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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
Half Sky Capital (UK)
London,
United Kingdom
| $200M | -$70.4M | -26% | 16.4% | 13% | 7 | 28.57% | 0.8 |
|
| 4977 |
4977
Round Hill Asset Management
Pasadena,
California
| $199M | +$125K | +0.1% | 2.9% | 43.2% | 58 | 3.45% | 3.9 |
|
| 4978 |
4978
Truvestments Capital
Sarasota,
Florida
| $199M | +$17.9M | +10% | 10.2% | 131% | 680 | 17.79% | 1.3 |
|
| 4979 |
4979
Hixon Zuercher
Findlay,
Ohio
| $199M | +$28M | +16% | 12.5% | 101% | 63 | 7.94% | 1.5 |
|
| 4980 |
4980
Value Star Asset Management
Hong Kong
| $199M | +$46.3M | +30% | – | – | 36 | 58.33% | 0.3 |
|
| 4981 |
4981
X-Square Capital
Guaynabo,
Puerto Rico
| $199M | +$5.57M | +3% | 6.37% | 158% | 162 | 10.49% | 1.6 |
|
| 4982 |
4982
Rede Wealth
Charlottesville,
Virginia
| $199M | +$11.3M | +6% | 9.58% | 84.4% | 112 | 8.04% | 0.9 |
|
| 4983 |
4983
Madison Wealth Partners
Madison,
Wisconsin
| $199M | +$21.6M | +12% | 8.45% | 66.9% | 79 | 10.13% | 0.8 |
|
| 4984 |
FAG
4984
Fortitude Advisory Group
Gig Harbor,
Washington
| $199M | – | – | 7.93% | 142% | 1,574 | – | 0 |
|
| 4985 |
CL
4985
COWA LLC
Tulsa,
Oklahoma
| $199M | +$24M | +14% | 6.2% | 67.7% | 152 | 23.68% | 0.7 |
|
| 4986 |
PCMK
4986
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $199M | +$8.41M | +4% | 12.3% | 87.5% | 60 | 15% | 5.3 |
|
| 4987 |
SWMG
4987
Signature Wealth Management Group
Atlanta,
Georgia
| $198M | +$18.3M | +10% | 8.65% | – | 84 | 11.9% | 2.4 |
|
| 4988 |
PK
4988
Pflug Koory
Omaha,
Nebraska
| $198M | +$15.3M | +8% | 10.7% | – | 480 | 6.46% | 3.5 |
|
| 4989 |
4989
Orser Capital Management
Southlake,
Texas
| $198M | +$16.8M | +9% | 11% | 128% | 101 | 21.78% | 1.8 |
|
| 4990 |
4990
Milestone Advisory Partners
Southern Pines,
North Carolina
| $198M | +$27.9M | +16% | 5.86% | 19.7% | 92 | 15.22% | 1.6 |
|
| 4991 |
4991
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| $198M | +$27.4M | +16% | 17.8% | 114% | 14 | 28.57% | 0.8 |
|
| 4992 |
4992
Golden State Equity Partners
South Coast Metro,
California
| $198M | -$47.5M | -19% | 6.92% | – | 275 | 51.27% | 0.6 |
|
| 4993 |
4993
VeraBank
Henderson,
Texas
| $198M | +$21.2M | +12% | 10.8% | 60.6% | 138 | 10.14% | 2.1 |
|
| 4994 |
4994
Warwick Investment Management
Bryan,
Texas
| $198M | – | – | 8.3% | 69.9% | 54 | – | 0 |
|
| 4995 |
4995
WD Rutherford
Portland,
Oregon
| $198M | +$13.4M | +7% | 12.5% | 189% | 131 | 7.63% | 0.9 |
|
| 4996 |
CAM
4996
Centre Asset Management
New York
| $197M | +$4.34M | +2% | 10.4% | 45.3% | 67 | 32.84% | 1.8 |
|
| 4997 |
4997
Quantamental Technologies
White Plains,
New York
| $197M | +$47.9M | +32% | 5.04% | 24.2% | 532 | 77.07% | 0.1 |
|
| 4998 |
FNWM
4998
Financial Network Wealth Management
Draper,
Utah
| $197M | +$22.5M | +13% | 9.31% | – | 120 | 14.17% | 0.8 |
|
| 4999 |
4999
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| $197M | +$10M | +5% | 7% | 13.1% | 91 | 7.69% | 2.3 |
|
| 5000 |
5000
Keywise Capital Management (HK)
Hong Kong
| $197M | -$41.8M | -17% | 4.45% | 684% | 30 | 60% | 0.5 |
|