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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
MLCM
3676
M & L Capital Management
London,
United Kingdom
| $411M | – | – | 6.49% | – | 21 | – | 0 |
|
| 3677 |
3677
Waterfront Wealth
Overland Park,
Kansas
| $410M | +$2.38M | +0.6% | 0.46% | 77.2% | 266 | 9.02% | 2.8 |
|
| 3678 |
ACPLP
3678
Amberjack Capital Partners, L.P.
Houston,
Texas
| $410M | – | – | 4.84% | – | 1 | – | 0 |
|
| 3679 |
3679
Untitled Investments
New York
| $410M | -$41.2M | -9% | 2.97% | 79.6% | 20 | 30% | 1.6 |
|
| 3680 |
3680
SR One Capital Management
Wayne,
Pennsylvania
| $410M | -$88.7M | -18% | 13.6% | 656% | 11 | 0% | 1.3 |
|
| 3681 |
3681
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| $410M | +$6.1M | +2% | 2.31% | 63.7% | 105 | 6.67% | 2.5 |
|
| 3682 |
3682
Cutter & Co Brokerage
Ballwin,
Missouri
| $410M | -$32.3M | -7% | 1.27% | 40.4% | 236 | 19.07% | 3.9 |
|
| 3683 |
3683
West Paces Advisors
Atlanta,
Georgia
| $410M | +$1.38M | +0.3% | 1.54% | 57.7% | 578 | 8.82% | 5 |
|
| 3684 |
3684
Catalyst Funds Management
Sydney NSW,
Australia
| $409M | -$46.1M | -10% | 13.1% | – | 1,371 | 85.85% | 0.3 |
|
| 3685 |
A6
3685
Anchor @ 65
Singapore
| $409M | – | – | 29.9% | – | 2 | – | 0 |
|
| 3686 |
3686
Cliffwater
Marina Del Rey,
California
| $409M | -$23.7M | -5% | 1.4% | 29.4% | 25 | 32% | 4.4 |
|
| 3687 |
3687
FSM Wealth Advisors
Cleveland,
Ohio
| $409M | +$31.7M | +8% | 0.24% | 68.4% | 209 | 16.75% | 1.6 |
|
| 3688 |
3688
Harvest Investment Services
Oakbrook Terrace,
Illinois
| $408M | +$95.6M | +31% | 10.3% | 282% | 329 | 44.07% | 1.1 |
|
| 3689 |
3689
Wealth Dimensions Group
Cincinnati,
Ohio
| $408M | +$13.4M | +3% | 0.87% | 63.6% | 157 | 7.64% | 3 |
|
| 3690 |
3690
Bienville Capital Management
New York
| $408M | +$21.7M | +6% | 0.26% | 36.3% | 90 | 28.89% | 3.4 |
|
| 3691 |
3691
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $408M | +$13.1M | +3% | 1.33% | 84.7% | 175 | 5.14% | 6.4 |
|
| 3692 |
3692
Drive Wealth Management
Lehi,
Utah
| $408M | +$23.9M | +6% | 3.35% | 94.4% | 385 | 27.79% | 1.4 |
|
| 3693 |
3693
Eagle Health Investments
Greenwich,
Connecticut
| $408M | -$120M | -23% | 0.71% | 241% | 25 | 28% | 2.3 |
|
| 3694 |
3694
Gifford Fong Associates
Lafayette,
California
| $408M | +$7.57M | +2% | 5% | 180% | 128 | 1.56% | 6.1 |
|
| 3695 |
3695
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| $407M | +$6.37M | +2% | 0.49% | 74% | 164 | 10.37% | 3.5 |
|
| 3696 |
3696
Rezny Wealth Management
Fort Myers,
Florida
| $407M | +$10.4M | +3% | 2.58% | 99.6% | 35 | 14.29% | 2.1 |
|
| 3697 |
3697
Cornerstone Planning Group
Fairfield,
New Jersey
| $407M | +$28.7M | +8% | 0.98% | 60% | 1,513 | 20.89% | 1.2 |
|
| 3698 |
3698
RAM Investment Partners
Bellevue,
Washington
| $407M | +$22.7M | +6% | 1.22% | 61.9% | 98 | 17.35% | 1.3 |
|
| 3699 |
3699
Blankinship & Foster
Solana Beach,
California
| $407M | -$2.48M | -0.6% | 0.37% | 67.1% | 74 | 6.76% | 4.2 |
|
| 3700 |
3700
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| $407M | +$2.95M | +0.7% | 3.74% | 100% | 260 | 13.46% | 3.3 |
|