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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
4601
Financial Partners Group (Tennessee)
Gallatin,
Tennessee
| $258M | -$868K | -0.3% | 1.23% | – | 98 | 4.08% | 1.1 |
|
| 4602 |
4602
Kepos Capital
New York
| $258M | -$130M | -34% | 4.5% | 21.1% | 283 | 28.27% | 1.7 |
|
| 4603 |
4603
Alpha DNA Investment Management
Columbia,
Maryland
| $257M | -$13.3M | -5% | 4.28% | 134% | 259 | 47.88% | 0.6 |
|
| 4604 |
4604
Savoir Faire Capital Management
Norwalk,
Connecticut
| $257M | +$40.2M | +19% | 6.56% | 1.22% | 66 | 39.39% | 0.5 |
|
| 4605 |
4605
Adamsbrown Wealth Consultants
Wichita,
Kansas
| $257M | +$9.8M | +4% | 0.74% | 60.6% | 89 | 13.48% | 1.8 |
|
| 4606 |
4606
Carmel Capital Management
Carmel,
California
| $257M | +$13.3M | +5% | 8.68% | 265% | 30 | 10% | 2.4 |
|
| 4607 |
4607
Socorro Asset Management
Dallas,
Texas
| $257M | -$4.92M | -2% | 0.63% | 43.8% | 32 | 3.13% | 2.4 |
|
| 4608 |
4608
Eos Management LP
New York
| $257M | +$14.4M | +6% | 8.54% | 149% | 45 | 15.56% | 2.8 |
|
| 4609 |
4609
Privium Fund Management (UK)
London,
United Kingdom
| $257M | +$55M | +27% | 2.3% | 37.1% | 187 | 65.24% | 0.4 |
|
| 4610 |
4610
High Ground Investment Management
London,
United Kingdom
| $256M | +$48.1M | +23% | 6.21% | 25.9% | 11 | 9.09% | 1 |
|
| 4611 |
4611
Dodds Wealth
Greenwood Village,
Colorado
| $256M | +$10.2M | +4% | 0.3% | – | 59 | 8.47% | 0.5 |
|
| 4612 |
4612
Cutler Capital Management
Worcester,
Massachusetts
| $256M | +$1.75M | +0.7% | 0.85% | 39.7% | 115 | 6.09% | 3.1 |
|
| 4613 |
SHFA
4613
SS&H Financial Advisors
Troy,
Michigan
| $256M | +$16M | +7% | 5.17% | – | 122 | 8.2% | 2 |
|
| 4614 |
BCM
4614
Birmingham Capital Management
Birmingham,
Alabama
| $256M | -$15.7M | -6% | 1.52% | 103% | 108 | 6.48% | 8.4 |
|
| 4615 |
4615
Triumph Capital Management
Denver,
Colorado
| $256M | +$10.8M | +4% | 0.46% | 55.5% | 284 | 36.27% | 1.1 |
|
| 4616 |
4616
Corundum Group
Colorado Springs,
Colorado
| $256M | +$48.6M | +23% | 2.71% | 80.5% | 102 | 4.9% | 4.4 |
|
| 4617 |
4617
Brooklyn FI
New York
| $256M | +$12.8M | +5% | 0.9% | 54.7% | 63 | 17.46% | 1.5 |
|
| 4618 |
4618
Seven Springs Wealth Group
Brentwood,
Tennessee
| $256M | -$4.71M | -2% | 0.56% | 59.2% | 64 | 6.25% | 3.1 |
|
| 4619 |
4619
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $256M | +$18.2M | +8% | 1.56% | 63.9% | 139 | 7.19% | 5.4 |
|
| 4620 |
4620
Continental General Insurance Company
Austin,
Texas
| $256M | -$128M | -33% | 24.5% | 188% | 7 | 14.29% | 0.9 |
|
| 4621 |
4621
Warther Private Wealth
Akron,
Ohio
| $255M | +$31.4M | +14% | 6.23% | 94.1% | 96 | 52.08% | 0.9 |
|
| 4622 |
4622
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| $255M | +$14.4M | +6% | 0.37% | 78% | 165 | 8.48% | 1.9 |
|
| 4623 |
4623
Cabot-Wellington
Boston,
Massachusetts
| $255M | -$2.27M | -0.9% | 1.66% | 65% | 4 | 0% | 4.9 |
|
| 4624 |
4624
Thames Capital Management
Roseland,
New Jersey
| $255M | +$15.1M | +6% | 6.69% | 1,177% | 28 | 25% | 2.3 |
|
| 4625 |
4625
Vienna Insurance Group
Warsaw,
Poland
| $255M | +$209K | +0.1% | 1.75% | 188% | 97 | 5.15% | 1.4 |
|