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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4676 |
4676
Intergy Private Wealth
Colorado Springs,
Colorado
| $204M | +$25.5M | +14% | 6.07% | 73.8% | 75 | 10.67% | 1 |
|
| 4677 |
4677
Aisling Capital Management
New York
| $204M | -$3.68M | -2% | 1.31% | 793% | 16 | 0% | 3.2 |
|
| 4678 |
4678
Royal Harbor Partners
Houston,
Texas
| $204M | +$17.7M | +10% | 4.09% | 49.5% | 78 | 12.82% | 1.6 |
|
| 4679 |
4679
MPM Asset Management
Boston,
Massachusetts
| $204M | -$36.1M | -15% | 1.79% | 5.89% | 10 | 30% | 2.3 |
|
| 4680 |
4680
Allred Capital Management
Dallas,
Texas
| $204M | +$15.1M | +8% | 6.26% | 73.5% | 167 | 11.38% | 3.4 |
|
| 4681 |
4681
Tenere Capital
New York
| $204M | +$12.5M | +7% | 9.24% | 131% | 32 | 34.38% | 0.6 |
|
| 4682 |
WCM
4682
Wunderlich Capital Managemnt
Memphis,
Tennessee
| $204M | +$11.5M | +6% | 7.85% | 33.6% | 97 | 15.46% | 4.4 |
|
| 4683 |
4683
Algebris (UK)
London,
United Kingdom
| $204M | -$45.4M | -18% | 2.22% | 24.5% | 46 | 26.09% | 0.8 |
|
| 4684 |
4684
Iron Horse Wealth Management
Johston,
Iowa
| $204M | +$3.36M | +2% | 2.4% | 29.1% | 359 | 11.7% | 1.2 |
|
| 4685 |
CCM
4685
Consolidated Capital Management
Burbank,
California
| $204M | +$17.9M | +10% | 12.7% | 166% | 49 | 2.04% | 2.8 |
|
| 4686 |
4686
Performa Ltd (US)
Charleston,
South Carolina
| $203M | +$12.3M | +6% | 6.52% | 55.8% | 83 | 12.05% | 1.6 |
|
| 4687 |
4687
Eclectic Associates
Fullerton,
California
| $203M | +$8.37M | +4% | 3.81% | 53.8% | 84 | 3.57% | 1.8 |
|
| 4688 |
4688
Foresite Capital Management IV
Larkspur,
California
| $203M | +$10.7M | +6% | 27.4% | 151% | 8 | 12.5% | 2.4 |
|
| 4689 |
4689
Eads & Heald Wealth Management
Atlanta,
Georgia
| $203M | +$1.52M | +0.8% | 6.57% | 84.4% | 151 | 8.61% | 6.6 |
|
| 4690 |
4690
Invesco LLC (Illinois)
Des Plaines,
Illinois
| $203M | – | – | 8.98% | 122% | 161 | – | 0 |
|
| 4691 |
4691
Global Financial Private Client
Sarasota,
Florida
| $203M | +$9.35M | +5% | 6.08% | 100% | 709 | 8.46% | 2.6 |
|
| 4692 |
4692
Valley Forge Investment Consultants
Audubon,
Pennsylvania
| $203M | +$10.2M | +5% | 5.95% | 61.9% | 72 | 4.17% | 2.1 |
|
| 4693 |
4693
Tejara Capital
London,
United Kingdom
| $203M | +$7.77M | +4% | 3.43% | 17.3% | 96 | 42.71% | 0.4 |
|
| 4694 |
CCC
4694
Chelsea Counsel Company
Los Angeles,
California
| $203M | -$2.78M | -1% | 5.24% | 106% | 162 | 8.02% | 2.8 |
|
| 4695 |
4695
Provident Wealth Management
Brentwood,
Tennessee
| $203M | +$7.68M | +4% | 4.93% | 61.1% | 101 | 11.88% | 2.1 |
|
| 4696 |
4696
Atlantic Investment Management
New York
| $203M | +$17.7M | +10% | 9.05% | 28.8% | 11 | 36.36% | 1.5 |
|
| 4697 |
4697
Maytus Capital Management
New York
| $203M | +$47.8M | +31% | 17.3% | 442% | 68 | 67.65% | 0.4 |
|
| 4698 |
4698
Richmond Hill Investments
New York
| $203M | +$5.35M | +3% | 4.45% | 55.2% | 5 | 0% | 4.9 |
|
| 4699 |
4699
Amitell Capital
Singapore
| $203M | +$106M | +110% | 7.01% | 196% | 40 | 32.5% | 0.5 |
|
| 4700 |
CPA
4700
Capital Performance Advisors
Walnut Creek,
California
| $203M | +$16.6M | +9% | 6.25% | 71% | 59 | 10.17% | 1.1 |
|