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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6476 |
6476
MGG Investment Group
New York
| $87M | -$21.8M | -20% | 20% | 44.1% | 2 | 0% | 1.3 |
|
| 6477 |
HH
6477
HP Holding
New York
| $87M | -$1.74M | -2% | 1.96% | – | 1 | 0% | 0.3 |
|
| 6478 |
6478
NVP Associates
Menlo Park,
California
| $86.9M | -$15.5M | -15% | 8.11% | 953% | 8 | 0% | 0.3 |
|
| 6479 |
RFG
6479
RFP Financial Group
Atlanta,
Georgia
| $86.8M | -$136M | -61% | 5.07% | 53.2% | 961 | 27.58% | 0.2 |
|
| 6480 |
6480
Caerus Investment Advisors
West Lake Hills,
Texas
| $86.8M | +$20.7M | +31% | 12% | 85% | 54 | 31.48% | 0.8 |
|
| 6481 |
6481
Farley Capital
New York
| $86.7M | +$11.8M | +16% | 17% | 105% | 13 | 7.69% | 5.1 |
|
| 6482 |
6482
Schrum Private Wealth Management
St. Augustine,
Florida
| $86.6M | +$2.19M | +3% | 5.23% | 60.9% | 109 | 4.59% | 1.2 |
|
| 6483 |
6483
Kraematon Investment Advisors
Braintree,
Massachusetts
| $86.5M | -$5.56M | -6% | 5.91% | 89.8% | 271 | 70.85% | 1 |
|
| 6484 |
6484
Avant Capital
Lafayette,
Louisiana
| $86.5M | +$5.03M | +6% | 3.41% | – | 57 | 3.51% | 1.1 |
|
| 6485 |
6485
Blodgett Wealth Advisors
Concord,
California
| $86.5M | +$4.23M | +5% | 13.6% | 150% | 67 | 11.94% | 1 |
|
| 6486 |
6486
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| $86.4M | +$10.7M | +14% | 7.71% | 70.9% | 108 | 18.52% | 0.9 |
|
| 6487 |
6487
RiverVest Venture Management
St. Louis,
Missouri
| $86.4M | +$704K | +0.8% | 33% | 16.5% | 6 | 0% | 2 |
|
| 6488 |
6488
First Affirmative Financial Network
Colorado Springs,
Colorado
| $86.4M | +$3.84M | +5% | 7.34% | – | 176 | 19.32% | 1.1 |
|
| 6489 |
6489
Banta Asset Management
Newport Beach,
California
| $86.1M | +$11.7M | +16% | 12.1% | – | 15 | 0% | 2.9 |
|
| 6490 |
6490
Ridgemont Partners Management
Charlotte,
North Carolina
| $86.1M | -$14.6M | -15% | 14.5% | 45.6% | 1 | 0% | 1.3 |
|
| 6491 |
6491
Jacob Asset Management of New York
Hermosa Beach,
California
| $85.8M | +$3.61M | +4% | 13.9% | 22.7% | 70 | 12.86% | 2 |
|
| 6492 |
OR
6492
Olympiad Research
Stamford,
Connecticut
| $85.7M | – | – | 23.1% | 187% | 204 | – | 0.3 |
|
| 6493 |
6493
Millrace Asset Group
Berwyn,
Pennsylvania
| $85.7M | -$2.44M | -3% | 7.85% | 113% | 64 | 40.63% | 1 |
|
| 6494 |
6494
Indie Asset Partners
Carmel,
Indiana
| $85.6M | -$5.64M | -6% | 0.97% | 119% | 93 | 17.2% | 2.2 |
|
| 6495 |
6495
Oder Investment Management
Woodland Hills,
California
| $85.5M | +$5.02M | +6% | 10.5% | 97.5% | 100 | 22% | 1.6 |
|
| 6496 |
6496
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| $85.5M | +$5.16M | +6% | 5.65% | 161% | 175 | 12% | 3.6 |
|
| 6497 |
6497
Holland Advisory Services
Ormond Beach,
Florida
| $85.4M | +$1.48M | +2% | 4.74% | 63% | 31 | 3.23% | 1.1 |
|
| 6498 |
GG
6498
Golden Green
Seneca,
South Carolina
| $85.2M | -$11.7M | -12% | 4.88% | 92.4% | 108 | 68.52% | 0.7 |
|
| 6499 |
6499
Ulland Investment Advisors
Minneapolis,
Minnesota
| $85.1M | +$1.41M | +2% | 12.5% | 161% | 224 | 6.7% | 1.2 |
|
| 6500 |
6500
Centerstone Investors
New York
| $85.1M | +$16.8M | +25% | 9.72% | 73.7% | 28 | 21.43% | 3 |
|