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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6576 |
6576
Four Tree Island Advisory
Portsmouth,
New Hampshire
| $142M | -$2.36M | -2% | 1.63% | – | 24 | 16.67% | 0.2 |
|
| 6577 |
6577
Shearwater Capital
Denver,
Colorado
| $142M | -$5.01M | -3% | 1.64% | 74.4% | 47 | 8.51% | 2.7 |
|
| 6578 |
SCH
6578
Shengqi Capital (HK)
Hong Kong
| $142M | -$22.4M | -14% | 34.6% | – | 8 | 50% | 0.3 |
|
| 6579 |
PI
6579
Pachira Investments
Dana Point,
California
| $142M | -$21.1M | -13% | 4.7% | 82.3% | 59 | 13.56% | 2.6 |
|
| 6580 |
CP
6580
CPV Partners
Stamford,
Connecticut
| $142M | +$61.7M | +77% | 13.4% | 105% | 4 | 0% | 4.1 |
|
| 6581 |
6581
Foresight Global Investors
Purchase,
New York
| $142M | +$5.33M | +4% | 7.27% | 69.9% | 13 | 15.38% | 1.2 |
|
| 6582 |
6582
NavPoint Financial
Prior Lake,
Minnesota
| $142M | +$15.7M | +12% | 1.96% | 58.5% | 57 | 19.3% | 1 |
|
| 6583 |
SA
6583
Sage Advisors
Boulder,
Colorado
| $142M | +$8.26M | +6% | 0.05% | – | 34 | 23.53% | 0.9 |
|
| 6584 |
6584
Hudson Canyon Capital Management
New York
| $142M | -$11.3M | -7% | 4.26% | 182% | 58 | 17.24% | 2.9 |
|
| 6585 |
6585
Keystone Financial Group (Georgia)
Atlanta,
Georgia
| $142M | +$18.5M | +15% | 0.05% | – | 171 | 15.2% | 0.2 |
|
| 6586 |
6586
Visionary Horizons
Knoxville,
Tennessee
| $142M | -$10.4M | -7% | 1.24% | 69.2% | 109 | 36.7% | 0.9 |
|
| 6587 |
6587
MGO Private Wealth
Irvine,
California
| $142M | +$1.23M | +0.9% | 0.46% | 51.5% | 60 | 11.67% | 1.9 |
|
| 6588 |
GA
6588
Gagnon Advisors
New York
| $142M | -$14.4M | -9% | 10.7% | 214% | 28 | 7.14% | 5 |
|
| 6589 |
6589
Vesa Equity Investment
Luxembourg
| $142M | -$77M | -35% | 35.2% | 2.97% | 1 | 0% | 4.3 |
|
| 6590 |
6590
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
| $142M | -$5.32M | -4% | 0.75% | – | 99 | 66.67% | 0.1 |
|
| 6591 |
6591
Petiole USA
New York
| $142M | -$17.3M | -11% | 6.55% | 105% | 40 | 7.5% | 2.4 |
|
| 6592 |
6592
Legacy Wealth Management (Idaho)
Boise,
Idaho
| $142M | -$15M | -10% | 8.6% | – | 859 | 16.88% | 0.4 |
|
| 6593 |
6593
Kintayl Capital
New York
| $141M | +$33M | +30% | 4.42% | – | 40 | 60% | 0.1 |
|
| 6594 |
6594
Woodward Diversified Capital
Bakersfield,
California
| $141M | +$5.24M | +4% | 2.53% | 118% | 144 | 13.89% | 2.6 |
|
| 6595 |
6595
Herbst Group
Westport,
Connecticut
| $141M | -$19.1M | -12% | 0.2% | 142% | 71 | 40.85% | 2 |
|
| 6596 |
BM
6596
Bislett Management
Palo Alto,
California
| $141M | -$67.3K | -0% | 1.53% | 19.8% | 14 | 7.14% | 6.5 |
|
| 6597 |
6597
Momentous Wealth Management
Vancouver,
Washington
| $141M | +$20.7M | +17% | 0.3% | – | 51 | 27.45% | 0.2 |
|
| 6598 |
6598
RPS Advisory Solutions
Louisville,
Kentucky
| $141M | -$19.4M | -12% | 2.89% | – | 117 | 37.61% | 0.5 |
|
| 6599 |
6599
Elevate Wealth Advisory
Athens,
Georgia
| $141M | +$7.82M | +6% | 1.41% | 49.5% | 134 | 14.18% | 1 |
|
| 6600 |
6600
Zynergy Retirement Planning
Red Bank,
New Jersey
| $141M | -$954K | -0.7% | 0.16% | – | 121 | 13.22% | 0.7 |
|