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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6751 |
6751
Graney & King
Latham,
New York
| $134M | +$1.93M | +1% | 3.23% | – | 354 | 12.43% | 0.2 |
|
| 6752 |
6752
Slocum, Gordon & Co
Newport,
Rhode Island
| $134M | +$12.7M | +10% | 6.77% | 65.3% | 145 | 12.41% | 1.7 |
|
| 6753 |
6753
Wilson & Boucher Capital Management
Moraga,
California
| $134M | -$6.94M | -5% | 2.01% | 69.8% | 114 | 9.65% | 2.8 |
|
| 6754 |
6754
Pillar Financial Advisors
Louisville,
Kentucky
| $134M | +$3.55M | +3% | 1.38% | – | 117 | 5.98% | 0.2 |
|
| 6755 |
6755
English Capital Management
Bloomfield Hills,
Michigan
| $134M | +$2.24M | +2% | 2.63% | – | 31 | 3.23% | 1.1 |
|
| 6756 |
6756
Broadview Financial Management
Wauwatosa,
Wisconsin
| $134M | -$5.76M | -4% | 1.19% | 52.4% | 41 | 4.88% | 5.8 |
|
| 6757 |
6757
Alethea Capital Management
Mercer Island,
Washington
| $134M | +$17.2M | +15% | 21.2% | 275% | 31 | 67.74% | 4.2 |
|
| 6758 |
6758
Meadow Creek Wealth Advisors
Atlanta,
Georgia
| $134M | -$4.89M | -4% | 0.98% | 101% | 142 | 10.56% | 2.9 |
|
| 6759 |
6759
Peregrine Investment Management
Toronto,
Ontario, Canada
| $134M | -$38.4M | -22% | 16.6% | – | 26 | 23.08% | 0.2 |
|
| 6760 |
6760
Erickson Financial Group
Allentown,
Pennsylvania
| $134M | -$6.5M | -5% | 4.19% | 69.3% | 26 | 0% | 2.6 |
|
| 6761 |
6761
MB Generational Wealth
Spokane,
Washington
| $134M | -$2.33M | -2% | 1.76% | – | 56 | 19.64% | 1 |
|
| 6762 |
6762
Chapman Investment Management
San Anselmo,
California
| $134M | -$501K | -0.4% | 1.77% | 57.3% | 30 | 10% | 3.6 |
|
| 6763 |
6763
Patrick M. Sweeney & Associates
Libertyville,
Illinois
| $134M | +$384K | +0.3% | 1.17% | 90.4% | 150 | 4% | 1.1 |
|
| 6764 |
CWA
6764
Clearview Wealth Advisors
Salem,
Oregon
| $134M | +$2.29M | +2% | 0.58% | 45.2% | 104 | 13.46% | 2.8 |
|
| 6765 |
6765
PSquared Asset Management
Zurich,
Switzerland
| $134M | -$85.3M | -39% | 20% | 178% | 8 | 87.5% | 0.2 |
|
| 6766 |
SLFPAM
6766
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
| $134M | -$4.6M | -3% | 1.07% | 139% | 42 | 59.52% | 0.8 |
|
| 6767 |
6767
Seros Financial
Tempe,
Arizona
| $134M | +$22.7M | +20% | 2.38% | – | 63 | 30.16% | 0.2 |
|
| 6768 |
6768
Greenhouse Wealth Management
Westport,
Connecticut
| $134M | -$17.5M | -12% | 3.27% | 87.2% | 63 | 20.63% | 3.5 |
|
| 6769 |
6769
Robocap Asset Management
London,
United Kingdom
| $134M | -$15.5M | -10% | 12.7% | 274% | 27 | 18.52% | 1.5 |
|
| 6770 |
6770
Forest Hill Capital
Little Rock,
Arkansas
| $134M | +$4.29M | +3% | 9.46% | 132% | 40 | 7.5% | 4 |
|
| 6771 |
6771
Tru Independence Asset Management 2
Portland,
Oregon
| $134M | +$13.6M | +11% | 0.61% | – | 98 | 26.53% | 1.3 |
|
| 6772 |
6772
GatePass Capital
Independence,
Ohio
| $134M | +$41.4M | +45% | 1.06% | – | 131 | 30.53% | 0.2 |
|
| 6773 |
RA
6773
Rovida Advisors
Fort Lauderdale,
Florida
| $134M | +$5.02M | +4% | 12.8% | 24.8% | 14 | 28.57% | 0.9 |
|
| 6774 |
6774
HC Advisors
Sandy Springs,
Georgia
| $134M | +$8.92M | +7% | 1.58% | 63.5% | 67 | 19.4% | 2.7 |
|
| 6775 |
6775
Inman Jager Wealth Management
Hattiesburg,
Mississippi
| $133M | +$5.17M | +4% | 0.64% | – | 85 | 8.24% | 0.2 |
|