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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
3476
HughesLittle Investment Management
Vancouver,
| $329M | -$10.1M | -3% | 9.67% | 106% | 16 | 0% | 4.9 |
|
| 3477 |
3477
Stordahl Capital Management
Greenwood Village,
Colorado
| $328M | +$23.1M | +8% | 4.86% | 54% | 56 | 12.5% | 3.5 |
|
| 3478 |
TLP
3478
Tri Locum Partners
New York
| $328M | +$81.1M | +33% | 11.8% | 357% | 97 | 76.29% | 0.3 |
|
| 3479 |
RL
3479
RPO LLC
Stamford,
Connecticut
| $328M | +$36.3M | +12% | 1.97% | 66.2% | 225 | 66.22% | 0.2 |
|
| 3480 |
3480
SkyOak Wealth
Southfield,
Michigan
| $328M | +$30.3M | +10% | 8.78% | 80.7% | 268 | 19.03% | 2 |
|
| 3481 |
3481
Skaana Management
Brooklyn,
New York
| $328M | -$134M | -29% | 1.4% | 269% | 208 | 36.06% | 0.4 |
|
| 3482 |
3482
Capricorn Fund Managers
London,
United Kingdom
| $327M | -$63.4M | -16% | 5.01% | 173% | 124 | 49.19% | 0.4 |
|
| 3483 |
3483
Altrius Capital Management
New Bern,
North Carolina
| $327M | +$8.42M | +3% | 1.71% | 43.1% | 95 | 12.63% | 0.7 |
|
| 3484 |
FCA
3484
FLC Capital Advisors
Palm Desert,
California
| $327M | +$5.55M | +2% | 4.81% | 59.3% | 165 | 11.52% | 2.6 |
|
| 3485 |
3485
Mason & Associates (California)
Los Angeles,
California
| $327M | +$13.6M | +4% | 2.11% | 68.5% | 86 | 8.14% | 1 |
|
| 3486 |
3486
MJP Associates
Farmington,
Connecticut
| $327M | -$16.4M | -5% | 4.56% | 60.9% | 155 | 22.58% | 1.5 |
|
| 3487 |
3487
Lebenthal Global Advisors
Hauppauge,
New York
| $327M | +$23M | +8% | 2.29% | 57.2% | 136 | 23.53% | 1.3 |
|
| 3488 |
3488
Sendero Wealth Management
San Antonio,
Texas
| $327M | +$45.3M | +16% | 8.45% | 99.2% | 109 | 13.76% | 0.7 |
|
| 3489 |
3489
GenWealth Group
Maplewood,
New Jersey
| $326M | +$20.7M | +7% | 7.74% | 73.9% | 74 | 10.81% | 3.5 |
|
| 3490 |
3490
Monaco Asset Management
Monaco
| $326M | -$5.15M | -2% | 3.61% | 120% | 89 | 41.57% | 0.8 |
|
| 3491 |
3491
Monarch Capital Management
Fort Wayne,
Indiana
| $326M | -$298K | -0.1% | 2.83% | 77% | 112 | 3.57% | 7.1 |
|
| 3492 |
3492
Lineweaver Wealth Advisors
Valley View,
Ohio
| $326M | -$4.52M | -1% | 5.7% | 68.4% | 144 | 22.22% | 1.8 |
|
| 3493 |
3493
WrapManager Inc
Mill Valley,
California
| $325M | +$13.7M | +4% | 6.13% | 64.6% | 305 | 17.38% | 3 |
|
| 3494 |
3494
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
| $325M | +$25.4M | +8% | 10.9% | 66.3% | 67 | 13.43% | 1.8 |
|
| 3495 |
3495
Clifford Capital Partners
Alpine,
Utah
| $325M | -$4.49M | -1% | 4.77% | 77.3% | 45 | 4.44% | 3 |
|
| 3496 |
3496
Requisite Capital Management
Dallas,
Texas
| $325M | +$11.9M | +4% | 2.64% | 41% | 81 | 43.21% | 1.5 |
|
| 3497 |
3497
Levy Wealth Management Group
Philadelphia,
Pennsylvania
| $325M | +$25.7M | +9% | 6.25% | 21.1% | 109 | 15.6% | 1.3 |
|
| 3498 |
3498
Aprio Wealth Management
Atlanta,
Georgia
| $325M | +$40.3M | +14% | 4.87% | 66.1% | 145 | 24.83% | 1.3 |
|
| 3499 |
NTCM
3499
Nut Tree Capital Management
New York
| $324M | +$139M | +75% | 11.6% | 101% | 10 | 20% | 1.4 |
|
| 3500 |
MCG
3500
McCollum Christoferson Group
Amherst,
New York
| $324M | +$8.25M | +3% | 7.99% | 59.4% | 69 | 11.59% | 3.8 |
|