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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6351 |
SPI
6351
Sutton Place Investors
Katonah,
New York
| $166M | +$17.5M | +12% | 9.57% | 84% | 122 | 16.39% | 1.7 |
|
| 6352 |
6352
Granite Group Advisors
Stamford,
Connecticut
| $166M | +$22M | +15% | 16.8% | 74% | 83 | 14.46% | 1.3 |
|
| 6353 |
6353
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| $166M | +$17.8M | +12% | 10.6% | 70.9% | 123 | 17.07% | 1.9 |
|
| 6354 |
PCA
6354
Prospect Capital Advisors
Sausalito,
California
| $166M | +$19.9M | +14% | 38.9% | 202% | 32 | 31.25% | 3.7 |
|
| 6355 |
PIM
6355
Pullen Investment Management
Bradenton,
Florida
| $166M | +$7.66M | +5% | 6.77% | – | 106 | 7.55% | 1 |
|
| 6356 |
SIM
6356
Synergy Investment Management
Altamonte Springs,
Florida
| $166M | -$73.6M | -31% | 9.01% | – | 599 | 86.81% | 0.5 |
|
| 6357 |
6357
Aspen Wealth Strategies
Arvada,
Colorado
| $166M | +$13.3M | +9% | 9.45% | 65.8% | 90 | 16.67% | 1.7 |
|
| 6358 |
VFG
6358
V2 Financial group
Naperville,
Illinois
| $166M | +$10.6M | +7% | 8.44% | 63.3% | 89 | 10.11% | 2.8 |
|
| 6359 |
6359
Darden Wealth Group
Ann Arbor,
Michigan
| $166M | +$36.8M | +29% | 24.2% | – | 136 | 30.88% | 1 |
|
| 6360 |
6360
Destiny Capital
Golden,
Colorado
| $166M | +$19.2M | +13% | 9.44% | – | 48 | 6.25% | 2.2 |
|
| 6361 |
6361
NRI Wealth Management
Santa Clara,
California
| $166M | +$30.6M | +23% | 18.1% | – | 31 | 22.58% | 1.2 |
|
| 6362 |
6362
TRV GP V
Boston,
Massachusetts
| $166M | +$40.6M | +32% | 40.1% | – | 4 | 0% | 0.4 |
|
| 6363 |
6363
NavPoint Financial
Prior Lake,
Minnesota
| $166M | +$23.3M | +16% | 5.33% | 58.5% | 61 | 11.48% | 1.1 |
|
| 6364 |
6364
SFG Wealth Management
Towson,
Maryland
| $165M | -$39.3M | -19% | 8.49% | 86.3% | 127 | 44.09% | 2 |
|
| 6365 |
6365
Masterton Capital Management
New York
| $165M | +$18.9M | +13% | 2.6% | 1.94% | 21 | 4.76% | 1.2 |
|
| 6366 |
6366
Soviero Asset Management
New York
| $165M | +$53.7M | +48% | 35.9% | 676% | 71 | 60.56% | 0.4 |
|
| 6367 |
6367
Paul R. Ried Financial Group
Bellevue,
Washington
| $165M | +$21.7M | +15% | 14.2% | – | 33 | 12.12% | 0.4 |
|
| 6368 |
6368
Aurora Investment Managers
Naples,
Florida
| $165M | +$6.87M | +4% | 6.39% | 74.4% | 51 | 21.57% | 2.8 |
|
| 6369 |
6369
Valley Financial Group
Ambler,
Pennsylvania
| $165M | +$14.4M | +10% | 6.46% | – | 63 | 12.7% | 1.3 |
|
| 6370 |
CH
6370
Cromwell Holdings
Jackson,
Wyoming
| $165M | +$9.45M | +6% | 14.4% | – | 1,029 | 22.64% | 0.6 |
|
| 6371 |
6371
Bridge Generations Wealth Management
South Miami,
Florida
| $165M | +$5.62M | +4% | 6.28% | – | 153 | 18.3% | 0.4 |
|
| 6372 |
6372
Farrow Financial
Randolph,
Vermont
| $165M | +$16.1M | +11% | 10.9% | – | 52 | 5.77% | 1.3 |
|
| 6373 |
6373
Trust Investment Advisors
Indianapolis,
Indiana
| $165M | +$9.43M | +6% | 14.2% | 178% | 148 | 37.16% | 3.3 |
|
| 6374 |
FAG
6374
Financial Architects (Georgia)
Woodstock,
Georgia
| $165M | +$7.93M | +5% | 5.5% | 35.9% | 28 | 28.57% | 1.1 |
|
| 6375 |
6375
Stephenson & Company
San Clemente,
California
| $165M | +$10.7M | +7% | 4.05% | – | 44 | 15.91% | 1.2 |
|