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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
FNY Investment Advisers
New York
| $164M | -$29.2M | -15% | 0.75% | 386% | 1,089 | 66.76% | 0.5 |
|
| 6152 |
6152
Chokshi & Queen Wealth Advisors
San Diego,
California
| $164M | +$2.81M | +2% | 6.39% | – | 54 | 12.96% | 0.2 |
|
| 6153 |
6153
Ausbil Investment Management
Sydney,
Australia
| $164M | -$2.43M | -1% | 3.63% | 115% | 76 | 22.37% | 1 |
|
| 6154 |
6154
Kestrel Investment Management
San Mateo,
California
| $164M | -$17.4M | -10% | 5.28% | 99.8% | 44 | 18.18% | 1.5 |
|
| 6155 |
SM
6155
Salzhauer Michael
| $164M | -$31.7M | -16% | 4.82% | 98% | 82 | 8.54% | 4.6 |
|
| 6156 |
6156
SWP Financial
San Diego,
California
| $164M | -$2.06M | -1% | 2.21% | 58.4% | 73 | 21.92% | 0.8 |
|
| 6157 |
6157
Emergence GP Partners
San Francisco,
California
| $164M | -$108M | -40% | 6.11% | – | 4 | 0% | 2.1 |
|
| 6158 |
6158
Strengthening Families & Communities LLC
Boston,
Massachusetts
| $164M | -$12.6M | -7% | 4.12% | 116% | 399 | 17.04% | 1.6 |
|
| 6159 |
6159
Center For Asset Management
Palm Beach Gardens,
Florida
| $164M | +$9.06M | +6% | 1.61% | 66.6% | 136 | 17.65% | 1.9 |
|
| 6160 |
AIP
6160
Alapocas Investment Partners
Beverly,
Massachusetts
| $164M | -$14.3M | -8% | 5.88% | 58.3% | 22 | 4.55% | 2.7 |
|
| 6161 |
6161
Cosner Financial Group
Windsor,
Colorado
| $164M | +$5.69M | +4% | 2.51% | 56.1% | 39 | 10.26% | 1.3 |
|
| 6162 |
6162
Anderson Financial Strategies
Dayton,
Ohio
| $164M | -$2.43M | -1% | 2.09% | – | 278 | 69.06% | 0.1 |
|
| 6163 |
6163
Rockbridge Capital Management
Alexandria,
Virginia
| $163M | -$12.5M | -7% | 2.52% | – | 25 | 8% | 0.2 |
|
| 6164 |
WFG
6164
Wormser Freres Gestion
Paris,
France
| $163M | -$4.86M | -3% | 6.16% | 67.4% | 50 | 6% | 1.1 |
|
| 6165 |
6165
First Affirmative Financial Network
Colorado Springs,
Colorado
| $163M | -$10M | -6% | 0.14% | – | 293 | 16.38% | 1.9 |
|
| 6166 |
6166
Hardin Capital Partners
Greenville,
South Carolina
| $163M | -$2.61M | -2% | 0.72% | – | 126 | 18.25% | 0.7 |
|
| 6167 |
IA
6167
Incentive AS
Oslo,
Norway
| $163M | -$38.6M | -19% | 19.3% | – | 2 | 0% | 0.9 |
|
| 6168 |
6168
Midwest Capital Advisors
Grand Rapids,
Michigan
| $163M | +$26.1M | +19% | 2.04% | – | 195 | 8.72% | 0.2 |
|
| 6169 |
6169
Eagle Wealth Strategies
West Deptford,
New Jersey
| $163M | +$24.9M | +18% | 2.5% | 85% | 113 | 21.24% | 1 |
|
| 6170 |
6170
Bright Financial Advisors
Portage,
Michigan
| $163M | +$3.75M | +2% | 0.8% | – | 62 | 17.74% | 0.8 |
|
| 6171 |
6171
Index Venture Growth Associates IV
St. Helier,
Jersey
| $163M | -$13.3M | -8% | 7.54% | – | 1 | 0% | 0.3 |
|
| 6172 |
6172
Cape Ann Asset Management
London,
United Kingdom
| $163M | +$4.11M | +3% | 11.8% | 199% | 8 | 12.5% | 2.6 |
|
| 6173 |
6173
Financial Symmetry
Raleigh,
North Carolina
| $163M | +$15.3M | +10% | 0.56% | 68.4% | 52 | 19.23% | 0.9 |
|
| 6174 |
6174
Immersion
Aventura,
Florida
| $163M | +$6.99M | +4% | 1.98% | – | 8 | 37.5% | 0.2 |
|
| 6175 |
6175
Glenorchy Capital
Boorolite,
Australia
| $163M | -$8.05M | -5% | 0.09% | – | 66 | 4.55% | 1.1 |
|