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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
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| $156M | -$15M | -9% | 1.62% | 51.8% | 33 | 42.42% | 2.1 |
|
| 6277 |
6277
Gridiron Partners
Wexford,
Pennsylvania
| $156M | -$1.59M | -1% | 0.08% | 15.5% | 63 | 0% | 1.2 |
|
| 6278 |
6278
Strategic Value Bank Partners
Cleveland,
Ohio
| $156M | +$1.22M | +0.8% | 4.72% | 98.1% | 15 | 20% | 2.8 |
|
| 6279 |
6279
Eight 31 Financial
Midland,
Texas
| $156M | +$23M | +17% | 1.15% | – | 76 | 34.21% | 0.9 |
|
| 6280 |
6280
Future You Wealth
New York
| $156M | +$14.9M | +11% | 1.72% | – | 50 | 14% | 0.2 |
|
| 6281 |
6281
Promethium Advisors
Bethesda,
Maryland
| $156M | +$10M | +7% | 1.52% | – | 140 | 22.14% | 0.4 |
|
| 6282 |
6282
Meritech Capital Associates V
Palo Alto,
California
| $156M | -$103M | -40% | 18% | 133% | 2 | 0% | 4.1 |
|
| 6283 |
6283
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| $156M | -$169K | -0.1% | 1.77% | 62.6% | 76 | 6.58% | 3.3 |
|
| 6284 |
6284
Barnes Wealth Management Group
Bakersfield,
California
| $156M | +$6.7M | +4% | 0.73% | – | 170 | 24.12% | 0.2 |
|
| 6285 |
6285
17 Capital Partners
Pheonix,
Arizona
| $156M | -$2.12M | -1% | 2.22% | – | 145 | 13.79% | 2.1 |
|
| 6286 |
6286
Fairbanks Capital Management
Rancho Santa Fe,
California
| $156M | -$4.96M | -3% | 1.96% | 81.3% | 56 | 10.71% | 4.9 |
|
| 6287 |
AFA
6287
Alta Fundamental Advisers
New York
| $156M | -$179M | -53% | 21.4% | 340% | 29 | 37.93% | 2.2 |
|
| 6288 |
6288
CoreFirst Bank & Trust
Topeka,
Kansas
| $156M | -$12.7M | -8% | 1.14% | 61.4% | 354 | 68.64% | 3.7 |
|
| 6289 |
6289
FourWorld Capital Management
New York
| $156M | -$36.9M | -19% | 1% | 132% | 31 | 54.84% | 0.8 |
|
| 6290 |
CH
6290
Cromwell Holdings
Jackson,
Wyoming
| $155M | -$17.9M | -10% | 1.55% | – | 831 | 26.96% | 0.5 |
|
| 6291 |
6291
Endowment Wealth Management
Appleton,
Wisconsin
| $155M | +$6.57M | +4% | 1.31% | 70.7% | 156 | 16.03% | 2.1 |
|
| 6292 |
6292
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| $155M | -$48M | -24% | 12.1% | 961% | 52 | 73.08% | 0.7 |
|
| 6293 |
6293
Clarity Asset Management
Ames,
Iowa
| $155M | +$1.76M | +1% | 2.24% | 51.8% | 229 | 12.23% | 1 |
|
| 6294 |
6294
Trust Investment Advisors
Indianapolis,
Indiana
| $155M | -$1.39M | -0.9% | 2.08% | 178% | 147 | 46.94% | 3.5 |
|
| 6295 |
VFG
6295
V2 Financial group
Naperville,
Illinois
| $155M | -$9.33M | -6% | 1.69% | 63.3% | 87 | 10.34% | 2.6 |
|
| 6296 |
6296
Secured Retirement Advisors
St Louis Park,
Minnesota
| $155M | -$19.4M | -11% | 2.22% | – | 173 | 52.02% | 0.6 |
|
| 6297 |
6297
Prospera Capital Management
Gilbert,
Arizona
| $155M | +$18.2M | +13% | 2.35% | – | 37 | 59.46% | 0.1 |
|
| 6298 |
RF
6298
Roberts Foundation
San Mateo,
California
| $155M | -$53.7M | -26% | 15.9% | – | 3 | 33.33% | 0.3 |
|
| 6299 |
6299
Ledgewood Wealth Advisors
Exeter,
New Hampshire
| $155M | +$64.3K | +0% | 0.51% | 42.8% | 72 | 6.94% | 1.1 |
|
| 6300 |
6300
Arthedge Capital Management
Jericho,
New York
| $155M | -$14.1M | -8% | 14.8% | 80.7% | 13 | 15.38% | 2.9 |
|