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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
4751
PCG Wealth Advisors
Overland Park,
Kansas
| $259M | +$29.5M | +13% | 6.23% | 87% | 130 | 14.62% | 1.6 |
|
| 4752 |
4752
Horan Securities
Cincinnati,
United States
| $259M | +$28M | +12% | 6.49% | 50.1% | 140 | 12.14% | 2.9 |
|
| 4753 |
4753
Thomas H. Lee (THL) Partners
Boston,
Massachusetts
| $259M | +$50.7M | +24% | 24.3% | 37.2% | 1 | 0% | 4 |
|
| 4754 |
4754
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| $259M | -$3.76M | -1% | 3.62% | 215% | 194 | 25.26% | 1.3 |
|
| 4755 |
4755
Aubrey Capital Management
Edinburgh,
United Kingdom
| $259M | +$8.93M | +4% | 15.5% | 319% | 76 | 32.89% | 1.4 |
|
| 4756 |
4756
Carmel Capital Partners
San Diego,
California
| $259M | +$22M | +9% | 11.4% | 65.1% | 177 | 13.56% | 1.6 |
|
| 4757 |
4757
GFG Capital
Miami,
Florida
| $259M | -$118M | -31% | 6.93% | 152% | 138 | 32.61% | 2.6 |
|
| 4758 |
4758
Robertson Opportunity Capital
Dallas,
Texas
| $259M | +$33.3M | +15% | 6.59% | 93.4% | 30 | 16.67% | 6.1 |
|
| 4759 |
4759
Running Point Capital Advisors
El Segundo,
California
| $259M | +$16.8M | +7% | 5.43% | 52.1% | 156 | 10.9% | 2.4 |
|
| 4760 |
LIC
4760
Laurus Investment Counsel
Toronto,
Canada
| $259M | +$16.7M | +7% | 10.6% | 14.1% | 42 | 7.14% | 3.2 |
|
| 4761 |
4761
Old West Investment Management
Los Angeles,
California
| $259M | +$31.9M | +14% | 8.77% | 242% | 62 | 12.9% | 2.7 |
|
| 4762 |
4762
Juncture Wealth Strategies
Scottsdale,
Arizona
| $258M | +$19.6M | +8% | 6.9% | 76.5% | 128 | 18.75% | 2.7 |
|
| 4763 |
4763
Hoxton Planning & Management
Shepherdstown,
West Virginia
| $258M | +$43.2M | +20% | 5.67% | 77.8% | 207 | 26.57% | 1.1 |
|
| 4764 |
4764
Arosa Capital Management
Miami Beach,
Florida
| $258M | +$80.8M | +46% | 12.6% | 536% | 48 | 52.08% | 0.5 |
|
| 4765 |
SFMG
4765
Sage Financial Management Group
Mclean,
Virginia
| $258M | +$225M | +684% | 5.68% | 47.3% | 54 | 75.93% | 0.4 |
|
| 4766 |
4766
Keystone Financial Services (Colorado)
Loveland,
Colorado
| $258M | +$16.5M | +7% | 5.66% | 66% | 100 | 16% | 1.7 |
|
| 4767 |
4767
FACT Capital
New York
| $258M | -$22.6M | -8% | 1.31% | 227% | 19 | 21.05% | 1 |
|
| 4768 |
4768
Vitruvian Partners
London,
United Kingdom
| $257M | -$83.2M | -24% | 4.82% | 96.9% | 8 | 25% | 3 |
|
| 4769 |
4769
Hudson Value Partners
Palm Beach,
Florida
| $257M | +$20.9M | +9% | 6.99% | 124% | 103 | 17.48% | 2.4 |
|
| 4770 |
4770
Brown Miller Wealth Management
Mclean,
Virginia
| $257M | +$16.5M | +7% | 6.6% | 102% | 133 | 12.78% | 2.7 |
|
| 4771 |
4771
Royal Harbor Partners
Houston,
Texas
| $257M | +$15.6M | +6% | 5.26% | 54.6% | 54 | 25.93% | 1.7 |
|
| 4772 |
4772
Orion Investment Company
St. Louis,
Missouri
| $257M | +$6.2M | +2% | 1.8% | – | 66 | 3.03% | 0.2 |
|
| 4773 |
4773
Palumbo Wealth Management
Great Neck,
New York
| $257M | +$20.5M | +9% | 7.23% | 115% | 168 | 14.88% | 1.9 |
|
| 4774 |
4774
Compass Advisory Group
Melville,
New York
| $257M | +$32M | +14% | 5.49% | 49.2% | 71 | 4.23% | 2.5 |
|
| 4775 |
4775
Praetorian PR
Rincon,
Puerto Rico
| $257M | -$15.3M | -6% | 1.16% | 80.3% | 17 | 17.65% | 0.8 |
|