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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
3401
Monetary Management Group
St Louis,
Missouri
| $404M | +$40.6M | +11% | 13.8% | 138% | 377 | 15.92% | 4.7 |
|
| 3402 |
3402
Westwind Capital
Las Cruces,
New Mexico
| $404M | +$27.9M | +7% | 3.31% | 87.6% | 45 | 24.44% | 2.4 |
|
| 3403 |
3403
Martin Investment Management
Palm Beach Gardens,
Florida
| $404M | +$6.98M | +2% | 7.74% | 44% | 56 | 12.5% | 4 |
|
| 3404 |
3404
Oak Harvest Investment Services
Houston,
Texas
| $403M | +$59.9M | +17% | 10.1% | 120% | 85 | 5.88% | 0.8 |
|
| 3405 |
3405
Sage Advisory Services
Austin,
Texas
| $403M | +$18M | +5% | 4.59% | 37.8% | 69 | 36.23% | 1.9 |
|
| 3406 |
3406
Tetrad Corporation
Omaha,
Nebraska
| $402M | +$21.8M | +6% | 6.1% | 45.6% | 3 | 0% | 8.5 |
|
| 3407 |
GJCM
3407
Grand Jean Capital Management
San Francisco,
California
| $402M | +$6.32M | +2% | 9.88% | 61.4% | 53 | 13.21% | 3.4 |
|
| 3408 |
3408
Valicenti Advisory Services
Elmira,
New York
| $402M | +$33.3M | +9% | 8.18% | 134% | 87 | 13.79% | 4.1 |
|
| 3409 |
3409
CVA Family Office
Denver,
Colorado
| $402M | +$263M | +190% | 7.25% | 71.6% | 933 | 63.77% | 0.6 |
|
| 3410 |
3410
Monaco Asset Management
Monaco
| $402M | – | – | 4.94% | 120% | 41 | – | 0.4 |
|
| 3411 |
3411
White Lighthouse Investment Management
Bedford,
Massachusetts
| $401M | +$28.6M | +8% | 6.49% | 62% | 118 | 5.93% | 3.1 |
|
| 3412 |
EGA
3412
E&G Advisors
Houston,
Texas
| $401M | +$32.1M | +9% | 7.84% | 97.7% | 218 | 6.42% | 0.2 |
|
| 3413 |
3413
Hunting Hill Global Capital
New York
| $400M | +$64.2M | +19% | 16% | 132% | 127 | 65.35% | 0.2 |
|
| 3414 |
3414
Lafayette Investments
Ashton,
Maryland
| $400M | +$31.7M | +9% | 10.2% | 77.9% | 133 | 12.03% | 3.3 |
|
| 3415 |
3415
WrapManager Inc
Mill Valley,
California
| $400M | +$17M | +4% | 5.43% | 64.6% | 338 | 19.53% | 2.4 |
|
| 3416 |
3416
Paradigm Asset Management
New York
| $400M | +$34.8M | +10% | 6.55% | 79.2% | 394 | 19.54% | 1.6 |
|
| 3417 |
3417
Horst & Graben Wealth Management
Portland,
Oregon
| $400M | +$36.9M | +10% | 6.03% | 62.2% | 142 | 11.27% | 1.3 |
|
| 3418 |
3418
Beck Bode LLC
Dedham,
Massachusetts
| $400M | +$41.1M | +11% | 13.2% | 155% | 107 | 39.25% | 0.5 |
|
| 3419 |
3419
TRV GP III
Boston,
Massachusetts
| $400M | -$127M | -24% | 15.1% | 170% | 7 | 0% | 2.2 |
|
| 3420 |
3420
Medicxi Ventures Management
St. Helier,
Jersey
| $400M | -$60.1M | -13% | 14.3% | 369% | 7 | 14.29% | 1.3 |
|
| 3421 |
3421
Waller Financial Planning Group
Columbus,
Ohio
| $399M | +$22.9M | +6% | 4.24% | 47.5% | 56 | 7.14% | 2.4 |
|
| 3422 |
3422
Flat Footed LLC
Wilson,
Wyoming
| $399M | – | – | 5.52% | 152% | 27 | – | 0 |
|
| 3423 |
CFSG
3423
Community Financial Services Group
Newport,
Vermont
| $399M | +$31.5M | +9% | 7.77% | – | 108 | 6.48% | 3.7 |
|
| 3424 |
3424
Vantagepoint Investment Advisers
Washington,
District of Columbia
| $399M | +$6.4M | +2% | 2.45% | 42.7% | 2 | 0% | 1.5 |
|
| 3425 |
HWM
3425
HFR Wealth Management
Niskayuna,
New York
| $398M | +$55M | +16% | 13.9% | 47.5% | 64 | 7.81% | 0.5 |
|