,
Massachusetts
| $111M | +$2.31M | +2% | 0.38% | 81.1% | 110 | 8.18% | 5 |
|