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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
Ackerman Capital Advisors
Dallas,
Texas
| $498M | +$20.5M | +4% | 2.18% | 46.4% | 125 | 9.6% | 3.4 |
|
| 3652 |
3652
Fulcrum Capital
Seattle,
Washington
| $498M | +$10.2M | +2% | 2.57% | 102% | 104 | 8.65% | 3.8 |
|
| 3653 |
3653
Grant Street Asset Management
Canonsburg,
Pennsylvania
| $497M | +$23.1M | +5% | 1.3% | 47.2% | 96 | 14.58% | 2.7 |
|
| 3654 |
3654
Mayport LLC
Newton,
Massachusetts
| $496M | +$34.8M | +8% | 2.06% | 57% | 119 | 14.29% | 2.2 |
|
| 3655 |
3655
Renaissance Investment Group
Lenox,
Massachusetts
| $496M | +$2.68M | +0.5% | 3.59% | 110% | 80 | 5% | 7.6 |
|
| 3656 |
3656
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| $496M | -$355M | -42% | 11.9% | 142% | 28 | 50% | 2.7 |
|
| 3657 |
3657
Rezny Wealth Management
Fort Myers,
Florida
| $496M | +$16.9M | +4% | 2.53% | 99.6% | 40 | 10% | 1.8 |
|
| 3658 |
3658
Verum Partners
Charlotte,
North Carolina
| $496M | +$25.5M | +5% | 2.57% | 57.7% | 177 | 7.34% | 2.1 |
|
| 3659 |
3659
WESPAC Advisors SoCal
Pasadena,
California
| $496M | +$3.39M | +0.7% | 2.13% | 135% | 117 | 15.38% | 2.6 |
|
| 3660 |
3660
Riggs Asset Management
Dallas,
Pennsylvania
| $496M | +$34.7M | +8% | 4.39% | 219% | 132 | 15.15% | 3.6 |
|
| 3661 |
3661
Mission Creek Capital Partners
San Francisco,
California
| $495M | -$10.6M | -2% | 5.38% | 138% | 226 | 16.37% | 3.9 |
|
| 3662 |
3662
Family Investment Center
Saint Joseph,
Missouri
| $495M | +$13.6M | +3% | 1.27% | 53.1% | 112 | 22.32% | 1.7 |
|
| 3663 |
3663
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $495M | +$81.2M | +20% | 16.3% | 116% | 15 | 6.67% | 8.3 |
|
| 3664 |
3664
Net Worth Advisory Group
Sandy,
Utah
| $495M | +$149M | +43% | 3.27% | – | 478 | 23.64% | 0.8 |
|
| 3665 |
3665
Yiheng Capital Management
San Francisco,
California
| $494M | -$184M | -27% | 0.53% | 82% | 30 | 30% | 3.4 |
|
| 3666 |
3666
Sunburst Financial Group
Vestavia Hills,
Alabama
| $494M | +$19.4M | +4% | 1.48% | 55.7% | 132 | 13.64% | 3.3 |
|
| 3667 |
3667
GWN Securities
Palm Beach Gardens,
Florida
| $494M | +$62.2M | +14% | 2.69% | – | 475 | 24.63% | 0.7 |
|
| 3668 |
LCM
3668
Lynx1 Capital Management
San Juan,
Puerto Rico
| $494M | +$2.7M | +0.6% | 23.2% | 883% | 27 | 66.67% | 0.8 |
|
| 3669 |
3669
Sivia Capital Partners
Mill Valley,
California
| $494M | +$140M | +39% | 4.97% | – | 604 | 30.96% | 0.8 |
|
| 3670 |
3670
High Falls Advisors
Rochester,
New York
| $494M | +$7.97M | +2% | 2.02% | 56.9% | 153 | 10.46% | 3 |
|
| 3671 |
3671
KEB Asset Management
Springfield,
Illinois
| $493M | +$47.7M | +11% | 3.57% | 68.9% | 103 | 10.68% | 2.3 |
|
| 3672 |
3672
WESCAP Management Group
Glendale,
California
| $493M | +$17.5M | +4% | 3.11% | 45.7% | 107 | 5.61% | 5.3 |
|
| 3673 |
3673
Gator Capital Management
Tampa,
Florida
| $493M | +$98.9M | +25% | 2.12% | 245% | 124 | 45.97% | 1.8 |
|
| 3674 |
3674
Apeiron RIA
Dallas,
Texas
| $493M | +$48.3M | +11% | 2.73% | 68.5% | 225 | 14.67% | 2.3 |
|
| 3675 |
3675
Entrust Global Partners
New York
| $493M | -$6.65M | -1% | 3.62% | 82.3% | 6 | 33.33% | 1.5 |
|