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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
3426
Prestige Wealth Management Group
Flemington,
New Jersey
| $491M | +$22.9M | +5% | 7.38% | 55.8% | 1,066 | 10.13% | 4.5 |
|
| 3427 |
3427
Kozak & Associates
Highlands Ranch,
Colorado
| $491M | +$89.8M | +22% | 15.6% | 97.4% | 494 | 16.4% | 2.4 |
|
| 3428 |
3428
Richard P. Slaughter Associates
Austin,
Texas
| $491M | +$62.3M | +15% | 9% | 55.7% | 137 | 23.36% | 2.3 |
|
| 3429 |
CH
3429
Canton Hathaway
Providence,
Rhode Island
| $490M | -$4.53M | -0.9% | 3.19% | 87.8% | 287 | 13.59% | 3.2 |
|
| 3430 |
3430
Schoolcraft Capital
Boulder,
Colorado
| $490M | -$18.8M | -4% | 6.25% | 58.7% | 74 | 14.86% | 4.6 |
|
| 3431 |
3431
Cornerstone Planning Group
Fairfield,
New Jersey
| $490M | +$71.9M | +17% | 8.9% | 60% | 1,718 | 20.49% | 1.4 |
|
| 3432 |
3432
Act Two Investors
Santa Cruz,
California
| $490M | +$18.1M | +4% | 7.4% | 53% | 43 | 18.6% | 3.2 |
|
| 3433 |
3433
Longaeva Partners
Chicago,
Illinois
| $490M | +$313M | +177% | 15.1% | – | 57 | 68.42% | 0.1 |
|
| 3434 |
3434
Light Street Capital Management
Palo Alto,
California
| $490M | +$131M | +37% | 32.2% | 377% | 28 | 32.14% | 1 |
|
| 3435 |
3435
ESL Trust Services
Rochester,
New York
| $489M | +$46.4M | +10% | 7.86% | 53.9% | 313 | 30.35% | 1.2 |
|
| 3436 |
3436
Westwind Capital
Las Cruces,
New Mexico
| $489M | +$87.4M | +22% | 14.1% | 87.6% | 43 | 18.6% | 2.6 |
|
| 3437 |
3437
Standpoint Asset Management
Scottsdale,
Arizona
| $489M | -$53.6M | -10% | 10.6% | 71.9% | 8 | 0% | 2.5 |
|
| 3438 |
3438
Steginsky Capital
Port Washington,
New York
| $489M | +$41.9M | +9% | 8.13% | 99.4% | 8 | 12.5% | 7.3 |
|
| 3439 |
3439
Samsara BioCapital
Palo Alto,
California
| $489M | -$71.9M | -13% | 5.61% | 1,580% | 39 | 30.77% | 2.6 |
|
| 3440 |
3440
Presilium Private Wealth
Radnor,
Pennsylvania
| $489M | +$42.4M | +9% | 7.34% | 45.9% | 77 | 11.69% | 1.9 |
|
| 3441 |
3441
Arvin Capital Management
Austin,
Texas
| $488M | -$12.5M | -2% | 15.3% | – | 63 | 63.49% | 0.3 |
|
| 3442 |
3442
McRae Capital Management
Morristown,
New Jersey
| $488M | +$14M | +3% | 5.37% | 78.2% | 106 | 15.09% | 6.1 |
|
| 3443 |
3443
First Reserve GP XIII
Stamford,
Connecticut
| $487M | -$18M | -4% | 3.49% | 5.56% | 2 | 0% | 0.9 |
|
| 3444 |
CFMC
3444
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $487M | +$13M | +3% | 6.87% | 69.6% | 208 | 11.54% | 6.6 |
|
| 3445 |
3445
Kinsale Capital Group
Richmond,
Virginia
| $487M | +$80.4M | +20% | 7.08% | 70.9% | 37 | 2.7% | 2 |
|
| 3446 |
3446
LMG Wealth Partners
Shreveport,
Louisiana
| $487M | +$37.9M | +8% | 8.33% | 88.9% | 143 | 13.29% | 1.7 |
|
| 3447 |
3447
Cliffwater
Marina Del Rey,
California
| $486M | +$104M | +27% | 4.57% | 29.4% | 27 | 25.93% | 3.9 |
|
| 3448 |
3448
Sovereign Financial Group
Stamford,
Connecticut
| $485M | +$50.9M | +12% | 10.2% | 90.7% | 321 | 13.08% | 2.6 |
|
| 3449 |
3449
Virtus Wealth Solutions
Cranford,
New Jersey
| $485M | +$156M | +47% | 31.1% | – | 49 | 24.49% | 0.4 |
|
| 3450 |
3450
Harfst & Associates
Sheridan,
Wyoming
| $485M | +$52.3M | +12% | 11.5% | 88.1% | 121 | 23.14% | 3.9 |
|