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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%
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2,500
5,000
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 4951 |
VC
4951
Veery Capital
Wilmington,
Delaware
| $172M | +$13.7M | +9% | 5.94% | 57.1% | 73 | 5.48% |
|
| 4952 |
HFA
4952
HC Financial Advisors
Lafayette,
California
| $172M | +$7.55M | +5% | 6.37% | 31.2% | 376 | 11.97% |
|
| 4953 |
LC
4953
Lakehouse Capital
Sydney NSW,
Australia
| $171M | – | – | 11.1% | 47.2% | 12 | – |
|
| 4954 |
TPW
4954
TL Private Wealth
Southlake,
Texas
| $171M | +$8.36M | +5% | 5.58% | 46% | 51 | 9.8% |
|
| 4955 |
JWBC
4955
John W. Brooker & Co
Oakland,
California
| $171M | +$10.5M | +7% | 3.51% | 38.4% | 207 | 20.77% |
|
| 4956 |
AWM
4956
AllSquare Wealth Management
Albany,
New York
| $171M | +$9.54M | +6% | 5.61% | 62.4% | 522 | 6.7% |
|
| 4957 |
TA
4957
TrueWealth Advisors
Birmingham,
Alabama
| $171M | +$17.4M | +11% | 4.66% | 58.5% | 141 | 18.44% |
|
| 4958 |
WG
4958
Watchman Group
Plano,
Texas
| $171M | +$9.06M | +6% | 7.3% | 52.9% | 77 | 6.49% |
|
| 4959 |
TCM
4959
Triumph Capital Management
Denver,
Colorado
| $171M | – | – | 5.65% | 48.6% | 160 | – |
|
| 4960 |
SAM
4960
Seelaus Asset Management
Chatham,
New Jersey
| $171M | +$15.2M | +10% | 5.9% | 122% | 266 | 24.06% |
|
| 4961 |
FS
4961
Ferguson Shapiro
Decatur,
Georgia
| $171M | +$15.6M | +10% | 5.76% | 39.6% | 31 | 29.03% |
|
| 4962 |
TA
4962
Townsend & Associates
Westminster,
Colorado
| $171M | +$17.2M | +11% | 8.02% | 54.1% | 74 | 14.86% |
|
| 4963 |
JFG
4963
Jefferies Financial Group
New York
| $171M | +$15.6M | +10% | 18% | 135% | 5 | 20% |
|
| 4964 |
EA
4964
Elm Advisors
Burlingame,
California
| $171M | +$10.1M | +6% | 6.38% | 50.5% | 87 | 0% |
|
| 4965 |
ACH
4965
Axis Capital Holdings
Pembroke,
| $171M | +$26.8M | +19% | 7.75% | 67% | 3 | 0% |
|
| 4966 |
WA1
4966
Wimmer Associates 1
Pasadena,
California
| $171M | -$13.2M | -7% | 9.3% | 78.9% | 126 | 10.32% |
|
| 4967 |
CGI
4967
Calixto Global Investors
Coral Gables,
Florida
| $170M | -$18.8M | -10% | 10.6% | 180% | 15 | 40% |
|
| 4968 |
GSAM
4968
Grant Street Asset Management
Canonsburg,
Pennsylvania
| $170M | -$11.1M | -6% | 6.91% | 41.6% | 199 | 80.4% |
|
| 4969 |
IF
4969
Insight Folios
Charlotte,
North Carolina
| $170M | +$24.1M | +17% | 7.11% | 32.9% | 80 | 53.75% |
|
| 4970 |
FNWM
4970
Financial Network Wealth Management
Draper,
Utah
| $170M | +$16.9M | +11% | 6.82% | – | 109 | 5.5% |
|
| 4971 |
WSL
4971
Western Standard LLC
Los Angeles,
California
| $170M | +$29.7M | +21% | 14.1% | 83.7% | 42 | 47.62% |
|
| 4972 |
SL
4972
SWMG LLC
Fort Worth,
Texas
| $170M | +$23.7M | +16% | 5.31% | 61.3% | 68 | 27.94% |
|
| 4973 |
DLHL
4973
Donald L. Hagan LLC
Sarasota,
Florida
| $170M | +$17.5M | +11% | 8.65% | 47.9% | 99 | 14.14% |
|
| 4974 |
VIM
4974
VCU Investment Management
Richmond,
Virginia
| $170M | -$19.3M | -10% | 2.39% | – | 8 | 12.5% |
|
| 4975 |
FFG
4975
Fullen Financial Group
Columbus,
Ohio
| $170M | +$13.4M | +9% | 3.98% | 28.4% | 60 | 3.33% |
|