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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6326 |
6326
Yarger Wealth Strategies
Westerville,
Ohio
| $77.5M | +$824K | +1% | 14.5% | 55.1% | 51 | 19.61% | 0.4 |
|
| 6327 |
6327
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
| $77.4M | -$5.19M | -6% | 18.2% | 79.7% | 98 | 16.33% | 0.4 |
|
| 6328 |
HIH
6328
HRS Investment Holdings
New York
| $77.4M | -$9.6M | -11% | 15.6% | 21.5% | 2 | 0% | 1.9 |
|
| 6329 |
6329
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| $77.4M | -$7.11M | -8% | 8.87% | 161% | 207 | 22.71% | 3 |
|
| 6330 |
6330
Bregal Investments
New York
| $77.4M | -$65.7M | -46% | 45.9% | – | 1 | 0% | 1.5 |
|
| 6331 |
6331
Bregal North America General Partner Jersey
St. Helier,
Jersey
| $77.4M | -$65.7M | -46% | 45.9% | 71.3% | 1 | 0% | 1.5 |
|
| 6332 |
6332
Bregal Sagemount I
St. Helier,
Jersey
| $77.4M | -$65.7M | -46% | 45.9% | 71.3% | 1 | 0% | 1.5 |
|
| 6333 |
6333
Peterson Wealth Management
Sparks,
Nevada
| $77.4M | -$71.7M | -48% | 9.17% | 78% | 63 | 33.33% | 1.5 |
|
| 6334 |
FGIM
6334
First Growth Investment Manager
San Francisco,
California
| $77.4M | -$59.9M | -44% | 30.5% | – | 37 | 24.32% | 1.1 |
|
| 6335 |
6335
Kellett Wealth Advisors
Cincinnati,
Ohio
| $77.4M | -$49.3M | -39% | 12% | 76.3% | 73 | 32.88% | 0.4 |
|
| 6336 |
6336
Avant Capital
Lafayette,
Louisiana
| $77.3M | -$12.1M | -14% | 13.1% | – | 55 | 3.64% | 0.5 |
|
| 6337 |
6337
Barrier Capital Management
San Francisco,
California
| $77.3M | -$35.7M | -32% | 23.5% | 216% | 18 | 33.33% | 0.4 |
|
| 6338 |
6338
Vazirani Asset Management
New York
| $77.2M | -$39.2M | -34% | 3.07% | 436% | 72 | 79.17% | 0.2 |
|
| 6339 |
6339
Stegent Equity Advisors
Houston,
Texas
| $77.1M | -$41.6M | -35% | 4.75% | 96.4% | 106 | 47.17% | 0.4 |
|
| 6340 |
6340
Orser Capital Management
Southlake,
Texas
| $77M | -$86.7M | -53% | 16.8% | 128% | 85 | 44.71% | 3.1 |
|
| 6341 |
6341
Two Seas Capital
Rye,
New York
| $76.8M | -$42.5M | -36% | 14.7% | 344% | 12 | 33.33% | 0.5 |
|
| 6342 |
ECP
6342
Elemental Capital Partners
San Francisco,
California
| $76.8M | -$40M | -34% | 30.8% | – | 7 | 0% | 1.1 |
|
| 6343 |
6343
Meritech Capital Associates IV
Palo Alto,
California
| $76.7M | -$5.1M | -6% | 4.09% | – | 2 | 0% | 0.5 |
|
| 6344 |
6344
Morling Financial Advisors
Fremont,
California
| $76.6M | -$2.46M | -3% | 20.4% | 91.2% | 90 | 27.78% | 0.4 |
|
| 6345 |
6345
Fidato Wealth
Middleburg Heights,
Ohio
| $76.6M | -$15.1M | -16% | 15.2% | 61.1% | 7 | 28.57% | 0.5 |
|
| 6346 |
6346
SBK Financial
Richmond,
Virginia
| $76.6M | -$23.8M | -24% | 14.9% | – | 74 | 12.16% | 0.5 |
|
| 6347 |
6347
Vista Finance
Clayton,
Missouri
| $76.5M | +$9.05M | +13% | 2.18% | 47% | 66 | 72.73% | 0.2 |
|
| 6348 |
CCFP
6348
Charles Carroll Financial Partners
Kingston,
Massachusetts
| $76.5M | -$20M | -21% | 15.7% | – | 49 | 30.61% | 0.4 |
|
| 6349 |
BVLP
6349
Bailey Value Limited Partnership
Danvers,
Massachusetts
| $76.5M | -$16.1M | -17% | 12.6% | – | 11 | 0% | 0.5 |
|
| 6350 |
6350
Nationwide Asset Management
Columbus,
Ohio
| $76.4M | -$65.5M | -46% | 13.6% | 8.56% | 10 | 30% | 2.1 |
|