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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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6451 |
SWP
6451
Semus Wealth Partners
Boca Raton,
Florida
| $207M | +$27.9M | +16% | 16.5% | 88.7% | 121 | 16.53% | 9.4 |
|
| 6452 |
HA
6452
Hofer & Associates
Thousand Oaks,
California
| $207M | +$20.8M | +11% | 9.76% | 61.7% | 71 | 11.27% | 11.3 |
|
| 6453 |
MKW
6453
Mullaney, Keating & Wright
Middletown,
Connecticut
| $207M | +$22.7M | +12% | 11.7% | – | 75 | 10.67% | 6.1 |
|
| 6454 |
AWS
6454
Aspen Wealth Strategies
Arvada,
Colorado
| $207M | +$19.3M | +10% | 11.1% | 65.8% | 91 | 3.3% | 9.5 |
|
| 6455 |
GGI
6455
GordonMD Global Investments
Beverely Hills,
California
| $207M | +$63.1M | +44% | 29.6% | – | 17 | 11.76% | 1.7 |
|
| 6456 |
OPF
6456
Old Peak Finance
Chapel Hill,
North Carolina
| $207M | +$35.4M | +21% | 11.4% | – | 107 | 26.17% | 1.5 |
|
| 6457 |
AWP
6457
Avid Wealth Partners
San Antonio,
Texas
| $207M | -$5.01M | -2% | 14.9% | – | 87 | 29.89% | 4.5 |
|
| 6458 |
SPI
6458
Sutton Place Investors
Katonah,
New York
| $207M | +$23.7M | +13% | 17.2% | 74.3% | 155 | 16.77% | 8.4 |
|
| 6459 |
AP
6459
Andera Partners
Paris,
| $206M | +$29.6M | +17% | 8.14% | – | 8 | 12.5% | 1.5 |
|
| 6460 |
HI
6460
Harrington Investments
Napa,
California
| $206M | +$16.4M | +9% | 23.3% | 92.5% | 85 | 4.71% | 26.6 |
|
| 6461 |
CC
6461
Corsicana & Co
Corsicana,
Texas
| $206M | +$48.5M | +31% | 14% | – | 334 | 24.85% | 11.4 |
|
| 6462 |
SG
6462
Stephens Group
Little Rock,
Arkansas
| $206M | +$34.8M | +20% | 32.4% | 45% | 4 | 0% | 13 |
|
| 6463 |
CCP
6463
Cassia Capital Partners
Winston Salem,
North Carolina
| $206M | +$11.9M | +6% | 8.41% | 55% | 71 | 8.45% | 11.5 |
|
| 6464 |
LHP
6464
Lexington Hill Partners
Dallas,
Texas
| $206M | +$29.6M | +17% | 8.7% | – | 91 | 29.67% | 1.5 |
|
| 6465 |
GRA
6465
Golden Road Advisors
Tampa,
Florida
| $206M | +$32.6M | +19% | 16.8% | – | 68 | 23.53% | 5.8 |
|
| 6466 |
TM
6466
TFJ Management
Somerville,
Massachusetts
| $206M | +$64.7M | +46% | 14.3% | – | 16 | 37.5% | 2.5 |
|
| 6467 |
GDCM
6467
Galaxy Digital Capital Management
New York
| $206M | +$112M | +118% | 54.2% | – | 85 | 57.65% | 1.7 |
|
| 6468 |
CDMG
6468
Creek Drive Management Group
San Francisco,
California
| $206M | -$233M | -53% | 50.2% | – | 61 | 34.43% | 1.4 |
|
| 6469 |
FDC
6469
Flight Deck Capital
San Francisco,
California
| $206M | +$68.5M | +50% | 47.6% | 379% | 11 | 9.09% | 5.8 |
|
| 6470 |
LC
6470
Lalia Capital
New York
| $206M | +$47.5M | +30% | 1.36% | – | 15 | 13.33% | 1.3 |
|
| 6471 |
S
6471
Sachetta
Lynnfield,
Massachusetts
| $206M | +$21.3M | +12% | 13.9% | – | 1,235 | 30.12% | 6.9 |
|
| 6472 |
FCMA
6472
Foresight Capital Management Advisors
Saline,
Michigan
| $206M | +$26M | +14% | 17% | – | 104 | 30.77% | 7 |
|
| 6473 |
FCCM
6473
First City Capital Management
Savannah,
Georgia
| $206M | +$16.8M | +9% | 10.8% | 76.5% | 168 | 7.14% | 26.3 |
|
| 6474 |
AWM
6474
Allen Wealth Management
Boone,
North Carolina
| $205M | +$5.55M | +3% | 7.78% | – | 63 | 11.11% | 7.9 |
|
| 6475 |
SCM
6475
Spring Capital Management
Amarillo,
Texas
| $205M | +$7.56M | +4% | 6.46% | 73.6% | 56 | 14.29% | 10 |
|