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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
International City Management Association Retirement Corp
Washington,
District of Columbia
| $137M | +$17.2M | +14% | 0.09% | 42.9% | 8 | 50% | 1 |
|
| 6327 |
6327
Comprehensive Wealth Management
Lynnwood,
Washington
| $137M | +$8.38M | +7% | 0.71% | 36.9% | 44 | 63.64% | 1 |
|
| 6328 |
6328
Penney Financial
Houston,
Texas
| $137M | +$1.32M | +1% | 1.17% | 54.8% | 34 | 2.94% | 0.5 |
|
| 6329 |
6329
Spectrum Strategic Capital Management
Corvallis,
Oregon
| $137M | +$5.59M | +4% | 4.25% | 85.6% | 26 | 0% | 0.5 |
|
| 6330 |
6330
Visionary Horizons
Knoxville,
Tennessee
| $137M | +$7.96M | +6% | 1.22% | 69.2% | 85 | 11.76% | 0.4 |
|
| 6331 |
6331
Gate City Capital Management
Chicago,
Illinois
| $137M | +$2.94M | +2% | 1.07% | – | 17 | 35.29% | 0.4 |
|
| 6332 |
6332
Spectrum Investment Advisors
Mequon,
Wisconsin
| $137M | +$1.21M | +0.9% | 1.98% | – | 36 | 36.11% | 0.4 |
|
| 6333 |
6333
Epacria Capital Partners
Boulder,
Colorado
| $136M | -$1.58M | -1% | 2.04% | 89.1% | 60 | 18.33% | 1.2 |
|
| 6334 |
AIM
6334
AHL Investment Management
Winter Park,
Florida
| $136M | +$6M | +5% | 0.81% | 57.7% | 69 | 8.7% | 2 |
|
| 6335 |
6335
Banco de Sabadell
Miami,
Florida
| $136M | +$2.04M | +2% | 3.19% | 75.1% | 60 | 0% | 5.3 |
|
| 6336 |
HWMC
6336
Heritage Wealth Management (California)
San Diego,
California
| $136M | +$3.86M | +3% | 2.58% | – | 128 | 14.06% | 0.5 |
|
| 6337 |
SC
6337
Settian Capital
New York
| $136M | +$1.32M | +1% | 2.48% | 62.5% | 29 | 0% | 1.5 |
|
| 6338 |
6338
26North Partners
New York
| $136M | +$5.45M | +4% | 4.09% | 77.8% | 1 | 0% | 1.5 |
|
| 6339 |
GAA
6339
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
| $136M | +$15.6M | +13% | 6.61% | 106% | 102 | 6.86% | 0.5 |
|
| 6340 |
6340
Shearwater Capital
Denver,
Colorado
| $136M | +$427K | +0.3% | 0.4% | 74.4% | 43 | 0% | 2.1 |
|
| 6341 |
6341
SQN Investors
Menlo Park,
California
| $136M | -$18.6M | -12% | 7.12% | – | 23 | 30.43% | 1.3 |
|
| 6342 |
6342
Valley Financial Group
Ambler,
Pennsylvania
| $136M | +$4.62M | +4% | 0.46% | – | 58 | 5.17% | 0.5 |
|
| 6343 |
BG
6343
BRX Global
New York
| $136M | +$2.81M | +2% | 8.91% | 65.8% | 5 | 0% | 2.6 |
|
| 6344 |
6344
Seven Mile Advisory
Ewing,
New Jersey
| $136M | +$4.16M | +3% | 8.77% | 146% | 168 | 14.29% | 0.8 |
|
| 6345 |
OR
6345
Olympiad Research
Stamford,
Connecticut
| $136M | -$16.4M | -11% | 0.56% | 189% | 505 | 63.56% | 0.3 |
|
| 6346 |
6346
Applied Fundamental Research
Cambridge,
Massachusetts
| $136M | +$926K | +0.7% | 1.65% | 44.6% | 13 | 15.38% | 2.5 |
|
| 6347 |
IP
6347
Isomer Partners
New York
| $136M | -$8.13M | -6% | 5.33% | 57.2% | 18 | 61.11% | 1 |
|
| 6348 |
6348
Gimbal Financial
Carmel,
Indiana
| $136M | +$13.8M | +11% | 4.87% | – | 51 | 25.49% | 0.4 |
|
| 6349 |
6349
Armor Advisors
New York
| $136M | -$28.1M | -17% | 4.75% | 78.5% | 17 | 47.06% | 1.4 |
|
| 6350 |
6350
AlphaCentric Advisors
San Juan,
Puerto Rico
| $136M | -$30M | -18% | 2.91% | – | 262 | 30.15% | 0.9 |
|