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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
Vannoy Advisory Group
Austin,
Texas
| $128M | +$6.45M | +5% | 5.41% | 52.5% | 28 | 3.57% | 0.3 |
|
| 6477 |
6477
Values Added Financial
Washington,
District of Columbia
| $128M | +$6.06M | +5% | 6.11% | 65.9% | 86 | 6.98% | 0.7 |
|
| 6478 |
BFS
6478
Burr Financial Services
Pleasant Hill,
California
| $128M | -$2.61M | -2% | 46.3% | 478% | 35 | 8.57% | 0.2 |
|
| 6479 |
6479
SRN Advisors
Huntingdon Valley,
Pennsylvania
| $128M | +$16.7M | +15% | 16.9% | 146% | 92 | 3.26% | 1.8 |
|
| 6480 |
6480
Northern Financial Advisors
Bloomfield Hills,
Michigan
| $128M | +$9.31M | +8% | 11.5% | 120% | 118 | 6.78% | 1.1 |
|
| 6481 |
6481
Traction Financial Partners
Encampment,
Wyoming
| $128M | -$21M | -14% | 6.96% | – | 64 | 18.75% | 0.2 |
|
| 6482 |
6482
Andina Capital Management
Lehi,
Utah
| $128M | +$11.8M | +10% | 3.76% | 38.9% | 141 | 66.67% | 0.1 |
|
| 6483 |
PBK
6483
Peoples Bank (Kansas)
Pratt,
Kansas
| $128M | +$3.09M | +2% | 8.57% | 74.5% | 281 | 8.19% | 0.5 |
|
| 6484 |
LFGH
6484
Lee Financial Group Hawaii
Honolulu,
Hawaii
| $128M | +$10.4M | +9% | 8.68% | 12.9% | 31 | 12.9% | 2.2 |
|
| 6485 |
6485
Petiole USA
New York
| $128M | -$7.47M | -6% | 2.17% | 105% | 40 | 7.5% | 1.8 |
|
| 6486 |
6486
BlueSky Wealth Advisors
New Bern,
North Carolina
| $128M | -$410M | -76% | 3.7% | 45.9% | 72 | 55.56% | 4.3 |
|
| 6487 |
6487
Cambridge Capital Management
O'fallon,
Illinois
| $128M | +$9.6M | +8% | 6.08% | 55.9% | 33 | 3.03% | 0.2 |
|
| 6488 |
6488
Index Venture Growth Associates III
St. Helier, Channel Islands,
Jersey
| $128M | +$32.3M | +34% | 57% | 740% | 2 | 0% | 2.3 |
|
| 6489 |
6489
Masterton Capital Management
New York
| $128M | +$11.9M | +10% | 1.12% | 1.94% | 17 | 35.29% | 0.6 |
|
| 6490 |
6490
Darden Wealth Group
Ann Arbor,
Michigan
| $128M | +$23.6M | +23% | 22.1% | 243% | 115 | 18.26% | 0.2 |
|
| 6491 |
6491
SFI Advisors
Montclair,
New Jersey
| $128M | +$10.4M | +9% | 5.48% | 95.9% | 103 | 36.89% | 1.4 |
|
| 6492 |
6492
Erickson Financial Group
Allentown,
Pennsylvania
| $128M | +$7.19M | +6% | 6.89% | 69.3% | 23 | 0% | 2 |
|
| 6493 |
6493
Bain Capital Public Equity
Boston,
Massachusetts
| $128M | -$5.73M | -4% | 19.6% | 169% | 35 | 34.29% | 0.5 |
|
| 6494 |
6494
Martin Capital Advisors
San Antonio,
Texas
| $127M | +$9.06M | +8% | 11.5% | 140% | 67 | 0% | 1.9 |
|
| 6495 |
6495
MB Generational Wealth
Spokane,
Washington
| $127M | +$20.9M | +20% | 7.65% | – | 62 | 24.19% | 0.2 |
|
| 6496 |
6496
In-Depth Partners
Miami,
Florida
| $127M | +$12.9M | +11% | 10.3% | 157% | 12 | 0% | 2.2 |
|
| 6497 |
RCWM
6497
Royal Capital Wealth Management
Carmel,
Indiana
| $127M | +$11.8M | +10% | 11.8% | 83.8% | 99 | 12.12% | 1.7 |
|
| 6498 |
6498
McAlister Sweet & Associates
Houston,
Texas
| $127M | +$19.6M | +18% | 10.3% | 83.6% | 34 | 11.76% | 1.4 |
|
| 6499 |
6499
Main Line Retirement Advisors
Whitefish,
Montana
| $127M | +$12.1M | +11% | 4.82% | 47.6% | 38 | 7.89% | 0.6 |
|
| 6500 |
GIM
6500
Greenwich Investment Management
Norwalk,
Connecticut
| $127M | -$6.03M | -5% | 2.86% | – | 40 | 10% | 4.3 |
|