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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
UNC Management Company
Chapel Hill,
North Carolina
| $122M | -$11.9M | -9% | 10.2% | 92% | 3 | 66.67% | 0.1 |
|
| 6602 |
6602
Frazier Financial Advisors
Columbus,
Ohio
| $122M | +$6.65M | +6% | 7.55% | – | 1,012 | 20.55% | 0.2 |
|
| 6603 |
6603
Safir Wealth Advisors
Greenland,
New Hampshire
| $122M | +$10.7M | +10% | 6.13% | 52.1% | 17 | 11.76% | 2.3 |
|
| 6604 |
OF
6604
Outfitter Financial
Brunswick,
Maine
| $122M | +$7.39M | +6% | 10.3% | 97.6% | 88 | 22.73% | 2.5 |
|
| 6605 |
6605
Del-Sette Capital Management
Schenectady,
New York
| $122M | +$8.05M | +7% | 9.66% | 112% | 41 | 36.59% | 1 |
|
| 6606 |
6606
Fortune 45 LLC
Gonzales,
Louisiana
| $122M | +$12.4M | +11% | 8.91% | 85.2% | 26 | 7.69% | 1.6 |
|
| 6607 |
6607
Walker Financial Services
Bowling Green,
Kentucky
| $122M | +$25M | +26% | 2.3% | 20.8% | 31 | 35.48% | 1.3 |
|
| 6608 |
6608
RiverPark Advisors
New York
| $122M | +$13.1M | +12% | 11.4% | 87.5% | 135 | 25.93% | 1.9 |
|
| 6609 |
6609
Exchange Bank
Santa Rosa,
California
| $122M | +$6.23M | +5% | 7.52% | 75.2% | 116 | 8.62% | 0.7 |
|
| 6610 |
6610
Doheny Asset Management
Los Angeles,
California
| $122M | +$19.6M | +19% | 14.7% | 135% | 73 | 10.96% | 5.9 |
|
| 6611 |
6611
Bruce G. Allen Investments
Denver,
Colorado
| $122M | +$11.8M | +11% | 6.88% | – | 1,049 | 12.49% | 0.2 |
|
| 6612 |
6612
Patrick M. Sweeney & Associates
Libertyville,
Illinois
| $122M | +$12.3M | +11% | 10.1% | 90.4% | 135 | 6.67% | 0.2 |
|
| 6613 |
6613
Clear Point Advisors
Melville,
New York
| $122M | +$8.42M | +7% | 6.42% | 56.7% | 595 | 9.92% | 0.2 |
|
| 6614 |
6614
Firetrail Investments
Sydney, NSW,
Australia
| $122M | -$14.2M | -10% | 15.7% | 139% | 24 | 29.17% | 0.2 |
|
| 6615 |
6615
Paragon Financial Partners
Woodland Hills,
California
| $121M | +$17.3M | +17% | 14.6% | 90.6% | 82 | 4.88% | 2 |
|
| 6616 |
6616
Nabity-Jensen Investment Management
Omaha,
Nebraska
| $121M | +$10.3M | +9% | 10.3% | 85.3% | 83 | 6.02% | 0.2 |
|
| 6617 |
6617
Lewis Asset Management
Lafayette,
California
| $121M | +$12.7M | +12% | 19.4% | 142% | 125 | 19.2% | 0.2 |
|
| 6618 |
6618
Custom Portfolio Group
Englewood,
Colorado
| $121M | +$8.93M | +8% | 4.95% | – | 246 | 8.54% | 0.2 |
|
| 6619 |
HFAS
6619
Hummer Financial Advisory Services
Chicago,
Illinois
| $121M | +$12M | +11% | 8.56% | 71.8% | 109 | 11.01% | 3.1 |
|
| 6620 |
6620
swisspartners Advisors
Zurich,
Switzerland
| $121M | +$6.81M | +6% | 15.8% | 75.9% | 31 | 16.13% | 2.7 |
|
| 6621 |
6621
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
| $121M | -$9.24M | -7% | 7.09% | 407% | 1 | 0% | 2.3 |
|
| 6622 |
6622
Prospect Financial Services
Melville,
New York
| $121M | +$22M | +22% | 10.9% | – | 77 | 15.58% | 0.2 |
|
| 6623 |
6623
Clifford Group
Wayland,
Massachusetts
| $121M | +$13.2M | +12% | 8.29% | 67.9% | 75 | 6.67% | 1.1 |
|
| 6624 |
6624
Omni 360 Wealth
Plainsboro,
New Jersey
| $121M | +$13.9M | +13% | 6.62% | 59.9% | 107 | 13.08% | 0.2 |
|
| 6625 |
6625
BTS Asset Management
Lincoln,
Massachusetts
| $121M | -$11.7M | -9% | 0.76% | 8.8% | 37 | 35.14% | 0.9 |
|