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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 |
PIS
6326
POM Investment Strategies
Raleigh,
North Carolina
| $194M | +$10.5M | +6% | 1.61% | 67.9% | 372 | 50.81% | 0.5 |
|
| 6327 |
6327
Avondale Wealth Management
West Lake Hills,
Texas
| $194M | +$6.73M | +4% | 2.55% | 83.8% | 61 | 9.84% | 4.1 |
|
| 6328 |
6328
Friedenthal Financial
Marlton,
New Jersey
| $194M | +$779K | +0.4% | 1.76% | 105% | 329 | 42.55% | 1.8 |
|
| 6329 |
SPAS
6329
Spectrum Planning & Advisory Services
San Diego,
California
| $194M | +$17.2M | +10% | 1.69% | – | 115 | 10.43% | 1.5 |
|
| 6330 |
6330
Destiny Capital
Golden,
Colorado
| $194M | +$10.9M | +6% | 1.49% | 60.5% | 56 | 10.71% | 2.3 |
|
| 6331 |
6331
Langdon Equity Partners
Toronto,
| $194M | – | – | 5.07% | – | 13 | – | 0 |
|
| 6332 |
6332
17 Capital Partners
Pheonix,
Arizona
| $194M | +$10.2M | +6% | 0.97% | – | 172 | 22.09% | 2.1 |
|
| 6333 |
6333
GatePass Capital
Independence,
Ohio
| $194M | +$20.7M | +12% | 4.69% | – | 181 | 33.15% | 0.6 |
|
| 6334 |
6334
Index Venture Growth Associates III
St. Helier, Channel Islands,
Jersey
| $194M | -$82.9M | -30% | 21.4% | 740% | 3 | 0% | 2.8 |
|
| 6335 |
PCA
6335
Prospect Capital Advisors
Sausalito,
California
| $194M | +$913K | +0.5% | 2.03% | 202% | 31 | 22.58% | 3.9 |
|
| 6336 |
6336
Little Harbor Advisors
Marblehead,
Massachusetts
| $194M | -$6.27M | -3% | 1.86% | 59% | 8 | 0% | 2 |
|
| 6337 |
6337
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| $194M | +$4.02M | +2% | 2.09% | 51.3% | 243 | 9.05% | 2.3 |
|
| 6338 |
6338
Charter Capital Management
Brookfield,
Wisconsin
| $194M | +$8.33M | +4% | 2.84% | – | 67 | 13.43% | 0.4 |
|
| 6339 |
KA
6339
Kearns & Associates
Palos Verdes Estates,
California
| $194M | +$5.19M | +3% | 3.26% | 78.7% | 42 | 4.76% | 2.9 |
|
| 6340 |
6340
Vaughan & Co Securities
Ridgewood,
New Jersey
| $193M | +$5.15M | +3% | 1.48% | 70.7% | 57 | 0% | 4.2 |
|
| 6341 |
6341
Visionary Horizons
Knoxville,
Tennessee
| $193M | +$14.1M | +8% | 1.89% | 69.2% | 119 | 10.92% | 1.2 |
|
| 6342 |
6342
Disciplined Equity Management
Neptune Beach,
Florida
| $193M | +$9.24M | +5% | 2.92% | 72.3% | 64 | 12.5% | 2.5 |
|
| 6343 |
6343
Pennsylvania State University
University Park,
Pennsylvania
| $193M | – | – | 7.54% | – | 2 | – | 0 |
|
| 6344 |
6344
Jim Saulnier & Associates
Fort Collins,
Colorado
| $193M | +$13.5M | +8% | 1.28% | – | 148 | 14.19% | 0.9 |
|
| 6345 |
6345
Vestment Financial
Chanhassen,
Minnesota
| $193M | +$17.5M | +10% | 2.49% | – | 44 | 9.09% | 0.8 |
|
| 6346 |
6346
Values First Advisors
Gray,
Tennessee
| $193M | +$5.91M | +3% | 2.91% | 87.6% | 195 | 19.49% | 2.9 |
|
| 6347 |
6347
Advanced Micro Devices
Santa Clara,
California
| $193M | – | – | 28.8% | – | 2 | – | 0 |
|
| 6348 |
6348
Founders Capital Management (Texas)
Houston,
Texas
| $193M | +$3.82M | +2% | 4.39% | 131% | 431 | 13.69% | 4.4 |
|
| 6349 |
6349
AmeriFlex Group
Las Vegas,
Nevada
| $193M | -$74.2M | -28% | 3.37% | – | 1,235 | 18.7% | 0.6 |
|
| 6350 |
6350
IFS Advisors
Overland Park,
Kansas
| $192M | +$21.6M | +13% | 1.19% | 54.2% | 195 | 10.26% | 2.6 |
|