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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4876 |
4876
TL Private Wealth
Southlake,
Texas
| $177M | +$5.05M | +3% | 5.08% | 50.6% | 47 | 8.51% | 2.8 |
|
| 4877 |
4877
Half Sky Capital (UK)
London,
United Kingdom
| $177M | +$20.3M | +13% | 18.1% | 13% | 11 | 45.45% | 0.8 |
|
| 4878 |
4878
Blue Door Asset Management
Stamford,
Connecticut
| $176M | +$65.3M | +59% | 9.07% | 127% | 31 | 54.84% | 0.6 |
|
| 4879 |
4879
ICW Investment Advisors
Scottsdale,
Arizona
| $176M | +$9.6M | +6% | 2.84% | 58.6% | 128 | 3.13% | 2.9 |
|
| 4880 |
4880
Vantage Consulting Group
Virginia Beach,
Virginia
| $176M | +$6.73M | +4% | 0.8% | 261% | 239 | 14.64% | 1.5 |
|
| 4881 |
4881
West Michigan Advisors
Holland,
Michigan
| $176M | +$38.7M | +28% | 4.61% | 86.6% | 160 | 25.63% | 0.8 |
|
| 4882 |
4882
Susquehanna International Group (Ireland)
Dublin,
Ireland
| $176M | -$46.8M | -21% | 8.13% | 5.26% | 73 | 64.38% | 0.4 |
|
| 4883 |
4883
Hudson Value Partners
Palm Beach,
Florida
| $176M | +$13M | +8% | 7.85% | 124% | 108 | 8.33% | 1.8 |
|
| 4884 |
4884
Meros Investment Management
Dallas,
Texas
| $176M | +$6.45M | +4% | 7.92% | 102% | 38 | 5.26% | 1 |
|
| 4885 |
4885
CJM Wealth Advisers
Falls Church,
Virginia
| $176M | +$13.1M | +8% | 4.24% | 76.8% | 59 | 8.47% | 1.1 |
|
| 4886 |
4886
Exane Asset Management
Paris,
France
| $176M | +$19.8M | +13% | 8.68% | 74.5% | 15 | 73.33% | 0.5 |
|
| 4887 |
4887
P&S Credit Management
New York
| $175M | +$115M | +190% | 0.14% | – | 15 | 33.33% | 0.2 |
|
| 4888 |
GWA
4888
GGM Wealth Advisors
Baltimore,
Maryland
| $175M | -$18.7M | -10% | 2.99% | 25.9% | 139 | 60.43% | 1.5 |
|
| 4889 |
4889
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $175M | +$2.17M | +1% | 5.6% | 40.3% | 120 | 12.5% | 1.9 |
|
| 4890 |
HH
4890
HWG Holdings
Houston,
Texas
| $175M | +$20.7M | +13% | 17.1% | – | 137 | 30.66% | 2.2 |
|
| 4891 |
4891
Armor Investment Advisors
Raleigh,
North Carolina
| $175M | +$10.6M | +6% | 5.44% | 62% | 180 | 8.33% | 3.8 |
|
| 4892 |
MAM
4892
Milestone Asset Management
Pittsburgh,
Pennsylvania
| $175M | +$6.92M | +4% | 3.89% | 64.4% | 90 | 41.11% | 0.2 |
|
| 4893 |
4893
Burrus Financial Services
Salt Lake City,
Utah
| $175M | +$2.4M | +1% | 3.67% | 31.3% | 11 | 27.27% | 0.8 |
|
| 4894 |
4894
Northpond Ventures
Bethesda,
Maryland
| $175M | -$9.37M | -5% | 15.7% | 67.3% | 6 | 33.33% | 1 |
|
| 4895 |
4895
Carmel Capital Management
Carmel,
California
| $175M | +$12.8M | +8% | 10.9% | 247% | 35 | 5.71% | 1.2 |
|
| 4896 |
4896
Beta Wealth Group
San Diego,
California
| $175M | +$25.8M | +17% | 6.08% | 45.4% | 115 | 27.83% | 1.2 |
|
| 4897 |
4897
City State Bank
Norwalk,
Iowa
| $175M | +$12.3M | +8% | 4.44% | 79.1% | 701 | 9.27% | 1.1 |
|
| 4898 |
4898
BTS Asset Management
Lincoln,
Massachusetts
| $175M | -$53.3M | -23% | 2.02% | 8.8% | 48 | 27.08% | 1 |
|
| 4899 |
BIMC
4899
Benson Investment Management Company
Roanoke,
Virginia
| $175M | +$5.41M | +3% | 4.9% | 99.8% | 62 | 45.16% | 1.6 |
|
| 4900 |
4900
Fusion Capital
Mt. Pleasant,
South Carolina
| $175M | +$5.11M | +3% | 6.06% | 108% | 81 | 18.52% | 2.2 |
|