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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 |
BIO
6551
Blue Investment Opportunities
Miami Beach,
Florida
| $166M | -$21.6M | -12% | 11.5% | – | 1 | 0% | 0.5 |
|
| 6552 |
6552
Redpoint Management
Woodside,
California
| $166M | -$3.38M | -2% | 1.45% | 20.6% | 5 | 0% | 2.9 |
|
| 6553 |
6553
Thor Investment Management
Cincinnati,
Ohio
| $166M | +$18.8M | +13% | 21.3% | 122% | 48 | 10.42% | 1.4 |
|
| 6554 |
6554
Warburton Capital Management
Tulsa,
Oklahoma
| $166M | -$2.6M | -2% | 8.47% | – | 63 | 7.94% | 0.6 |
|
| 6555 |
6555
Tevis Investment Management
Plano,
Texas
| $166M | +$10M | +6% | 7.23% | 58.7% | 109 | 7.34% | 2.3 |
|
| 6556 |
6556
NVP Associates
Menlo Park,
California
| $166M | -$18.1M | -10% | 51.5% | 953% | 7 | 28.57% | 1.6 |
|
| 6557 |
6557
Andrews Lucia Wealth Management
Danville,
California
| $166M | +$12.1M | +8% | 7.17% | 64% | 32 | 12.5% | 2.6 |
|
| 6558 |
6558
Avory & Company
Miami,
Florida
| $166M | +$1.99M | +1% | 2.42% | 74.9% | 35 | 17.14% | 2.1 |
|
| 6559 |
6559
Ariston Services Group
San Diego,
California
| $166M | +$25.3M | +18% | 12.6% | 71.7% | 75 | 10.67% | 1.3 |
|
| 6560 |
6560
Keynote Financial Services
Vernon,
Connecticut
| $166M | +$17.1M | +11% | 10.8% | – | 166 | 4.22% | 1.3 |
|
| 6561 |
6561
Tabor Asset Management
New York
| $166M | +$19.3M | +13% | 18.2% | 214% | 55 | 54.55% | 1 |
|
| 6562 |
6562
Turning Point Benefit Group
Frederick,
Maryland
| $166M | +$33.7M | +26% | 7.21% | – | 758 | 89.71% | 0.1 |
|
| 6563 |
6563
Kellett Wealth Advisors
Cincinnati,
Ohio
| $166M | +$12.4M | +8% | 7.01% | 76.3% | 79 | 13.92% | 2.1 |
|
| 6564 |
6564
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| $166M | +$17M | +11% | 8.02% | 88.8% | 6 | 0% | 3.3 |
|
| 6565 |
6565
Martin Capital Advisors
San Antonio,
Texas
| $166M | +$11.9M | +8% | 10.1% | 140% | 74 | 5.41% | 2.9 |
|
| 6566 |
6566
Two West Capital Advisors
Overland Park,
Kansas
| $166M | +$12.9M | +8% | 5.74% | – | 99 | 10.1% | 0.9 |
|
| 6567 |
6567
Millennium Capital Advisors
Little Rock,
Arkansas
| $166M | +$15.6M | +10% | 11.8% | 134% | 138 | 18.12% | 2.5 |
|
| 6568 |
KCM
6568
KRS Capital Management
Bloomfield,
Michigan
| $166M | +$16M | +11% | 11.9% | 272% | 118 | 13.56% | 2.6 |
|
| 6569 |
6569
Carter Financial Group
Barrington,
Illinois
| $166M | +$12.6M | +8% | 10.1% | – | 135 | 28.89% | 1.2 |
|
| 6570 |
6570
Tacita Capital
Toronto,
Ontario, Canada
| $165M | +$9.9M | +6% | 7.9% | 72.3% | 224 | 8.93% | 3.4 |
|
| 6571 |
6571
Lakewood Asset Management
Naperville,
Illinois
| $165M | +$15.7M | +10% | 7.2% | 69.3% | 105 | 4.76% | 2.3 |
|
| 6572 |
6572
Guerra Pan Advisors
Montclair,
New Jersey
| $165M | +$13.7M | +9% | 11.1% | 149% | 118 | 8.47% | 2.6 |
|
| 6573 |
6573
Ameraudi Asset Management
New York
| $165M | -$25.4M | -13% | 5.73% | 47.1% | 57 | 17.54% | 3 |
|
| 6574 |
6574
Seros Financial
Tempe,
Arizona
| $165M | +$7.49M | +5% | 6.57% | – | 70 | 22.86% | 0.6 |
|
| 6575 |
6575
Brightlight Capital Management
Westport,
Connecticut
| $165M | -$15.9M | -9% | 4.54% | 202% | 11 | 18.18% | 1.2 |
|