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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%
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50
100
250
500
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 6326 |
SIA
6326
Spectrum Investment Advisors
Mequon,
Wisconsin
| $137M | +$1.21M | +0.9% | 1.98% | – | 36 | 36.11% |
|
| 6327 |
ECP
6327
Epacria Capital Partners
Boulder,
Colorado
| $136M | -$1.58M | -1% | 2.04% | 89.1% | 60 | 18.33% |
|
| 6328 |
AIM
6328
AHL Investment Management
Winter Park,
Florida
| $136M | +$6M | +5% | 0.81% | 57.7% | 69 | 8.7% |
|
| 6329 |
BDS
6329
Banco de Sabadell
Miami,
Florida
| $136M | +$2.04M | +2% | 3.19% | 75.1% | 60 | 0% |
|
| 6330 |
HWMC
6330
Heritage Wealth Management (California)
San Diego,
California
| $136M | +$3.86M | +3% | 2.58% | – | 128 | 14.06% |
|
| 6331 |
SC
6331
Settian Capital
New York
| $136M | +$1.32M | +1% | 2.48% | 62.5% | 29 | 0% |
|
| 6332 |
2P
6332
26North Partners
New York
| $136M | +$5.45M | +4% | 4.09% | 77.8% | 1 | 0% |
|
| 6333 |
GAA
6333
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
| $136M | +$15.6M | +13% | 6.61% | – | 102 | 6.86% |
|
| 6334 |
SC
6334
Shearwater Capital
Denver,
Colorado
| $136M | +$427K | +0.3% | 0.4% | 64.2% | 43 | 0% |
|
| 6335 |
SI
6335
SQN Investors
Menlo Park,
California
| $136M | -$18.6M | -12% | 7.12% | – | 23 | 30.43% |
|
| 6336 |
VFG
6336
Valley Financial Group
Ambler,
Pennsylvania
| $136M | +$4.62M | +4% | 0.46% | – | 58 | 5.17% |
|
| 6337 |
BG
6337
BRX Global
New York
| $136M | +$2.81M | +2% | 8.91% | 65.8% | 5 | 0% |
|
| 6338 |
SMA
6338
Seven Mile Advisory
Ewing,
New Jersey
| $136M | +$4.16M | +3% | 8.77% | 131% | 168 | 14.29% |
|
| 6339 |
OR
6339
Olympiad Research
Stamford,
Connecticut
| $136M | -$16.4M | -11% | 0.56% | 189% | 505 | 63.56% |
|
| 6340 |
AFR
6340
Applied Fundamental Research
Cambridge,
Massachusetts
| $136M | +$926K | +0.7% | 1.65% | 44.6% | 13 | 15.38% |
|
| 6341 |
IP
6341
Isomer Partners
New York
| $136M | -$8.13M | -6% | 5.33% | 57.2% | 18 | 61.11% |
|
| 6342 |
GF
6342
Gimbal Financial
Carmel,
Indiana
| $136M | +$13.8M | +11% | 4.87% | – | 51 | 25.49% |
|
| 6343 |
AA
6343
Armor Advisors
New York
| $136M | -$28.1M | -17% | 4.75% | 78.5% | 17 | 47.06% |
|
| 6344 |
AA
6344
AlphaCentric Advisors
San Juan,
Puerto Rico
| $136M | -$30M | -18% | 2.91% | – | 262 | 30.15% |
|
| 6345 |
STA
6345
Smith Thornton Advisors
Huntsville,
Alabama
| $136M | – | – | 0.05% | – | 126 | – |
|
| 6346 |
HIA
6346
Harvest Investment Advisors
Tallahassee,
Florida
| $136M | +$1.84M | +1% | 1.11% | 78.3% | 54 | 7.41% |
|
| 6347 |
ACA
6347
Apis Capital Advisors
New York
| $136M | +$3.74M | +3% | 10.8% | 1,532% | 45 | 40% |
|
| 6348 |
WFM
6348
Wolff Financial Management
Kalamazoo,
Michigan
| $135M | -$208M | -61% | 0.32% | 52.8% | 97 | 56.7% |
|
| 6349 |
PWM
6349
Partnership Wealth Management
Towson,
Maryland
| $135M | -$7.17M | -5% | 1.01% | – | 216 | 5.09% |
|
| 6350 |
FWA
6350
FSC Wealth Advisors
Fishkill,
New York
| $135M | -$6.64M | -5% | 2.75% | 34.3% | 311 | 24.44% |
|