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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
4151
Fosun International
Hong Kong,
China
| $399M | -$30.9M | -7% | 14.7% | 41.3% | 81 | 51.85% | 1.4 |
|
| 4152 |
FFG
4152
Fortem Financial Group
Palm Desert,
California
| $399M | +$24.4M | +7% | 2.85% | 183% | 184 | 11.96% | 2.5 |
|
| 4153 |
4153
Bard Associates
Chicago,
Illinois
| $398M | +$8.99M | +2% | 6.99% | 241% | 307 | 26.38% | 3.1 |
|
| 4154 |
4154
Tillman Hartley LLC
Denver,
Colorado
| $398M | -$91.6K | -0% | 0.92% | 48.7% | 94 | 9.57% | 2.6 |
|
| 4155 |
4155
May Hill Capital
Cohasset,
Massachusetts
| $398M | +$27.3M | +7% | 0.03% | – | 238 | 22.69% | 0.9 |
|
| 4156 |
4156
BCGM Wealth Management
Lafayette,
Indiana
| $398M | +$6.25M | +2% | 0.23% | 54.9% | 185 | 9.19% | 2.9 |
|
| 4157 |
4157
LongView Wealth Management
Atlanta,
Georgia
| $398M | -$16M | -4% | 1.08% | 60.8% | 267 | 14.23% | 1.6 |
|
| 4158 |
4158
Searle & Co
Greenwich,
Connecticut
| $398M | +$10.1M | +3% | 3.59% | 108% | 199 | 8.54% | 5.2 |
|
| 4159 |
4159
Kelly Financial Group
Wethersfield,
Connecticut
| $398M | +$4.24M | +1% | 0.9% | – | 102 | 7.84% | 1 |
|
| 4160 |
4160
Cypress Funds
Los Angeles,
California
| $398M | -$207M | -34% | 12.9% | 100% | 15 | 13.33% | 4.3 |
|
| 4161 |
TA
4161
TrueWealth Advisors
Birmingham,
Alabama
| $398M | +$11.4M | +3% | 0.29% | 60.9% | 251 | 11.16% | 2.8 |
|
| 4162 |
VC
4162
Vision Capital
Toronto,
Ontario, Canada
| $397M | +$170M | +75% | 7.1% | 19.8% | 17 | 47.06% | 0.8 |
|
| 4163 |
4163
Dockside LLC
New York
| $397M | +$7.91M | +2% | 0% | – | 360 | 100% | 0 |
|
| 4164 |
4164
Elevated Capital Advisors
Sandy,
Utah
| $397M | -$31.7M | -7% | 0.88% | 50.2% | 889 | 11.7% | 1 |
|
| 4165 |
4165
Lansing Street Advisors
Ambler,
Pennsylvania
| $397M | +$5.57M | +1% | 1.75% | – | 167 | 25.75% | 2 |
|
| 4166 |
4166
Twin Peaks Wealth Advisors
Burlingame,
California
| $397M | +$53.9M | +16% | 2.77% | – | 2,369 | 92.02% | 0.1 |
|
| 4167 |
4167
RFG Holdings
Argyle,
Texas
| $397M | -$1.93M | -0.5% | 2.87% | 74.2% | 73 | 13.7% | 1.8 |
|
| 4168 |
4168
Lisanti Capital Growth
New York
| $397M | -$25.2M | -6% | 22.1% | 1,588% | 154 | 61.69% | 0.5 |
|
| 4169 |
4169
Gray Foundation
Cohoes,
New York
| $397M | -$1.78M | -0.4% | 0.13% | – | 11 | 0% | 1.7 |
|
| 4170 |
4170
Platinum Investment Management
Sydney Australia 2000,
Australia
| $397M | -$35.9M | -8% | 2.4% | 190% | 130 | 36.15% | 2.8 |
|
| 4171 |
4171
EMG Holdings
Old Greenwich,
Connecticut
| $397M | +$261M | +193% | 11.9% | 4.17% | 38 | 60.53% | 0.8 |
|
| 4172 |
4172
Navalign LLC
Encino,
California
| $396M | -$11M | -3% | 0.56% | 50.7% | 510 | 75.1% | 3.5 |
|
| 4173 |
4173
LPWM LLC
Minneapolis,
Minnesota
| $396M | -$96.1K | -0% | 1.83% | 59.4% | 98 | 15.31% | 3.6 |
|
| 4174 |
4174
Singapore Technologies Telemedia
Singapore
| $396M | +$53M | +15% | 15.4% | 185% | 1 | 0% | 9 |
|
| 4175 |
4175
Index Venture Life Associates VI
St. Helier,
Jersey
| $396M | +$147M | +59% | 58.8% | – | 1 | 0% | 4.3 |
|