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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
Insight Inv LLC
El Segundo,
California
| $178M | +$8.06M | +5% | 4.43% | 139% | 116 | 6.9% | 3 |
|
| 6602 |
6602
Pettee Investors
Rowayton,
Connecticut
| $178M | -$3.38M | -2% | 2.91% | 96.1% | 114 | 7.89% | 6.8 |
|
| 6603 |
6603
Counterweight Ventures
Wilmington,
North Carolina
| $178M | +$7.27M | +4% | 3.3% | – | 80 | 1.25% | 1.7 |
|
| 6604 |
6604
Vision One Management Partners
Miami,
Florida
| $178M | +$19.3M | +12% | 2.31% | – | 12 | 25% | 1 |
|
| 6605 |
CC
6605
Corsicana & Co
Corsicana,
Texas
| $178M | +$149K | +0.1% | 1.13% | – | 263 | 2.28% | 3 |
|
| 6606 |
6606
Beckerman Institutional
Ocean Grove,
New Jersey
| $178M | +$8.22M | +5% | 3.07% | – | 118 | 5.08% | 1.1 |
|
| 6607 |
6607
Valley Financial Group
Ambler,
Pennsylvania
| $178M | +$1.65M | +0.9% | 2.03% | – | 70 | 18.57% | 1.6 |
|
| 6608 |
6608
Delta Capital Management
Red Bank,
New Jersey
| $178M | -$15.4M | -8% | 5.28% | 129% | 105 | 9.52% | 5.9 |
|
| 6609 |
6609
Wynnefield Capital
New York
| $178M | +$11.5M | +7% | 16.2% | 52.1% | 15 | 20% | 5.9 |
|
| 6610 |
6610
ViaWealth
Leawood,
Kansas
| $178M | -$5.28M | -3% | 1.4% | 77.2% | 163 | 9.82% | 2.4 |
|
| 6611 |
6611
Emergent Wealth Advisors
Williamsville,
New York
| $178M | +$5.27M | +3% | 1.88% | 74.2% | 139 | 14.39% | 1.4 |
|
| 6612 |
6612
Independence Wealth Advisors (Ohio)
Independence,
Ohio
| $178M | – | – | 1.8% | – | 83 | – | 0 |
|
| 6613 |
6613
Atomic Invest
New York
| $178M | – | – | 2.36% | – | 308 | – | 0 |
|
| 6614 |
6614
Electric Capital Partners
Palo Alto,
California
| $178M | – | – | 41.6% | – | 8 | – | 0 |
|
| 6615 |
6615
Atlantic Investment Management
New York
| $178M | +$3.49M | +2% | 11.8% | 28.8% | 15 | 60% | 0.6 |
|
| 6616 |
6616
Monashee Investment Management
Boston,
Massachusetts
| $177M | -$23.1M | -12% | 46.4% | 460% | 88 | 86.36% | 0.3 |
|
| 6617 |
6617
Ballew Advisors
Jackson,
Mississippi
| $177M | -$1.74M | -1% | 0.8% | 68% | 130 | 13.85% | 3.6 |
|
| 6618 |
AI
6618
Arrien Investments
Boise,
Idaho
| $177M | +$6.36M | +4% | 1.42% | 46% | 46 | 13.04% | 1.8 |
|
| 6619 |
6619
Meriwether Wealth & Planning
Minden,
Louisiana
| $177M | +$4.71M | +3% | 2.19% | – | 135 | 14.81% | 0.9 |
|
| 6620 |
6620
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| $177M | -$51.8M | -23% | 5.84% | 114% | 15 | 0% | 3.8 |
|
| 6621 |
6621
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| $177M | +$882K | +0.5% | 2.38% | 62.6% | 75 | 8% | 3.7 |
|
| 6622 |
6622
PTM Wealth Management
North Wales,
United States
| $177M | +$9.7M | +6% | 1.68% | – | 56 | 3.57% | 0.6 |
|
| 6623 |
6623
Babb Wealth Advisors
Flagstaff,
Arizona
| $177M | +$23.3M | +15% | 1.85% | – | 21 | 23.81% | 0.9 |
|
| 6624 |
6624
Milestone Asset Management Group
Avon,
Connecticut
| $177M | +$18.2M | +11% | 0.56% | – | 132 | 15.91% | 0.8 |
|
| 6625 |
6625
Warburton Capital Management
Tulsa,
Oklahoma
| $177M | +$10.9M | +7% | 3.1% | – | 68 | 20.59% | 0.7 |
|