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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 |
6376
Independence Wealth Advisors (Ohio)
Independence,
Ohio
| $188M | +$9.8M | +6% | 0.65% | – | 95 | 17.89% | 0.2 |
|
| 6377 |
6377
Davidson Kahn Capital Management
Sherman Oaks,
California
| $188M | -$4.83M | -3% | 5.6% | – | 67 | 19.4% | 1 |
|
| 6378 |
6378
Aspen Wealth Strategies
Arvada,
Colorado
| $187M | +$4.61M | +3% | 0.22% | 65.8% | 89 | 5.62% | 2.2 |
|
| 6379 |
BWG
6379
Boomfish Wealth Group
Alpharetta,
Georgia
| $187M | +$231K | +0.1% | 1.85% | 86% | 93 | 15.05% | 1.8 |
|
| 6380 |
6380
First County Bank
Stamford,
Connecticut
| $187M | -$3.66M | -2% | 1.23% | 101% | 174 | 11.49% | 2.4 |
|
| 6381 |
6381
Transmarket Holdings
Chicago,
Illinois
| $187M | +$50.3M | +37% | 2.62% | – | 61 | 70.49% | 0.1 |
|
| 6382 |
6382
Chokshi & Queen Wealth Advisors
San Diego,
California
| $187M | -$4.25M | -2% | 5.17% | – | 65 | 30.77% | 0.8 |
|
| 6383 |
6383
Wingate Wealth Advisors
Lexington,
Massachusetts
| $187M | +$7.9M | +4% | 0.12% | – | 126 | 11.11% | 1 |
|
| 6384 |
6384
Equitec Proprietary Markets
Chicago,
Illinois
| $187M | +$12.9M | +7% | 16.3% | 352% | 116 | 59.48% | 0.9 |
|
| 6385 |
6385
Pearl Planning
Dexter,
Michigan
| $187M | +$23.6M | +14% | 0.45% | – | 54 | 7.41% | 0.2 |
|
| 6386 |
CI
6386
Carroll Investors
Mt Pleasant,
South Carolina
| $187M | -$22.2M | -11% | 9.23% | 241% | 35 | 22.86% | 2.2 |
|
| 6387 |
6387
Beacon Advisors Holdings
Austin,
Texas
| $187M | -$2.92M | -2% | 1.1% | – | 37 | 2.7% | 0.2 |
|
| 6388 |
DRC
6388
Darwins River Capital
New York
| $187M | +$37.9M | +25% | 0.94% | – | 52 | 80.77% | 0.1 |
|
| 6389 |
HFS
6389
Hoge Financial Services
Canonsburg,
Pennsylvania
| $187M | +$1.29M | +0.7% | 1.41% | 60.8% | 76 | 13.16% | 1.6 |
|
| 6390 |
6390
Virginia Wealth Management Group
Virginia Beach,
Virginia
| $187M | +$15.7M | +9% | 3.62% | 49.4% | 57 | 5.26% | 3 |
|
| 6391 |
6391
Whalen Wealth Management
Las Vegas,
Nevada
| $187M | +$383K | +0.2% | 1.45% | 90.2% | 236 | 46.61% | 0.6 |
|
| 6392 |
6392
AMANSA Capital
Raffles City Tower,
Singapore
| $187M | -$85.5M | -31% | 31.6% | 32% | 2 | 0% | 2.8 |
|
| 6393 |
6393
Hurley Capital
New York
| $187M | +$7.95M | +4% | 1% | – | 778 | 37.15% | 0.8 |
|
| 6394 |
OBC
6394
Oakum Bay Capital
Westport,
Connecticut
| $187M | -$17.9M | -9% | 4.57% | – | 107 | 44.86% | 0.2 |
|
| 6395 |
SEP
6395
Signature Equity Partners
Columbus,
Ohio
| $186M | +$5.53M | +3% | 0.08% | – | 1,854 | 25.03% | 0.2 |
|
| 6396 |
6396
Cederberg Capital
London,
United Kingdom
| $186M | -$122M | -40% | 2.38% | 273% | 13 | 46.15% | 1.7 |
|
| 6397 |
6397
Battery Global Advisors
Boston,
Massachusetts
| $186M | -$29.6M | -14% | 5.56% | – | 237 | 36.29% | 1.5 |
|
| 6398 |
6398
Aubrey Capital Management
Edinburgh,
United Kingdom
| $186M | -$67.9M | -27% | 1.81% | 319% | 61 | 31.15% | 1.2 |
|
| 6399 |
LPCM
6399
Lynwood Price Capital Management
Austin,
Texas
| $186M | -$19.4M | -9% | 8.73% | – | 14 | 14.29% | 0.8 |
|
| 6400 |
6400
Greater Midwest Financial Group
St. Paul,
Minnesota
| $186M | +$7.19M | +4% | 2.98% | 157% | 71 | 16.9% | 1.4 |
|