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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6126 |
6126
Western Standard LLC
Los Angeles,
California
| $111M | -$5.39M | -5% | 4.93% | 83.7% | 42 | 50% | 0.8 |
|
| 6127 |
6127
Elevatus Welath Management
Victor,
New York
| $111M | -$33.4M | -23% | 0.25% | 270% | 88 | 65.91% | 0.1 |
|
| 6128 |
6128
BlackDiamond Wealth Management
New York
| $111M | -$7.68M | -6% | 2.63% | 70.8% | 143 | 23.08% | 1.1 |
|
| 6129 |
6129
Shearwater Capital
Denver,
Colorado
| $111M | -$3.75M | -3% | 3.84% | 74.4% | 38 | 0% | 1.6 |
|
| 6130 |
6130
Johnson & White Wealth Management
York,
Pennsylvania
| $111M | +$37.6M | +52% | 3.89% | 76.5% | 74 | 55.41% | 0.3 |
|
| 6131 |
6131
Sterling Manor Financial
Saratoga Springs,
New York
| $110M | -$8.07M | -7% | 3.3% | – | 31 | 41.94% | 1.1 |
|
| 6132 |
6132
O'Neil Global Advisors
Los Angeles,
California
| $110M | -$372M | -77% | 8.14% | 1,833% | 105 | 81.9% | 0.2 |
|
| 6133 |
ACM
6133
Aquilo Capital Management
San Francisco,
California
| $110M | -$70.1M | -39% | 8.42% | 6.84% | 13 | 7.69% | 2.4 |
|
| 6134 |
6134
IA Venture Strategies Fund II
New York
| $110M | -$68.7M | -38% | 3.72% | 375% | 3 | 33.33% | 1.2 |
|
| 6135 |
6135
Mainsail Financial Group
Bellevue,
Washington
| $110M | +$3.55M | +3% | 2.07% | 61.9% | 53 | 20.75% | 0.6 |
|
| 6136 |
6136
Spotlight Asset Group
Oakbrook Terrace,
Illinois
| $110M | -$1.36M | -1% | 4.25% | – | 253 | 4.74% | 1.1 |
|
| 6137 |
6137
Heritage Wealth Management (Texas)
Houston,
Texas
| $110M | -$2.8M | -2% | 3.17% | 52.3% | 28 | 17.86% | 0.6 |
|
| 6138 |
6138
Core Wealth Partners
Santa Rosa,
California
| $110M | +$1.8M | +2% | 4.38% | 63.8% | 116 | 12.93% | 0.6 |
|
| 6139 |
KIA
6139
KLR Investment Advisors
Providence,
Rhode Island
| $110M | -$11.4M | -9% | 1.14% | – | 194 | 20.62% | 0.7 |
|
| 6140 |
6140
Guardian Investment Management
Tiburon,
California
| $110M | -$7.5M | -6% | 2.82% | 103% | 55 | 3.64% | 5.8 |
|
| 6141 |
6141
Riverwater Partners
Milwaukee,
Wisconsin
| $110M | -$2.85M | -3% | 1.26% | 110% | 216 | 26.85% | 1.1 |
|
| 6142 |
6142
Pinnacle Wealth Management Group
Plymouth,
Michigan
| $110M | -$4.54M | -4% | 3.86% | 64.3% | 105 | 19.05% | 1.7 |
|
| 6143 |
6143
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| $110M | -$2.3M | -2% | 3.71% | 67.4% | 64 | 4.69% | 1.5 |
|
| 6144 |
6144
Invenio Wealth Partners
Coral Gables,
Florida
| $110M | +$21.6M | +24% | 2.16% | 55.5% | 95 | 30.53% | 0.2 |
|
| 6145 |
6145
Terra Nova Asset Management
New York
| $110M | $0 | 0% | 3.84% | 172% | 84 | 0% | 2.9 |
|
| 6146 |
6146
Rings Capital Management
Chicago,
Illinois
| $110M | +$3.25M | +3% | 6.06% | 40.9% | 5 | 0% | 2 |
|
| 6147 |
6147
Values Added Financial
Washington,
District of Columbia
| $110M | +$2.98M | +3% | 4.23% | 58.3% | 86 | 15.12% | 0.2 |
|
| 6148 |
CWM
6148
Cordatus Wealth Management
Newtown,
Pennsylvania
| $109M | -$156M | -59% | 1.14% | 108% | 146 | 60.27% | 0.5 |
|
| 6149 |
6149
Monarch Alternative Capital
New York
| $109M | -$911M | -89% | 3.58% | 497% | 5 | 40% | 2.2 |
|
| 6150 |
6150
New Millennium Group
Sandy,
Utah
| $109M | +$351K | +0.3% | 3.63% | 176% | 428 | 10.75% | 1.2 |
|