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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6276 |
6276
Daventry Group
New York
| $74M | +$648K | +0.9% | 4.68% | 26.2% | 7 | 0% | 0.6 |
|
| 6277 |
6277
SFG Wealth Management
Towson,
Maryland
| $73.9M | -$11.9M | -14% | 3.6% | 82.1% | 93 | 29.03% | 0.6 |
|
| 6278 |
KA
6278
Kearns & Associates
Palos Verdes Estates,
California
| $73.9M | -$1.44M | -2% | 5.92% | 78.7% | 13 | 0% | 0.8 |
|
| 6279 |
AM
6279
Account Management
Boxford,
Massachusetts
| $73.7M | -$8.4M | -10% | 4.26% | 87.4% | 26 | 15.38% | 4.3 |
|
| 6280 |
6280
Andrew Hill Investment Advisors
Naples,
Florida
| $73.7M | +$4.05M | +6% | 0.87% | 269% | 57 | 49.12% | 0.5 |
|
| 6281 |
6281
Thompson Davis & Co
Richmond,
Virginia
| $73.6M | +$12.5M | +20% | 37.4% | 188% | 111 | 31.53% | 3.1 |
|
| 6282 |
6282
Morling Financial Advisors
Fremont,
California
| $73.4M | -$3.2M | -4% | 1.8% | 91.2% | 77 | 14.29% | 0.6 |
|
| 6283 |
6283
Crew Capital Management
Cincinnati,
Ohio
| $73.4M | -$6.11M | -8% | 5.85% | 104% | 98 | 15.31% | 1.3 |
|
| 6284 |
6284
Audent Global Asset Management
West Hollywood,
California
| $73.4M | -$71.4M | -49% | 4.92% | 112% | 50 | 14% | 0.7 |
|
| 6285 |
6285
First Community Trust
Dubuque,
Iowa
| $73.3M | -$11.4M | -13% | 5.86% | 128% | 380 | 23.95% | 0.7 |
|
| 6286 |
PM
6286
Ponoi Management
San Francisco,
California
| $73.2M | +$9.9M | +16% | 17.6% | – | 4 | 0% | 1.8 |
|
| 6287 |
6287
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
| $73.2M | -$4.23M | -5% | 5.19% | 79.7% | 95 | 18.95% | 0.6 |
|
| 6288 |
6288
Fidato Wealth
Middleburg Heights,
Ohio
| $73.2M | -$3.42M | -4% | 5.54% | 61.1% | 5 | 0% | 0.7 |
|
| 6289 |
6289
17 Capital Partners
Pheonix,
Arizona
| $73M | -$6.18M | -8% | 4.16% | – | 89 | 3.37% | 1.1 |
|
| 6290 |
6290
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
| $73M | -$37M | -34% | 33.6% | 407% | 1 | 0% | 0.8 |
|
| 6291 |
KCM
6291
KRS Capital Management
Bloomfield,
Michigan
| $72.5M | +$2.3M | +3% | 5.88% | 272% | 101 | 9.9% | 0.7 |
|
| 6292 |
6292
Pitti Group Wealth Management
Victor,
New York
| $72.5M | -$802K | -1% | 4.76% | 65.3% | 64 | 9.38% | 0.7 |
|
| 6293 |
6293
ACT Capital Management
Wayne,
Pennsylvania
| $72.5M | +$956K | +1% | 6.71% | – | 88 | 30.68% | 0.9 |
|
| 6294 |
ETIA
6294
Epic Trust Investment Advisors
Richland,
Washington
| $72.2M | +$19.3M | +37% | 3.75% | – | 110 | 46.36% | 0.3 |
|
| 6295 |
6295
1888 Investments
Denver,
Colorado
| $72.1M | -$2.31M | -3% | 1.05% | 38.6% | 7 | 57.14% | 0.6 |
|
| 6296 |
6296
MU Investments Company
Tokyo,
Japan
| $72M | -$1.93M | -3% | 2.69% | 40.4% | 24 | 0% | 5.2 |
|
| 6297 |
6297
HFG Advisors
Cincinatti,
Ohio
| $72M | -$2.07M | -3% | 4.39% | 69.7% | 88 | 14.77% | 0.6 |
|
| 6298 |
6298
Intrinsic Value Partners
Phoenix,
Arizona
| $72M | -$6.42M | -8% | 7.2% | 126% | 54 | 3.7% | 0.7 |
|
| 6299 |
6299
Barrier Capital Management
San Francisco,
California
| $71.8M | -$5.48M | -7% | 3.35% | 216% | 20 | 45% | 0.4 |
|
| 6300 |
6300
Forefront Wealth Management
Malvern,
Pennsylvania
| $71.8M | -$2.44M | -3% | 1.22% | – | 53 | 30.19% | 0.6 |
|