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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6876 |
6876
Addis & Hill
Wayne,
Pennsylvania
| $181M | +$17M | +10% | 13% | 65.1% | 29 | 6.9% | 2.1 |
|
| 6877 |
6877
Rayburn West Financial Services
Nashville,
Tennessee
| $181M | +$11.6M | +7% | 8.19% | – | 85 | 8.24% | 0.5 |
|
| 6878 |
6878
New Vernon Capital Holdings II
Morristown,
New Jersey
| $181M | +$45.8M | +34% | 25.6% | 114% | 89 | 31.46% | 1.4 |
|
| 6879 |
6879
Clearwave Capital
Upland,
California
| $181M | +$35.1M | +24% | 26% | – | 169 | 15.38% | 0.4 |
|
| 6880 |
6880
Columbia Advisory Partners
Spokane,
Washington
| $181M | +$24.7M | +16% | 15.2% | 69.7% | 113 | 20.35% | 1.5 |
|
| 6881 |
6881
Renaissance Capital
Stamford,
Connecticut
| $181M | +$43.3M | +31% | 70.4% | 392% | 57 | 26.32% | 0.9 |
|
| 6882 |
6882
Ariston Services Group
San Diego,
California
| $181M | +$14.1M | +8% | 9.49% | 71.7% | 70 | 100% | 0 |
|
| 6883 |
6883
Integras Partners
Alpharetta,
Georgia
| $181M | +$29M | +19% | 12.5% | – | 101 | 32.67% | 0.8 |
|
| 6884 |
6884
Argo Wealth Advisory
Mclean,
Virginia
| $181M | +$10.8M | +6% | 5.62% | – | 50 | 4% | 0.5 |
|
| 6885 |
6885
Nova Wealth Management
Bonita Springs,
Florida
| $181M | +$27.6M | +18% | 19% | – | 621 | 20.45% | 1.1 |
|
| 6886 |
6886
Daviman Financial
Noblesville,
Indiana
| $181M | +$12M | +7% | 13.6% | – | 94 | 12.77% | 0.4 |
|
| 6887 |
6887
Grafton Street Partners
North Palm Beach,
Florida
| $181M | +$13.8M | +8% | 16.8% | – | 11 | 9.09% | 1.9 |
|
| 6888 |
6888
Nolet Wealth Management
Fort Worth,
Texas
| $181M | +$5.39M | +3% | 16.5% | – | 119 | 28.57% | 0.4 |
|
| 6889 |
MIM
6889
Meixler Investment Management
Show Low,
Arizona
| $181M | -$4.93M | -3% | 2.06% | 66.2% | 101 | 18.81% | 2.2 |
|
| 6890 |
6890
Clayton Financial Group
St. Louis,
Missouri
| $181M | -$13.8M | -7% | 14.4% | 69.8% | 614 | 89.41% | 1.4 |
|
| 6891 |
AI
6891
Axecap Investments
Mason,
Ohio
| $181M | +$35.5M | +24% | 44.6% | – | 90 | 42.22% | 0.7 |
|
| 6892 |
AMAL
6892
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $181M | +$15.5M | +9% | 30.7% | 125% | 19 | 10.53% | 5.6 |
|
| 6893 |
6893
Shepherd Wealth Management
Cincinnati,
Ohio
| $181M | +$47.3M | +35% | 9.77% | – | 73 | 50.68% | 0.6 |
|
| 6894 |
6894
Rochester Wealth Strategies
Rochester,
Michigan
| $181M | +$15.7M | +10% | 8.65% | – | 29 | 24.14% | 1 |
|
| 6895 |
6895
Arrow Capital Management
New York
| $181M | +$36.5M | +25% | 19.4% | – | 21 | 23.81% | 2.6 |
|
| 6896 |
6896
Upper Left Wealth Management
Tampa,
Florida
| $180M | +$11.1M | +7% | 2.9% | 52.7% | 73 | 6.85% | 3 |
|
| 6897 |
6897
Redwood Financial Network
Solon,
Ohio
| $180M | +$27.8M | +18% | 19.2% | 74.1% | 201 | 19.9% | 2.3 |
|
| 6898 |
CWD
6898
Clarity Wealth Development
Corvallis,
Oregon
| $180M | +$57.6M | +47% | 9.04% | – | 62 | 33.87% | 1 |
|
| 6899 |
6899
Washington Growth Strategies
Washington,
District of Columbia
| $180M | +$27.1M | +18% | 18.9% | – | 64 | 14.06% | 1.2 |
|
| 6900 |
PCR
6900
Potrero Capital Research
San Francisco,
California
| $180M | +$17M | +10% | 48.5% | 226% | 53 | 54.72% | 0.4 |
|