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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4576 |
4576
UBP Investment Advisors
Geneva,
Switzerland
| $94.5M | -$10.2M | -10% | 4.4% | 11.2% | 60 | 36.67% | 0.7 |
|
| 4577 |
4577
MHI Funds
Woodstock,
New York
| $94.5M | -$23.9M | -20% | 11.7% | – | 105 | 20.95% | 0.7 |
|
| 4578 |
4578
Crabel Capital Management
Los Angeles,
California
| $94.4M | -$120M | -56% | 15.7% | 13.9% | 94 | 68.09% | 0.7 |
|
| 4579 |
4579
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| $94.4M | – | – | 8.83% | 58.2% | 28 | – | 0 |
|
| 4580 |
4580
Gibraltar Capital Management
Tulsa,
Oklahoma
| $94.4M | -$33.1M | -26% | 14.2% | 56.6% | 42 | 42.86% | 2 |
|
| 4581 |
NCM
4581
Niemann Capital Management
Stateline,
Nevada
| $94.3M | -$90.7M | -49% | 2.86% | 103% | 27 | 100% | 0 |
|
| 4582 |
4582
Aries Wealth Management
Portland,
Maine
| $94.3M | -$17.1M | -15% | 11.8% | 75% | 140 | 21.43% | 0.9 |
|
| 4583 |
4583
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| $94.3M | -$9.46M | -9% | 10.4% | 64.5% | 344 | 9.01% | 0.9 |
|
| 4584 |
4584
Grandview Asset Management
Harrisburg,
Pennsylvania
| $94.3M | – | – | 16.9% | 200% | 89 | – | 0 |
|
| 4585 |
4585
Stableford Capital II
Scottsdale,
Arizona
| $94.2M | -$57.2M | -38% | 8.07% | 66.9% | 111 | 27.93% | 1.4 |
|
| 4586 |
4586
Horiko Capital Management
New York
| $94.2M | – | – | 16.9% | 275% | 29 | – | 0 |
|
| 4587 |
4587
Foresight Wealth Management
Draper,
Utah
| $94.2M | – | – | 12.7% | 19.1% | 95 | – | 0 |
|
| 4588 |
4588
Northstar Capital Management
New York
| $94M | -$29.9M | -24% | 16.6% | – | 95 | 25.26% | 0.9 |
|
| 4589 |
4589
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| $93.9M | -$19.6M | -17% | 13.3% | 87.9% | 104 | 10.58% | 0.8 |
|
| 4590 |
MFC
4590
Miramar Fiduciary Corp
Reno,
Nevada
| $93.9M | – | – | 18.9% | – | 17 | – | 0 |
|
| 4591 |
4591
Chessman Wealth Strategies RIA
Dallas,
Texas
| $93.9M | -$19.8M | -17% | 10.4% | – | 209 | 88.04% | 0.7 |
|
| 4592 |
4592
Conrad N. Hilton Foundation
Agoura Hills,
California
| $93.8M | -$47.3M | -33% | 10.5% | – | 5 | 0% | 1 |
|
| 4593 |
7A
4593
734 Agriculture
New York
| $93.8M | -$31.4M | -25% | 12.7% | 23.8% | 1 | 0% | 4.8 |
|
| 4594 |
4594
Avalon Capital Management
Port Of Redwood City,
California
| $93.8M | -$15.7M | -14% | 2.54% | 151% | 63 | 69.84% | 1.3 |
|
| 4595 |
4595
Point72 Europe
London,
United Kingdom
| $93.7M | -$21.8M | -19% | 17.6% | 95.4% | 29 | 62.07% | 0.6 |
|
| 4596 |
4596
Polaris Venture Management Co V
Boston,
Massachusetts
| $93.7M | -$106M | -53% | 40.9% | 281% | 12 | 0% | 3 |
|
| 4597 |
4597
Founders Capital Management (Texas)
Houston,
Texas
| $93.7M | -$27.6M | -23% | 12.1% | 131% | 356 | 17.13% | 1.3 |
|
| 4598 |
4598
Hollow Brook Wealth Management
Katonah,
New York
| $93.7M | -$34.3M | -27% | 13.5% | 92.8% | 56 | 26.79% | 3.2 |
|
| 4599 |
4599
Yorktown Energy Partners X
New York
| $93.6M | -$339M | -78% | 56.5% | 95.9% | 3 | 33.33% | 1.9 |
|
| 4600 |
4600
Lederer & Associates Investment Counsel
Long Beach,
California
| $93.5M | -$24.8M | -21% | 12.9% | 75.5% | 96 | 14.58% | 2.7 |
|