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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
Barnett & Company
Chattanooga,
Tennessee
| $153M | +$1.32M | +0.9% | 3.92% | 65.9% | 84 | 9.52% | 4.1 |
|
| 6477 |
6477
Tejara Capital
London,
United Kingdom
| $153M | -$57.2M | -27% | 3.44% | 17.3% | 74 | 50% | 0.8 |
|
| 6478 |
6478
Straightline Group
Troy,
Michigan
| $153M | – | – | 0.67% | – | 51 | – | 0 |
|
| 6479 |
6479
EdgeRock Capital
Denver,
Colorado
| $153M | +$10.3M | +7% | 4.51% | 79.7% | 69 | 5.8% | 1.1 |
|
| 6480 |
PP
6480
Pingora Partners
Wilson,
Wyoming
| $153M | +$11.4M | +8% | 10.1% | – | 237 | 11.81% | 0.8 |
|
| 6481 |
6481
Spahn Wealth & Retirement
Scottsdale,
Arizona
| $152M | – | – | 15.1% | – | 31 | – | 0 |
|
| 6482 |
6482
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $152M | -$2.56B | -94% | 3% | 84.1% | 812 | 42.98% | 2.4 |
|
| 6483 |
6483
Renaissance Capital
Stamford,
Connecticut
| $152M | +$466K | +0.3% | 31.4% | 392% | 34 | 32.35% | 0.9 |
|
| 6484 |
6484
Fortis Advisors
Wayne,
Pennsylvania
| $152M | -$1.84M | -1% | 1.61% | 72.8% | 111 | 6.31% | 3.2 |
|
| 6485 |
6485
Visionary Horizons
Knoxville,
Tennessee
| $152M | +$2.84M | +2% | 1.05% | 69.2% | 93 | 8.6% | 0.8 |
|
| 6486 |
EP
6486
Elkhorn Partners
Omaha,
Nebraska
| $152M | -$3.27M | -2% | 1.55% | 32.2% | 47 | 14.89% | 5.1 |
|
| 6487 |
6487
Echo45 Advisors
Walnut Creek,
California
| $152M | -$1.43M | -0.9% | 1.44% | 53.6% | 55 | 18.18% | 2 |
|
| 6488 |
6488
RiverTree Advisors
Winter Park,
Florida
| $152M | +$4.76M | +3% | 0.06% | 25.4% | 48 | 33.33% | 1 |
|
| 6489 |
6489
West Bancorporation
West Des Moines,
Iowa
| $152M | +$2.32M | +2% | 2.17% | 72.5% | 105 | 15.24% | 3 |
|
| 6490 |
6490
Vesey Street Capital Partners
New York
| $152M | +$3.52M | +2% | 2.37% | 47.8% | 1 | 0% | 3 |
|
| 6491 |
6491
Claris Financial
Glen Allen,
Virginia
| $152M | – | – | 1.4% | – | 153 | – | 0 |
|
| 6492 |
6492
Able Wealth Management
Toms River,
New Jersey
| $152M | +$20.1M | +15% | 0.88% | 58.1% | 100 | 14% | 0.8 |
|
| 6493 |
6493
Inlight Wealth Management
Atlanta,
Georgia
| $152M | – | – | 4.83% | – | 50 | – | 0 |
|
| 6494 |
6494
Mork Capital Management
Healdsburg,
California
| $152M | +$12.4M | +9% | 0.99% | 61.9% | 138 | 34.78% | 2.8 |
|
| 6495 |
6495
Red Tree Management
Redwood City,
California
| $152M | – | – | 16% | – | 4 | – | 0 |
|
| 6496 |
6496
Financial Designs
Claremont,
California
| $152M | -$3.14M | -2% | 0.11% | 49% | 21 | 9.52% | 0.8 |
|
| 6497 |
6497
Treasure Coast Financial Planning
Vero Beach,
Florida
| $152M | -$10.2M | -6% | 2.58% | 35.5% | 38 | 10.53% | 1.9 |
|
| 6498 |
6498
Main Line Retirement Advisors
Whitefish,
Montana
| $152M | +$5.93M | +4% | 2.26% | 47.6% | 44 | 25% | 1.1 |
|
| 6499 |
6499
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| $152M | -$7.85M | -5% | 1.32% | 41.2% | 55 | 16.36% | 2.2 |
|
| 6500 |
6500
Boyar Asset Management
New York
| $152M | -$3.74M | -2% | 0.99% | 75.5% | 79 | 1.27% | 7.3 |
|