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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 |
PWP
6276
Pursue Wealth Partners
Clayton,
California
| $182M | +$6.07M | +3% | 11.9% | 108% | 120 | 16.67% | 2.1 |
|
| 6277 |
6277
Prime Buchholz
Portsmouth,
New Hampshire
| $182M | -$131M | -42% | 6.16% | – | 23 | 13.04% | 0.7 |
|
| 6278 |
6278
Gouws Capital LLC
Charlotte,
North Carolina
| $182M | +$1.18M | +0.7% | 7.08% | 114% | 57 | 7.02% | 2.5 |
|
| 6279 |
6279
HMV Wealth Advisors
Shreveport,
Louisiana
| $182M | +$29.3M | +19% | 7.57% | – | 84 | 9.52% | 0.6 |
|
| 6280 |
6280
Decker Retirement Planning
Levi,
Utah
| $182M | +$9.19M | +5% | 20.9% | – | 346 | 49.13% | 0.5 |
|
| 6281 |
6281
OxenFree Capital
Satellite Beach,
Florida
| $182M | +$19.4M | +12% | 5.83% | 56.4% | 49 | 12.24% | 1.4 |
|
| 6282 |
6282
Tenzing Global Management
San Francisco,
California
| $182M | +$22.1M | +14% | 8.35% | 273% | 28 | 46.43% | 0.9 |
|
| 6283 |
6283
Pettee Investors
Rowayton,
Connecticut
| $182M | +$14.5M | +9% | 10.3% | 96.1% | 114 | 9.65% | 6.8 |
|
| 6284 |
6284
General Partner Inc
Pittsburgh,
Pennsylvania
| $182M | +$11M | +6% | 8.76% | 83.1% | 174 | 3.45% | 2.2 |
|
| 6285 |
6285
Coign Capital Advisors
Draper,
Utah
| $182M | +$33.9M | +23% | 4.78% | – | 87 | 16.09% | 0.6 |
|
| 6286 |
6286
Barnes Wealth Management Group
Bakersfield,
California
| $182M | +$12.3M | +7% | 6.56% | – | 179 | 10.61% | 0.6 |
|
| 6287 |
6287
Virtus ETF Advisers
New York
| $182M | +$17.7M | +11% | 18.5% | 177% | 533 | 32.08% | 0.5 |
|
| 6288 |
JWM
6288
Johnson Wealth Management
Grand Forks,
North Dakota
| $182M | – | – | 5.82% | – | 48 | – | 0 |
|
| 6289 |
6289
Covestor
London,
United Kingdom
| $181M | +$12M | +7% | 13.5% | 134% | 2,889 | 7.55% | 3 |
|
| 6290 |
6290
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
| $181M | +$18.1M | +11% | 5.03% | 59.6% | 111 | 6.31% | 1.9 |
|
| 6291 |
6291
MWA Asset Management
Lexington,
Massachusetts
| $181M | +$17.7M | +11% | 13.4% | 174% | 131 | 13.74% | 1.6 |
|
| 6292 |
6292
Bradley & Co Private Wealth Management
Miami,
Florida
| $181M | +$17.3M | +11% | 11.1% | – | 208 | 8.17% | 3.1 |
|
| 6293 |
6293
Ring Mountain Capital
Tiburon,
California
| $181M | +$16.3M | +10% | 12.9% | – | 100 | 4% | 0.7 |
|
| 6294 |
VFG
6294
V2 Financial group
Naperville,
Illinois
| $181M | +$14.7M | +9% | 8.53% | 63.3% | 94 | 11.7% | 2.8 |
|
| 6295 |
6295
Concorde Financial
Dallas,
Texas
| $180M | +$11.3M | +7% | 8.33% | 81.3% | 56 | 37.5% | 2.6 |
|
| 6296 |
6296
Sarissa Capital Management
Greenwich,
Connecticut
| $180M | +$26M | +17% | 20.2% | 80% | 8 | 12.5% | 3.8 |
|
| 6297 |
ALAM
6297
Asahi Life Asset Management
Tokyo,
Japan
| $180M | +$9.05M | +5% | 8.92% | 122% | 215 | 56.74% | 2 |
|
| 6298 |
MKW
6298
Mullaney, Keating & Wright
Middletown,
Connecticut
| $180M | +$27.4M | +18% | 11.4% | – | 69 | 14.49% | 1 |
|
| 6299 |
6299
Fort Vancouver Investment Management
Vancouver,
Washington
| $180M | +$33.8M | +23% | 6.31% | – | 55 | 14.55% | 1 |
|
| 6300 |
6300
Prudent Man Investment Management
Louisville,
Colorado
| $180M | -$43.5K | -0% | 5.09% | – | 169 | 0.59% | 0.8 |
|