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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
Gill Capital Partners
Denver,
Colorado
| $311M | +$22.2M | +8% | 7.91% | 59% | 149 | 10.74% | 3.5 |
|
| 4502 |
4502
Glassy Mountain Advisors
Bethesda,
Maryland
| $311M | +$28.4M | +10% | 11% | 91.5% | 65 | 10.77% | 1.7 |
|
| 4503 |
TM
4503
Tikvah Management
Charlotte,
North Carolina
| $311M | +$17.1M | +6% | 15.9% | 169% | 24 | 8.33% | 4.9 |
|
| 4504 |
4504
Harber Asset Management
Asheville,
North Carolina
| $311M | +$29.7M | +11% | 11.6% | 63.6% | 43 | 48.84% | 0.9 |
|
| 4505 |
4505
FIFTHDELTA
London,
United Kingdom
| $310M | -$89.1M | -22% | 7.06% | 16.6% | 15 | 53.33% | 1.1 |
|
| 4506 |
4506
Tidemark
San Diego,
California
| $310M | +$37.7M | +14% | 7.57% | – | 757 | 14.93% | 1.1 |
|
| 4507 |
4507
Mount Capital
London,
United Kingdom
| $310M | -$85.2K | -0% | 7.57% | 34.4% | 18 | 0% | 3 |
|
| 4508 |
4508
First Washington Corp
Seattle,
Washington
| $310M | +$25.3M | +9% | 17.8% | 142% | 58 | 10.34% | 4.6 |
|
| 4509 |
FFG
4509
Fortem Financial Group
Palm Desert,
California
| $310M | +$53.1M | +21% | 21.2% | 183% | 198 | 20.2% | 2.5 |
|
| 4510 |
4510
Punch Card Management
Winter Park,
Florida
| $310M | +$93.3M | +43% | 3.26% | 41% | 6 | 33.33% | 2.6 |
|
| 4511 |
4511
Blue Owl Capital Holdings
New York
| $310M | -$220K | -0.1% | 12.4% | 145% | 86 | 31.4% | 0.7 |
|
| 4512 |
4512
Aquamarine Zurich
Zurich,
Switzerland
| $310M | +$16.2M | +6% | 8.08% | 74.8% | 14 | 0% | 2.4 |
|
| 4513 |
4513
AXQ Capital
Jersey City,
New Jersey
| $310M | +$60.3M | +24% | 8.2% | 35.5% | 817 | 74.66% | 0.2 |
|
| 4514 |
AA
4514
Ancient Art
Austin,
Texas
| $310M | -$27.5M | -8% | 9.31% | 168% | 18 | 50% | 2.2 |
|
| 4515 |
4515
Hibernia Wealth Partners
Baton Rouge,
Louisiana
| $310M | +$169M | +120% | 4.5% | 34.4% | 107 | 60.75% | 0.6 |
|
| 4516 |
4516
Hixon Zuercher
Findlay,
Ohio
| $309M | +$25.8M | +9% | 10.8% | 101% | 80 | 2.5% | 3.3 |
|
| 4517 |
4517
Tactive Advisors
Jacksonville,
Florida
| $309M | – | – | 14.1% | – | 228 | – | 0.6 |
|
| 4518 |
4518
TMT General Partner
Hong Kong
| $309M | -$40.8M | -12% | 1.28% | – | 3 | 33.33% | 0.3 |
|
| 4519 |
4519
Evernest Financial Advisors
Carmel,
Indiana
| $309M | +$30.4M | +11% | 7.73% | – | 179 | 21.79% | 2.3 |
|
| 4520 |
4520
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
| $309M | +$15.1M | +5% | 8.05% | – | 244 | 8.61% | 0.9 |
|
| 4521 |
4521
Pathway Financial Advisers
Auburn,
Indiana
| $309M | +$17.2M | +6% | 5.66% | 88.2% | 165 | 5.45% | 2.2 |
|
| 4522 |
4522
Quantum Private Wealth
Tampa,
Florida
| $309M | +$44.5M | +17% | 22.4% | 240% | 175 | 9.14% | 2.6 |
|
| 4523 |
LLWM
4523
Life Line Wealth Management
Beverly Hills,
California
| $309M | +$37M | +14% | 11.7% | – | 36 | 8.33% | 0.9 |
|
| 4524 |
4524
Twin Peaks Wealth Advisors
Burlingame,
California
| $309M | +$89.3M | +41% | 11.8% | – | 2,274 | 93.76% | 0.1 |
|
| 4525 |
4525
Permit Capital
West Conshohocken,
Pennsylvania
| $309M | +$26.6M | +9% | 11.9% | 121% | 20 | 0% | 4.6 |
|