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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
TRV GP IV
Boston,
Massachusetts
| $163M | +$70.5M | +76% | 150% | 1,102% | 3 | 0% | 3 |
|
| 6402 |
6402
Crabel Capital Management
Los Angeles,
California
| $163M | +$70.7M | +76% | 1.28% | 13.9% | 52 | 23.08% | 1.3 |
|
| 6403 |
6403
Stegner Investment Associates
Louisville,
Kentucky
| $163M | +$20.2M | +14% | 13.2% | 84.8% | 27 | 7.41% | 3.3 |
|
| 6404 |
6404
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
| $163M | +$11.3M | +7% | 8.41% | 59.6% | 113 | 15.04% | 1.7 |
|
| 6405 |
6405
Echo Wealth Management
Plymouth,
Minnesota
| $163M | +$15.2M | +10% | 5.64% | 42.9% | 50 | 8% | 2.7 |
|
| 6406 |
6406
Financial Designs
Claremont,
California
| $163M | +$19.5M | +14% | 7.02% | 49% | 36 | 47.22% | 0.6 |
|
| 6407 |
6407
Client First Investment Management
West Bend,
Wisconsin
| $163M | +$15.6M | +11% | 17.6% | 243% | 33 | 78.79% | 0.4 |
|
| 6408 |
6408
Worth Financial Advisory Group
Charlotte,
North Carolina
| $163M | +$5.52M | +4% | 12.8% | 93.3% | 169 | 20.71% | 1.6 |
|
| 6409 |
6409
Panoramic Investment Advisors
Denver,
Colorado
| $163M | +$14.8M | +10% | 9.66% | – | 127 | 14.17% | 1.8 |
|
| 6410 |
6410
L.K. Benson & Company
Baltimore,
Maryland
| $163M | +$18.4M | +13% | 6.2% | – | 102 | 6.86% | 0.5 |
|
| 6411 |
6411
North Ridge Wealth Advisors
Beaverton,
Oregon
| $163M | +$13.1M | +9% | 7.35% | 29.5% | 182 | 14.29% | 0.8 |
|
| 6412 |
6412
RiverPark Advisors
New York
| $163M | +$34.2M | +27% | 11.9% | 87.5% | 139 | 15.11% | 2.6 |
|
| 6413 |
6413
Gimbal Financial
Carmel,
Indiana
| $163M | +$51.9M | +47% | 12.8% | – | 54 | 38.89% | 1 |
|
| 6414 |
6414
GraniteShares Advisors
New York
| $163M | +$5.8M | +4% | 4.87% | 86.2% | 99 | 17.17% | 1.4 |
|
| 6415 |
6415
Successful Portfolios
Clearwater,
Florida
| $163M | +$15.6M | +11% | 10.3% | 110% | 169 | 6.51% | 4.9 |
|
| 6416 |
6416
Clark Financial Services Group
Chesterfield,
Missouri
| $163M | +$18.3M | +13% | 11.3% | 116% | 101 | 6.93% | 1.9 |
|
| 6417 |
6417
Pandora Wealth
Oakbrook Terrace,
Illinois
| $163M | +$10.6M | +7% | 10.5% | – | 309 | 17.15% | 0.2 |
|
| 6418 |
AGC
6418
Alden Global Capital
Brandon,
Florida
| $163M | +$68.9M | +74% | 19.6% | 99.8% | 25 | 56% | 0.9 |
|
| 6419 |
6419
Northland Capital Management
Virginia,
Minnesota
| $162M | +$14.6M | +10% | 5.18% | 37.5% | 31 | 0% | 2.3 |
|
| 6420 |
6420
OxenFree Capital
Satellite Beach,
Florida
| $162M | +$30.9M | +24% | 8.92% | 56.4% | 45 | 6.67% | 1.3 |
|
| 6421 |
6421
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| $162M | +$9.44M | +6% | 6.96% | 61.1% | 133 | 11.28% | 6.4 |
|
| 6422 |
6422
Sebold Capital Management
Lisle,
Illinois
| $162M | +$10.2M | +7% | 7.44% | – | 81 | 13.58% | 1.9 |
|
| 6423 |
6423
Nicholson Wealth Management Group
Charlestown,
South Carolina
| $162M | +$9.9M | +7% | 5.76% | – | 108 | 6.48% | 0.7 |
|
| 6424 |
6424
Sard Wealth Management Group
Atlanta,
Georgia
| $162M | +$13M | +9% | 5.02% | 51.3% | 50 | 8% | 1.3 |
|
| 6425 |
6425
Center For Asset Management
Palm Beach Gardens,
Florida
| $162M | -$1.33M | -0.8% | 8.3% | 66.6% | 136 | 12.5% | 2.2 |
|