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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
OEP Capital Advisors
New York
| $155M | +$16M | +12% | 12.3% | 23.2% | 2 | 50% | 3.8 |
|
| 6152 |
6152
Family Capital Management
Grand Rapids,
Michigan
| $155M | +$8.48M | +6% | 4.67% | 70.5% | 69 | 4.35% | 1.4 |
|
| 6153 |
FAG
6153
Financial Architects (Georgia)
Woodstock,
Georgia
| $155M | +$8.08M | +5% | 5.15% | 35.9% | 21 | 0% | 0.7 |
|
| 6154 |
6154
Cosner Financial Group
Windsor,
Colorado
| $155M | +$13.7M | +10% | 6.3% | 49.7% | 36 | 11.11% | 0.9 |
|
| 6155 |
6155
Mendon Capital Advisors
Key Largo,
Florida
| $155M | -$25.3M | -14% | 15.3% | – | 55 | 38.18% | 2.9 |
|
| 6156 |
VFG
6156
V2 Financial group
Naperville,
Illinois
| $155M | +$5.69M | +4% | 6.82% | 63.3% | 81 | 6.17% | 2.3 |
|
| 6157 |
6157
Financial Designs
Claremont,
California
| $155M | +$9.46M | +7% | 4.85% | 49% | 20 | 5% | 0.6 |
|
| 6158 |
6158
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
| $155M | +$16.2M | +12% | 6.32% | 65.6% | 53 | 15.09% | 0.6 |
|
| 6159 |
TL
6159
TowerView LLC
New York
| $155M | +$2.28M | +1% | 0.67% | 17.9% | 30 | 30% | 3.2 |
|
| 6160 |
GA
6160
Gagnon Advisors
New York
| $155M | +$23.5M | +18% | 15.8% | 129% | 29 | 13.79% | 5.1 |
|
| 6161 |
6161
HRC Wealth Management
Moscow,
Idaho
| $155M | +$8.76M | +6% | 5.65% | 82.2% | 44 | 4.55% | 0.6 |
|
| 6162 |
6162
Ables Iannone Moore & Associates
Savannah,
Georgia
| $155M | +$3.57M | +2% | 4.67% | 116% | 58 | 6.9% | 0.7 |
|
| 6163 |
6163
New Millennium Group
Sandy,
Utah
| $155M | +$1.62M | +1% | 6.53% | 176% | 427 | 7.26% | 0.5 |
|
| 6164 |
6164
Hudson Canyon Capital Management
New York
| $155M | +$6.9M | +5% | 4.85% | 160% | 58 | 13.79% | 2.9 |
|
| 6165 |
6165
First National Bank of Hutchinson
Hutchinson,
Kansas
| $155M | -$1.95M | -1% | 5.46% | 121% | 100 | 15% | 4.1 |
|
| 6166 |
6166
Efficient Frontier Advisors
Eastford,
Connecticut
| $155M | +$12.7M | +9% | 5.08% | – | 18 | 11.11% | 0.6 |
|
| 6167 |
6167
CRCM LP
San Francisco,
California
| $154M | +$16.2M | +12% | 3.88% | – | 7 | 57.14% | 0.3 |
|
| 6168 |
BCM
6168
BluePointe Capital Management
Menlo Park,
California
| $154M | +$5.27M | +4% | 5.14% | – | 89 | 4.49% | 0.7 |
|
| 6169 |
6169
Blue Door Asset Management
Stamford,
Connecticut
| $154M | -$18.7M | -11% | 6.81% | 127% | 24 | 58.33% | 1.1 |
|
| 6170 |
6170
Lynx Capital Group
Beachwood,
Ohio
| $154M | +$9.7M | +7% | 8.16% | – | 83 | 13.25% | 0.7 |
|
| 6171 |
6171
Valued Wealth Advisors
Holladay,
Utah
| $154M | +$8.6M | +6% | 6.3% | – | 661 | 10.44% | 0.6 |
|
| 6172 |
6172
Fortis Advisors
Wayne,
Pennsylvania
| $154M | +$12.3M | +9% | 4.74% | 72.8% | 111 | 14.41% | 3 |
|
| 6173 |
6173
Washington University
St Louis,
Missouri
| $154M | -$65.5M | -30% | 2.67% | 44% | 4 | 25% | 1.6 |
|
| 6174 |
6174
Robinson Value Management
San Antonio,
Texas
| $154M | +$10.5M | +7% | 7.87% | 79.3% | 76 | 10.53% | 3.2 |
|
| 6175 |
6175
Gimbal Financial
Carmel,
Indiana
| $154M | +$18.1M | +13% | 6.96% | – | 54 | 29.63% | 0.5 |
|