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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
Vida Ventures Advisors
Boston,
Massachusetts
| $139M | +$47.2M | +52% | 48.8% | 154% | 6 | 16.67% | 2.6 |
|
| 6477 |
AI
6477
Arrien Investments
Boise,
Idaho
| $139M | +$10.6M | +8% | 7.15% | 42.7% | 39 | 5.13% | 1.3 |
|
| 6478 |
6478
Alethea Capital Management
Mercer Island,
Washington
| $138M | +$6.67M | +5% | 7.76% | 275% | 50 | 78% | 1.4 |
|
| 6479 |
6479
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| $138M | +$5.34M | +4% | 6.43% | 59.7% | 62 | 6.45% | 1.6 |
|
| 6480 |
6480
Signature Wealth Management Partners
Montvale,
New Jersey
| $138M | +$6.57M | +5% | 5.76% | 97.9% | 107 | 5.61% | 2.7 |
|
| 6481 |
FWM
6481
FMA Wealth Management
Duxbury,
Massachusetts
| $138M | +$14.2M | +11% | 5.21% | 40.8% | 50 | 28% | 0.6 |
|
| 6482 |
6482
Union Square Park Capital Management
New York
| $138M | +$24.9M | +22% | 18% | 75.8% | 45 | 55.56% | 0.6 |
|
| 6483 |
6483
Primoris Wealth Advisors
North Palm Beach,
Florida
| $138M | +$12.5M | +10% | 8.01% | 182% | 108 | 17.59% | 1.5 |
|
| 6484 |
6484
Vannoy Advisory Group
Austin,
Texas
| $138M | +$8.45M | +7% | 6.24% | 52.5% | 27 | 0% | 0.8 |
|
| 6485 |
6485
SCP Investment
Orinda,
California
| $137M | -$19.6M | -12% | 5.71% | 32.8% | 60 | 38.33% | 1.4 |
|
| 6486 |
6486
Charles Schwab Trust Bank
Henderson,
Nevada
| $137M | -$1.42M | -1% | 8.72% | – | 1 | 0% | 0.5 |
|
| 6487 |
6487
StoneCrest Wealth Management
Chandler,
Arizona
| $137M | +$6.41M | +5% | 1.75% | – | 63 | 19.05% | 0.6 |
|
| 6488 |
6488
Priebe Wealth Holdings
Maple Grove,
Minnesota
| $137M | +$11.1M | +9% | 5.69% | – | 67 | 22.39% | 0.6 |
|
| 6489 |
SC
6489
Settian Capital
New York
| $137M | +$947K | +0.7% | 4.75% | 62.5% | 32 | 18.75% | 1.6 |
|
| 6490 |
KCM
6490
KRS Capital Management
Bloomfield,
Michigan
| $137M | +$3.56M | +3% | 5.58% | 272% | 119 | 5.88% | 2.1 |
|
| 6491 |
6491
Thor Investment Management
Cincinnati,
Ohio
| $137M | +$9.8M | +8% | 8.12% | 122% | 48 | 10.42% | 0.7 |
|
| 6492 |
6492
Eagle Wealth Strategies
West Deptford,
New Jersey
| $137M | +$13.4M | +11% | 6.24% | 85% | 112 | 22.32% | 0.6 |
|
| 6493 |
6493
Lewis Asset Management
Lafayette,
California
| $137M | +$6.21M | +5% | 4.8% | 142% | 136 | 17.65% | 0.6 |
|
| 6494 |
6494
Prossimo Advisors
San Luis Obispo,
California
| $137M | +$26.4M | +24% | 6.97% | 78.4% | 143 | 13.99% | 0.7 |
|
| 6495 |
6495
MidAtlantic Capital Management
Richmond,
Virginia
| $137M | +$17.7M | +15% | 6.04% | – | 245 | 11.43% | 0.7 |
|
| 6496 |
6496
Chapman Investment Management
San Anselmo,
California
| $137M | +$5.39M | +4% | 6.65% | 44% | 32 | 3.13% | 3.2 |
|
| 6497 |
6497
English Capital Management
Bloomfield Hills,
Michigan
| $137M | +$17.2M | +14% | 8.47% | – | 32 | 6.25% | 0.7 |
|
| 6498 |
PIM
6498
Pullen Investment Management
Bradenton,
Florida
| $137M | +$16.1M | +13% | 9.17% | – | 107 | 14.02% | 0.4 |
|
| 6499 |
6499
Wallace Advisory Group
Lafayette,
California
| $137M | -$2.23M | -2% | 3.21% | 50.9% | 178 | 0.56% | 1.3 |
|
| 6500 |
6500
Ulland Investment Advisors
Minneapolis,
Minnesota
| $137M | -$7.23M | -5% | 7.72% | 161% | 232 | 15.52% | 2.1 |
|