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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4726 |
4726
Highland Financial Advisors
Wayne,
New Jersey
| $193M | -$896K | -0.5% | 3.37% | 70% | 45 | 4.44% | 1 |
|
| 4727 |
ECG
4727
EPIQ Capital Group
San Francisco,
California
| $193M | -$5.32M | -3% | 3.06% | 6.25% | 58 | 13.79% | 2.5 |
|
| 4728 |
4728
Miller Equity Capital Advisors
Irving,
Texas
| $193M | -$4.16M | -2% | 4.14% | 23.7% | 50 | 2% | 3.3 |
|
| 4729 |
4729
Intrepid Financial Planning Group
Carmel,
Indiana
| $193M | -$15.4M | -7% | 2.72% | 92.5% | 130 | 14.62% | 1 |
|
| 4730 |
4730
Stiles Financial Services
Edina,
Minnesota
| $193M | -$8.45M | -4% | 3.15% | 144% | 198 | 14.65% | 1.4 |
|
| 4731 |
4731
Forest Hill Capital
Little Rock,
Arkansas
| $193M | -$18.1M | -9% | 0.55% | 112% | 48 | 8.33% | 3.9 |
|
| 4732 |
IP
4732
Isomer Partners
New York
| $193M | -$6.53M | -3% | 3.28% | 57.2% | 18 | 27.78% | 1.1 |
|
| 4733 |
4733
Prevail Innovative Wealth Advisors
Leawood,
Kansas
| $193M | +$10.3M | +6% | 2.07% | 31.3% | 171 | 66.67% | 0.1 |
|
| 4734 |
4734
Peregrine Asset Advisers
Portland,
Oregon
| $193M | +$62.3M | +48% | 0.53% | 182% | 169 | 66.27% | 1.4 |
|
| 4735 |
4735
Platinum Equity
Beverly Hills,
California
| $193M | +$6.49M | +3% | 3.95% | 52.7% | 7 | 0% | 1.4 |
|
| 4736 |
4736
Alight Capital Management
New York
| $193M | -$71.8M | -27% | 0.33% | 466% | 63 | 52.38% | 0.6 |
|
| 4737 |
OCM
4737
Ogborne Capital Management
San Francisco,
California
| $193M | -$29.7M | -13% | 2.7% | 251% | 9 | 11.11% | 1 |
|
| 4738 |
4738
Investment Advisory Group
Hanover,
Massachusetts
| $192M | -$2.88M | -1% | 3.43% | 61.6% | 152 | 8.55% | 1.4 |
|
| 4739 |
LWMM
4739
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| $192M | -$7M | -4% | 3.75% | 105% | 77 | 10.39% | 2.8 |
|
| 4740 |
4740
Excalibur Management
Waltham,
Massachusetts
| $192M | -$4.01M | -2% | 3.18% | 81.7% | 162 | 8.02% | 4.8 |
|
| 4741 |
HM
4741
Harvest Management
New York
| $192M | +$76.3M | +66% | 12% | 610% | 69 | 63.77% | 0.5 |
|
| 4742 |
4742
Seneca House Advisors
Richmond,
Virginia
| $192M | -$8.45M | -4% | 3.58% | 58.2% | 85 | 16.47% | 3.6 |
|
| 4743 |
4743
Congress Park Capital
Saratoga Springs,
New York
| $192M | -$8.1M | -4% | 1.2% | 99.9% | 133 | 14.29% | 3.3 |
|
| 4744 |
4744
First County Bank
Stamford,
Connecticut
| $192M | -$13.9M | -7% | 3.15% | 101% | 172 | 8.14% | 0.7 |
|
| 4745 |
4745
Royal Harbor Partners
Houston,
Texas
| $192M | -$11.9M | -6% | 3.43% | 54.6% | 77 | 45.45% | 1.8 |
|
| 4746 |
4746
Truvestments Capital
Sarasota,
Florida
| $192M | -$8.9M | -4% | 4.61% | 131% | 730 | 11.64% | 1.7 |
|
| 4747 |
4747
Clear Sky Carbon Solutions Investment Management
Bellaire,
Texas
| $192M | -$121M | -39% | 1.67% | – | 65 | 43.08% | 0.7 |
|
| 4748 |
4748
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $192M | -$612K | -0.3% | 2.06% | 207% | 40 | 7.5% | 3.9 |
|
| 4749 |
ACM
4749
Altium Capital Management
New York
| $192M | +$59.6M | +45% | 4.3% | – | 90 | 44.44% | 0.7 |
|
| 4750 |
4750
Richmond Hill Investments
New York
| $192M | -$11.1M | -5% | 0.94% | 55.2% | 5 | 20% | 5.6 |
|