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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6151 |
6151
New Age Alpha Advisors
Rye,
New York
| $134M | – | – | 13.4% | – | 46 | – | 0 |
|
| 6152 |
6152
Calixto Global Investors
Coral Gables,
Florida
| $134M | +$30.6M | +30% | 27.3% | 180% | 12 | 58.33% | 0.7 |
|
| 6153 |
6153
Midwest Financial Group
Overland Park,
Kansas
| $134M | +$15.8M | +13% | 11.5% | 103% | 101 | 7.92% | 0.7 |
|
| 6154 |
6154
UNC Management Company
Chapel Hill,
North Carolina
| $134M | +$29.9M | +29% | 27.8% | 92% | 2 | 50% | 1 |
|
| 6155 |
6155
Successful Portfolios
Clearwater,
Florida
| $134M | +$21M | +19% | 9.7% | 110% | 173 | 17.92% | 3.9 |
|
| 6156 |
6156
Investments & Financial Planning LLC
Lexington,
Kentucky
| $134M | +$21.4M | +19% | 10.7% | 63.6% | 35 | 14.29% | 1.8 |
|
| 6157 |
6157
Virtus Investment Advisers
Hartford,
Connecticut
| $134M | -$13.5M | -9% | 13.9% | 172% | 388 | 48.45% | 0.5 |
|
| 6158 |
6158
Prepared Retirement Institute
Lansdale,
Pennsylvania
| $133M | – | – | 7.87% | – | 75 | – | 0 |
|
| 6159 |
6159
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| $133M | +$7.68M | +6% | 12.5% | 106% | 162 | 15.43% | 1.4 |
|
| 6160 |
6160
Hibernia Wealth Partners
Baton Rouge,
Louisiana
| $133M | +$4.26M | +3% | 6.87% | 40.6% | 364 | 84.89% | 0.2 |
|
| 6161 |
6161
KilterHowling LLC
Boulder,
Colorado
| $133M | +$19.8M | +17% | 8.71% | 51.3% | 53 | 22.64% | 1.5 |
|
| 6162 |
6162
Meritas Wealth Management
Larkspur,
California
| $133M | +$2.83M | +2% | 15.8% | 69.4% | 52 | 23.08% | 0.8 |
|
| 6163 |
6163
DHK Financial Advisors
Portsmouth,
New Hampshire
| $133M | +$21.1M | +19% | 9.97% | 46.1% | 71 | 15.49% | 1 |
|
| 6164 |
6164
Barnett & Company
Chattanooga,
Tennessee
| $133M | +$5.3M | +4% | 8.46% | 65.9% | 78 | 6.41% | 4.1 |
|
| 6165 |
BWM
6165
Bullock Wealth Management
Bloomington,
Indiana
| $133M | +$13M | +11% | 10.5% | 101% | 625 | 9.44% | 1.8 |
|
| 6166 |
6166
Boyar Asset Management
New York
| $133M | +$5.88M | +5% | 13.1% | 75.5% | 83 | 7.23% | 6.4 |
|
| 6167 |
6167
Bain Capital Public Equity
Boston,
Massachusetts
| $133M | +$2.89M | +2% | 16.9% | 169% | 43 | 62.79% | 0.4 |
|
| 6168 |
GIM
6168
Greenwich Investment Management
Norwalk,
Connecticut
| $133M | +$6.93M | +5% | 5.13% | – | 43 | 11.63% | 3.8 |
|
| 6169 |
6169
InTrack Investment Management
South Burlington,
Vermont
| $133M | +$19.5M | +17% | 11.4% | 99.2% | 143 | 19.58% | 1.6 |
|
| 6170 |
6170
Granite Harbor Advisors
Houston,
Texas
| $133M | +$8.71M | +7% | 9.68% | 61.5% | 80 | 13.75% | 0.9 |
|
| 6171 |
6171
Arbor Capital Management (Alaska)
Anchorage,
Alaska
| $133M | +$20.8M | +19% | 8.47% | 62.7% | 111 | 18.02% | 1.5 |
|
| 6172 |
6172
Financial Futures
Brielle,
New Jersey
| $133M | +$10.7M | +9% | 8.95% | 48.5% | 54 | 27.78% | 1.4 |
|
| 6173 |
6173
Grizzlyrock Capital
Chicago,
Illinois
| $133M | – | – | 9.3% | – | 20 | – | 0 |
|
| 6174 |
6174
Ballew Advisors
Jackson,
Mississippi
| $133M | +$11.6M | +10% | 9.65% | 68% | 104 | 12.5% | 3.4 |
|
| 6175 |
6175
Washburn Capital Management
Vero Beach,
Florida
| $133M | +$14.6M | +12% | 12.8% | 123% | 52 | 25% | 2.6 |
|