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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
Chaney Capital Management
Lynnwood,
Washington
| $124M | +$12M | +11% | 9.12% | – | 32 | 6.25% | 0.2 |
|
| 6552 |
6552
Guardian Investment Management
Tiburon,
California
| $124M | +$5.63M | +5% | 10.6% | 103% | 58 | 10.34% | 6.2 |
|
| 6553 |
6553
Counterweight Ventures
Wilmington,
North Carolina
| $124M | +$14.2M | +13% | 11.8% | – | 65 | 7.69% | 0.2 |
|
| 6554 |
6554
QVIDTVM Management
The Woodlands,
Texas
| $124M | +$5.46M | +5% | 7.01% | 19.5% | 12 | 41.67% | 0.9 |
|
| 6555 |
6555
Kraft Asset Management
Nashville,
Tennessee
| $124M | +$5.45M | +5% | 6.45% | 41% | 44 | 20.45% | 1.4 |
|
| 6556 |
6556
Clay Northam Wealth Management
Huntington Beach,
California
| $124M | +$11.8M | +10% | 8.76% | 125% | 91 | 14.29% | 1.6 |
|
| 6557 |
6557
Schwallier Wealth Management
Grand Rapids,
Michigan
| $124M | +$3.49M | +3% | 6.62% | 42.3% | 38 | 31.58% | 0.2 |
|
| 6558 |
KCM
6558
KRS Capital Management
Bloomfield,
Michigan
| $124M | +$16.5M | +15% | 23.1% | 272% | 122 | 9.84% | 1.7 |
|
| 6559 |
6559
Envision Financial Planning
Memphis,
Tennessee
| $124M | +$9.7M | +8% | 3.39% | 32.1% | 33 | 24.24% | 0.4 |
|
| 6560 |
6560
Zeit Capital
Greenwood Village,
Colorado
| $124M | +$7.22M | +6% | 6.01% | 56.5% | 30 | 0% | 2.9 |
|
| 6561 |
6561
Bradley & Co Private Wealth Management
Miami,
Florida
| $124M | +$15.6M | +14% | 14.1% | – | 210 | 17.62% | 2.2 |
|
| 6562 |
6562
Washington Capital Management
Seattle,
Washington
| $123M | +$6.67M | +6% | 7.09% | 81.8% | 119 | 21.85% | 2.7 |
|
| 6563 |
6563
Dean Jacobson Financial Services
Fort Worth,
Texas
| $123M | +$6.33M | +5% | 5.27% | 59.6% | 13 | 23.08% | 1 |
|
| 6564 |
DIM
6564
DC Investments Management
Mclean,
Virginia
| $123M | +$23.9M | +24% | 2.48% | 56.3% | 93 | 19.35% | 1 |
|
| 6565 |
6565
Alterna Wealth Management
Houston,
Texas
| $123M | +$40.3M | +48% | 6.7% | 52.9% | 103 | 33.01% | 2 |
|
| 6566 |
6566
Crew Capital Management
Cincinnati,
Ohio
| $123M | +$25.1M | +26% | 10.9% | 111% | 134 | 46.27% | 1.3 |
|
| 6567 |
6567
Tikehau Investment Management
Paris,
France
| $123M | +$2.55M | +2% | 8.59% | 102% | 16 | 6.25% | 2.6 |
|
| 6568 |
6568
Tilia Fiduciary Partners
Wilmington,
North Carolina
| $123M | +$15.8M | +15% | 11.1% | 101% | 99 | 6.06% | 2 |
|
| 6569 |
6569
Battery Global Advisors
Boston,
Massachusetts
| $123M | -$7.21M | -6% | 5.41% | – | 46 | 34.78% | 0.2 |
|
| 6570 |
6570
Axim Planning & Wealth
Springboro,
Ohio
| $123M | +$13.9M | +13% | 15.1% | 32.3% | 31 | 32.26% | 1.2 |
|
| 6571 |
6571
Empirical Capital Management
Hendersonville,
Tennessee
| $123M | +$14M | +13% | 10.7% | 205% | 18 | 27.78% | 2.4 |
|
| 6572 |
6572
Equinox Partners Investment Management
Stamford,
Connecticut
| $123M | -$15.6M | -11% | 14.7% | 241% | 12 | 41.67% | 2.2 |
|
| 6573 |
6573
Alethea Capital Management
Mercer Island,
Washington
| $123M | +$36.4M | +42% | 32% | 275% | 54 | 75.93% | 1.8 |
|
| 6574 |
6574
Eagle Wealth Strategies
West Deptford,
New Jersey
| $123M | -$42.7M | -26% | 8.27% | 85% | 107 | 20.56% | 0.2 |
|
| 6575 |
6575
Howard Wealth Management
Madison,
Connecticut
| $123M | +$3.3M | +3% | 7.47% | 69.9% | 109 | 12.84% | 2.2 |
|