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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
Eagle Bluffs Wealth Management
Columbia,
Missouri
| $95.4M | +$8.74M | +10% | 8.6% | 95.5% | 62 | 8.06% | 0.9 |
|
| 6327 |
6327
Terra Nova Asset Management
New York
| $95.3M | +$3.8M | +4% | 11.1% | 172% | 89 | 16.85% | 2.6 |
|
| 6328 |
CSI
6328
Cross Staff Investments
Pittsford,
New York
| $95.3M | +$6.04M | +7% | 6.27% | 80.3% | 121 | 14.05% | 0.9 |
|
| 6329 |
6329
Data Collective IV
Palo Alto,
California
| $95.2M | -$31.3M | -25% | 13.6% | 317% | 6 | 16.67% | 0.8 |
|
| 6330 |
HC
6330
Hoese & Co
Glencoe,
Minnesota
| $95.2M | +$10.5M | +12% | 7.01% | 51% | 198 | 11.11% | 1.5 |
|
| 6331 |
6331
PFS Partners
Mine Hill,
New Jersey
| $95M | +$2.54M | +3% | 7.4% | 65.2% | 389 | 8.23% | 0.9 |
|
| 6332 |
KA
6332
Kearns & Associates
Palos Verdes Estates,
California
| $95M | +$21.1M | +28% | 7.38% | 78.7% | 41 | 68.29% | 0.3 |
|
| 6333 |
6333
Empirical Asset Management
Wellesley,
Massachusetts
| $95M | +$3.29M | +4% | 8.89% | 94.5% | 181 | 30.39% | 0.6 |
|
| 6334 |
MF
6334
Meridian Financial
Holliston,
Massachusetts
| $95M | +$8.92M | +10% | 8.27% | 58.5% | 91 | 9.89% | 0.9 |
|
| 6335 |
6335
TTP Investments
San Jose,
California
| $95M | +$11.7M | +14% | 4.95% | 197% | 44 | 27.27% | 0.9 |
|
| 6336 |
SC
6336
Samjo Capital
New York
| $94.9M | +$13M | +16% | 9.26% | 89.1% | 15 | 20% | 1.5 |
|
| 6337 |
6337
Counterpoint Mutual Funds
San Diego,
California
| $94.9M | +$53.8M | +131% | 8.84% | 74.3% | 458 | 81% | 0.1 |
|
| 6338 |
6338
Global Assets Advisory
Orlando,
Florida
| $94.8M | -$4.03M | -4% | 8.07% | 95.9% | 155 | 16.77% | 0.3 |
|
| 6339 |
SWG
6339
Summit Wealth Group
White River Junction,
Vermont
| $94.7M | +$10M | +12% | 5.43% | 53% | 31 | 25.81% | 1.2 |
|
| 6340 |
6340
Caldwell Investment Management
Toronto,
Ontario, Canada
| $94.7M | +$12.5M | +15% | 10.9% | 162% | 30 | 26.67% | 0.7 |
|
| 6341 |
6341
Perkins Capital Management
Wayzata,
Minnesota
| $94.7M | +$5.36M | +6% | 9.51% | 303% | 109 | 12.84% | 4 |
|
| 6342 |
6342
Benchmark Investment Advisors
Chicago,
Illinois
| $94.7M | +$1.84M | +2% | 8.05% | – | 103 | 17.48% | 0.8 |
|
| 6343 |
6343
KilterHowling LLC
Boulder,
Colorado
| $94.5M | +$11.3M | +14% | 5.29% | 51.3% | 55 | 32.73% | 0.8 |
|
| 6344 |
6344
Kessler Investment Group
Columbus,
Indiana
| $94.5M | -$26.7M | -22% | 9.88% | 251% | 201 | 23.88% | 2.3 |
|
| 6345 |
6345
Axiom Advisory
San Diego,
California
| $94.5M | +$10.4M | +12% | 3.63% | 16.4% | 27 | 7.41% | 0.9 |
|
| 6346 |
6346
Ellerson Group
Annapolis,
Maryland
| $94.4M | – | – | 17.4% | 148% | 47 | – | 0 |
|
| 6347 |
6347
Brewster Financial Planning
Brooklyn,
New York
| $94.4M | +$8.79M | +10% | 7.01% | 44.3% | 13 | 7.69% | 0.9 |
|
| 6348 |
CI
6348
Carroll Investors
Mt Pleasant,
South Carolina
| $94.3M | -$29.8M | -24% | 3.15% | 241% | 47 | 25.53% | 0.6 |
|
| 6349 |
6349
Guardian Financial Partners
Orange,
California
| $94.3M | +$7.95M | +9% | 7.47% | 50.2% | 42 | 26.19% | 0.7 |
|
| 6350 |
6350
Saber Capital Management
Fuquay Varina,
North Carolina
| $94.2M | -$3.21M | -3% | 4.34% | – | 19 | 26.32% | 0.7 |
|