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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6426 |
6426
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
| $173M | +$11.6M | +7% | 28.3% | 667% | 13 | 30.77% | 2.4 |
|
| 6427 |
6427
Tilia Fiduciary Partners
Wilmington,
North Carolina
| $173M | +$9.08M | +6% | 6.63% | 101% | 121 | 10.74% | 2.7 |
|
| 6428 |
6428
Strategic Planning Inc
Columbus,
Ohio
| $173M | +$5.82M | +3% | 6.99% | – | 61 | 27.87% | 0.4 |
|
| 6429 |
6429
Golden Road Advisors
Tampa,
Florida
| $173M | +$22.4M | +15% | 8.56% | – | 53 | 22.64% | 1.2 |
|
| 6430 |
6430
GraniteShares Advisors
New York
| $173M | +$10.1M | +6% | 0.99% | 88.4% | 91 | 0% | 1.6 |
|
| 6431 |
6431
Financial Designs
Claremont,
California
| $173M | +$9.6M | +6% | 5.59% | 49% | 35 | 37.14% | 1.3 |
|
| 6432 |
6432
Perry Creek Capital
New York
| $173M | -$14.3M | -8% | 10.5% | 51.2% | 12 | 8.33% | 3.6 |
|
| 6433 |
6433
Meriwether Wealth & Planning
Minden,
Louisiana
| $173M | +$13M | +8% | 6.35% | – | 132 | 7.58% | 0.7 |
|
| 6434 |
6434
Strategic Financial Planning
Plano,
Texas
| $173M | +$12M | +7% | 6.76% | 47.5% | 38 | 0% | 4.4 |
|
| 6435 |
6435
Alpha Zero
Boca Raton,
Florida
| $173M | +$19M | +12% | 6.36% | – | 66 | 12.12% | 0.7 |
|
| 6436 |
6436
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
| $173M | +$26.6M | +18% | 6.95% | – | 105 | 10.48% | 1 |
|
| 6437 |
6437
Emergent Wealth Advisors
Williamsville,
New York
| $173M | +$15.9M | +10% | 7.54% | 74.2% | 129 | 13.95% | 1.2 |
|
| 6438 |
6438
Robinson Value Management
San Antonio,
Texas
| $172M | +$13.3M | +8% | 10% | 79.3% | 76 | 15.79% | 3.6 |
|
| 6439 |
6439
Presper Financial Architects
Akron,
Ohio
| $172M | +$38M | +28% | 6.05% | – | 51 | 9.8% | 0.2 |
|
| 6440 |
6440
Kingstone Capital Partners Texas
Frisco,
Texas
| $172M | +$19.2M | +13% | 12.7% | – | 59 | 8.47% | 0.6 |
|
| 6441 |
6441
Farrow Financial
Randolph,
Vermont
| $172M | +$7.5M | +5% | 7.44% | 79.9% | 54 | 7.41% | 1.4 |
|
| 6442 |
6442
Wealth Forward LLC
Fargo,
North Dakota
| $172M | +$23.4M | +16% | 6.33% | 48.8% | 44 | 25% | 1.2 |
|
| 6443 |
6443
Defined Wealth Management
Beaverton,
Oregon
| $172M | +$10.6M | +7% | 7.52% | 78.1% | 110 | 7.27% | 3.4 |
|
| 6444 |
6444
Benchmark Investment Advisors
Chicago,
Illinois
| $172M | – | – | 17.9% | – | 78 | – | 2.4 |
|
| 6445 |
6445
EJF Capital
Arlington,
Virginia
| $172M | +$46.5M | +37% | 6.58% | 127% | 82 | 24.39% | 2.1 |
|
| 6446 |
1GI
6446
180 GPS Investments
St Peter Port,
| $172M | – | – | 14.4% | – | 16 | – | 0 |
|
| 6447 |
6447
Oak Wealth Advisors
Northbrook,
Illinois
| $172M | +$16.2M | +10% | 7.25% | – | 59 | 3.39% | 0.7 |
|
| 6448 |
6448
SFM LLC
Manchester,
New Hampshire
| $172M | +$16.1M | +10% | 6.87% | 67.5% | 62 | 8.06% | 1.4 |
|
| 6449 |
6449
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| $172M | -$32.4M | -16% | 28.1% | 261% | 47 | 31.91% | 2.1 |
|
| 6450 |
6450
Mountaineer Partners Management
New York
| $172M | +$20.6M | +14% | 16.8% | 158% | 18 | 11.11% | 1.8 |
|