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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
3226
Single Point Partners
Boston,
Massachusetts
| $381M | +$308M | +426% | 3.89% | 56.4% | 116 | 77.59% | 0.7 |
|
| 3227 |
3227
Martin & Co
Knoxville,
Tennessee
| $381M | -$14.9M | -4% | 2.13% | 67.8% | 112 | 6.25% | 8.1 |
|
| 3228 |
3228
AlpInvest Partners
Amsterdam,
Netherlands
| $381M | +$15.7M | +4% | 5.25% | 138% | 26 | 23.08% | 1 |
|
| 3229 |
3229
Gleason Group
Prospect,
Kentucky
| $381M | -$4.77M | -1% | 3.47% | 69.1% | 238 | 3.78% | 2.9 |
|
| 3230 |
3230
Archon Capital Management
Seattle,
Washington
| $380M | -$101M | -21% | 12.7% | 222% | 41 | 17.07% | 1.9 |
|
| 3231 |
3231
Janiczek Wealth Management
Denver,
Colorado
| $379M | +$16M | +4% | 2.56% | 16.4% | 1,081 | 10.92% | 2.5 |
|
| 3232 |
3232
Covenant Asset Management
Chester,
New Jersey
| $379M | -$14.8M | -4% | 2.65% | 177% | 165 | 6.06% | 3.6 |
|
| 3233 |
LA
3233
Lynch & Associates
Newburgh,
Indiana
| $379M | -$11.7M | -3% | 3.68% | 73.5% | 116 | 11.21% | 6.8 |
|
| 3234 |
3234
Boston Standard Wealth Management
Winchester,
Massachusetts
| $379M | -$12.2M | -3% | 3.52% | 47.1% | 44 | 9.09% | 4.6 |
|
| 3235 |
3235
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $378M | -$13.6M | -3% | 4.09% | 39.1% | 48 | 4.17% | 4.7 |
|
| 3236 |
3236
Liquid Strategies
Atlanta,
Georgia
| $378M | -$18.3M | -5% | 3.19% | 46.8% | 17 | 52.94% | 2.1 |
|
| 3237 |
3237
Longfellow Investment Management
Boston,
Massachusetts
| $378M | -$57.7M | -13% | 2.01% | 45.9% | 295 | 23.39% | 1.8 |
|
| 3238 |
3238
EVR Research
Richmond,
Virginia
| $378M | +$3.4M | +0.9% | 0.61% | 165% | 45 | 44.44% | 0.7 |
|
| 3239 |
3239
Park Presidio Capital
San Francisco,
California
| $378M | -$17.4M | -4% | 2.83% | 94.1% | 10 | 10% | 4.8 |
|
| 3240 |
3240
Sweet Financial Partners
Fairmont,
Minnesota
| $378M | -$6.21M | -2% | 2.68% | 22.4% | 185 | 11.89% | 1.4 |
|
| 3241 |
3241
TLWM Financial
San Antonio,
Texas
| $377M | +$30.1M | +9% | 2.68% | 53.9% | 70 | 4.29% | 2.8 |
|
| 3242 |
3242
Walkner Condon Financial Advisors
Madison,
Wisconsin
| $377M | -$620K | -0.2% | 3.33% | 56.8% | 255 | 12.16% | 1.7 |
|
| 3243 |
3243
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $377M | $0 | 0% | 3.89% | 83% | 1,025 | 0% | 1.3 |
|
| 3244 |
HCM
3244
Harspring Capital Management
New York
| $377M | -$25.2M | -6% | 5.15% | 70.6% | 18 | 11.11% | 1.9 |
|
| 3245 |
VM
3245
VPR Management
Houston,
Texas
| $377M | -$16.3M | -4% | 3.88% | 54.5% | 53 | 0% | 2.8 |
|
| 3246 |
3246
Thrive Wealth Management
Audubon,
Pennsylvania
| $376M | -$10.3M | -3% | 3.11% | 84.1% | 185 | 11.35% | 1.3 |
|
| 3247 |
3247
Callan Family Office
Radnor,
Pennsylvania
| $376M | -$3.77M | -1% | 3.93% | 93.4% | 115 | 28.7% | 0.7 |
|
| 3248 |
3248
Asio Capital
Lexington,
Kentucky
| $375M | -$32.1M | -8% | 3.33% | 98% | 121 | 26.45% | 2 |
|
| 3249 |
3249
Richard P. Slaughter Associates
Austin,
Texas
| $375M | +$25.8M | +7% | 2.56% | 55.7% | 141 | 15.6% | 2 |
|
| 3250 |
3250
Stanley Capital Management
Houston,
Texas
| $375M | +$5.49M | +1% | 1.55% | 158% | 42 | 0% | 4 |
|