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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6451 |
6451
Baron Financial Group
Fair Lawn,
New Jersey
| $187M | +$3.99M | +2% | 1.46% | 55.5% | 59 | 18.64% | 3.7 |
|
| 6452 |
6452
MY.Alpha Management HK Advisors
Hong Kong
| $186M | +$32M | +21% | 11.4% | 423% | 16 | 68.75% | 0.8 |
|
| 6453 |
JD6
6453
J Digital 6
Chicago,
Illinois
| $186M | -$126M | -40% | 12.1% | – | 2 | 0% | 0.3 |
|
| 6454 |
6454
Investments & Financial Planning LLC
Lexington,
Kentucky
| $186M | +$1.23M | +0.7% | 1.19% | 63.6% | 38 | 5.26% | 3.2 |
|
| 6455 |
PC
6455
Panoramic Capital
Larkspur,
California
| $186M | -$36.2M | -16% | 21.3% | – | 58 | 51.72% | 0.5 |
|
| 6456 |
CCA
6456
Cypress Capital Advisors
Franklin,
Tennessee
| $186M | +$10.7M | +6% | 2.83% | – | 78 | 7.69% | 0.9 |
|
| 6457 |
6457
Whalen Wealth Management
Las Vegas,
Nevada
| $186M | +$15.1M | +9% | 4.03% | 90.2% | 256 | 57.81% | 0.5 |
|
| 6458 |
6458
Walker Asset Management
Verona,
Missouri
| $186M | +$7.72M | +4% | 6.19% | 87.6% | 144 | 6.94% | 2.6 |
|
| 6459 |
6459
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| $186M | +$6.2M | +3% | 3.56% | 72.3% | 92 | 5.43% | 2.4 |
|
| 6460 |
FAG
6460
Financial Architects (Georgia)
Woodstock,
Georgia
| $186M | +$10M | +6% | 0.6% | 35.9% | 34 | 29.41% | 1.3 |
|
| 6461 |
6461
General Motors Holdings
Detroit,
Michigan
| $186M | +$8.49M | +5% | 10.4% | 21.4% | 5 | 0% | 2.1 |
|
| 6462 |
6462
Archer Investment Management
Austin,
Texas
| $186M | +$23.1M | +14% | 0.67% | – | 120 | 53.33% | 0.4 |
|
| 6463 |
6463
Waterfall Asset Management
New York
| $186M | -$717M | -79% | 3.05% | – | 21 | 38.1% | 0.5 |
|
| 6464 |
GWM
6464
Global Wealth Management
Kingston,
New Jersey
| $186M | -$4.66M | -2% | 3.14% | – | 44 | 27.27% | 0.8 |
|
| 6465 |
6465
Base Wealth Management
Lakewood Ranch,
Florida
| $186M | +$10.3M | +6% | 1.34% | – | 66 | 13.64% | 0.6 |
|
| 6466 |
6466
Greencape Capital
Melbourne,
Australia
| $186M | -$222M | -54% | 11.5% | 98.1% | 3 | 66.67% | 4 |
|
| 6467 |
6467
Winthrop Partners - WNY
Buffalo,
New York
| $186M | – | – | 1.5% | – | 84 | – | 5.8 |
|
| 6468 |
6468
Merrion Investment Management
Cranford,
New Jersey
| $186M | +$11.4M | +7% | 7.36% | 161% | 114 | 7.89% | 3.1 |
|
| 6469 |
SWP
6469
Semus Wealth Partners
Boca Raton,
Florida
| $186M | +$9.02M | +5% | 5.04% | 107% | 120 | 13.33% | 2.1 |
|
| 6470 |
6470
Strategic Planning Inc
Columbus,
Ohio
| $186M | +$12.7M | +7% | 2.79% | – | 59 | 20.34% | 0.6 |
|
| 6471 |
6471
Bullseye Asset Management
Denver,
Colorado
| $186M | -$5.41M | -3% | 3.16% | 81% | 70 | 28.57% | 3.2 |
|
| 6472 |
HFS
6472
Hoge Financial Services
Canonsburg,
Pennsylvania
| $186M | +$11.1M | +6% | 1.97% | 60.8% | 75 | 12% | 1.4 |
|
| 6473 |
6473
Hahn Capital Management
Walnut Creek,
California
| $185M | -$23.3M | -11% | 1.55% | 71.7% | 30 | 6.67% | 7.4 |
|
| 6474 |
6474
Promethium Advisors
Bethesda,
Maryland
| $185M | +$11M | +6% | 2.85% | – | 124 | 10.48% | 1.1 |
|
| 6475 |
6475
Stephens Group
Little Rock,
Arkansas
| $185M | -$6.12K | -0% | 1.74% | 45% | 3 | 0% | 3.8 |
|