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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6401 |
6401
Fortune 45 LLC
Gonzales,
Louisiana
| $90.9M | +$4.74M | +5% | 5.72% | 85.2% | 39 | 7.69% | 0.6 |
|
| 6402 |
6402
Petra Financial Advisors
Colorado Srpings,
Colorado
| $90.9M | – | – | 7.27% | 129% | 95 | – | 0 |
|
| 6403 |
6403
Endowment Wealth Management
Appleton,
Wisconsin
| $90.9M | +$8.39M | +10% | 6.38% | 66.3% | 138 | 19.57% | 0.8 |
|
| 6404 |
6404
block.one
George Town, Grand Cayman,
Cayman Islands
| $90.7M | – | – | 46.1% | – | 3 | – | 0 |
|
| 6405 |
6405
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| $90.7M | +$4.44M | +5% | 9.47% | 82.6% | 47 | 2.13% | 5.5 |
|
| 6406 |
6406
Cape Ann Asset Management
London,
United Kingdom
| $90.6M | +$7.23M | +9% | 8.48% | 199% | 8 | 25% | 2 |
|
| 6407 |
6407
Metavasi Capital
Larchmont,
New York
| $90.6M | -$91.9M | -50% | 4.05% | 840% | 32 | 59.38% | 0.5 |
|
| 6408 |
6408
Sinecera Capital
Austin,
Texas
| $90.6M | +$5.65M | +7% | 5.91% | 13.7% | 32 | 21.88% | 0.8 |
|
| 6409 |
6409
Capital CS Group
Irvine,
California
| $90.6M | -$2.5M | -3% | 9.72% | 22.5% | 70 | 51.43% | 0.7 |
|
| 6410 |
6410
Trustco Bank (New York)
Albany,
New York
| $90.5M | +$8.61M | +11% | 15% | 131% | 64 | 1.56% | 6.1 |
|
| 6411 |
6411
LWM Advisory Services
Plantation,
Florida
| $90.5M | +$2.15M | +2% | 6.81% | 64.9% | 127 | 45.67% | 0.7 |
|
| 6412 |
HPM
6412
Hudson Portfolio Management
Garrison,
New York
| $90.4M | +$5.81M | +7% | 9.81% | – | 106 | 7.55% | 1.4 |
|
| 6413 |
6413
MRP Capital Investments
Alpharetta,
Georgia
| $90.4M | – | – | 6.65% | 222% | 220 | – | 0 |
|
| 6414 |
6414
Paragon Financial Partners
Woodland Hills,
California
| $90.4M | +$1.47M | +2% | 10.2% | 90.6% | 80 | 7.5% | 0.9 |
|
| 6415 |
6415
Acrisure Capital Management
Austin,
Texas
| $90.3M | – | – | 9.78% | – | 254 | – | 0 |
|
| 6416 |
6416
Lesa Sroufe & Co
Seattle,
Washington
| $90.2M | +$7.04M | +8% | 11.7% | – | 72 | 15.28% | 4.1 |
|
| 6417 |
6417
Sterling Manor Financial
Saratoga Springs,
New York
| $90.1M | +$9.41M | +12% | 7.29% | – | 61 | 36.07% | 0.8 |
|
| 6418 |
6418
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| $89.6M | +$13.2M | +17% | 12.3% | 32% | 77 | 38.96% | 0.9 |
|
| 6419 |
6419
Arlington Capital Management
Arlington Heights,
Illinois
| $89.5M | +$48.9M | +120% | 14.8% | 154% | 91 | 93.41% | 0 |
|
| 6420 |
6420
Long Corridor Asset Management
Hong Kong
| $89.5M | -$19.9M | -18% | 2.01% | 73.6% | 19 | 42.11% | 0.7 |
|
| 6421 |
6421
Martin Capital Advisors
San Antonio,
Texas
| $89.4M | +$21.4M | +31% | 7.7% | 140% | 60 | 8.33% | 0.9 |
|
| 6422 |
6422
Chico Wealth RIA
Chico,
California
| $89.4M | +$3.29M | +4% | 10.3% | 74.7% | 25 | 28% | 0.6 |
|
| 6423 |
6423
Alterna Wealth Management
Houston,
Texas
| $89.2M | +$4.94M | +6% | 5.13% | 52.9% | 104 | 23.08% | 1.7 |
|
| 6424 |
6424
Meridian Financial Partners
Warrenton,
Virginia
| $89M | +$18.4M | +26% | 7.09% | 80.8% | 53 | 22.64% | 2 |
|
| 6425 |
6425
Core Wealth Partners
Santa Rosa,
California
| $88.9M | – | – | 8.37% | 63.8% | 110 | – | 0 |
|