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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
Shearwater Capital
Denver,
Colorado
| $191M | +$16.5M | +9% | 0.76% | 74.4% | 71 | 25.35% | 2.4 |
|
| 6327 |
6327
Junk Investment Group
Hunt Valley,
Maryland
| $191M | – | – | 3% | – | 88 | – | 0 |
|
| 6328 |
6328
Cedar Cove Wealth Partners
Bloomington,
Minnesota
| $191M | -$759K | -0.4% | 1.86% | – | 101 | 25.74% | 0.2 |
|
| 6329 |
6329
GuidedMoney
Black Earth,
Wisconsin
| $190M | +$3.25M | +2% | 2.07% | – | 31 | 9.68% | 0.2 |
|
| 6330 |
6330
Security Benefit Life Insurance Company
Topeka,
Kansas
| $190M | -$51.8M | -21% | 9.62% | 61.7% | 19 | 0% | 3.3 |
|
| 6331 |
6331
Coign Capital Advisors
Draper,
Utah
| $190M | -$679K | -0.4% | 2.05% | – | 82 | 3.66% | 1.1 |
|
| 6332 |
6332
Rachor Investment Advisory Services
Linden,
Michigan
| $190M | +$1.82M | +1% | 0.18% | – | 502 | 22.31% | 0.2 |
|
| 6333 |
6333
Western Standard LLC
Los Angeles,
California
| $190M | -$26.6M | -12% | 0.99% | 83.7% | 34 | 58.82% | 0.4 |
|
| 6334 |
6334
Resolute Capital Asset Partners
Denver,
Colorado
| $190M | -$16.9M | -8% | 17.5% | 657% | 70 | 71.43% | 0.5 |
|
| 6335 |
HCM
6335
Harspring Capital Management
New York
| $190M | -$79.5M | -29% | 2.32% | 70.6% | 14 | 0% | 4.1 |
|
| 6336 |
6336
Harrington Investments
Napa,
California
| $190M | -$9.04M | -5% | 2.3% | 109% | 85 | 2.35% | 6.5 |
|
| 6337 |
GRWP
6337
Green Ridge Wealth Planning
Montville,
New Jersey
| $190M | -$5.54M | -3% | 3.01% | – | 95 | 17.89% | 0.2 |
|
| 6338 |
6338
Camarda Financial Advisors
Fleming Island,
Florida
| $190M | -$72.7M | -28% | 8.82% | 196% | 122 | 31.15% | 1.5 |
|
| 6339 |
6339
Andrews Advisory Associates
Honolulu,
Hawaii
| $190M | +$1.82M | +1% | 0.26% | – | 85 | 8.24% | 0.2 |
|
| 6340 |
6340
Beaconlight Capital
New York
| $190M | +$18.6M | +11% | 11.1% | 282% | 39 | 53.85% | 1.2 |
|
| 6341 |
6341
Leslie Global Wealth
Itasca,
Illinois
| $190M | -$32.5M | -15% | 1.88% | – | 83 | 18.07% | 1.2 |
|
| 6342 |
6342
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| $190M | -$1.31M | -0.7% | 0.08% | 78% | 545 | 8.07% | 1.2 |
|
| 6343 |
6343
Sheridan Capital Management
San Rafael,
California
| $190M | -$7.49M | -4% | 2.77% | – | 35 | 11.43% | 1.5 |
|
| 6344 |
6344
Bradley & Co Private Wealth Management
Miami,
Florida
| $190M | +$738K | +0.4% | 4.2% | – | 229 | 11.79% | 3.2 |
|
| 6345 |
FAG
6345
Financial Architects (Georgia)
Woodstock,
Georgia
| $190M | +$3.66M | +2% | 0.03% | 35.9% | 30 | 16.67% | 1.5 |
|
| 6346 |
6346
Laurel Wealth Planning
Edina,
Minnesota
| $190M | +$9.1M | +5% | 0.97% | 59.5% | 60 | 6.67% | 3.6 |
|
| 6347 |
6347
Pacific Point Advisors
Rancho Santa Fe,
California
| $190M | +$2.72M | +1% | 3.76% | – | 147 | 19.73% | 0.9 |
|
| 6348 |
6348
Steffes Financial
Overland Park,
Kansas
| $189M | -$2.02M | -1% | 4.58% | – | 32 | 15.63% | 0.2 |
|
| 6349 |
6349
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| $189M | -$45.5M | -19% | 5.07% | 75.2% | 21 | 23.81% | 1.6 |
|
| 6350 |
6350
Horizon Family Wealth
Chicago,
Illinois
| $189M | +$1.48M | +0.8% | 1.52% | 68.6% | 91 | 12.09% | 2.2 |
|