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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6176 |
6176
Accel Growth Fund V Associates
Palo Alto,
California
| $108M | -$10.8M | -9% | 9% | 1.17% | 2 | 0% | 2.4 |
|
| 6177 |
6177
Broadview Financial Management
Wauwatosa,
Wisconsin
| $108M | -$9M | -8% | 4.4% | 52.4% | 40 | 10% | 5 |
|
| 6178 |
6178
Geo Capital Gestora de Recursos
S?o Paulo,
Brazil
| $108M | -$21.1M | -16% | 5.22% | 30.7% | 41 | 2.44% | 2.6 |
|
| 6179 |
6179
Financial Alternatives
La Jolla,
California
| $108M | -$2.47M | -2% | 3.92% | 50.2% | 79 | 5.06% | 0.7 |
|
| 6180 |
6180
Vanguard Capital Wealth Advisors
Denver,
Colorado
| $108M | -$2.23M | -2% | 1.37% | 234% | 156 | 21.15% | 2.6 |
|
| 6181 |
AIFAIM
6181
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| $108M | -$6.39M | -6% | 2.83% | 72.8% | 124 | 12.9% | 2.4 |
|
| 6182 |
6182
Zeit Capital
Greenwood Village,
Colorado
| $108M | -$4.05M | -4% | 3.57% | 56.5% | 30 | 0% | 2.4 |
|
| 6183 |
6183
Ballast Asset Management
Dallas,
Texas
| $108M | – | – | 1.34% | 126% | 52 | – | 0 |
|
| 6184 |
6184
Sharp Capital Gestora de Recursos
Rio De Janeiro,
Brazil
| $108M | -$32.6M | -23% | 0.43% | 61.4% | 3 | 0% | 2 |
|
| 6185 |
6185
RF&L Wealth Management
Acton,
Massachusetts
| $108M | -$1.87M | -2% | 2.46% | 73.8% | 54 | 5.56% | 0.7 |
|
| 6186 |
6186
Richelieu Gestion
Paris,
France
| $108M | -$12.4M | -10% | 4.11% | – | 81 | 24.69% | 1 |
|
| 6187 |
6187
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| $108M | -$13.5M | -11% | 1.98% | 62.3% | 52 | 7.69% | 1.8 |
|
| 6188 |
6188
Newport Capital Group
Red Bank,
New Jersey
| $108M | -$91.6M | -46% | 2.58% | – | 73 | 41.1% | 0.3 |
|
| 6189 |
6189
Magnolia Wealth Management
Dothan,
Alabama
| $107M | +$101K | +0.1% | 3.46% | 48.7% | 11 | 0% | 1.4 |
|
| 6190 |
6190
WealthTrust Asset Management
Destin,
Florida
| $107M | -$2.86M | -3% | 0.94% | 102% | 82 | 21.95% | 1.2 |
|
| 6191 |
MF
6191
Meridian Financial
Holliston,
Massachusetts
| $107M | -$3.45M | -3% | 3.84% | 58.5% | 101 | 7.92% | 1.5 |
|
| 6192 |
SWP
6192
Semus Wealth Partners
Boca Raton,
Florida
| $107M | -$1.53M | -1% | 4.11% | 107% | 123 | 10.57% | 0.7 |
|
| 6193 |
6193
Ellerson Group
Annapolis,
Maryland
| $107M | +$2.32M | +2% | 0.18% | 148% | 64 | 25% | 0.5 |
|
| 6194 |
6194
GraniteShares Advisors
New York
| $107M | -$3.6M | -3% | 0.26% | 86.2% | 144 | 63.19% | 0.7 |
|
| 6195 |
6195
Aflac Inc
Columbus,
Georgia
| $107M | +$29.5M | +38% | 40.8% | 28.8% | 4 | 0% | 1.1 |
|
| 6196 |
6196
Northern Capital Management (Washington)
Spokane,
Washington
| $107M | -$24.4M | -19% | 3.67% | 80% | 41 | 12.2% | 2.3 |
|
| 6197 |
6197
Sightline Wealth Advisors
Groton,
Connecticut
| $107M | +$6.49M | +6% | 4.14% | 48.5% | 74 | 22.97% | 1.6 |
|
| 6198 |
6198
Nvest Financial
Portsmouth,
New Hampshire
| $107M | -$7.13M | -6% | 3.11% | 92.8% | 68 | 19.12% | 1.1 |
|
| 6199 |
6199
Cottonwood Capital Advisors
Salt Lake City,
Utah
| $107M | -$2.14M | -2% | 1.79% | 79% | 110 | 18.18% | 1.3 |
|
| 6200 |
6200
Erickson Financial Group
Allentown,
Pennsylvania
| $107M | -$3.31M | -3% | 4.31% | 63.3% | 24 | 0% | 1.5 |
|