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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6601 |
6601
AB CarVal Investors
Minneapolis,
Minnesota
| $90.1M | -$10.1M | -10% | 9.62% | 24% | 3 | 0% | 1.7 |
|
| 6602 |
6602
Pitti Group Wealth Management
Victor,
New York
| $89.6M | – | – | 5.9% | 65.3% | 71 | – | 0 |
|
| 6603 |
6603
Mayfield XIII Management
Menlo Park,
California
| $89.5M | – | – | 18.8% | – | 2 | – | 0 |
|
| 6604 |
6604
1620 Investment Advisors
Plymouth,
Massachusetts
| $89.3M | – | – | 8.43% | 71.4% | 118 | – | 0 |
|
| 6605 |
6605
HCSF Management
San Francisco,
California
| $89.3M | -$2.84M | -3% | 1.08% | 58.8% | 7 | 0% | 2.9 |
|
| 6606 |
6606
Ratos AB
Stockholm,
Sweden
| $89.3M | – | – | 21.9% | – | 1 | – | 0.8 |
|
| 6607 |
6607
Daventry Group
New York
| $88.8M | – | – | 3.27% | 26.2% | 8 | – | 0 |
|
| 6608 |
6608
HFG Advisors
Cincinatti,
Ohio
| $88.8M | – | – | 8.48% | 69.7% | 85 | – | 0 |
|
| 6609 |
6609
Fingerlakes Wealth Management
Ithaca,
New York
| $88.8M | – | – | 11.6% | 92.1% | 91 | – | 0 |
|
| 6610 |
6610
1888 Investments
Denver,
Colorado
| $88.8M | – | – | 5.13% | 43.2% | 3 | – | 0 |
|
| 6611 |
6611
Provence Wealth Management Group
Irvine,
California
| $88.4M | – | – | 7.76% | – | 75 | – | 0 |
|
| 6612 |
6612
Oslo Asset Management AS
Oslo,
Norway
| $88.3M | -$12M | -12% | 4.89% | 82.7% | 13 | 15.38% | 2.7 |
|
| 6613 |
6613
Danda Trouve Investment Management
Prairie Village,
Kansas
| $88.3M | +$5.33M | +6% | 4.8% | 13% | 178 | 35.39% | 1.3 |
|
| 6614 |
6614
Brandywine Managers
Hockessin,
Delaware
| $88.3M | -$7.54M | -8% | 2.74% | 96.3% | 45 | 6.67% | 2.4 |
|
| 6615 |
6615
NuWave Investment Management
Parsippany,
New Jersey
| $88.1M | +$651K | +0.7% | 3.13% | 26.4% | 435 | 69.89% | 0.3 |
|
| 6616 |
6616
SRH Advisors
Salina,
Kansas
| $88M | +$5.9M | +7% | 6.96% | 55.7% | 317 | 5.05% | 4.6 |
|
| 6617 |
IFO
6617
Intrepid Family Office
Sarasota,
Florida
| $87.8M | – | – | 5.41% | – | 40 | – | 0 |
|
| 6618 |
SWG
6618
Summit Wealth Group
White River Junction,
Vermont
| $87.8M | +$24.5M | +39% | 4.82% | 53% | 53 | 62.26% | 0.7 |
|
| 6619 |
6619
Legacy Wealth Planning
Reno,
Nevada
| $87.7M | -$1.58M | -2% | 8.39% | 14.6% | 105 | 14.29% | 1.5 |
|
| 6620 |
6620
Echo Wealth Management
Plymouth,
Minnesota
| $87.6M | +$3.2M | +4% | 6.34% | 42.9% | 53 | 13.21% | 0.9 |
|
| 6621 |
6621
Vazirani Asset Management
New York
| $87.5M | – | – | 9.51% | 436% | 51 | – | 0 |
|
| 6622 |
JBFJ
6622
James B. Fleming Jr
| $87.4M | – | – | 21% | – | 2 | – | 0 |
|
| 6623 |
IAMH
6623
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| $87.4M | -$18.2M | -17% | 10.1% | 64.5% | 13 | 46.15% | 0.5 |
|
| 6624 |
6624
Beam Wealth Advisors
Covington,
Louisiana
| $87.3M | -$29.2M | -25% | 6.51% | 69.2% | 149 | 46.98% | 1.5 |
|
| 6625 |
6625
BlackDiamond Wealth Management
New York
| $87.1M | – | – | 6.34% | 70.8% | 108 | – | 0 |
|