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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 |
6626
Peterson Wealth Management
Sparks,
Nevada
| $111M | -$10.4M | -9% | 12.3% | 78% | 63 | 22.22% | 1.9 |
|
| 6627 |
6627
Systrade
Vaduz,
Liechtenstein
| $111M | -$4.42M | -4% | 27.6% | 152% | 9 | 66.67% | 0.5 |
|
| 6628 |
6628
GraniteShares Advisors
New York
| $111M | +$3.81M | +4% | 10.9% | 88.4% | 117 | 47.01% | 0.7 |
|
| 6629 |
6629
Silvia McColl Wealth Management
San Diego,
California
| $111M | +$11.1M | +11% | 9.39% | 82.7% | 108 | 12.04% | 0.9 |
|
| 6630 |
6630
Widmann Financial Services
Bowie,
Maryland
| $111M | +$10.7M | +11% | 10.6% | 75.2% | 94 | 10.64% | 1.6 |
|
| 6631 |
6631
Whalen Wealth Management
Las Vegas,
Nevada
| $111M | – | – | 6.47% | 90.2% | 103 | – | 0 |
|
| 6632 |
6632
Cape Ann Asset Management
London,
United Kingdom
| $111M | +$6.02M | +6% | 16.1% | 199% | 6 | 0% | 3 |
|
| 6633 |
NBT
6633
Northwest Bank & Trust
Davenport,
Iowa
| $111M | – | – | 12.6% | – | 197 | – | 0.5 |
|
| 6634 |
6634
Gerber LLC
Columbus,
Ohio
| $111M | – | – | 24.3% | 137% | 93 | – | 0 |
|
| 6635 |
6635
Indie Asset Partners
Carmel,
Indiana
| $111M | +$11.6M | +12% | 7.03% | 119% | 89 | 14.61% | 2.4 |
|
| 6636 |
6636
Gordian Capital (Singapore)
Singapore
| $111M | +$18M | +19% | 16.4% | 321% | 136 | 5.15% | 1.5 |
|
| 6637 |
6637
Comprehensive Wealth Management
Lynnwood,
Washington
| $111M | +$4.5M | +4% | 5.83% | 40.6% | 31 | 3.23% | 1.5 |
|
| 6638 |
6638
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| $111M | +$57.1M | +107% | 9.52% | 64.5% | 121 | 56.2% | 0.5 |
|
| 6639 |
6639
Providence Wealth Advisors
Frankfort,
Illinois
| $111M | +$21.1M | +24% | 10.1% | 121% | 80 | 13.75% | 3.8 |
|
| 6640 |
6640
Reverence Capital Partners
New York
| $111M | -$73.4M | -40% | 0.64% | 5.38% | 2 | 0% | 1.5 |
|
| 6641 |
6641
Breach Inlet Capital Management
Mt. Pleasant,
South Carolina
| $111M | – | – | 10.3% | – | 11 | – | 0 |
|
| 6642 |
6642
Broadcrest Asset Management
Winter Park,
Florida
| $111M | +$17.7M | +19% | 10.2% | 54.1% | 6 | 0% | 1.5 |
|
| 6643 |
A
6643
Atomvest
Hong Kong
| $111M | +$19.7M | +22% | 30.8% | 90% | 4 | 25% | 2.3 |
|
| 6644 |
6644
Brewster Financial Planning
Brooklyn,
New York
| $111M | +$10.7M | +11% | 9.84% | 44.3% | 16 | 6.25% | 1.6 |
|
| 6645 |
6645
Schubert & Co
Mckinney,
Texas
| $110M | +$12.4M | +13% | 14.4% | 47.3% | 33 | 12.12% | 1.6 |
|
| 6646 |
6646
Dunhill Financial
London,
United Kingdom
| $110M | -$48.3M | -30% | 10.8% | 58.6% | 729 | 90.4% | 0 |
|
| 6647 |
6647
Spotlight Asset Group
Oakbrook Terrace,
Illinois
| $110M | $0 | 0% | 11.5% | – | 247 | 0% | 1.3 |
|
| 6648 |
6648
Absolute Capital Management
Pittsburgh,
Pennsylvania
| $110M | +$5.99M | +6% | 10.7% | 98.2% | 102 | 43.14% | 0.7 |
|
| 6649 |
6649
Cypress Financial Planning
Haddon Heights,
New Jersey
| $110M | -$64.8M | -37% | 9.41% | 41.2% | 64 | 39.06% | 1.2 |
|
| 6650 |
6650
Able Wealth Management
Toms River,
New Jersey
| $110M | – | – | 7.66% | 58.1% | 611 | – | 0 |
|