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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7026 |
7026
Grantvest Financial Group
Matawan,
New Jersey
| $173M | +$18.1M | +12% | 10.2% | – | 194 | 16.49% | 1 |
|
| 7027 |
7027
DeLarme Wealth Management
Palos Verdes Estates,
California
| $172M | +$17.2M | +11% | 8.56% | – | 69 | 10.14% | 0.4 |
|
| 7028 |
7028
Doheny Asset Management
Los Angeles,
California
| $172M | +$19M | +12% | 15.6% | 135% | 65 | 13.85% | 6.5 |
|
| 7029 |
7029
Fundamenta Capital
Montevideo,
| $172M | +$70.6M | +69% | 2.01% | – | 16 | 62.5% | 0.1 |
|
| 7030 |
7030
Sanders Morris Harris
Houston,
Texas
| $172M | -$458M | -73% | 9.11% | 85.8% | 303 | 77.23% | 0.2 |
|
| 7031 |
7031
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| $172M | -$133M | -44% | 8.92% | 51.8% | 29 | 27.59% | 2.2 |
|
| 7032 |
7032
Pacific Park Financial
Lagina Hills,
California
| $172M | +$19.1M | +12% | 9.86% | – | 80 | 12.5% | 0.4 |
|
| 7033 |
7033
Innovative Wealth Building
California,
Maryland
| $172M | +$30M | +21% | 14.4% | – | 87 | 22.99% | 0.9 |
|
| 7034 |
7034
Aspire Growth Partners
Miromar Lakes,
Florida
| $172M | +$26.4M | +18% | 19.2% | – | 135 | 15.56% | 1.2 |
|
| 7035 |
7035
Networth Advisors
Canonsburg,
Pennsylvania
| $172M | +$30.6M | +22% | 9.77% | – | 452 | 30.53% | 0.4 |
|
| 7036 |
7036
Coastwise Capital Group
La Jolla,
California
| $172M | -$8.07M | -4% | 17.1% | 88.8% | 152 | 21.71% | 2.6 |
|
| 7037 |
7037
Paladin Wealth
Arden Hills,
Minnesota
| $172M | +$26.6M | +18% | 11.7% | – | 146 | 22.6% | 1.1 |
|
| 7038 |
7038
Stonekeep Investments
Sante Fe,
New Mexico
| $172M | +$17.6M | +11% | 10.4% | – | 83 | 22.89% | 1.3 |
|
| 7039 |
7039
Gambit Capital Management
Franklin,
Tennessee
| $172M | +$26.6M | +18% | 15.6% | – | 109 | 21.1% | 0.4 |
|
| 7040 |
7040
Graphene Investments SAS
Paris,
France
| $172M | +$22.8M | +15% | 17.8% | 103% | 45 | 8.89% | 2.5 |
|
| 7041 |
CFA
7041
Collaborative Fund Advisors
Reno,
Nevada
| $172M | +$9.9M | +6% | 16.8% | – | 251 | 63.75% | 0.1 |
|
| 7042 |
7042
Shade Tree Advisors
Saratoga Springs,
New York
| $172M | +$32.1M | +23% | 34.7% | – | 30 | 13.33% | 0.9 |
|
| 7043 |
7043
Northland Securities
Minneapolis,
Minnesota
| $172M | +$66.6M | +63% | 19.5% | – | 124 | 19.35% | 0.4 |
|
| 7044 |
7044
Welch Financial Planning
Boulder,
Colorado
| $172M | +$32.6M | +23% | 19% | – | 77 | 20.78% | 0.4 |
|
| 7045 |
7045
Brian Low Financial Group
Baton Rouge,
Louisiana
| $171M | +$24.3M | +16% | 9.23% | – | 128 | 18.75% | 0.8 |
|
| 7046 |
7046
Bannerman Wealth Management Group
Lewisville,
Texas
| $171M | +$23M | +15% | 11.3% | – | 38 | 15.79% | 1.1 |
|
| 7047 |
7047
Lifetime Wealth Management
Rockwall,
Texas
| $171M | -$4.5M | -3% | 0.25% | – | 94 | 12.77% | 0.5 |
|
| 7048 |
PP
7048
Pingora Partners
Wilson,
Wyoming
| $171M | +$2.57M | +2% | 6.63% | – | 191 | 7.33% | 2.2 |
|
| 7049 |
7049
Del-Sette Capital Management
Schenectady,
New York
| $171M | +$4.12M | +2% | 11.6% | 112% | 51 | 15.69% | 2.2 |
|
| 7050 |
7050
Fidato Wealth
Middleburg Heights,
Ohio
| $171M | +$17.1M | +11% | 12.6% | 61.1% | 16 | 18.75% | 2.6 |
|