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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
3651
Inscription Capital
Houston,
Texas
| $307M | -$14.9M | -5% | 2.41% | – | 191 | 7.85% | 2.5 |
|
| 3652 |
MM
3652
Meridian Management
Little Rock,
Arkansas
| $307M | -$12.7M | -4% | 3% | 57.8% | 98 | 8.16% | 4.5 |
|
| 3653 |
3653
Lion Street Advisors
Austin,
Texas
| $306M | +$9.11M | +3% | 7.46% | 38% | 314 | 46.82% | 0.9 |
|
| 3654 |
3654
Nishkama Capital LLC
Dorado,
Puerto Rico
| $306M | -$441M | -59% | 7.73% | 723% | 68 | 72.06% | 0.4 |
|
| 3655 |
3655
Black Swift Group
Boulder,
Colorado
| $306M | +$12.5M | +4% | 0.42% | 139% | 118 | 51.69% | 0.8 |
|
| 3656 |
3656
Greenup Street Wealth Management
Ann Arbor,
Michigan
| $306M | -$59.6M | -16% | 2.88% | 69.8% | 113 | 40.71% | 1 |
|
| 3657 |
3657
JFG Wealth Management
Denver,
Colorado
| $306M | -$19.9M | -6% | 2.82% | 65.2% | 37 | 5.41% | 1.8 |
|
| 3658 |
3658
Squadra Investments
Rio De Janeiro,
Brazil
| $306M | -$108M | -26% | 2.43% | 1.55% | 3 | 0% | 2.3 |
|
| 3659 |
3659
Hudson Edge Investment Partners
Jersey City,
New Jersey
| $306M | -$8.33M | -3% | 2.8% | 67.9% | 136 | 14.71% | 4.5 |
|
| 3660 |
3660
NVWM LLC
Yardley,
Pennsylvania
| $306M | -$1.57M | -0.5% | 2.55% | 119% | 498 | 18.27% | 2.9 |
|
| 3661 |
VCM
3661
Vivaldi Capital Management
Chicago,
Illinois
| $306M | -$18.5M | -6% | 4.01% | 69.2% | 208 | 11.06% | 3.4 |
|
| 3662 |
3662
HGC Investment Management
Toronto,
Ontario, Canada
| $306M | +$28.6M | +10% | 2.66% | 33.2% | 175 | 29.14% | 0.7 |
|
| 3663 |
3663
Leonard Rickey Investment Advisors
Yakima,
Washington
| $306M | +$40.1M | +15% | 3.29% | 60.4% | 82 | 15.85% | 2.9 |
|
| 3664 |
3664
Waterfront Wealth
Overland Park,
Kansas
| $306M | -$31.1M | -9% | 2.79% | 71.8% | 256 | 6.25% | 2 |
|
| 3665 |
3665
Cliffwater
Marina Del Rey,
California
| $305M | +$723K | +0.2% | 0.31% | 29.4% | 26 | 0% | 4.9 |
|
| 3666 |
3666
Childress Capital Advisors
Houston,
Texas
| $305M | +$69.2M | +29% | 0.96% | 107% | 191 | 66.49% | 0.7 |
|
| 3667 |
3667
Integris Wealth Management
Monterey,
California
| $305M | +$22.4M | +8% | 2.94% | 60.3% | 87 | 9.2% | 0.7 |
|
| 3668 |
LHC
3668
Lodge Hill Capital
New York
| $305M | -$39M | -11% | 1.85% | 17.9% | 34 | 38.24% | 0.9 |
|
| 3669 |
3669
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $305M | -$19.3M | -6% | 3.22% | 82.6% | 189 | 14.29% | 5.7 |
|
| 3670 |
3670
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| $304M | -$6.76M | -2% | 3.79% | 65.7% | 119 | 10.08% | 1.8 |
|
| 3671 |
3671
Inlet Private Wealth
Jupiter,
Florida
| $304M | -$92.2M | -23% | 3.45% | 111% | 135 | 14.07% | 3.6 |
|
| 3672 |
GTC
3672
Ghost Tree Capital
New York
| $304M | +$1.15M | +0.4% | 0.04% | 265% | 84 | 50% | 0.7 |
|
| 3673 |
3673
Clearstead Trust
Portland,
Maine
| $304M | -$7.39M | -2% | 3.46% | 111% | 463 | 19.22% | 1.8 |
|
| 3674 |
3674
Norden Group
Provo,
Utah
| $304M | – | – | 1.93% | 104% | 261 | – | 0 |
|
| 3675 |
3675
Lloyd Advisory Services
Suwanee,
Georgia
| $304M | – | – | 1.93% | 47.7% | 261 | – | 0.1 |
|