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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
McGinn Penninger Investment Management
Alexandria,
Virginia
| $147M | -$5.46M | -4% | 1.42% | 51.9% | 25 | 0% | 3.1 |
|
| 6127 |
FAG
6127
Financial Architects (Georgia)
Woodstock,
Georgia
| $147M | +$2.62M | +2% | 0.17% | 35.9% | 23 | 8.7% | 0.5 |
|
| 6128 |
6128
Great Hill Partners
Boston,
Massachusetts
| $147M | -$273M | -65% | 22.3% | 24% | 2 | 50% | 2 |
|
| 6129 |
6129
Abich Financial Wealth Management
Ashburn,
Virginia
| $147M | +$17.6M | +14% | 0.26% | – | 894 | 49.33% | 0.2 |
|
| 6130 |
6130
Vision One Management Partners
Miami,
Florida
| $147M | -$23.5M | -14% | 12.4% | – | 7 | 14.29% | 0.5 |
|
| 6131 |
6131
KilterHowling LLC
Boulder,
Colorado
| $147M | +$4.45M | +3% | 2.42% | 51.3% | 48 | 4.17% | 1.9 |
|
| 6132 |
6132
Planning Directions
Glen Mills,
Pennsylvania
| $147M | +$2.84M | +2% | 1.42% | 46.3% | 77 | 9.09% | 3.3 |
|
| 6133 |
6133
Farrow Financial
Randolph,
Vermont
| $147M | +$4.08M | +3% | 3.86% | – | 55 | 12.73% | 0.5 |
|
| 6134 |
6134
Family Capital Management
Grand Rapids,
Michigan
| $147M | +$3.19M | +2% | 3.42% | 70.5% | 73 | 12.33% | 1.2 |
|
| 6135 |
ST
6135
Skorpios Trust
Limassol,
Cyprus
| $147M | -$48.5M | -25% | 0.07% | 174% | 2 | 0% | 2.5 |
|
| 6136 |
6136
Houlihan Financial Resource Group
Ashburn,
Virginia
| $147M | -$76.3M | -34% | 2.32% | 50.6% | 105 | 43.81% | 3.1 |
|
| 6137 |
6137
Twin Lakes Capital Management
Redwood Shores,
California
| $146M | -$1.54M | -1% | 3.06% | 131% | 246 | 1.22% | 2.3 |
|
| 6138 |
6138
Destiny Capital
Golden,
Colorado
| $146M | +$2.92M | +2% | 1.94% | – | 47 | 2.13% | 1.3 |
|
| 6139 |
6139
Maripau Wealth Management
Fort Wayne,
Indiana
| $146M | +$13M | +10% | 2.9% | 55.6% | 187 | 26.74% | 1 |
|
| 6140 |
6140
Core Wealth Partners
Santa Rosa,
California
| $146M | +$14.1M | +11% | 3.1% | 63.8% | 154 | 14.29% | 1 |
|
| 6141 |
6141
Avondale Wealth Management
West Lake Hills,
Texas
| $146M | +$3.68M | +3% | 1.26% | 83.8% | 133 | 18.05% | 3 |
|
| 6142 |
6142
RiverTree Advisors
Winter Park,
Florida
| $146M | -$2.62M | -2% | 0.33% | 25.4% | 31 | 9.68% | 1.1 |
|
| 6143 |
6143
FreeGulliver LLC
New Orleans,
Louisiana
| $146M | +$33.7M | +30% | 1.21% | – | 87 | 22.99% | 0.3 |
|
| 6144 |
6144
Institutional Venture Management XV
Menlo Park,
California
| $146M | -$47.9M | -25% | 0.41% | 116% | 6 | 33.33% | 2.3 |
|
| 6145 |
6145
Chris Bulman
Roseville,
California
| $146M | – | – | 3.31% | – | 393 | – | 0 |
|
| 6146 |
6146
HRC Wealth Management
Moscow,
Idaho
| $146M | +$9.2M | +7% | 4.05% | 82.2% | 44 | 9.09% | 0.4 |
|
| 6147 |
6147
Boyar Asset Management
New York
| $146M | -$7.56M | -5% | 3.1% | 75.5% | 82 | 6.1% | 7 |
|
| 6148 |
6148
Vawter Financial
Columbus,
Ohio
| $146M | +$7.92M | +6% | 0.5% | 48% | 91 | 5.49% | 1.1 |
|
| 6149 |
6149
Salvus Wealth Management
Red Bank,
New Jersey
| $146M | -$718K | -0.5% | 2.58% | 108% | 112 | 7.14% | 2.6 |
|
| 6150 |
NED
6150
Nancy E. Dempze
| $146M | +$14.4M | +11% | 3.63% | 83.1% | 81 | 23.46% | 3.9 |
|