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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
EVR Research
Richmond,
Virginia
| $185M | +$18.1M | +11% | 1.74% | 165% | 41 | 56.1% | 0.5 |
|
| 6477 |
JAWA
6477
John A. Wolfe & Associates
Portage,
Michigan
| $185M | – | – | 0.19% | – | 32 | – | 0 |
|
| 6478 |
6478
BCK Partners
Corning,
New York
| $185M | -$687K | -0.4% | 0.96% | 46% | 28 | 10.71% | 3.8 |
|
| 6479 |
6479
Robinson Value Management
San Antonio,
Texas
| $185M | +$12.5M | +7% | 6.05% | 79.3% | 77 | 11.69% | 3.5 |
|
| 6480 |
6480
CoreFirst Bank & Trust
Topeka,
Kansas
| $185M | +$25.3K | +0% | 2.49% | 61.4% | 350 | 19.43% | 1.9 |
|
| 6481 |
6481
Kingsman Wealth Management
Pensacola,
Florida
| $185M | +$5.25M | +3% | 2.92% | – | 73 | 15.07% | 0.6 |
|
| 6482 |
6482
Wernau Asset Management
Gloucester,
Massachusetts
| $185M | +$37.7M | +26% | 5.12% | – | 49 | 0% | 1 |
|
| 6483 |
6483
Cassia Capital Partners
Winston Salem,
North Carolina
| $185M | +$1.63M | +0.9% | 2.61% | 59.9% | 63 | 4.76% | 2.7 |
|
| 6484 |
6484
Innealta Capital
Austin,
Texas
| $185M | -$15.4M | -8% | 2.53% | 69.8% | 115 | 33.04% | 2.2 |
|
| 6485 |
6485
Foresight Capital Management Advisors
Saline,
Michigan
| $185M | +$6.76M | +4% | 1.77% | 100% | 95 | 25.26% | 1.5 |
|
| 6486 |
6486
WESPAC Advisors
Orinda,
California
| $184M | +$13.3M | +8% | 5.39% | 126% | 210 | 30.95% | 1.2 |
|
| 6487 |
6487
Tribune Investment Group
New York
| $184M | -$22M | -11% | 7.98% | – | 30 | 63.33% | 0.3 |
|
| 6488 |
6488
Fortis Advisors
Wayne,
Pennsylvania
| $184M | +$6.61M | +4% | 3.83% | 72.8% | 135 | 18.52% | 3.1 |
|
| 6489 |
6489
Ridgecrest Wealth Partners
Mill Valley,
California
| $184M | -$36.8M | -17% | 5.47% | 103% | 122 | 18.85% | 3.4 |
|
| 6490 |
6490
Element Squared
Minneapolis,
Minnesota
| $184M | +$8.89M | +5% | 3.39% | – | 77 | 58.44% | 0.3 |
|
| 6491 |
6491
GS Investments
Minneapolis,
Minnesota
| $184M | -$17.9M | -9% | 2.65% | 108% | 117 | 2.56% | 4.5 |
|
| 6492 |
6492
Riverchase Wealth Management
Flower Mound,
Texas
| $184M | +$7.56M | +4% | 1.83% | – | 78 | 12.82% | 0.8 |
|
| 6493 |
6493
Panoramic Investment Advisors
Denver,
Colorado
| $184M | +$6.19M | +3% | 2.01% | – | 132 | 9.85% | 2.1 |
|
| 6494 |
6494
denkapparat Operations
Berlin,
Germany
| $184M | +$27.2M | +17% | 4.99% | – | 320 | 22.5% | 0.6 |
|
| 6495 |
6495
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
| $184M | +$8.19M | +5% | 1.83% | – | 645 | 22.17% | 1.2 |
|
| 6496 |
6496
Nordflint Capital Partners Fondsmaeglerselskab
Copenhagen O,
Denmark
| $184M | -$25.8M | -12% | 15.3% | – | 1 | 0% | 1 |
|
| 6497 |
MF
6497
Meridian Financial
Holliston,
Massachusetts
| $184M | +$6.1M | +3% | 1.57% | 58.5% | 146 | 7.53% | 2.6 |
|
| 6498 |
6498
Sage Advisory Services
Austin,
Texas
| $184M | -$7.07M | -4% | 0.82% | 37.8% | 48 | 14.58% | 3.5 |
|
| 6499 |
6499
Monument Group Wealth Advisors
Concord,
Massachusetts
| $183M | +$13.6M | +8% | 3.13% | 68.6% | 52 | 11.54% | 1.5 |
|
| 6500 |
6500
Hager Investment Management Services
New London,
New Hampshire
| $183M | -$1.63M | -0.9% | 5.18% | – | 340 | 20% | 0.8 |
|