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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
2751
Ulysses Management
New York
| $484M | +$69.2M | +17% | 10.4% | 51.8% | 63 | 55.56% | 1.6 |
|
| 2752 |
2752
Personal CFO Solutions
Chester,
New Jersey
| $484M | +$11.8M | +3% | 4.78% | 91.4% | 516 | 19.96% | 1.7 |
|
| 2753 |
2753
Bernzott Capital Advisors
Camarillo,
California
| $484M | -$289M | -37% | 2.85% | 46.2% | 54 | 12.96% | 3.5 |
|
| 2754 |
2754
Samsara BioCapital
Palo Alto,
California
| $484M | +$19.2M | +4% | 5.92% | 1,580% | 59 | 11.86% | 1.9 |
|
| 2755 |
2755
Live Oak Private Wealth
Wilmington,
North Carolina
| $484M | +$278K | +0.1% | 2.86% | 74.6% | 174 | 8.05% | 2.3 |
|
| 2756 |
2756
HUB Investment Partners
Austin,
Texas
| $484M | +$25.6M | +6% | 6.6% | 109% | 248 | 56.05% | 0.8 |
|
| 2757 |
2757
BlueSky Wealth Advisors
New Bern,
North Carolina
| $484M | +$31.3M | +7% | 5% | 45.9% | 71 | 5.63% | 3.5 |
|
| 2758 |
2758
Adventist Health System West
Roseville,
California
| $483M | +$26.3M | +6% | 5.81% | 60.2% | 5 | 0% | 2.6 |
|
| 2759 |
2759
Destiny Wealth Partners
Tavares,
Florida
| $483M | +$21.3M | +5% | 5.39% | 63.7% | 685 | 74.45% | 1.6 |
|
| 2760 |
GWSG
2760
GPS Wealth Strategies Group
Centennial,
Colorado
| $483M | +$150M | +45% | 10.2% | 118% | 1,252 | 90.58% | 0.2 |
|
| 2761 |
2761
Wexford Capital
West Palm Beach,
Florida
| $483M | -$3.25M | -0.7% | 6.5% | 128% | 242 | 73.14% | 0.4 |
|
| 2762 |
2762
Polunin Capital Partners
London,
United Kingdom
| $483M | +$82.2M | +21% | 10.1% | 268% | 25 | 12% | 0.7 |
|
| 2763 |
2763
SlateStone Wealth
Jupiter,
Florida
| $483M | +$68.4M | +16% | 8.08% | 79.1% | 220 | 15% | 2.2 |
|
| 2764 |
2764
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| $482M | +$12.2M | +3% | 3.24% | 86.4% | 143 | 6.99% | 6.7 |
|
| 2765 |
2765
HFG Wealth Management
The Woodlands,
Texas
| $482M | – | – | 5.97% | 45.9% | 76 | – | 0 |
|
| 2766 |
2766
Intrua Financial
Houston,
Texas
| $482M | +$49.2M | +11% | 5.59% | 77.4% | 357 | 14.85% | 1.7 |
|
| 2767 |
2767
Arkansas Financial Group
Little Rock,
Arkansas
| $481M | +$25.1M | +6% | 2.74% | 41.4% | 64 | 1.56% | 3.5 |
|
| 2768 |
2768
Fort Baker Capital Management
Larkspur,
California
| $481M | +$151M | +46% | 4.47% | 46.3% | 119 | 41.18% | 0.7 |
|
| 2769 |
2769
Bluescape Energy Partners
Dallas,
Texas
| $481M | +$53.9M | +13% | 12.7% | 57.9% | 4 | 25% | 2.3 |
|
| 2770 |
2770
Towercrest Capital Management
Newtown,
Pennsylvania
| $481M | +$29.1M | +6% | 4.92% | 42.6% | 95 | 5.26% | 4.2 |
|
| 2771 |
2771
PM Capital
Sydney,
Australia
| $481M | +$5.3M | +1% | 2.81% | 105% | 10 | 0% | 6.5 |
|
| 2772 |
2772
Edenbrook Capital
Mt. Kisco,
New York
| $480M | +$56.7M | +13% | 5.82% | 267% | 14 | 7.14% | 2.8 |
|
| 2773 |
2773
Advantage Alpha Capital Partners
San Francisco,
California
| $480M | -$13.3M | -3% | 11.4% | 79.2% | 127 | 30.71% | 1.6 |
|
| 2774 |
2774
World Investment Advisors
Santa Barbara,
California
| $480M | +$43.9M | +10% | 5.87% | 65.4% | 270 | 22.59% | 2.2 |
|
| 2775 |
2775
Seven Eight Capital
New York
| $480M | +$96.7M | +25% | 7.98% | 13.6% | 645 | 75.81% | 0.2 |
|