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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4626 |
4626
HMS Capital Management
Nashville,
Tennessee
| $230M | +$17.2M | +8% | 9.74% | 140% | 124 | 10.48% | 2 |
|
| 4627 |
4627
Stagwell Group
Miami Beach,
Florida
| $230M | – | – | 13% | 8.47% | 1 | – | 0 |
|
| 4628 |
4628
Moerus Capital Management
New York
| $230M | +$14.2M | +7% | 5.22% | 220% | 13 | 0% | 2.6 |
|
| 4629 |
4629
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| $230M | +$18.9M | +9% | 11.4% | 62.3% | 71 | 11.27% | 0.8 |
|
| 4630 |
4630
TFG Advisers
Auburn Hills,
Michigan
| $229M | +$22.9M | +11% | 11.6% | 61.8% | 206 | 5.34% | 2.3 |
|
| 4631 |
4631
AlphaCore Capital
La Jolla,
California
| $229M | +$32.1M | +16% | 8.08% | 91.5% | 142 | 38.73% | 1 |
|
| 4632 |
4632
Lapides Asset Management
Greenwich,
Connecticut
| $229M | -$11.9M | -5% | 1.94% | 63% | 86 | 22.09% | 2.8 |
|
| 4633 |
4633
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $229M | +$16.9M | +8% | 3.16% | 34.2% | 53 | 5.66% | 3 |
|
| 4634 |
4634
Portland Investment Counsel
Burlington,
Ontario, Canada
| $229M | +$9.8M | +4% | 2.64% | 108% | 39 | 10.26% | 2.9 |
|
| 4635 |
4635
Kercheville Advisors
San Antonio,
Texas
| $229M | +$18.1M | +9% | 9.46% | 261% | 127 | 18.9% | 0.8 |
|
| 4636 |
4636
Atlas Venture Associates IX
Boston,
Massachusetts
| $229M | -$71.8M | -24% | 23.2% | 89.8% | 7 | 0% | 3.7 |
|
| 4637 |
RG
4637
Retirement Group
San Diego,
California
| $229M | +$11.6M | +5% | 7.6% | 33.7% | 780 | 18.33% | 1.4 |
|
| 4638 |
4638
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| $229M | +$12.7M | +6% | 3.67% | 62.1% | 117 | 35.04% | 0.4 |
|
| 4639 |
4639
SimpliFi Inc
San Diego,
California
| $229M | +$6.26M | +3% | 3.55% | 27.9% | 33 | 24.24% | 1.5 |
|
| 4640 |
4640
Lake Point Wealth Management
Rockwall,
Texas
| $229M | +$11.9M | +5% | 5.85% | – | 507 | 17.16% | 1.8 |
|
| 4641 |
4641
Guinness Atkinson Asset Management
Pasadena,
California
| $229M | +$13.7M | +6% | 12.7% | 148% | 95 | 0% | 4 |
|
| 4642 |
KFO
4642
Kopp Family Office
Bloomington,
Minnesota
| $229M | -$23.2M | -9% | 10.9% | 47.9% | 14 | 0% | 1.3 |
|
| 4643 |
4643
VisionPoint Advisory Group
Dallas,
Texas
| $229M | +$4.5M | +2% | 5.97% | 79.3% | 111 | 22.52% | 1 |
|
| 4644 |
4644
Snow Phipps Group
New York
| $229M | +$100M | +78% | 4.37% | 58% | 2 | 0% | 1.8 |
|
| 4645 |
4645
GSI Capital Advisors
Newport Beach,
California
| $229M | +$28.1M | +14% | 16.4% | 39.7% | 40 | 45% | 0.9 |
|
| 4646 |
4646
Bedford Ridge Capital
New York
| $228M | – | – | 36.1% | – | 1 | – | 0 |
|
| 4647 |
4647
Norway Savings Bank
Portland,
Maine
| $228M | +$15.7M | +7% | 8.43% | 117% | 329 | 9.12% | 3.5 |
|
| 4648 |
CNBT
4648
Cornerstone National Bank & Trust
Palatine,
Illinois
| $228M | +$1.44M | +0.6% | 3.72% | 38.5% | 66 | 10.61% | 1.7 |
|
| 4649 |
4649
Accuvest Global Advisors
Provo,
Utah
| $228M | +$16.2M | +8% | 6.28% | 163% | 134 | 35.07% | 0.8 |
|
| 4650 |
4650
Centerpoint Advisors
Needham,
Massachusetts
| $228M | +$18.1M | +9% | 9.89% | 82.6% | 483 | 39.75% | 1.6 |
|