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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6951 |
6951
Kraematon Investment Advisors
Braintree,
Massachusetts
| $98.4M | -$857K | -0.9% | 1.54% | 80.5% | 91 | 10.99% | 1.8 |
|
| 6952 |
6952
Fairman Group
Chesterbrook,
Pennsylvania
| $98.4M | -$7.47M | -7% | 6.04% | – | 414 | 6.52% | 0.5 |
|
| 6953 |
6953
Northwest Financial Advisors
Herndon,
Virginia
| $98.4M | +$7.28M | +8% | 6.35% | – | 94 | 12.77% | 0.5 |
|
| 6954 |
6954
Pictet Bank & Trust
Nassau,
Bahamas
| $98.3M | +$1.91M | +2% | 4.94% | 82.7% | 46 | 15.22% | 5.3 |
|
| 6955 |
6955
Bluegrass Capital Partners
Palm Beach,
Florida
| $97.9M | +$1.91M | +2% | 0.53% | 60.1% | 12 | 8.33% | 2.1 |
|
| 6956 |
6956
Marvin & Palmer Associates
Wilmington,
Delaware
| $97.7M | -$3.17M | -3% | 5.13% | 392% | 34 | 35.29% | 0.8 |
|
| 6957 |
6957
Invera Wealth Advisors
Bend,
Oregon
| $97.5M | -$20.2M | -17% | 2.89% | – | 65 | 36.92% | 0.5 |
|
| 6958 |
GBA
6958
Garrison Bradford & Associates
New York
| $97.3M | +$402K | +0.4% | 2.08% | 63.5% | 33 | 15.15% | 6.6 |
|
| 6959 |
6959
Evolutionary Tree Capital Management
Alexandria,
Virginia
| $97.2M | -$2.19M | -2% | 1.44% | 139% | 38 | 13.16% | 1.5 |
|
| 6960 |
6960
Ibex Investors
Denver,
Colorado
| $97M | +$19.4M | +25% | 7.1% | 16.6% | 19 | 57.89% | 1.6 |
|
| 6961 |
6961
ETF Store
Overland Park,
Kansas
| $97M | -$78.3M | -45% | 1.12% | 61% | 114 | 24.56% | 1.9 |
|
| 6962 |
6962
Strategic Value Partners
Greenwich,
Connecticut
| $97M | +$5.5M | +6% | 2.05% | – | 2 | 0% | 1.5 |
|
| 6963 |
6963
AWH Capital
Dallas,
Texas
| $96.9M | -$11.6M | -11% | 5.67% | 183% | 26 | 15.38% | 2.8 |
|
| 6964 |
6964
Instrumental Wealth
Tampa,
Florida
| $96.8M | -$133M | -58% | 0.12% | 38.2% | 49 | 20.41% | 0.9 |
|
| 6965 |
6965
Precision Wealth Strategies
Saint Louis,
Missouri
| $96.8M | -$9M | -9% | 1.79% | 106% | 125 | 37.6% | 0.9 |
|
| 6966 |
6966
Ativo Capital Management
Chicago,
Illinois
| $96.6M | -$3.09M | -3% | 0.28% | 63.8% | 56 | 21.43% | 2.1 |
|
| 6967 |
6967
Western Standard LLC
Los Angeles,
California
| $96.6M | -$112M | -54% | 1.71% | 83.7% | 31 | 51.61% | 0.9 |
|
| 6968 |
6968
Edge Financial Advisors
Wheaton,
Illinois
| $96.6M | -$17M | -15% | 2.58% | – | 141 | 44.68% | 0.2 |
|
| 6969 |
BPWM
6969
Black Point Wealth Management
Naples,
Florida
| $96.5M | – | – | 2.9% | – | 43 | – | 0 |
|
| 6970 |
6970
Constant Guidance Financial
Attleboro Falls,
Massachusetts
| $96.4M | -$12.1M | -11% | 1.36% | 79.6% | 46 | 47.83% | 0.6 |
|
| 6971 |
6971
Magma Venture Partners General Partner
Tel Aviv,
Israel
| $96.1M | +$22.3M | +30% | 30.1% | 4.7% | 3 | 0% | 2.5 |
|
| 6972 |
6972
Luts & Greenleigh Group
Bethesda,
Maryland
| $96.1M | – | – | 4.08% | – | 77 | – | 1 |
|
| 6973 |
6973
NDVR Inc
Boston,
Massachusetts
| $96.1M | -$8.66M | -8% | 0.83% | – | 113 | 24.78% | 0.4 |
|
| 6974 |
6974
Audent Global Asset Management
West Hollywood,
California
| $96M | -$1.71M | -2% | 5.81% | 112% | 49 | 12.24% | 2 |
|
| 6975 |
6975
Stegent Equity Advisors
Houston,
Texas
| $96M | -$2.4M | -2% | 1.38% | 96.4% | 93 | 23.66% | 1.2 |
|