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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7051 |
7051
Channing Global Advisors
Miami,
Florida
| $156M | +$11.9M | +8% | 9.87% | 128% | 47 | 19.15% | 2.4 |
|
| 7052 |
7052
Atlantic Private Wealth
Chapel Hill,
North Carolina
| $156M | +$1.58M | +1% | 1.74% | 55.7% | 413 | 47.22% | 0.9 |
|
| 7053 |
7053
Stonekeep Investments
Sante Fe,
New Mexico
| $156M | -$1.43M | -0.9% | 0.78% | – | 66 | 9.09% | 1.3 |
|
| 7054 |
7054
Lakeside Advisors
Seattle,
Washington
| $156M | -$1.69M | -1% | 1.04% | 83.7% | 65 | 7.69% | 3.5 |
|
| 7055 |
7055
Avory & Company
Miami,
Florida
| $156M | -$9.7M | -6% | 0.85% | 74.9% | 45 | 33.33% | 1.7 |
|
| 7056 |
7056
LifeSteps Financial
Claremont,
California
| $156M | +$570K | +0.4% | 2.01% | 98.4% | 91 | 3.3% | 4.1 |
|
| 7057 |
7057
Invariant Investment Management
Camp Hill,
Pennsylvania
| $156M | – | – | 1.74% | – | 71 | – | 0 |
|
| 7058 |
7058
Cultivar Capital
Denton,
Texas
| $156M | +$6.26M | +4% | 2.13% | 38.3% | 47 | 21.28% | 1.3 |
|
| 7059 |
7059
MidAtlantic Capital Management
Richmond,
Virginia
| $156M | +$9.7M | +7% | 1.48% | 61.2% | 239 | 66.95% | 0.6 |
|
| 7060 |
7060
Schulz Wealth
Mansfield,
Texas
| $156M | +$4.81M | +3% | 2.33% | – | 65 | 6.15% | 1.8 |
|
| 7061 |
7061
Palouse Capital Management
Spokane,
Washington
| $156M | -$1.17M | -0.7% | 3.54% | 67.8% | 164 | 19.51% | 2.2 |
|
| 7062 |
7062
Grantvest Financial Group
Matawan,
New Jersey
| $156M | +$11.2M | +8% | 1.38% | – | 168 | 11.31% | 0.8 |
|
| 7063 |
7063
SFI Advisors
Montclair,
New Jersey
| $156M | -$996K | -0.6% | 1.98% | 95.9% | 69 | 14.49% | 2 |
|
| 7064 |
7064
Five Pine Wealth Management
Coeur D Alene,
Idaho
| $156M | +$7.97M | +5% | 1.38% | – | 42 | 0% | 0.9 |
|
| 7065 |
7065
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| $156M | +$2.19M | +1% | 2.62% | 61% | 93 | 12.9% | 6.6 |
|
| 7066 |
7066
Code Waechter
Tampa,
Florida
| $156M | +$2.51M | +2% | 1.94% | – | 119 | 15.13% | 1 |
|
| 7067 |
7067
Whipplewood Advisors
Littleton,
Colorado
| $156M | +$3.6M | +2% | 0.73% | – | 509 | 43.61% | 0.5 |
|
| 7068 |
7068
Sippican Capital Advisors
Boston,
Massachusetts
| $156M | +$4.36M | +3% | 4.49% | 81.1% | 117 | 5.98% | 6 |
|
| 7069 |
AIFAIM
7069
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| $156M | +$2.85M | +2% | 1.79% | 79.1% | 154 | 7.14% | 3.4 |
|
| 7070 |
7070
Bridger Management
New York
| $156M | -$30.1M | -16% | 8.05% | 103% | 35 | 51.43% | 1.8 |
|
| 7071 |
7071
SLT Holdings
Scottsdale,
Arizona
| $155M | +$806K | +0.5% | 2.51% | – | 173 | 38.73% | 0.5 |
|
| 7072 |
DT
7072
DBA Trading
Fort Lauderdale,
Florida
| $155M | – | – | 12.5% | – | 39 | – | 0 |
|
| 7073 |
7073
Ball & Co Wealth Management
Franklin,
Tennessee
| $155M | +$5.01M | +3% | 5.06% | – | 92 | 21.74% | 0.8 |
|
| 7074 |
7074
BNB Wealth Management
Silver Spring,
Maryland
| $155M | – | – | 3.35% | – | 88 | – | 0 |
|
| 7075 |
7075
Silver Oak Wealth Advisors Services
Los Angeles,
California
| $155M | +$3.28M | +2% | 1.13% | – | 37 | 2.7% | 0.9 |
|