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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
Bruce G. Allen Investments
Denver,
Colorado
| $129M | +$9.8M | +8% | 8.63% | – | 1,140 | 15.44% | 0.6 |
|
| 6627 |
6627
Live Oak Investment Partners
Austin,
Texas
| $129M | +$7.92M | +7% | 5.78% | – | 276 | 0% | 1.5 |
|
| 6628 |
6628
Frazier Financial Advisors
Columbus,
Ohio
| $129M | +$2.66M | +2% | 7.62% | – | 1,059 | 24.36% | 0.6 |
|
| 6629 |
6629
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
| $129M | +$15.9M | +14% | 12.7% | 74.3% | 55 | 18.18% | 0.7 |
|
| 6630 |
6630
Clifford Group
Wayland,
Massachusetts
| $129M | +$4.73M | +4% | 5.85% | 67.9% | 77 | 9.09% | 1.5 |
|
| 6631 |
6631
Unionview LLC
Seattle,
Washington
| $128M | +$6.01M | +5% | 5.82% | 21.2% | 95 | 5.26% | 2 |
|
| 6632 |
6632
Nightview Capital
Austin,
Texas
| $128M | +$26.6M | +26% | 25.9% | 170% | 6 | 0% | 3.6 |
|
| 6633 |
6633
Applied Capital LLC
Hollywood,
Florida
| $128M | +$13.8M | +12% | 11.5% | 78.3% | 86 | 11.63% | 1.4 |
|
| 6634 |
PIS
6634
POM Investment Strategies
Raleigh,
North Carolina
| $128M | +$3.02M | +2% | 5.37% | 67.9% | 378 | 32.01% | 0.6 |
|
| 6635 |
6635
Del-Sette Capital Management
Schenectady,
New York
| $128M | +$6.19M | +5% | 7.7% | 112% | 40 | 17.5% | 1.5 |
|
| 6636 |
TA
6636
TPG Advisors
Northfield,
Illinois
| $128M | +$10.5M | +9% | 6.6% | – | 91 | 9.89% | 0.2 |
|
| 6637 |
CVV
6637
Curative Ventures V
Dallas,
Texas
| $128M | +$108M | +554% | 554% | 30.2% | 1 | 0% | 2.8 |
|
| 6638 |
6638
LifeSteps Financial
Claremont,
California
| $128M | +$6.67M | +6% | 5.46% | 98.4% | 88 | 11.36% | 3.2 |
|
| 6639 |
6639
Redwood Financial Network
Solon,
Ohio
| $128M | +$8.74M | +7% | 4.64% | 74.1% | 154 | 11.04% | 1.8 |
|
| 6640 |
BVC
6640
Bright Valley Capital
Hong Kong
| $128M | +$39.1M | +44% | 16.5% | – | 14 | 64.29% | 0.3 |
|
| 6641 |
6641
Kraft Asset Management
Nashville,
Tennessee
| $128M | +$8.76M | +7% | 6.66% | 41% | 48 | 10.42% | 1.6 |
|
| 6642 |
6642
Cove Street Capital
El Segundo,
California
| $128M | -$11.5M | -8% | 3.95% | 84.2% | 120 | 48.33% | 2.4 |
|
| 6643 |
6643
Golden Road Advisors
Tampa,
Florida
| $128M | +$6.42M | +5% | 5.97% | – | 38 | 5.26% | 0.7 |
|
| 6644 |
6644
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
| $128M | +$8.62M | +7% | 6.72% | – | 91 | 5.49% | 0.7 |
|
| 6645 |
6645
Traction Financial Partners
Encampment,
Wyoming
| $127M | -$9.9M | -7% | 5.79% | – | 57 | 3.51% | 0.7 |
|
| 6646 |
APW
6646
Aurora Private Wealth
Rockaway,
New Jersey
| $127M | +$13.2M | +12% | 5.35% | – | 156 | 10.26% | 2.5 |
|
| 6647 |
6647
OxenFree Capital
Satellite Beach,
Florida
| $127M | +$12.9M | +11% | 5.03% | 56.4% | 41 | 7.32% | 0.7 |
|
| 6648 |
6648
Ellerson Group
Annapolis,
Maryland
| $127M | -$4.08M | -3% | 4.86% | 148% | 50 | 10% | 1.4 |
|
| 6649 |
6649
Green Alpha Advisors
Niwot,
Colorado
| $127M | +$2.87M | +2% | 9.6% | 316% | 145 | 7.59% | 2.7 |
|
| 6650 |
6650
Virtus Investment Advisers
Hartford,
Connecticut
| $127M | +$8.91M | +8% | 15.1% | 172% | 384 | 27.08% | 0.8 |
|