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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6251 |
6251
Navis Wealth Advisors
Rye Brook,
New York
| $109M | +$17.9M | +20% | 36.7% | 107% | 90 | 7.78% | 1.7 |
|
| 6252 |
6252
RiverPark Advisors
New York
| $109M | -$40.4M | -27% | 12.4% | 87.5% | 61 | 22.95% | 4 |
|
| 6253 |
6253
New Millennium Group
Sandy,
Utah
| $109M | +$9.6M | +10% | 13.3% | 176% | 455 | 13.19% | 1 |
|
| 6254 |
CSI
6254
Cross Staff Investments
Pittsford,
New York
| $109M | +$7.91M | +8% | 9.18% | 80.3% | 119 | 8.4% | 1.3 |
|
| 6255 |
6255
Invesco Senior Secured Management
New York
| $109M | +$40.1M | +58% | 0.95% | 18.1% | 11 | 27.27% | 2.6 |
|
| 6256 |
SWP
6256
Semus Wealth Partners
Boca Raton,
Florida
| $109M | +$15.9M | +17% | 10.7% | 107% | 122 | 13.93% | 0.4 |
|
| 6257 |
6257
McDonough Capital Management
Orlando,
Florida
| $109M | +$11.9M | +12% | 13.3% | 98.1% | 42 | 2.38% | 1.3 |
|
| 6258 |
6258
Armstrong Fleming & Moore
Washington,
District of Columbia
| $109M | – | – | 7.64% | 124% | 87 | – | 0 |
|
| 6259 |
6259
Cravens & Co Advisors
Cookeville,
Tennessee
| $109M | +$1.53M | +1% | 1.84% | 70.4% | 74 | 9.46% | 0.5 |
|
| 6260 |
6260
TI-Trust
Quincy,
Illinois
| $109M | +$2.23M | +2% | 3.54% | 88.8% | 111 | 3.6% | 2.9 |
|
| 6261 |
6261
First National Advisers
Omaha,
Nebraska
| $109M | +$20.4M | +23% | 10.7% | 87.9% | 118 | 9.32% | 0.8 |
|
| 6262 |
6262
Absolute Capital Management
Pittsburgh,
Pennsylvania
| $108M | -$4.52M | -4% | 4.71% | 98.2% | 89 | 31.46% | 0.7 |
|
| 6263 |
6263
Concorde Asset Management
Ann Arbor,
Michigan
| $108M | +$24.1M | +29% | 6.78% | – | 133 | 44.36% | 1.7 |
|
| 6264 |
6264
Sippican Capital Advisors
Boston,
Massachusetts
| $108M | +$3.84M | +4% | 4.4% | 81.1% | 106 | 9.43% | 5.1 |
|
| 6265 |
6265
Benchmark Investment Advisors
Chicago,
Illinois
| $108M | +$11.1M | +11% | 14.7% | – | 95 | 12.63% | 1.2 |
|
| 6266 |
6266
Valley Brook Capital Group
Venetia,
Pennsylvania
| $108M | -$117K | -0.1% | 6.17% | 106% | 112 | 8.93% | 2.2 |
|
| 6267 |
6267
Core Wealth Partners
Santa Rosa,
California
| $108M | +$8.67M | +9% | 6.3% | 63.8% | 112 | 13.39% | 0.4 |
|
| 6268 |
6268
Michael S. Ryan Inc
Latham,
New York
| $108M | – | – | 4.36% | 63.3% | 53 | – | 0 |
|
| 6269 |
6269
Safir Wealth Advisors
Greenland,
New Hampshire
| $108M | +$6.78M | +7% | 4.87% | 52.1% | 17 | 23.53% | 1.9 |
|
| 6270 |
MIM
6270
Meixler Investment Management
Show Low,
Arizona
| $108M | +$4.97M | +5% | 1.46% | 66.2% | 105 | 20.95% | 1 |
|
| 6271 |
6271
Capital Square
Chattanooga,
Tennessee
| $108M | +$921 | +0% | 3.46% | 62.5% | 158 | 22.78% | 2.3 |
|
| 6272 |
6272
RK Asset Management
Grosse Pointe Farms,
Michigan
| $108M | +$7M | +7% | 14.5% | 47.6% | 21 | 4.76% | 3.8 |
|
| 6273 |
CMS
6273
Capital Market Strategies
Palm Beach Gardens,
Florida
| $108M | +$51.7M | +92% | 10.6% | 120% | 143 | 69.23% | 0.4 |
|
| 6274 |
6274
Counterpoint Mutual Funds
San Diego,
California
| $108M | -$6.1M | -5% | 4.62% | 74.3% | 516 | 80.62% | 0.2 |
|
| 6275 |
6275
Clio Asset Management
Charlottesville,
Virginia
| $108M | – | – | 9.31% | 60.6% | 11 | – | 0 |
|