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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6626 |
IVP
6626
Intrinsic Value Partners
Phoenix,
Arizona
| $73M | +$1.08M | +1% | 12.8% | 126% | 54 | 3.7% | 0.9 |
|
| 6627 |
WKSWA
6627
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
| $72.8M | +$2.99M | +4% | 5.08% | 111% | 72 | 18.06% | 0.8 |
|
| 6628 |
FWM
6628
Fingerlakes Wealth Management
Ithaca,
New York
| $72.7M | +$4.18M | +6% | 6.51% | 80.2% | 86 | 2.33% | 1 |
|
| 6629 |
FCM
6629
FourWorld Capital Management
New York
| $72.7M | +$9.57M | +15% | 18% | 132% | 20 | 40% | 0.5 |
|
| 6630 |
AFA
6630
Atlas Financial Advisors
Oroville,
California
| $72.6M | +$11.5M | +19% | 1.81% | 5.34% | 23 | 39.13% | 0.5 |
|
| 6631 |
CFS
6631
Capital Financial Services
Clifton Park,
New York
| $72.5M | +$4.83M | +7% | 11.9% | – | 80 | 3.75% | 1.6 |
|
| 6632 |
WCG
6632
Wall Capital Group
Phoenix,
Arizona
| $72.4M | -$33M | -31% | 5.8% | – | 26 | 34.62% | 2.1 |
|
| 6633 |
DAM
6633
Draper Asset Management
Smithtown,
New York
| $72.1M | -$10.5M | -13% | 10.5% | 187% | 51 | 62.75% | 0.6 |
|
| 6634 |
DFA
6634
DHK Financial Advisors
Portsmouth,
New Hampshire
| $71.9M | +$11M | +18% | 8.56% | 46.1% | 33 | 3.03% | 0.8 |
|
| 6635 |
SWAG
6635
Spectrum Wealth Advisory Group
Granite Bay,
California
| $71.8M | -$7.79M | -10% | 5.5% | 67.9% | 39 | 28.21% | 2.6 |
|
| 6636 |
FIA
6636
FNY Investment Advisers
New York
| $71.6M | -$72.7M | -50% | 7.53% | 307% | 946 | 65.01% | 0.6 |
|
| 6637 |
ALS
6637
Andrew L. Share
| $71.5M | -$26.4M | -27% | 15.2% | 14.8% | 4 | 25% | 2.4 |
|
| 6638 |
RB
6638
Richmond Brothers
Jackson,
Michigan
| $71.3M | -$18.6M | -21% | 2.48% | 77.2% | 24 | 12.5% | 1 |
|
| 6639 |
LIM
6639
Lancaster Investment Management
London,
United Kingdom
| $71.1M | +$11.7M | +20% | 15.3% | 18% | 5 | 40% | 0.9 |
|
| 6640 |
VF
6640
Vista Finance
Clayton,
Missouri
| $71.1M | -$11.2M | -14% | 2.22% | 47% | 29 | 31.03% | 0.6 |
|
| 6641 |
HCVG
6641
H Capital V GP
Grand Cayman,
Cayman Islands
| $71M | -$17M | -19% | 18.4% | – | 2 | 0% | 1 |
|
| 6642 |
FWA
6642
Freedom Wealth Alliance
Brookfield,
Wisconsin
| $70.9M | – | – | 7.44% | – | 482 | – | 0 |
|
| 6643 |
AOG
6643
Alpha Omega Group
Reston,
Virginia
| $70.8M | -$8.34M | -11% | 9.17% | 16.1% | 29 | 31.03% | 1.5 |
|
| 6644 |
CAM
6644
Chou Associates Management
Toronto,
Ontario, Canada
| $70.7M | -$68.9M | -49% | 8.84% | 66.4% | 24 | 41.67% | 4.9 |
|
| 6645 |
BAM
6645
Bosun Asset Management
Chicago,
Illinois
| $70.7M | +$6.02M | +9% | 9.4% | 278% | 78 | 30.77% | 0.6 |
|
| 6646 |
HMP9
6646
Highland Management Partners 9
Cambridge,
Massachusetts
| $70.7M | -$16M | -18% | 18.4% | – | 2 | 0% | 0.6 |
|
| 6647 |
GITFIT
6647
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
| $70.5M | +$11.5M | +20% | 5.36% | 105% | 85 | 11.76% | 0.7 |
|
| 6648 |
VAM
6648
Valliance Asset Management
Central,
Hong Kong
| $70.5M | +$34.6M | +96% | 8.58% | 2,198% | 12 | 83.33% | 0.4 |
|
| 6649 |
PWG
6649
Private Wealth Group
Tampa,
Florida
| $70.4M | +$6.46M | +10% | 8.64% | 48.2% | 55 | 27.27% | 2 |
|
| 6650 |
WH
6650
Willner & Heller
Encino,
California
| $70.4M | +$8.43M | +14% | 9.17% | – | 127 | 12.6% | 0.9 |
|