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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6301 |
SVG
6301
Sun Valley Gold
Sun Valley,
Idaho
| $101M | -$55.4M | -35% | 10.5% | 160% | 11 | 9.09% | 3.3 |
|
| 6302 |
6302
Envision Financial Planning
Memphis,
Tennessee
| $101M | – | – | 3.5% | 32.1% | 24 | – | 0 |
|
| 6303 |
6303
Morling Financial Advisors
Fremont,
California
| $101M | -$3.15M | -3% | 3.59% | 91.2% | 75 | 2.67% | 1.4 |
|
| 6304 |
6304
SRN Advisors
Huntingdon Valley,
Pennsylvania
| $101M | -$11.5M | -10% | 4.4% | 146% | 86 | 0% | 1.9 |
|
| 6305 |
6305
Perkins Capital Management
Wayzata,
Minnesota
| $101M | -$13.9M | -12% | 6.56% | 303% | 102 | 8.82% | 4.4 |
|
| 6306 |
6306
Kennon-Green & Company
New Albany,
Ohio
| $101M | -$6.74M | -6% | 5.16% | 58.4% | 45 | 4.44% | 0.7 |
|
| 6307 |
6307
Clay Northam Wealth Management
Huntington Beach,
California
| $101M | -$4.38M | -4% | 2.71% | 125% | 81 | 7.41% | 1.4 |
|
| 6308 |
6308
Kolinsky Wealth Management
Ramsey,
New Jersey
| $101M | -$4.68M | -4% | 2.56% | 44.6% | 144 | 13.19% | 1.3 |
|
| 6309 |
6309
Applied Capital LLC
Hollywood,
Florida
| $101M | -$5.18M | -5% | 2.71% | 78.3% | 78 | 1.28% | 0.7 |
|
| 6310 |
6310
MY Wealth Management
Germantown,
Maryland
| $101M | -$8.98M | -8% | 4.58% | 41.2% | 29 | 0% | 1.3 |
|
| 6311 |
6311
4J Wealth Management
Alexandria,
Virginia
| $100M | -$2.6M | -3% | 1.88% | 68.2% | 88 | 6.82% | 1.8 |
|
| 6312 |
6312
Widmann Financial Services
Bowie,
Maryland
| $100M | -$4.17M | -4% | 4.55% | 75.2% | 88 | 5.68% | 1.6 |
|
| 6313 |
CMS
6313
Capital Market Strategies
Palm Beach Gardens,
Florida
| $100M | -$7.77M | -7% | 2.24% | 120% | 150 | 9.33% | 0.7 |
|
| 6314 |
6314
Oppenheimer & Close
New York
| $100M | +$3.94M | +4% | 1.52% | 149% | 56 | 8.93% | 4.3 |
|
| 6315 |
6315
Center For Asset Management
Palm Beach Gardens,
Florida
| $100M | -$5.71M | -5% | 3.13% | 66.6% | 106 | 16.98% | 1.5 |
|
| 6316 |
6316
Clearfield Capital Management
New York
| $100M | -$23.1M | -19% | 6.91% | 421% | 10 | 80% | 0.8 |
|
| 6317 |
6317
Foundation Wealth Management (Missouri)
Clayton,
Missouri
| $100M | -$2.44M | -2% | 3.4% | 74.9% | 40 | 5% | 0.7 |
|
| 6318 |
6318
Silvia McColl Wealth Management
San Diego,
California
| $100M | -$7.75M | -7% | 1.94% | 82.7% | 108 | 10.19% | 0.7 |
|
| 6319 |
6319
Rip Road Capital Partners
Boston,
Massachusetts
| $100M | +$16.2M | +19% | 2.79% | 121% | 15 | 40% | 1.5 |
|
| 6320 |
6320
Brewster Financial Planning
Brooklyn,
New York
| $100M | -$3.64M | -4% | 4.21% | 44.3% | 15 | 0% | 1.5 |
|
| 6321 |
6321
Fortune 45 LLC
Gonzales,
Louisiana
| $100M | +$1.76M | +2% | 2.62% | 85.2% | 32 | 21.88% | 1.3 |
|
| 6322 |
6322
Oaktree Fund Advisors
Los Angles,
California
| $100M | -$18.3M | -15% | 6.28% | 132% | 47 | 4.26% | 0.9 |
|
| 6323 |
6323
Indie Asset Partners
Carmel,
Indiana
| $99.2M | +$7.28M | +8% | 4.61% | 119% | 85 | 10.59% | 2.5 |
|
| 6324 |
6324
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| $99.1M | -$70.5K | -0.1% | 2.71% | 70.9% | 109 | 9.17% | 1.3 |
|
| 6325 |
6325
Atlantic Private Wealth
Chapel Hill,
North Carolina
| $99M | +$686K | +0.7% | 2.66% | 55.7% | 125 | 24.8% | 0.7 |
|