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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4926 |
4926
Red Lighthouse Investment Management
New York
| $245M | -$7.42M | -3% | 2.71% | 71.1% | 113 | 7.96% | 2 |
|
| 4927 |
4927
Greenhaven Road Investment Management
Greenwich,
Connecticut
| $245M | -$380M | -61% | 8.99% | 70.2% | 22 | 31.82% | 1.6 |
|
| 4928 |
4928
Kercheville Advisors
San Antonio,
Texas
| $245M | -$12.4M | -5% | 4.79% | 261% | 105 | 25.71% | 2.4 |
|
| 4929 |
4929
CRCM LP
San Francisco,
California
| $245M | -$646K | -0.3% | 8.97% | – | 7 | 28.57% | 0.5 |
|
| 4930 |
4930
Idaho Trust Bank
Boise,
Idaho
| $245M | +$46.8M | +24% | 0.18% | 50.5% | 106 | 35.85% | 0.6 |
|
| 4931 |
4931
Presidio Capital Management
San Diego,
California
| $245M | +$58.5M | +31% | 0.58% | 56.1% | 87 | 33.33% | 1.2 |
|
| 4932 |
4932
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| $245M | +$11.9M | +5% | 1.72% | 35.4% | 44 | 13.64% | 2.3 |
|
| 4933 |
4933
Kaye Capital Management
El Segundo,
California
| $245M | +$24.5M | +11% | 1.22% | – | 47 | 23.4% | 1.4 |
|
| 4934 |
4934
Northern Right Capital Management
Darien,
Connecticut
| $245M | -$25.5M | -9% | 4.78% | 187% | 28 | 32.14% | 2.2 |
|
| 4935 |
WOCP
4935
White Oak Capital Partners
Singapore
| $245M | +$63.7M | +35% | 3.94% | – | 15 | 6.67% | 0.2 |
|
| 4936 |
4936
Leverty Financial Group
Hudson,
Wisconsin
| $245M | +$48.1M | +24% | 0.57% | 57.3% | 46 | 23.91% | 1.7 |
|
| 4937 |
4937
Orion Investment Company
St. Louis,
Missouri
| $245M | -$6.07M | -2% | 3.71% | – | 69 | 7.25% | 0.7 |
|
| 4938 |
4938
Lazari Capital Management
Woodland Hills,
California
| $245M | -$6.29M | -3% | 3.25% | 145% | 163 | 11.04% | 1.3 |
|
| 4939 |
4939
AmeriFlex Group
Las Vegas,
Nevada
| $245M | +$26.2M | +12% | 1.36% | – | 1,326 | 14.71% | 0.2 |
|
| 4940 |
4940
Investment Management Associates
Greenwood Village,
Colorado
| $244M | +$15.3M | +7% | 9.71% | 50.4% | 29 | 27.59% | 2.6 |
|
| 4941 |
4941
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| $244M | -$1.69M | -0.7% | 0.68% | 61.6% | 84 | 9.52% | 2.3 |
|
| 4942 |
4942
Sachetta
Lynnfield,
Massachusetts
| $244M | -$9.34M | -4% | 2.23% | – | 1,225 | 11.67% | 1.1 |
|
| 4943 |
4943
Elmwood Wealth Management
Berkeley,
California
| $244M | -$4.04M | -2% | 0.46% | 42.1% | 132 | 6.06% | 3.7 |
|
| 4944 |
MP
4944
Mediatel Partners
Fort Worth,
Texas
| $244M | +$1.52M | +0.6% | 1.16% | 11.6% | 3 | 0% | 8.8 |
|
| 4945 |
4945
Leisure Capital Management
Costa Mesa,
California
| $244M | -$11.6M | -5% | 2.62% | 111% | 150 | 15.33% | 5.2 |
|
| 4946 |
4946
Invesco LLC (Illinois)
Des Plaines,
Illinois
| $243M | -$7.61M | -3% | 2% | 122% | 163 | 27.61% | 1.5 |
|
| 4947 |
4947
Northwest Capital Management
Lake Oswego,
Oregon
| $243M | +$10.1M | +4% | 0.56% | 57% | 447 | 3.36% | 2.2 |
|
| 4948 |
FP
4948
FFG Partners
Fort Lauderdale,
Florida
| $243M | -$42.4M | -15% | 0.3% | 277% | 37 | 45.95% | 0.8 |
|
| 4949 |
4949
FullCircle Wealth
Dallas,
Texas
| $243M | -$1.53M | -0.6% | 0.12% | – | 267 | 26.22% | 0.5 |
|
| 4950 |
4950
One Degree Advisors
San Diego,
California
| $243M | -$2.97M | -1% | 0.87% | 54.1% | 64 | 7.81% | 1 |
|