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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6551 |
6551
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| $80.2M | +$3.84M | +5% | 7.58% | – | 174 | 48.85% | 0.4 |
|
| 6552 |
6552
Redwood Wealth Management Group
Medford,
New Jersey
| $80.1M | – | – | 8.68% | 74.1% | 146 | – | 0 |
|
| 6553 |
6553
Clifford Group
Wayland,
Massachusetts
| $80.1M | – | – | 7.52% | 67.9% | 74 | – | 0 |
|
| 6554 |
6554
Nvest Financial
Portsmouth,
New Hampshire
| $79.9M | +$9.19M | +13% | 9.08% | 92.8% | 51 | 7.84% | 0.7 |
|
| 6555 |
6555
Offit Capital Advisors
New York
| $79.8M | +$11.3M | +16% | 25.3% | – | 1 | 0% | 1 |
|
| 6556 |
6556
David J. Yvars Group
University Park,
Florida
| $79.8M | -$10.2M | -11% | 9.27% | 143% | 71 | 14.08% | 1.6 |
|
| 6557 |
6557
Fidato Wealth
Middleburg Heights,
Ohio
| $79.7M | +$6.52M | +9% | 6.66% | 61.1% | 7 | 28.57% | 0.7 |
|
| 6558 |
6558
Meritech Capital Associates VI
Palo Alto,
California
| $79.7M | -$17.4M | -18% | 16.6% | – | 6 | 0% | 1 |
|
| 6559 |
PAM
6559
Premier Asset Management
Chicago,
Illinois
| $79.6M | -$16.9M | -17% | 10.2% | 104% | 121 | 23.14% | 2 |
|
| 6560 |
6560
Ativo Capital Management
Chicago,
Illinois
| $79.5M | +$15.8M | +25% | 11.1% | 63.2% | 62 | 24.19% | 2 |
|
| 6561 |
DIM
6561
DC Investments Management
Mclean,
Virginia
| $79M | +$35.3M | +81% | 3.41% | 56.3% | 65 | 64.62% | 0.4 |
|
| 6562 |
TMC
6562
Trellus Management Company
Delray Beach,
Florida
| $79M | -$3.38M | -4% | 1.32% | 268% | 73 | 49.32% | 1.5 |
|
| 6563 |
6563
Luts & Greenleigh Group
Bethesda,
Maryland
| $78.9M | – | – | 14.1% | – | 60 | – | 0 |
|
| 6564 |
6564
Watershed Asset Management
San Francisco,
California
| $78.9M | +$2.26M | +3% | 11.2% | – | 159 | 52.2% | 0.4 |
|
| 6565 |
6565
Orca Investment Management
Roseburg,
Oregon
| $78.9M | +$2.22M | +3% | 7.87% | 122% | 57 | 0% | 5.6 |
|
| 6566 |
6566
ClientFirst Wealth Management
Little Rock,
Arkansas
| $78.8M | -$1.84M | -2% | 14.2% | – | 26 | 3.85% | 0.9 |
|
| 6567 |
6567
Gritstone Asset Management
Bethesda,
Maryland
| $78.6M | – | – | 3.63% | – | 213 | – | 0 |
|
| 6568 |
6568
EDBI Pte Ltd
Singapore
| $78.5M | -$16.5M | -17% | 9.4% | 6.21% | 26 | 26.92% | 0.9 |
|
| 6569 |
6569
Mayfair Advisory Group
Birmingham,
Alabama
| $78.5M | +$7.76M | +11% | 8.43% | 71.5% | 125 | 20% | 1.5 |
|
| 6570 |
6570
Mendota Financial Group
Madison,
Wisconsin
| $78.5M | – | – | 12.6% | 50.1% | 312 | – | 0 |
|
| 6571 |
6571
Arthedge Capital Management
Jericho,
New York
| $78.5M | -$19.6M | -20% | 17.5% | 80.7% | 13 | 7.69% | 1.5 |
|
| 6572 |
6572
AtonRa Partners
Geneva,
Switzerland
| $78.5M | -$23.3M | -23% | 14.9% | 49% | 116 | 4.31% | 1.4 |
|
| 6573 |
WPA
6573
Winning Points Advisors
Boca Raton,
Florida
| $78.5M | -$3.36M | -4% | 6.51% | – | 53 | 26.42% | 3.8 |
|
| 6574 |
6574
Morling Financial Advisors
Fremont,
California
| $78.4M | +$4.98M | +7% | 3.82% | 91.2% | 79 | 16.46% | 0.8 |
|
| 6575 |
6575
swisspartners
Vaduz,
Liechtenstein
| $78.4M | -$18.2M | -19% | 20.4% | – | 85 | 20% | 1.5 |
|