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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4076 |
4076
Alight Capital Management
New York
| $264M | +$78.1M | +42% | 20.6% | 466% | 72 | 70.83% | 0.5 |
|
| 4077 |
4077
Retireful LLC
Haslett,
Michigan
| $264M | -$46.7M | -15% | 5.91% | 437% | 130 | 87.69% | 0.1 |
|
| 4078 |
PCA
4078
Prospect Capital Advisors
Sausalito,
California
| $264M | +$43.3M | +20% | 8.33% | 202% | 37 | 29.73% | 2.6 |
|
| 4079 |
4079
Grant Street Asset Management
Canonsburg,
Pennsylvania
| $264M | +$17.8M | +7% | 4.97% | 47.2% | 65 | 13.85% | 1.5 |
|
| 4080 |
4080
Claar Advisors
New York
| $264M | +$17.9M | +7% | 9.6% | 65.5% | 34 | 8.82% | 2.9 |
|
| 4081 |
4081
Hill Island Financial
Grand Rapids,
Michigan
| $264M | +$16.1M | +7% | 5.92% | 78.3% | 59 | 6.78% | 1.2 |
|
| 4082 |
4082
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| $264M | +$20.4M | +8% | 6.88% | 71.1% | 93 | 16.13% | 3.4 |
|
| 4083 |
4083
CWS Financial Advisors
Kalamazoo,
Michigan
| $264M | +$12.3M | +5% | 6.12% | 55.7% | 151 | 6.62% | 2.5 |
|
| 4084 |
4084
Verde Capital Management
Clarkston,
Michigan
| $264M | +$23.8M | +10% | 8.24% | 80.3% | 42 | 7.14% | 2.4 |
|
| 4085 |
4085
Atom Investors
Austin,
Texas
| $263M | +$79.6M | +43% | 5.55% | 83.4% | 394 | 65.74% | 0.4 |
|
| 4086 |
4086
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| $263M | +$3.61M | +1% | 6.44% | 84.3% | 201 | 28.36% | 2.1 |
|
| 4087 |
4087
Day & Ennis
Macon,
Georgia
| $263M | -$6.79M | -3% | 3.3% | 15.2% | 128 | 14.84% | 3.6 |
|
| 4088 |
4088
Wildcat Capital Management
New York
| $263M | -$6.36M | -2% | 8.05% | 77.7% | 24 | 33.33% | 2 |
|
| 4089 |
NME
4089
Notis-McConarty Edward
| $262M | +$11M | +4% | 7.34% | 91.2% | 97 | 5.15% | 7.4 |
|
| 4090 |
NAH
4090
Neumann Advisory (HK)
Central,
Hong Kong
| $262M | +$33.8M | +15% | 21% | 77.3% | 14 | 0% | 3.4 |
|
| 4091 |
WWMSC
4091
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $262M | +$41.8M | +19% | 2.76% | 36.4% | 236 | 16.1% | 2.7 |
|
| 4092 |
4092
Blueshift Asset Management
Red Bank,
New Jersey
| $262M | +$22.3M | +9% | 4.96% | 38.8% | 503 | 70.78% | 0.3 |
|
| 4093 |
4093
Fairhaven Wealth Management
Oak Brook,
Illinois
| $262M | – | – | 6.46% | – | 122 | – | 2.5 |
|
| 4094 |
FCP
4094
Fosse Capital Partners
London,
United Kingdom
| $261M | +$10.1M | +4% | 4.69% | 80% | 4 | 0% | 2.5 |
|
| 4095 |
4095
Enterprise Bank & Trust
Lowell,
Massachusetts
| $261M | +$29.9M | +13% | 7.46% | 65.9% | 123 | 22.76% | 2.4 |
|
| 4096 |
4096
Ballast Inc
Lexington,
Kentucky
| $261M | +$17.6M | +7% | 5.32% | 71.3% | 122 | 12.3% | 3.4 |
|
| 4097 |
4097
Ogorek Anthony Joseph
Williamsville,
New York
| $261M | +$16.4M | +7% | 5.2% | 61.1% | 297 | 16.5% | 3.2 |
|
| 4098 |
VC
4098
Vision Capital
Toronto,
Ontario, Canada
| $261M | -$79.3M | -23% | 0.48% | 19.8% | 11 | 36.36% | 1 |
|
| 4099 |
FSI
4099
Flow State Investments
Chicago,
Illinois
| $261M | +$138M | +112% | 1.44% | – | 277 | 42.6% | 0.3 |
|
| 4100 |
MFGP
4100
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| $261M | +$14.9M | +6% | 5.77% | 65.5% | 52 | 5.77% | 3.9 |
|