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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
4276
First Citizens Asset Management
Raleigh,
North Carolina
| $235M | -$9.06M | -4% | 3.26% | 44.2% | 35 | 5.71% | 0.9 |
|
| 4277 |
4277
Abound Wealth Management
Franklin,
Tennessee
| $235M | -$4.1M | -2% | 4.57% | 65.7% | 1,240 | 9.52% | 0.7 |
|
| 4278 |
LJHT
4278
Laurie J. Hall Trustee
| $235M | -$17.1M | -7% | 3.47% | 105% | 282 | 12.41% | 6.2 |
|
| 4279 |
4279
Tree Line Advisors
Central,
Hong Kong
| $235M | +$90.4M | +63% | 0.56% | 670% | 8 | 37.5% | 1.1 |
|
| 4280 |
4280
KCS Wealth Advisory
Los Angeles,
California
| $235M | -$54.1M | -19% | 1.51% | 45.3% | 156 | 16.67% | 3.4 |
|
| 4281 |
4281
First Sabrepoint Capital Management
Dallas,
Texas
| $235M | +$5.99M | +3% | 3.82% | 218% | 39 | 46.15% | 0.8 |
|
| 4282 |
PCA
4282
Prospect Capital Advisors
Sausalito,
California
| $234M | -$29.8M | -11% | 7.3% | 202% | 32 | 18.75% | 2.9 |
|
| 4283 |
4283
Colony Family Offices
Charlotte,
North Carolina
| $234M | -$2.82M | -1% | 3.07% | 53.9% | 42 | 7.14% | 1.7 |
|
| 4284 |
4284
Red Wave Investments
Dillsburg,
Pennsylvania
| $234M | -$13.3M | -5% | 3.43% | 58% | 93 | 1.08% | 2.3 |
|
| 4285 |
1C
4285
1623 Capital
Alexandria,
Virginia
| $234M | +$3.4M | +1% | 4.4% | 11.9% | 32 | 18.75% | 2.3 |
|
| 4286 |
4286
TCP Asset Management
Columbus,
Ohio
| $234M | -$1.46M | -0.6% | 4.16% | 65% | 65 | 9.23% | 0.6 |
|
| 4287 |
4287
Mount Capital
London,
United Kingdom
| $234M | -$23.9M | -9% | 1.66% | 34.4% | 26 | 30.77% | 1.4 |
|
| 4288 |
4288
Entrust Global Partners
New York
| $234M | +$3.44M | +1% | 2.76% | 82.3% | 5 | 0% | 2.1 |
|
| 4289 |
WFA
4289
Wade Financial Advisory
Campbell,
California
| $234M | -$18.8M | -7% | 3.76% | 15.9% | 76 | 11.84% | 2.9 |
|
| 4290 |
4290
Sykon Capital
Harrison,
New York
| $233M | +$88.6M | +61% | 1.62% | 63.7% | 81 | 65.43% | 0.1 |
|
| 4291 |
4291
AlphaMark Advisors
Ft. Wright,
Kentucky
| $233M | +$16.5M | +8% | 1.91% | 26.4% | 807 | 28.25% | 3.2 |
|
| 4292 |
4292
WT Wealth Management
Scottsdale,
Arizona
| $233M | -$7.73M | -3% | 1.85% | 72% | 119 | 29.41% | 1.9 |
|
| 4293 |
4293
Stone Summit Wealth
Miami,
Florida
| $233M | -$8.06M | -3% | 4.76% | 67% | 140 | 3.57% | 1.5 |
|
| 4294 |
4294
Tranquility Partners
Brentwood,
Tennessee
| $233M | +$1.14M | +0.5% | 1.84% | 77.3% | 230 | 15.65% | 2.5 |
|
| 4295 |
4295
Index Venture Growth Associates III
St. Helier, Channel Islands,
Jersey
| $233M | -$60.5M | -21% | 18.8% | 740% | 3 | 0% | 1.8 |
|
| 4296 |
4296
VisionPoint Advisory Group
Dallas,
Texas
| $233M | -$11.3M | -5% | 1.87% | 79.3% | 845 | 40.59% | 0.4 |
|
| 4297 |
IC
4297
Immersion Capital
London,
United Kingdom
| $233M | -$65.8M | -22% | 3.86% | 63.4% | 9 | 22.22% | 2.1 |
|
| 4298 |
4298
Oak Asset Management
Westlake Village,
California
| $233M | -$8.39M | -3% | 2.47% | 91.8% | 103 | 5.83% | 1.2 |
|
| 4299 |
4299
Forager Capital Management
Birmingham,
Alabama
| $233M | -$67M | -22% | 4.88% | 52.6% | 14 | 7.14% | 1.4 |
|
| 4300 |
4300
Legacy Capital Group California
Los Gatos,
California
| $233M | -$10.1M | -4% | 2.7% | 129% | 303 | 25.41% | 0.4 |
|