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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4651 |
4651
Grey Fox Wealth Advisors
Rockland,
Delaware
| $199M | +$5.11M | +3% | 3.52% | 41.9% | 105 | 10.48% | 0.6 |
|
| 4652 |
4652
Greenhaven Road Investment Management
Greenwich,
Connecticut
| $199M | +$1.93M | +1% | 5.36% | 70.2% | 36 | 30.56% | 1.6 |
|
| 4653 |
4653
Cota Capital Management
San Francisco,
California
| $199M | -$286K | -0.1% | 3.09% | 46% | 13 | 30.77% | 2.4 |
|
| 4654 |
4654
Vesa Equity Investment
Luxembourg
| $199M | -$112M | -36% | 36% | 2.97% | 1 | 0% | 2.8 |
|
| 4655 |
4655
Newbridge Financial Services Group
Boca Raton,
Florida
| $199M | -$5.53M | -3% | 3.12% | 189% | 1,431 | 15.65% | 2.1 |
|
| 4656 |
4656
Davide Leone & Partners Investment Company
London,
United Kingdom
| $199M | -$176M | -47% | 6.41% | 64.1% | 8 | 62.5% | 1.4 |
|
| 4657 |
4657
Oxler Private Wealth
Rye Brook,
New York
| $199M | -$11.1M | -5% | 3.26% | 119% | 90 | 1.11% | 2.4 |
|
| 4658 |
4658
Monterey Private Wealth
Monterey,
California
| $199M | -$7.52M | -4% | 3.61% | 29.8% | 105 | 10.48% | 2.8 |
|
| 4659 |
4659
FSM Wealth Advisors
Cleveland,
Ohio
| $199M | -$570K | -0.3% | 3.11% | 68.4% | 173 | 21.39% | 1 |
|
| 4660 |
4660
Boothe Investment Group
Dover,
Delaware
| $199M | +$9.9M | +5% | 2.81% | 75.6% | 37 | 18.92% | 1.7 |
|
| 4661 |
4661
Invesco LLC (Illinois)
Des Plaines,
Illinois
| $199M | -$4.8M | -2% | 1% | 122% | 164 | 10.98% | 0.2 |
|
| 4662 |
SFA
4662
Spectrum Financial Alliance
Nicholasville,
Kentucky
| $198M | -$12M | -6% | 6.01% | 187% | 15 | 20% | 2.8 |
|
| 4663 |
4663
Townsend Asset Management
Raleigh,
North Carolina
| $198M | -$10.5M | -5% | 3.57% | 88.5% | 205 | 10.73% | 2.9 |
|
| 4664 |
4664
BigSur Wealth Management
Miami,
Florida
| $198M | -$10.9M | -5% | 2.42% | 94.8% | 126 | 12.7% | 3.8 |
|
| 4665 |
4665
Beech Hill Advisors
New York
| $198M | -$7.4M | -4% | 3.78% | 105% | 89 | 5.62% | 4.5 |
|
| 4666 |
4666
First Bankers Trust
Louisville,
Kentucky
| $198M | -$5.97M | -3% | 3.41% | 78.9% | 120 | 6.67% | 6.8 |
|
| 4667 |
CC
4667
Corton Capital
Carrying Place,
Ontario, Canada
| $198M | -$14.9M | -7% | 4.08% | 225% | 567 | 52.91% | 0.4 |
|
| 4668 |
4668
Old West Investment Management
Los Angeles,
California
| $198M | +$7.03M | +4% | 7.83% | 242% | 47 | 21.28% | 3.3 |
|
| 4669 |
4669
Reston Wealth Management
Reston,
Virginia
| $198M | -$12.1M | -6% | 3.58% | 66.4% | 55 | 20% | 3.2 |
|
| 4670 |
4670
MTM Investment Management
Spartanburg,
South Carolina
| $198M | -$6.82M | -3% | 2.9% | 87.7% | 266 | 6.77% | 2.3 |
|
| 4671 |
ITIM
4671
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $198M | +$2.12M | +1% | 3.29% | 114% | 451 | 77.61% | 1.7 |
|
| 4672 |
SGH
4672
Sivik Global Healthcare
Greenwich,
Connecticut
| $198M | -$230M | -54% | 7.37% | 83.8% | 45 | 31.11% | 2.5 |
|
| 4673 |
SC
4673
Schulhoff & Co
Cincinnati,
Ohio
| $198M | -$17.2M | -8% | 3.57% | 51.8% | 123 | 6.5% | 7.2 |
|
| 4674 |
4674
Bridge City Capital
Lake Oswego,
Oregon
| $198M | -$13.4M | -6% | 3% | 120% | 102 | 12.75% | 4 |
|
| 4675 |
4675
Madison Wealth Partners
Madison,
Wisconsin
| $198M | -$16.3M | -8% | 3.93% | 66.9% | 97 | 7.22% | 1.8 |
|