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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
4426
Ribbit Capital GP III
Palo Alto,
California
| $227M | +$245K | +0.1% | 53.1% | – | 2 | 0% | 1.5 |
|
| 4427 |
4427
LPWM LLC
Minneapolis,
Minnesota
| $227M | +$18.7M | +9% | 5.45% | 59.4% | 73 | 15.07% | 2.3 |
|
| 4428 |
4428
Highland Peak Capital
Old Greenwich,
Connecticut
| $227M | +$80.9M | +56% | 10.4% | 260% | 34 | 52.94% | 0.3 |
|
| 4429 |
4429
Weaver Consulting Group
Huntington Beach,
California
| $227M | +$8.26M | +4% | 4.98% | 56.4% | 193 | 11.4% | 2.6 |
|
| 4430 |
4430
Terril Brothers
St. Louis,
Missouri
| $227M | +$13.8M | +6% | 0.4% | 94.4% | 60 | 13.33% | 3.7 |
|
| 4431 |
4431
Delta Financial Advisors
New Orleans,
Louisiana
| $226M | +$18.8M | +9% | 7.14% | 107% | 119 | 7.56% | 3.3 |
|
| 4432 |
4432
Peloton Wealth Strategists
Indianapolis,
Indiana
| $226M | +$7.09M | +3% | 3.72% | 51.3% | 92 | 8.7% | 3.2 |
|
| 4433 |
4433
Siguler Guff Advisers
New York
| $226M | -$30.6M | -12% | 11.9% | 37.7% | 7 | 14.29% | 1.5 |
|
| 4434 |
4434
Stableford Capital II
Scottsdale,
Arizona
| $226M | +$86.1M | +62% | 4.35% | 66.9% | 167 | 94.61% | 0.3 |
|
| 4435 |
4435
Gibraltar Capital Management
Tulsa,
Oklahoma
| $226M | +$11.7M | +5% | 5.51% | 65% | 65 | 7.69% | 3.1 |
|
| 4436 |
4436
Windward Private Wealth Management
Overland Park,
Kansas
| $226M | -$8.63M | -4% | 2.28% | 35.5% | 46 | 0% | 2.3 |
|
| 4437 |
4437
Garrett Wealth Advisory Group
Weatherford,
Texas
| $225M | +$20.4M | +10% | 4.78% | 74.6% | 56 | 19.64% | 2.5 |
|
| 4438 |
4438
LaSalle St. Investment Advisors
Elmhurst,
Illinois
| $225M | -$977K | -0.4% | 2.03% | 61.9% | 136 | 22.79% | 0.4 |
|
| 4439 |
4439
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $225M | +$12M | +6% | 1.88% | 7.8% | 336 | 33.93% | 0.8 |
|
| 4440 |
4440
AMI Investment Management
Kendallville,
Indiana
| $225M | +$11M | +5% | 7.45% | 47.9% | 60 | 8.33% | 5.8 |
|
| 4441 |
4441
First United Bank & Trust
Oakland,
Maryland
| $225M | +$11.9M | +6% | 6.93% | 78% | 147 | 3.4% | 5.5 |
|
| 4442 |
4442
Stone Run Capital
New York
| $225M | +$15.9M | +8% | 6.89% | 77.8% | 58 | 3.45% | 7 |
|
| 4443 |
4443
Bishop & Co Investment Management
Erie,
Pennsylvania
| $225M | +$8.04M | +4% | 3.92% | 47.6% | 24 | 0% | 5.3 |
|
| 4444 |
CSWG
4444
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| $225M | +$9.5M | +4% | 6.03% | 67.3% | 87 | 9.2% | 2.3 |
|
| 4445 |
4445
Freedom Day Solutions
Houston,
Texas
| $225M | +$13.5M | +6% | 7.39% | 86.6% | 107 | 14.95% | 2.7 |
|
| 4446 |
4446
OneAscent Financial Services
Birmingham,
Alabama
| $225M | -$21.3M | -9% | 1.99% | 63.8% | 216 | 62.5% | 0.8 |
|
| 4447 |
4447
Symetra Investment Management
Farmington,
Connecticut
| $225M | -$6.7M | -3% | 7.93% | 37.3% | 3 | 0% | 1.8 |
|
| 4448 |
4448
Front Row Advisors
Tiburon,
California
| $225M | +$16.4M | +8% | 11.4% | 142% | 984 | 7.52% | 3.8 |
|
| 4449 |
4449
Quantedge Capital
Singapore
| $225M | -$31.2M | -12% | 8.12% | 110% | 160 | 40.63% | 1 |
|
| 4450 |
PAM
4450
Pegasus Asset Management
Montebello,
New York
| $225M | +$22.8M | +11% | 10% | 89% | 74 | 8.11% | 4.2 |
|