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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4951 |
4951
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| $178M | -$50.2M | -22% | 2.56% | 167% | 55 | 47.27% | 1.7 |
|
| 4952 |
4952
Fusion Capital
Mt. Pleasant,
South Carolina
| $178M | -$1.39M | -0.8% | 1.64% | 108% | 74 | 2.7% | 2.6 |
|
| 4953 |
4953
Metavasi Capital
Larchmont,
New York
| $178M | +$24.1M | +16% | 17.3% | 840% | 38 | 55.26% | 0.6 |
|
| 4954 |
4954
Allegiance Financial Group Advisory Services
Vienna,
Virginia
| $178M | +$7.43M | +4% | 2.94% | 62.6% | 68 | 2.94% | 0.7 |
|
| 4955 |
4955
Harbor Group
Bedford,
New Hampshire
| $178M | -$3.17M | -2% | 3.9% | 43% | 71 | 15.49% | 1.8 |
|
| 4956 |
4956
Ardent Capital Management
Cincinnati,
Ohio
| $177M | +$14.4M | +9% | 2.25% | 87.2% | 45 | 35.56% | 0.7 |
|
| 4957 |
4957
Solitude Financial Services
Charlottesville,
Virginia
| $177M | +$721K | +0.4% | 2.74% | 62.4% | 49 | 4.08% | 2.1 |
|
| 4958 |
4958
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| $177M | +$10.9M | +7% | 2.16% | 62% | 291 | 20.96% | 2.3 |
|
| 4959 |
4959
RFG Holdings
Argyle,
Texas
| $177M | +$51.4M | +41% | 0.68% | 74.2% | 28 | 50% | 1.1 |
|
| 4960 |
MS
4960
Madden Securities
Dallas,
Texas
| $177M | -$18.4M | -9% | 3.72% | 108% | 94 | 17.02% | 2.6 |
|
| 4961 |
ACM
4961
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| $177M | +$51.3M | +41% | 0.51% | 1,745% | 13 | 46.15% | 0.4 |
|
| 4962 |
4962
Kure Advisory
Plymouth,
Minnesota
| $177M | – | – | 2.39% | – | 102 | – | 0 |
|
| 4963 |
4963
Carmel Capital Management
Carmel,
California
| $177M | -$15.9M | -8% | 3.7% | 247% | 34 | 11.76% | 1.6 |
|
| 4964 |
4964
Adaptive Financial Consulting
Beachwood,
Ohio
| $177M | -$1.67M | -0.9% | 3.58% | 33.4% | 18 | 0% | 3.3 |
|
| 4965 |
4965
Vishria Bird Financial Group
Memphis,
Tennessee
| $176M | +$8.26M | +5% | 1.36% | 74.3% | 56 | 3.57% | 3 |
|
| 4966 |
CIA
4966
Cape Investment Advisory
Mcdonough,
Georgia
| $176M | -$2.62M | -1% | 2.7% | 72.5% | 952 | 6.72% | 0.5 |
|
| 4967 |
4967
Tejara Capital
London,
United Kingdom
| $176M | -$26.7M | -13% | 8.53% | 17.3% | 86 | 44.19% | 0.5 |
|
| 4968 |
4968
Toronado Partners
San Francisco,
California
| $176M | -$54.3M | -24% | 5.74% | 158% | 12 | 8.33% | 2.5 |
|
| 4969 |
4969
Union Heritage Capital
Bloomfield Hills,
Michigan
| $176M | -$8.39M | -5% | 3.13% | 82.1% | 52 | 1.92% | 2.4 |
|
| 4970 |
4970
Forefront Analytics
West Conshohocken,
Pennsylvania
| $176M | +$1.04M | +0.6% | 4.95% | 50.9% | 71 | 14.08% | 3.4 |
|
| 4971 |
4971
AlphaCentric Advisors
San Juan,
Puerto Rico
| $176M | -$3.89M | -2% | 5.2% | – | 256 | 17.58% | 0.8 |
|
| 4972 |
4972
InceptionR
Lafayette,
California
| $176M | -$11.2M | -6% | 3.52% | 62.9% | 612 | 74.35% | 0.2 |
|
| 4973 |
4973
Investment Research & Advisory Group
Atlanta,
Georgia
| $176M | +$3.44M | +2% | 3.21% | 105% | 236 | 13.56% | 2.3 |
|
| 4974 |
CAGAS
4974
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| $176M | +$36.4M | +26% | 2.12% | 54.8% | 151 | 49.01% | 1.7 |
|
| 4975 |
4975
Kinsale Capital Group
Richmond,
Virginia
| $176M | +$10.9M | +7% | 2.78% | 70.9% | 34 | 0% | 0.7 |
|