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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
3576
Vickerman Investment Advisors
Spokane,
Washington
| $494M | +$29.1M | +6% | 4.39% | 47.3% | 81 | 3.7% | 2.9 |
|
| 3577 |
3577
Cypress Point Wealth Management
Dallas,
Texas
| $494M | +$83.4M | +20% | 18.9% | 226% | 87 | 14.94% | 1.9 |
|
| 3578 |
SEP
3578
Southland Equity Partners
Wildwood,
Missouri
| $494M | +$38.1M | +8% | 6.88% | 66.1% | 257 | 13.62% | 2.8 |
|
| 3579 |
3579
Activest Wealth Management
Aventure,
Florida
| $494M | +$79.1M | +19% | 9.33% | 117% | 1,202 | 18.14% | 1 |
|
| 3580 |
3580
Renaissance Investment Group
Lenox,
Massachusetts
| $494M | +$32.8M | +7% | 10.5% | 110% | 80 | 5% | 7.4 |
|
| 3581 |
3581
New Harbor Financial Group
Worcester,
Massachusetts
| $493M | +$57.5M | +13% | 13% | 94.6% | 56 | 14.29% | 2.1 |
|
| 3582 |
AGM
3582
Alpine Global Management
New York
| $493M | +$49.7M | +11% | 1.4% | 149% | 329 | 80.85% | 0.3 |
|
| 3583 |
3583
DSC Meridian Capital
New York
| $493M | +$305M | +162% | 9.35% | – | 19 | 52.63% | 0.5 |
|
| 3584 |
3584
Single Point Partners
Boston,
Massachusetts
| $493M | +$35.4M | +8% | 6.34% | 56.4% | 90 | 3.33% | 1.5 |
|
| 3585 |
3585
Whalerock Point Partners
Providence,
Rhode Island
| $493M | +$30M | +6% | 10.4% | 103% | 202 | 15.35% | 5.7 |
|
| 3586 |
3586
WESPAC Advisors SoCal
Pasadena,
California
| $492M | +$44.3M | +10% | 9.38% | 135% | 117 | 21.37% | 2.6 |
|
| 3587 |
3587
Arch Venture Management
Chicago,
Illinois
| $492M | +$193M | +65% | 88% | 228% | 11 | 18.18% | 1.4 |
|
| 3588 |
3588
M. Kulyk & Associates
Decatur,
Georgia
| $492M | +$31.9M | +7% | 7.13% | 63.3% | 115 | 15.65% | 2.9 |
|
| 3589 |
SA
3589
SoftVest Advisors
Abilene,
Texas
| $492M | -$303M | -38% | 2.08% | 178% | 6 | 50% | 4.1 |
|
| 3590 |
MCM
3590
Mason Capital Management
New York
| $491M | -$20.2M | -4% | 15% | 18.5% | 7 | 57.14% | 1.7 |
|
| 3591 |
LCM
3591
Lynx1 Capital Management
San Juan,
Puerto Rico
| $491M | +$145M | +42% | 54.9% | 883% | 17 | 29.41% | 1.5 |
|
| 3592 |
3592
Rockport Wealth
Fairview Park,
Ohio
| $491M | +$59.6M | +14% | 7.93% | – | 100 | 24% | 0.6 |
|
| 3593 |
3593
Grey Fox Wealth Advisors
Rockland,
Delaware
| $491M | +$71M | +17% | 5.49% | 41.9% | 664 | 80.57% | 0.4 |
|
| 3594 |
3594
SVF Sponsor III
Menlo Park,
California
| $490M | +$137M | +39% | 38.7% | 133% | 1 | 0% | 2.8 |
|
| 3595 |
3595
Holderness Investments Company
Greensboro,
North Carolina
| $490M | +$25M | +5% | 10.3% | 144% | 262 | 8.78% | 5.5 |
|
| 3596 |
BCM
3596
Bayesian Capital Management
Brooklyn,
New York
| $490M | -$143M | -23% | 8.82% | 107% | 855 | 81.64% | 0.1 |
|
| 3597 |
3597
Harbour Capital Advisors
Tysons Corner,
Virginia
| $489M | +$14.2M | +3% | 12.7% | 168% | 319 | 23.2% | 3.1 |
|
| 3598 |
YRHAM
3598
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| $488M | +$73.7M | +18% | 203% | 2,310% | 32 | 78.13% | 0.3 |
|
| 3599 |
3599
Waterfront Wealth
Overland Park,
Kansas
| $488M | +$42.3M | +9% | 7.64% | 71.8% | 284 | 13.38% | 3.1 |
|
| 3600 |
3600
Stenger Family Office
Naperville,
Illinois
| $488M | +$99.3M | +26% | 8.63% | – | 117 | 20.51% | 0.5 |
|