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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
Magnitude Capital
New York
| $287M | -$4.68M | -2% | 1.6% | – | 1 | 0% | 1 |
|
| 4577 |
4577
Mount Lucas Management
Newtown,
Pennsylvania
| $287M | -$6.85M | -2% | 1.04% | 109% | 152 | 15.79% | 1.1 |
|
| 4578 |
4578
Cutler Capital Management
Worcester,
Massachusetts
| $287M | +$4.36M | +2% | 0.85% | 39.7% | 122 | 9.84% | 3.2 |
|
| 4579 |
4579
Seascape Capital Management
Portsmouth,
New Hampshire
| $287M | +$6.64M | +2% | 4.38% | 111% | 102 | 7.84% | 3 |
|
| 4580 |
4580
Lansing Street Advisors
Ambler,
Pennsylvania
| $287M | +$15.3M | +6% | 0.39% | – | 136 | 20.59% | 1.5 |
|
| 4581 |
WFI
4581
West Family Investments
Carlsbad,
California
| $287M | -$6.75M | -2% | 1.28% | 116% | 318 | 18.55% | 1.7 |
|
| 4582 |
4582
Morton Brown Family Wealth
Allentown,
Pennsylvania
| $287M | +$5.55M | +2% | 2.01% | 54.5% | 295 | 12.2% | 1.6 |
|
| 4583 |
4583
Morling Financial Advisors
Fremont,
California
| $287M | +$24.4M | +9% | 2.41% | 97.6% | 124 | 21.77% | 1.6 |
|
| 4584 |
4584
Cornell Pochily Investment Advisors
Ithaca,
New York
| $286M | -$1.59M | -0.6% | 1.88% | 97% | 181 | 11.05% | 4.8 |
|
| 4585 |
4585
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $286M | -$557K | -0.2% | 2.41% | 40.3% | 148 | 9.46% | 2.7 |
|
| 4586 |
4586
Maytus Capital Management
New York
| $286M | +$1.79M | +0.6% | 11% | 442% | 77 | 71.43% | 0.3 |
|
| 4587 |
4587
TTP Investments
San Jose,
California
| $286M | -$4.82M | -2% | 5.89% | 232% | 37 | 13.51% | 1.8 |
|
| 4588 |
4588
Auour Investments
Woburn,
Massachusetts
| $286M | +$6.07M | +2% | 1.61% | 39.2% | 86 | 10.47% | 1.3 |
|
| 4589 |
4589
Red Wave Investments
Dillsburg,
Pennsylvania
| $286M | -$934K | -0.3% | 0.48% | 58% | 114 | 11.4% | 3.1 |
|
| 4590 |
4590
Custos Family Office
Austin,
Texas
| $286M | +$9.8M | +4% | 1.68% | 57.4% | 71 | 23.94% | 1.3 |
|
| 4591 |
4591
Three Bridge Wealth Advisors
Los Altos,
California
| $286M | +$14.5M | +5% | 4.13% | 162% | 97 | 14.43% | 2 |
|
| 4592 |
4592
Centerpoint Advisors
Needham,
Massachusetts
| $286M | -$2.06M | -0.7% | 1.62% | 82.6% | 498 | 10.04% | 3.1 |
|
| 4593 |
4593
Vishria Bird Financial Group
Memphis,
Tennessee
| $285M | +$21.7M | +8% | 5.55% | 74.3% | 83 | 6.02% | 3 |
|
| 4594 |
FP
4594
FFG Partners
Fort Lauderdale,
Florida
| $285M | -$3.51M | -1% | 6.13% | 277% | 33 | 18.18% | 0.7 |
|
| 4595 |
AIC
4595
Anthracite Investment Company
Fort Worth,
Texas
| $285M | +$59.8M | +26% | 7.3% | – | 111 | 42.34% | 0.6 |
|
| 4596 |
4596
Global View Capital Management
Waukesha,
Wisconsin
| $285M | – | – | 2.24% | – | 122 | – | 0 |
|
| 4597 |
4597
Phraction Management
Colchester,
Connecticut
| $285M | +$2.45M | +0.9% | 0.57% | 106% | 75 | 13.33% | 1.9 |
|
| 4598 |
4598
Lightrock Netherlands
Utrecht,
Netherlands
| $285M | – | – | 3.49% | – | 38 | – | 0 |
|
| 4599 |
4599
Truffle Hound Capital
Bethesda,
Maryland
| $285M | – | – | 8.99% | – | 52 | – | 0 |
|
| 4600 |
4600
Hendley & Co
Zanesville,
Ohio
| $285M | -$1.76M | -0.6% | 1.79% | 64.9% | 59 | 11.86% | 5.4 |
|