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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 |
CH
6551
Cromwell Holdings
Jackson,
Wyoming
| $178M | -$5.46M | -3% | 0.62% | – | 1,059 | 6.99% | 1.3 |
|
| 6552 |
6552
Sphera Management Technology Funds
Tel Aviv,
Israel
| $178M | -$115M | -39% | 4.9% | – | 75 | 44% | 0.6 |
|
| 6553 |
6553
Wealth Science Advisors
Alpharetta,
Georgia
| $178M | +$4.35M | +3% | 4.46% | – | 203 | 65.02% | 0.1 |
|
| 6554 |
6554
North Ridge Wealth Advisors
Beaverton,
Oregon
| $178M | -$895K | -0.5% | 0.69% | 29.5% | 200 | 13% | 1.4 |
|
| 6555 |
6555
Cornerstone Wealth
Greeneville,
Tennessee
| $178M | – | – | 1.9% | – | 96 | – | 0 |
|
| 6556 |
6556
Ledgewood Wealth Advisors
Exeter,
New Hampshire
| $178M | +$4.07M | +2% | 0.52% | 42.8% | 74 | 5.41% | 1.9 |
|
| 6557 |
6557
Ararat Capital Management
Westport,
Connecticut
| $178M | -$25.4M | -12% | 3.04% | 99.2% | 19 | 26.32% | 2 |
|
| 6558 |
6558
StoryOne LLC
Overland Park,
Kansas
| $177M | +$11.9M | +7% | 4.04% | – | 73 | 1.37% | 0.2 |
|
| 6559 |
6559
Ballew Advisors
Jackson,
Mississippi
| $177M | -$53.6K | -0% | 0.73% | 68% | 125 | 9.6% | 3.8 |
|
| 6560 |
6560
Hilton Head Capital Partners
Hilton Head Island,
South Carolina
| $177M | +$6.2M | +4% | 2.8% | – | 1,012 | 9.88% | 0.2 |
|
| 6561 |
6561
Arlington Capital Management
Arlington Heights,
Illinois
| $177M | +$14.6M | +9% | 1.48% | 146% | 137 | 40.88% | 0.9 |
|
| 6562 |
6562
Element Squared
Minneapolis,
Minnesota
| $177M | -$7M | -4% | 1.3% | – | 72 | 73.61% | 0.3 |
|
| 6563 |
6563
Wealth Forward LLC
Fargo,
North Dakota
| $177M | +$219K | +0.1% | 0.51% | 48.8% | 44 | 4.55% | 1.7 |
|
| 6564 |
6564
Archon Capital Management
Seattle,
Washington
| $177M | +$1.45M | +0.8% | 3.34% | 222% | 61 | 47.54% | 0.9 |
|
| 6565 |
6565
IKE Capital
New York
| $177M | +$62.2M | +54% | 2.06% | – | 98 | 27.55% | 0.2 |
|
| 6566 |
6566
CAP Partners LLC
Franklin,
Tennessee
| $177M | +$590K | +0.3% | 2.67% | 97% | 153 | 11.11% | 1.6 |
|
| 6567 |
AGC
6567
Alden Global Capital
Brandon,
Florida
| $177M | -$35.5M | -17% | 0.8% | 99.8% | 22 | 45.45% | 1.1 |
|
| 6568 |
6568
Andera Partners
Paris,
| $177M | +$309K | +0.2% | 7.93% | – | 7 | 28.57% | 0.2 |
|
| 6569 |
6569
Cetera Trust Company
St. Paul,
Minnesota
| $177M | -$10.1M | -5% | 0.28% | – | 366 | 6.28% | 2.1 |
|
| 6570 |
6570
Secured Retirement Advisors
St Louis Park,
Minnesota
| $177M | -$2.38M | -1% | 2.5% | – | 147 | 26.53% | 1.2 |
|
| 6571 |
6571
Lexington Hill Partners
Dallas,
Texas
| $177M | +$43.6M | +33% | 0.61% | – | 80 | 18.75% | 0.2 |
|
| 6572 |
6572
Paragon Financial Partners
Woodland Hills,
California
| $177M | +$14.1M | +9% | 3.63% | 90.6% | 78 | 3.85% | 3.4 |
|
| 6573 |
6573
Principia Wealth Advisory
Dallas,
Texas
| $177M | +$16.7M | +10% | 0.17% | – | 1,091 | 11% | 1 |
|
| 6574 |
6574
XXI Wealth LLC
Chicago,
Illinois
| $177M | +$12M | +7% | 1.6% | – | 221 | 24.89% | 0.2 |
|
| 6575 |
SLFPAM
6575
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
| $176M | +$13.7M | +8% | 3.92% | 139% | 52 | 53.85% | 0.7 |
|