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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
Peterson Wealth Management
Sparks,
Nevada
| $98.1M | -$9.16M | -9% | 6.05% | 78% | 62 | 19.35% | 1.6 |
|
| 6277 |
6277
Safir Wealth Advisors
Greenland,
New Hampshire
| $98.1M | +$2.01M | +2% | 5.02% | 52.1% | 15 | 13.33% | 1.6 |
|
| 6278 |
6278
Mainsail Financial Group
Bellevue,
Washington
| $98.1M | – | – | 6.06% | 61.9% | 43 | – | 0 |
|
| 6279 |
6279
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| $98.1M | +$6.91M | +8% | 10.9% | 106% | 168 | 37.5% | 1 |
|
| 6280 |
6280
Rose Park Advisors
Boston,
Massachusetts
| $97.8M | -$49.6M | -34% | 11.8% | 11.8% | 1 | 0% | 1 |
|
| 6281 |
6281
ACME LLC
San Francisco,
California
| $97.8M | -$13.8M | -12% | 0.08% | 199% | 9 | 0% | 1.3 |
|
| 6282 |
6282
Terrapin Asset Management
Miami,
Florida
| $97.6M | – | – | 3.15% | – | 264 | – | 0 |
|
| 6283 |
6283
Ampfield Management
New York
| $97.6M | +$28.8M | +42% | 20.8% | 56.9% | 4 | 25% | 1.8 |
|
| 6284 |
6284
Barden Capital Management
Austin,
Texas
| $97.6M | +$11.7M | +14% | 8.22% | 80.1% | 67 | 13.43% | 0.8 |
|
| 6285 |
6285
KFG Wealth Management
Granger,
Indiana
| $97.6M | – | – | 7.08% | 55.9% | 75 | – | 0 |
|
| 6286 |
6286
Alamar Capital Management
Santa Barbara,
California
| $97.6M | +$8.57M | +10% | 11.3% | – | 75 | 16% | 1.4 |
|
| 6287 |
6287
Wilson & Boucher Capital Management
Moraga,
California
| $97.5M | +$11.7M | +14% | 11.5% | 69.8% | 100 | 9% | 0.9 |
|
| 6288 |
6288
Panoramic Investment Advisors
Denver,
Colorado
| $97.5M | – | – | 7.24% | – | 94 | – | 0 |
|
| 6289 |
6289
Gavilan Investment Partners
Burlingame,
California
| $97.4M | – | – | 1.76% | 109% | 14 | – | 0 |
|
| 6290 |
6290
Threadgill Financial
Spring,
Texas
| $97.4M | -$4.1M | -4% | 15.3% | 49.3% | 45 | 31.11% | 0.7 |
|
| 6291 |
6291
LAM Group
Lake Oswego,
Oregon
| $97.4M | – | – | 9.21% | 61.8% | 117 | – | 0 |
|
| 6292 |
6292
Del-Sette Capital Management
Schenectady,
New York
| $97.3M | +$12.7M | +15% | 11.6% | 112% | 36 | 52.78% | 0.5 |
|
| 6293 |
6293
Axim Planning & Wealth
Springboro,
Ohio
| $97.3M | -$4.31M | -4% | 31.1% | 32.3% | 172 | 87.79% | 0.4 |
|
| 6294 |
6294
BCK Capital Management
Stamford,
Connecticut
| $97.2M | -$42.1M | -30% | 22.7% | 161% | 116 | 51.72% | 0.6 |
|
| 6295 |
6295
Campbell Capital Management
Miami,
Florida
| $97.2M | -$11.4M | -10% | 0.66% | – | 31 | 19.35% | 2.3 |
|
| 6296 |
6296
RF&L Wealth Management
Acton,
Massachusetts
| $97.1M | – | – | 8.92% | 73.8% | 47 | – | 0 |
|
| 6297 |
6297
Walker Financial Services
Bowling Green,
Kentucky
| $97M | -$10M | -9% | 5.19% | 20.8% | 24 | 16.67% | 0.6 |
|
| 6298 |
6298
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
| $97M | +$23.8M | +32% | 7.23% | 79.7% | 106 | 24.53% | 0.7 |
|
| 6299 |
6299
Brown Financial Advisory
Fairhope,
Alabama
| $96.9M | -$7.23M | -7% | 7.32% | 66.3% | 30 | 13.33% | 1.7 |
|
| 6300 |
GG
6300
Golden Green
Seneca,
South Carolina
| $96.9M | +$4.3M | +5% | 5.41% | 92.4% | 89 | 32.58% | 0.9 |
|