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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6701 |
6701
Sterling Manor Financial
Saratoga Springs,
New York
| $159M | +$8.62M | +6% | 5.48% | – | 36 | 19.44% | 1.7 |
|
| 6702 |
6702
Terra Nova Asset Management
New York
| $159M | +$15.5M | +11% | 8.55% | 172% | 99 | 15.15% | 3.2 |
|
| 6703 |
6703
Zynergy Retirement Planning
Red Bank,
New Jersey
| $159M | +$9.48M | +6% | 4.97% | – | 28 | 10.71% | 1.1 |
|
| 6704 |
6704
Teca Partners
Austin,
Texas
| $159M | +$15.3M | +11% | 4.89% | 66% | 13 | 30.77% | 1.1 |
|
| 6705 |
6705
Providence Wealth Advisors
Frankfort,
Illinois
| $159M | +$12.8M | +9% | 8.33% | 121% | 88 | 6.82% | 4.8 |
|
| 6706 |
6706
Richmond Brothers
Jackson,
Michigan
| $158M | +$5.73M | +4% | 6.26% | 77.2% | 35 | 17.14% | 1.6 |
|
| 6707 |
6707
Paragon Financial Partners
Woodland Hills,
California
| $158M | +$12M | +8% | 8.38% | 90.6% | 72 | 2.78% | 3.2 |
|
| 6708 |
6708
VERITY Wealth Advisors
Sausalito,
United States
| $158M | +$9.46M | +6% | 6.72% | 59.9% | 79 | 6.33% | 4.4 |
|
| 6709 |
6709
Nipun Capital
Foster City,
California
| $158M | -$26M | -14% | 2.69% | 30.2% | 13 | 53.85% | 1.5 |
|
| 6710 |
6710
Graphene Investments SAS
Paris,
France
| $158M | +$4.72M | +3% | 8.52% | 103% | 47 | 10.64% | 1.9 |
|
| 6711 |
6711
Optimas Capital
Central,
Hong Kong
| $158M | +$63.3M | +67% | 18.8% | 355% | 42 | 85.71% | 0.2 |
|
| 6712 |
6712
Lakeside Advisors
Seattle,
Washington
| $158M | +$2.91M | +2% | 4.57% | 83.7% | 64 | 4.69% | 3.3 |
|
| 6713 |
6713
Boyar Asset Management
New York
| $158M | +$5.23M | +3% | 6.55% | 75.5% | 81 | 7.41% | 7.5 |
|
| 6714 |
6714
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| $158M | +$13.9M | +10% | 7.12% | 59.7% | 64 | 4.69% | 2.4 |
|
| 6715 |
6715
IDG China Venture Capital Fund V Associates
Hong Kong
| $158M | +$25.2M | +19% | 19% | 7.34% | 1 | 0% | 3.8 |
|
| 6716 |
6716
Redwood Financial Network
Solon,
Ohio
| $158M | +$9.9M | +7% | 6.14% | 74.1% | 183 | 9.29% | 2.2 |
|
| 6717 |
6717
Hengistbury Investment Partners
London,
United Kingdom
| $158M | +$11.5M | +8% | 9.74% | 108% | 3 | 0% | 5.3 |
|
| 6718 |
6718
Members Wealth
Media,
Pennsylvania
| $158M | – | – | 5.69% | – | 104 | – | 1.1 |
|
| 6719 |
6719
Bain Capital Public Equity
Boston,
Massachusetts
| $158M | +$6.7M | +4% | 9.03% | 169% | 32 | 46.88% | 0.5 |
|
| 6720 |
6720
Stonekeep Investments
Sante Fe,
New Mexico
| $158M | +$9.31M | +6% | 8.11% | – | 66 | 3.03% | 1 |
|
| 6721 |
6721
Hestia Capital Management
Cranberry Township,
Pennsylvania
| $158M | +$11.2M | +8% | 6.11% | – | 17 | 41.18% | 0.2 |
|
| 6722 |
6722
Momentous Wealth Management
Vancouver,
Washington
| $158M | +$2.95M | +2% | 5.58% | – | 47 | 17.02% | 0.7 |
|
| 6723 |
6723
Doheny Asset Management
Los Angeles,
California
| $158M | +$14.9M | +10% | 12.1% | 135% | 67 | 5.97% | 6.3 |
|
| 6724 |
6724
Arthedge Capital Management
Jericho,
New York
| $158M | -$15.9M | -9% | 9.59% | 80.7% | 11 | 0% | 3.6 |
|
| 6725 |
6725
Renasant Bank
Tupelo,
Mississippi
| $158M | +$7.76M | +5% | 6.27% | 65% | 162 | 17.9% | 2.7 |
|