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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6926 |
EV
6926
EJMK Ventures
Itasca,
Illinois
| $162M | – | – | 2.83% | – | 175 | – | 0 |
|
| 6927 |
6927
Steadtrust
Allen,
Texas
| $162M | +$14.8M | +10% | 12.2% | – | 132 | 18.94% | 0.4 |
|
| 6928 |
6928
Livet Wealth
Salt Lake City,
Utah
| $162M | – | – | 0.76% | – | 116 | – | 0 |
|
| 6929 |
6929
Gould Capital
Tacoma,
Washington
| $162M | +$724K | +0.4% | 2.52% | 60.1% | 219 | 10.96% | 3 |
|
| 6930 |
6930
Warner Group
Madison,
Connecticut
| $162M | +$17M | +12% | 2.76% | – | 78 | 28.21% | 0.2 |
|
| 6931 |
6931
DecisionMap Wealth Management
Great Falls,
Virginia
| $162M | +$6.25M | +4% | 1.05% | – | 139 | 10.79% | 0.8 |
|
| 6932 |
6932
Downshift Financial
Boulder,
Colorado
| $162M | – | – | 1.99% | – | 68 | – | 0 |
|
| 6933 |
AI
6933
Axecap Investments
Mason,
Ohio
| $162M | +$286K | +0.2% | 5.02% | – | 102 | 47.06% | 0.7 |
|
| 6934 |
6934
Syntax Research
Boca Raton,
Florida
| $162M | +$6.56M | +4% | 3.7% | 50.7% | 181 | 8.84% | 1.9 |
|
| 6935 |
6935
Del-Sette Capital Management
Schenectady,
New York
| $162M | +$1.19M | +0.7% | 2.5% | 112% | 61 | 22.95% | 1.7 |
|
| 6936 |
6936
Old Peak Finance
Chapel Hill,
North Carolina
| $162M | – | – | 2.48% | – | 87 | – | 0 |
|
| 6937 |
NWM
6937
Navigoe Wealth Management
Redondo Beach,
California
| $162M | +$5.38M | +3% | 3.7% | – | 276 | 5.43% | 0.7 |
|
| 6938 |
6938
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| $162M | +$3.27M | +2% | 2.13% | 64.5% | 132 | 12.12% | 1.9 |
|
| 6939 |
6939
NewGen Asset Management
Toronto,
Ontario, Canada
| $162M | -$212M | -57% | 21.7% | 402% | 40 | 72.5% | 0.5 |
|
| 6940 |
6940
TI-Trust
Quincy,
Illinois
| $162M | +$3.08M | +2% | 3.02% | 88.8% | 132 | 3.79% | 4.4 |
|
| 6941 |
6941
Financial Harvest
Winter Park,
Florida
| $162M | +$13.6M | +9% | 2.88% | – | 62 | 6.45% | 0.5 |
|
| 6942 |
6942
Alpha Wealth Funds
Park City,
Utah
| $162M | +$25M | +18% | 1.35% | – | 64 | 43.75% | 0.5 |
|
| 6943 |
6943
Copley Financial Group
San Diego,
California
| $162M | +$15.5M | +11% | 5.73% | – | 134 | 38.06% | 0.7 |
|
| 6944 |
6944
22C Capital
Boca Raton,
Florida
| $162M | – | – | 4.74% | – | 1 | – | 0 |
|
| 6945 |
6945
Pring Turner Capital Group
Alamo,
California
| $162M | -$2.22M | -1% | 0.82% | 70.8% | 71 | 7.04% | 4.8 |
|
| 6946 |
6946
Bridge Generations Wealth Management
South Miami,
Florida
| $162M | +$11M | +7% | 1.37% | – | 134 | 3.73% | 0.9 |
|
| 6947 |
6947
MGO Private Wealth
Irvine,
California
| $162M | -$5.26M | -3% | 1.46% | 51.5% | 69 | 5.8% | 2.1 |
|
| 6948 |
6948
BayBridge Capital Group
Pleasanton,
California
| $161M | +$4.57M | +3% | 2.78% | 78.5% | 100 | 9% | 1.3 |
|
| 6949 |
6949
FFG Retirement Advisors
Centennial,
Colorado
| $161M | +$78.8K | +0% | 1.08% | 43.4% | 45 | 2.22% | 1.8 |
|
| 6950 |
6950
Peoples Bank (Ohio)
Marietta,
Ohio
| $161M | -$1.55M | -0.9% | 1.78% | 78.9% | 100 | 9% | 6 |
|