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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6376 |
SWP
6376
Semus Wealth Partners
Boca Raton,
Florida
| $143M | +$13.4M | +10% | 6.23% | 107% | 128 | 15.63% | 1.3 |
|
| 6377 |
6377
QVIDTVM Management
The Woodlands,
Texas
| $143M | +$17.8M | +14% | 12.1% | 19.5% | 8 | 12.5% | 1.1 |
|
| 6378 |
6378
Teca Partners
Austin,
Texas
| $143M | -$750K | -0.5% | 13.9% | 66% | 13 | 38.46% | 1.5 |
|
| 6379 |
6379
Osprey Private Wealth
New York
| $143M | – | – | 8.68% | – | 49 | – | 0 |
|
| 6380 |
6380
Caldwell Investment Management
Toronto,
Ontario, Canada
| $143M | +$9.7M | +7% | 13.7% | 162% | 39 | 33.33% | 1.2 |
|
| 6381 |
6381
Wealth Forward LLC
Fargo,
North Dakota
| $143M | +$14.6M | +11% | 6.69% | 48.8% | 32 | 3.13% | 0.7 |
|
| 6382 |
PCP
6382
Perbak Capital Partners
London,
United Kingdom
| $142M | -$196M | -58% | 9.33% | – | 57 | 49.12% | 0.2 |
|
| 6383 |
6383
Clio Asset Management
Charlottesville,
Virginia
| $142M | +$14.4M | +11% | 10.9% | 60.6% | 14 | 14.29% | 0.9 |
|
| 6384 |
6384
Solas Capital Management
Darien,
Connecticut
| $142M | -$40.5M | -22% | 1.16% | 62.5% | 23 | 34.78% | 2 |
|
| 6385 |
OIM
6385
Opus Investment Management
Worcester,
Massachusetts
| $142M | -$12.5M | -8% | 9.79% | 52.8% | 38 | 21.05% | 9.1 |
|
| 6386 |
6386
VERITY Wealth Advisors
Sausalito,
United States
| $142M | +$8.73M | +7% | 6.1% | 59.9% | 76 | 6.58% | 3.8 |
|
| 6387 |
6387
EdgeRock Capital
Denver,
Colorado
| $142M | +$13M | +10% | 4.45% | 71.3% | 299 | 81.61% | 0.8 |
|
| 6388 |
6388
Crabel Capital Management
Los Angeles,
California
| $142M | +$60.7M | +75% | 4.64% | 13.9% | 49 | 28.57% | 1.3 |
|
| 6389 |
6389
Financial Alternatives
La Jolla,
California
| $142M | +$9.07M | +7% | 7.08% | 50.2% | 85 | 3.53% | 1.5 |
|
| 6390 |
6390
Lederer & Associates Investment Counsel
Long Beach,
California
| $142M | +$3.9M | +3% | 6.86% | 92.7% | 88 | 9.09% | 5.6 |
|
| 6391 |
6391
Lakehouse Capital
Sydney NSW,
Australia
| $142M | -$623K | -0.4% | 9.17% | 87.4% | 14 | 7.14% | 3.2 |
|
| 6392 |
6392
Zynergy Retirement Planning
Red Bank,
New Jersey
| $142M | +$11.3M | +9% | 6.9% | – | 129 | 17.05% | 0.2 |
|
| 6393 |
PS
6393
Pennant Select
Summit,
New Jersey
| $142M | -$588K | -0.4% | 11.6% | – | 10 | 0% | 0.7 |
|
| 6394 |
GWMI
6394
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| $142M | +$11.1M | +8% | 8.5% | 103% | 247 | 6.07% | 2.2 |
|
| 6395 |
6395
Michelson Medical Research Foundation
Los Angeles,
California
| $142M | +$25.5M | +22% | 7.39% | 52.2% | 29 | 17.24% | 1.1 |
|
| 6396 |
6396
Udine Wealth Management
Boca Raton,
Florida
| $142M | -$1.82M | -1% | 4.12% | 141% | 30 | 26.67% | 1.1 |
|
| 6397 |
6397
Muzinich & Co
New York
| $142M | +$10.8M | +8% | 2.93% | 13.5% | 58 | 36.21% | 5 |
|
| 6398 |
6398
Partnership Wealth Management
Towson,
Maryland
| $142M | +$6.17M | +5% | 6.06% | 67.6% | 223 | 21.52% | 0.7 |
|
| 6399 |
6399
Farrell Financial
Orchard Park,
New York
| $142M | +$13.2M | +10% | 6.14% | 57.8% | 71 | 11.27% | 0.7 |
|
| 6400 |
6400
SIG Growth Equity Funds Partnership
Wilmington,
Delaware
| $142M | +$37.4M | +36% | 35.9% | – | 1 | 0% | 0.8 |
|