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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 |
NAMNJ
6401
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
| $132M | +$22.5M | +21% | 13.9% | – | 82 | 12.2% | 0.2 |
|
| 6402 |
6402
Gouws Capital LLC
Charlotte,
North Carolina
| $132M | +$9.14M | +7% | 10.7% | 114% | 45 | 2.22% | 2 |
|
| 6403 |
6403
Seven Mile Advisory
Ewing,
New Jersey
| $132M | +$16.5M | +14% | 15.2% | 146% | 162 | 9.88% | 0.6 |
|
| 6404 |
6404
Apis Capital Advisors
New York
| $132M | +$36.4M | +38% | 32.4% | 1,532% | 38 | 34.21% | 0.9 |
|
| 6405 |
6405
Cedar Point Capital Partners
Cedar Rapids,
Iowa
| $132M | +$10.9M | +9% | 5.52% | 55.4% | 54 | 7.41% | 0.2 |
|
| 6406 |
6406
Bridgefront Capital
Austin,
Texas
| $132M | -$856K | -0.6% | 6.87% | 52.1% | 591 | 81.22% | 0.1 |
|
| 6407 |
6407
Conscious Wealth Investments
Coral Gables,
Florida
| $132M | +$6.15M | +5% | 8.5% | – | 54 | 18.52% | 0.2 |
|
| 6408 |
6408
Valley Financial Group
Ambler,
Pennsylvania
| $131M | +$3.58M | +3% | 5.31% | – | 59 | 11.86% | 0.2 |
|
| 6409 |
6409
CPR Investments
Rochester,
Michigan
| $131M | +$28.2M | +27% | 8.8% | 84% | 56 | 50% | 0.6 |
|
| 6410 |
6410
Taylor Financial Group
Roanoke,
Virginia
| $131M | +$9.8M | +8% | 9.28% | 79% | 97 | 10.31% | 0.2 |
|
| 6411 |
6411
WealthTrust Asset Management
Destin,
Florida
| $131M | +$12.4M | +10% | 12% | 102% | 98 | 28.57% | 1.3 |
|
| 6412 |
NED
6412
Nancy E. Dempze
| $131M | +$11.8M | +10% | 11.1% | 83.1% | 64 | 12.5% | 4.9 |
|
| 6413 |
CMS
6413
Capital Market Strategies
Palm Beach Gardens,
Florida
| $131M | +$16.7M | +15% | 15.8% | 120% | 155 | 10.97% | 1.1 |
|
| 6414 |
6414
Mason & Associates (Virginia)
Newport News,
Virginia
| $131M | – | – | 11.2% | – | 80 | – | 0 |
|
| 6415 |
6415
Foresight Capital Management Advisors
Saline,
Michigan
| $131M | +$33.7M | +34% | 11.2% | 100% | 86 | 31.4% | 0.8 |
|
| 6416 |
6416
Mach-1 Financial Group
Rogers,
Arkansas
| $131M | -$132M | -50% | 6.46% | 85.3% | 238 | 73.53% | 1.3 |
|
| 6417 |
6417
Cook & Bynum Capital Management
Birmingham,
Alabama
| $131M | +$4.43M | +3% | 4.5% | 46.8% | 5 | 0% | 6.7 |
|
| 6418 |
6418
Spectrum Strategic Capital Management
Corvallis,
Oregon
| $131M | +$14.5M | +12% | 9.54% | 85.6% | 27 | 14.81% | 0.2 |
|
| 6419 |
6419
Holistic Planning
Nacogdoches,
Texas
| $131M | +$12.3M | +10% | 8.38% | 61.9% | 127 | 14.96% | 0.2 |
|
| 6420 |
6420
Syntax Research
Boca Raton,
Florida
| $131M | +$11.5M | +10% | 3.09% | 50.7% | 181 | 9.39% | 0.5 |
|
| 6421 |
SM
6421
Salzhauer Michael
| $131M | +$13.3M | +11% | 1.09% | 98% | 104 | 26.92% | 3.6 |
|
| 6422 |
6422
Arista Wealth Management
Las Vegas,
Nevada
| $131M | -$142M | -52% | 5.61% | 67% | 60 | 51.67% | 0.9 |
|
| 6423 |
6423
VitalStone Financial
Shavano Park,
Texas
| $131M | +$5.86M | +5% | 10% | – | 636 | 30.82% | 0.8 |
|
| 6424 |
6424
SFM LLC
Manchester,
New Hampshire
| $131M | +$9.8M | +8% | 8.72% | 67.5% | 61 | 16.39% | 0.2 |
|
| 6425 |
6425
Kolinsky Wealth Management
Ramsey,
New Jersey
| $131M | +$17.2M | +15% | 11.9% | 44.6% | 151 | 16.56% | 1.5 |
|