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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4976 |
4976
Ducere Wealth Management
Newport Beach,
California
| $333M | +$81.1M | +32% | 23.3% | – | 153 | 29.41% | 0.4 |
|
| 4977 |
JPLA
4977
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $333M | +$52.8M | +19% | 17.4% | 74.3% | 189 | 11.11% | 3.6 |
|
| 4978 |
4978
Steadview Capital Management
London,
United Kingdom
| $333M | +$106M | +47% | 71.1% | 839% | 17 | 47.06% | 1.1 |
|
| 4979 |
4979
Tandem Financial
Greenwood Village,
Colorado
| $332M | +$18.1M | +6% | 9.44% | – | 106 | 8.49% | 0.7 |
|
| 4980 |
4980
Canopy Partners
Cincinnati,
Ohio
| $332M | +$41M | +14% | 19.2% | 108% | 274 | 17.15% | 1.8 |
|
| 4981 |
4981
Master's Wealth Management
Lancaster,
Pennsylvania
| $332M | +$37.1M | +13% | 9.29% | – | 95 | 17.89% | 0.8 |
|
| 4982 |
4982
Gallatin Point Capital
Greenwich,
Connecticut
| $332M | +$94.2M | +40% | 24.8% | – | 3 | 33.33% | 1 |
|
| 4983 |
4983
American Assets Inc
San Diego,
California
| $332M | +$33.8M | +11% | 20.5% | 63.2% | 30 | 60% | 6.1 |
|
| 4984 |
4984
Hidden Lake Asset Management
New York
| $332M | +$1.33M | +0.4% | 121% | 849% | 48 | 91.67% | 0.1 |
|
| 4985 |
4985
Iams Wealth Management
Omaha,
Nebraska
| $332M | +$45.3M | +16% | 10.9% | 57.7% | 205 | 16.59% | 1.6 |
|
| 4986 |
4986
Prodigy Asset Management
Omaha,
Nebraska
| $332M | +$32.5M | +11% | 8.53% | – | 32 | 21.88% | 1.1 |
|
| 4987 |
4987
BCS Private Wealth Management
Rumson,
New Jersey
| $332M | +$2.96M | +0.9% | 12.7% | – | 217 | 28.11% | 0.7 |
|
| 4988 |
4988
Precision Wealth Strategies
Saint Louis,
Missouri
| $332M | +$30.4M | +10% | 32.8% | 106% | 194 | 31.96% | 1.1 |
|
| 4989 |
4989
Legacy Capital Group California
Los Gatos,
California
| $332M | +$69M | +26% | 19.9% | 129% | 333 | 27.03% | 1.6 |
|
| 4990 |
4990
Mayfair Advisory Group
Birmingham,
Alabama
| $332M | +$45.3M | +16% | 11.4% | 71.5% | 194 | 14.43% | 3 |
|
| 4991 |
4991
FDx Advisors
Chicago,
Illinois
| $332M | +$18.4M | +6% | 12.9% | 66.2% | 196 | 15.31% | 3.6 |
|
| 4992 |
4992
Left Brain Wealth Management
Naperville,
Illinois
| $332M | +$77.1M | +30% | 55% | 376% | 119 | 50.42% | 1 |
|
| 4993 |
4993
Argentarii
Cincinnati,
Ohio
| $332M | +$45.6M | +16% | 16.1% | – | 225 | 17.33% | 1 |
|
| 4994 |
SCMS
4994
Serenity Capital Management (Singapore)
Singapore
| $332M | -$82.8M | -20% | 12.6% | 21% | 11 | 9.09% | 1.3 |
|
| 4995 |
4995
Pacifica Partners
Surrey,
Canada
| $332M | +$30.4M | +10% | 23.7% | 127% | 456 | 8.55% | 3.8 |
|
| 4996 |
4996
L.K. Benson & Company
Baltimore,
Maryland
| $332M | +$29M | +10% | 15.6% | – | 120 | 10% | 1.3 |
|
| 4997 |
4997
Long Corridor Asset Management
Hong Kong
| $331M | -$79.8M | -19% | 9.59% | 73.6% | 46 | 47.83% | 0.6 |
|
| 4998 |
4998
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
| $331M | +$47.8M | +17% | 10% | – | 106 | 15.09% | 1.2 |
|
| 4999 |
4999
Goodlander Investment Management
Dallas,
Texas
| $331M | +$42.2M | +15% | 42.4% | – | 20 | 65% | 0.2 |
|
| 5000 |
5000
Flagstar Advisors
New York
| $331M | +$55M | +20% | 32% | 81.9% | 184 | 9.24% | 3.4 |
|