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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7426 |
OM
7426
OV Management
Minneapolis,
Minnesota
| $118M | -$1.44M | -1% | 0.19% | – | 59 | 10.17% | 1.5 |
|
| 7427 |
7427
Northeast Planning Associates NH
Bedford,
New Hampshire
| $118M | +$9.3M | +9% | 10.9% | – | 53 | 15.09% | 0.6 |
|
| 7428 |
7428
Guardian Investment Management
Tiburon,
California
| $118M | +$18.2M | +18% | 13.1% | 103% | 60 | 23.33% | 6.8 |
|
| 7429 |
7429
William Howard & Co Financial Advisors
Memphis,
Tennessee
| $118M | +$2.9M | +3% | 5.86% | – | 58 | 6.9% | 1.3 |
|
| 7430 |
7430
Pitti Group Wealth Management
Victor,
New York
| $117M | +$1.6M | +1% | 6.32% | 65.3% | 83 | 15.66% | 2.5 |
|
| 7431 |
7431
Smith Asset Management
Chiefland,
Florida
| $117M | +$1.57M | +1% | 3.35% | – | 71 | 8.45% | 0.7 |
|
| 7432 |
7432
Anchorage Capital Group
New York
| $117M | -$141M | -55% | 3.41% | 24.9% | 6 | 33.33% | 3.9 |
|
| 7433 |
BFM
7433
Blacksheep Fund Management
Co. Dublin,
Ireland
| $117M | +$45.8M | +64% | 6.72% | 71.5% | 4 | 25% | 1.8 |
|
| 7434 |
7434
Aventus Investment Advisors
Naples,
Florida
| $117M | +$5.98M | +5% | 6.43% | – | 160 | 14.38% | 0.2 |
|
| 7435 |
7435
Frisco Financial Planning
Frisco,
Texas
| $117M | +$7.26M | +7% | 4.48% | – | 28 | 35.71% | 0.5 |
|
| 7436 |
7436
Viola Ventures VC Management 4
Herzliya,
Israel
| $117M | -$112M | -49% | 2.05% | 79.1% | 3 | 0% | 2.8 |
|
| 7437 |
7437
Vision Financial Markets
Stamford,
Connecticut
| $117M | +$11M | +10% | 8.93% | – | 457 | 11.38% | 0.6 |
|
| 7438 |
TF
7438
Telligent Fund
Hong Kong
| $117M | +$7.66M | +7% | 13.1% | – | 42 | 45.24% | 0.4 |
|
| 7439 |
7439
Anchorage Capital Advisors
New York
| $117M | -$647M | -85% | 20.3% | – | 8 | 62.5% | 0.8 |
|
| 7440 |
7440
Kraematon Investment Advisors
Braintree,
Massachusetts
| $117M | +$10.9M | +10% | 9.68% | 80.5% | 103 | 13.59% | 2.3 |
|
| 7441 |
JC
7441
JCSD Capital
Walnut Creek,
California
| $117M | +$40.9M | +54% | 7.44% | – | 34 | 50% | 0.9 |
|
| 7442 |
7442
Abbington Investment Group
Westport,
Connecticut
| $117M | – | – | 17.6% | – | 48 | – | 0 |
|
| 7443 |
7443
Chiron Capital Management
Tallahassee,
Florida
| $117M | +$1.84M | +2% | 5.09% | – | 136 | 22.79% | 2.2 |
|
| 7444 |
7444
Sincerus Advisory
New York
| $117M | +$10.4M | +10% | 6.3% | – | 70 | 5.71% | 0.7 |
|
| 7445 |
7445
Guided Capital Wealth Management
Houston,
Texas
| $117M | -$13.1M | -10% | 6.48% | – | 39 | 23.08% | 0.6 |
|
| 7446 |
7446
Hershey Financial Advisers
Lancaster,
Pennsylvania
| $117M | +$4.96M | +4% | 6.77% | – | 101 | 56.44% | 0.5 |
|
| 7447 |
7447
Baer Investment Advisory
Corte Madera,
California
| $117M | +$28.7M | +33% | 6.24% | – | 43 | 48.84% | 0.5 |
|
| 7448 |
7448
BLVD Private Wealth
Prospect,
Kentucky
| $117M | +$10.4M | +10% | 5.3% | – | 80 | 13.75% | 0.2 |
|
| 7449 |
7449
Stonebridge Wealth Management
Oak Brook,
Illinois
| $117M | +$10.5M | +10% | 14.3% | – | 36 | 8.33% | 0.2 |
|
| 7450 |
7450
C2C Wealth Management
Scottsdale,
Arizona
| $116M | +$6.08M | +6% | 6.27% | 77.2% | 85 | 4.71% | 3.3 |
|