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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
Alight Capital Management
New York
| $170M | +$72.5M | +74% | 23.4% | 466% | 66 | 69.7% | 0.1 |
|
| 3752 |
3752
BT Wealth Management
Atlanta,
Georgia
| $170M | -$62.3M | -27% | 13% | 34.8% | 106 | 46.23% | 0.2 |
|
| 3753 |
3753
Westwind Capital
Las Cruces,
New Mexico
| $170M | +$30.3M | +22% | 26.3% | 87.6% | 49 | 10.2% | 0.9 |
|
| 3754 |
3754
Guidance Point Advisors
Wellesley,
Massachusetts
| $169M | +$15.5M | +10% | 8.45% | 71.8% | 64 | 6.25% | 0.2 |
|
| 3755 |
3755
Yale University
New Haven,
Connecticut
| $169M | -$512M | -75% | 20.1% | 33.7% | 11 | 36.36% | 0.7 |
|
| 3756 |
3756
ELCO Management
New York
| $169M | +$22.2M | +15% | 15.7% | 98.3% | 148 | 14.19% | 1.8 |
|
| 3757 |
3757
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $169M | +$66.5M | +65% | 14.9% | 117% | 314 | 34.39% | 1.2 |
|
| 3758 |
3758
Silverleafe Capital Partners
Germantown,
Tennessee
| $169M | +$22.9M | +16% | 12.2% | 87.7% | 90 | 36.67% | 0.7 |
|
| 3759 |
BOC
3759
Barbara Oil Co
Chicago,
Illinois
| $169M | +$20.6M | +14% | 13.3% | 76.9% | 97 | 15.46% | 3.5 |
|
| 3760 |
3760
Rush Island Management
New York
| $169M | +$20.6M | +14% | 14.1% | 15.5% | 23 | 52.17% | 0.1 |
|
| 3761 |
3761
Summit Wealth & Retirement Planning
San Ramon,
California
| $168M | +$36.5M | +28% | 11.6% | 67.6% | 131 | 20.61% | 0.2 |
|
| 3762 |
3762
Greenlea Lane Capital Management
Weston,
Connecticut
| $168M | +$65.4M | +64% | 30% | 99.7% | 9 | 11.11% | 0.2 |
|
| 3763 |
EWA
3763
ERTS Wealth Advisors
Marquette,
Michigan
| $168M | +$28.4M | +20% | 10.4% | 39.3% | 342 | 75.15% | 0.2 |
|
| 3764 |
3764
Stevens First Principles Investment Advisors
Newport Beach,
California
| $168M | +$20.2M | +14% | 13.9% | 44% | 166 | 10.84% | 2.9 |
|
| 3765 |
3765
Innealta Capital
Austin,
Texas
| $168M | +$15.2M | +10% | 8.78% | 63.7% | 59 | 15.25% | 0.2 |
|
| 3766 |
HCIA
3766
Hochman Cole Investment Advisors
Deerfield,
Illinois
| $168M | +$22.3M | +15% | 12.2% | 42.7% | 113 | 9.73% | 2.1 |
|
| 3767 |
HIH
3767
HRS Investment Holdings
New York
| $168M | -$12.4M | -7% | 9.69% | 21.5% | 68 | 95.59% | 1.1 |
|
| 3768 |
3768
Galibier Capital Management
Toronto,
Ontario, Canada
| $168M | +$21.1M | +14% | 12.4% | 66.8% | 33 | 15.15% | 0.2 |
|
| 3769 |
3769
Element Pointe Advisors
Miami,
Florida
| $167M | +$9.06M | +6% | 10.8% | 75.1% | 105 | 38.1% | 0.2 |
|
| 3770 |
3770
Fort Baker Capital Management
Larkspur,
California
| $167M | -$18.8M | -10% | 22.2% | 46.3% | 45 | 91.11% | 0 |
|
| 3771 |
3771
Longfellow Investment Management
Boston,
Massachusetts
| $167M | -$86.6M | -34% | 6.81% | 45.9% | 152 | 51.97% | 0.5 |
|
| 3772 |
3772
Piershale Financial Group
Barrington,
Illinois
| $167M | +$2.46M | +1% | 8.75% | 82% | 32 | 65.63% | 0.9 |
|
| 3773 |
3773
Resource America
New York
| $167M | +$4.82M | +3% | 12.1% | 12.2% | 49 | 22.45% | 0.9 |
|
| 3774 |
3774
Cook & Bynum Capital Management
Birmingham,
Alabama
| $167M | +$8.48M | +5% | 17.6% | 46.8% | 5 | 0% | 3.2 |
|
| 3775 |
3775
Creative Financial Designs
Kokomo,
Indiana
| $167M | +$29.1M | +21% | 11.3% | 56.2% | 680 | 26.91% | 1.5 |
|