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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6676 |
6676
Bruce G. Allen Investments
Denver,
Colorado
| $119M | -$2.68M | -2% | 0.5% | – | 1,036 | 12.26% | 0.5 |
|
| 6677 |
6677
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
| $119M | +$1.72M | +1% | 0.15% | – | 90 | 3.33% | 0.5 |
|
| 6678 |
6678
Brewster Financial Planning
Brooklyn,
New York
| $119M | +$2.62M | +2% | 0.1% | 44.3% | 19 | 15.79% | 1.8 |
|
| 6679 |
6679
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| $119M | -$5.99M | -5% | 0.45% | 72.3% | 92 | 16.3% | 1.6 |
|
| 6680 |
6680
Acuta Capital Partners
Redwood City,
California
| $119M | -$35.2M | -23% | 1.17% | 7,269% | 42 | 42.86% | 0.9 |
|
| 6681 |
6681
LAM Group
Lake Oswego,
Oregon
| $119M | -$4.01M | -3% | 0.55% | 54.3% | 134 | 8.21% | 1.3 |
|
| 6682 |
6682
Opinicus Capital
Tampa,
Florida
| $119M | +$5.81M | +5% | 5.88% | – | 104 | 11.54% | 0.5 |
|
| 6683 |
DIM
6683
DC Investments Management
Mclean,
Virginia
| $119M | -$4.81M | -4% | 3.58% | 56.3% | 93 | 9.68% | 1.2 |
|
| 6684 |
6684
Duncan Williams Asset Management
Memphis,
Tennessee
| $119M | +$7.64M | +7% | 2.27% | – | 71 | 15.49% | 0.2 |
|
| 6685 |
6685
IFS Advisors
Overland Park,
Kansas
| $119M | +$4.02M | +4% | 2.2% | 54.2% | 157 | 3.18% | 2 |
|
| 6686 |
6686
School Employees Retirement Board of Ohio
Columbus,
Ohio
| $119M | – | – | 0.73% | – | 2 | – | 0 |
|
| 6687 |
6687
Koa Wealth Management
Encinitas,
California
| $118M | +$7.4M | +7% | 3.72% | 74.8% | 50 | 6% | 0.5 |
|
| 6688 |
6688
Virtus Investment Advisers
Hartford,
Connecticut
| $118M | -$21.6M | -15% | 5.41% | 172% | 381 | 24.41% | 0.7 |
|
| 6689 |
6689
Washington Capital Management
Seattle,
Washington
| $118M | -$5.25M | -4% | 0.19% | 81.8% | 118 | 21.19% | 2.8 |
|
| 6690 |
6690
Schulz Wealth
Mansfield,
Texas
| $118M | +$1.09M | +0.9% | 1.81% | – | 58 | 3.45% | 0.5 |
|
| 6691 |
6691
Moon Capital Management
New York
| $118M | +$18.5M | +19% | 2.24% | 76.3% | 20 | 50% | 2.6 |
|
| 6692 |
6692
Blodgett Wealth Advisors
Concord,
California
| $118M | +$7.19M | +6% | 12.4% | 124% | 66 | 13.64% | 2 |
|
| 6693 |
6693
Diker Management
New York
| $118M | -$4.89M | -4% | 6.38% | 210% | 40 | 20% | 2.6 |
|
| 6694 |
BTC
6694
Bank & Trust Company
Litchfield,
Illinois
| $118M | – | – | 1.33% | – | 287 | – | 0 |
|
| 6695 |
6695
Exchange Bank
Santa Rosa,
California
| $118M | -$4.01M | -3% | 1.51% | 75.2% | 116 | 7.76% | 0.9 |
|
| 6696 |
6696
Sapphire Ventures
Austin,
Texas
| $118M | -$16.7M | -12% | 12% | 27.9% | 6 | 0% | 2.8 |
|
| 6697 |
6697
Travelers Companies
Saint Paul,
Minnesota
| $117M | -$49.7M | -30% | 16.3% | – | 2 | 50% | 0.5 |
|
| 6698 |
6698
Mosley Wealth Management
Anaheim,
California
| $117M | +$10.9M | +10% | 2.96% | – | 111 | 22.52% | 0.4 |
|
| 6699 |
TA
6699
TPG Advisors
Northfield,
Illinois
| $117M | – | – | 2% | – | 84 | – | 0 |
|
| 6700 |
6700
Schubert & Co
Mckinney,
Texas
| $117M | $0 | 0% | 0.35% | 47.3% | 32 | 0% | 2.1 |
|