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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
5051
Veery Capital
Wilmington,
Delaware
| $181M | -$9.7M | -5% | 6.01% | 63.4% | 86 | 11.63% | 1.1 |
|
| 5052 |
5052
Emerson Wealth
Bloomfield Hills,
Michigan
| $181M | -$11.3M | -6% | 5.71% | 18.1% | 65 | 30.77% | 1.4 |
|
| 5053 |
5053
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| $181M | -$5.42M | -3% | 5.04% | 58.7% | 53 | 11.32% | 2.4 |
|
| 5054 |
5054
Campbell Capital Management
Miami,
Florida
| $180M | -$62M | -26% | 7.56% | – | 56 | 46.43% | 1.7 |
|
| 5055 |
5055
Keywise Capital Management (HK)
Hong Kong
| $180M | -$16.9M | -9% | 21.3% | 684% | 26 | 76.92% | 0.7 |
|
| 5056 |
5056
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| $180M | -$88.3M | -33% | 32.9% | 121% | 1 | 0% | 2.3 |
|
| 5057 |
5057
Union Heritage Capital
Bloomfield Hills,
Michigan
| $180M | -$33.3M | -16% | 2.55% | 82.1% | 58 | 12.07% | 1 |
|
| 5058 |
5058
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| $180M | +$21.9M | +14% | 5.69% | 83% | 129 | 8.53% | 0.2 |
|
| 5059 |
LAM
5059
Lountzis Asset Management
Wyomissing,
Pennsylvania
| $180M | +$5.14M | +3% | 1.8% | 144% | 33 | 6.06% | 1.7 |
|
| 5060 |
5060
California First Leasing Corp
Newport Beach,
California
| $180M | -$21.2M | -11% | 0.86% | 377% | 43 | 34.88% | 0.2 |
|
| 5061 |
5061
Insight Wealth Partners
Plano,
Texas
| $180M | -$355M | -66% | 4.32% | 56.2% | 86 | 20.93% | 1.2 |
|
| 5062 |
5062
Caspian Capital
New York
| $180M | -$53.8M | -23% | 8.66% | – | 38 | 23.68% | 0.4 |
|
| 5063 |
WA1
5063
Wimmer Associates 1
Pasadena,
California
| $180M | -$6.68M | -4% | 2.86% | 78.9% | 124 | 8.87% | 4.4 |
|
| 5064 |
5064
Riverpark Capital Management
New York
| $180M | -$97.8M | -35% | 18.4% | 152% | 38 | 26.32% | 3.6 |
|
| 5065 |
FRM
5065
Fox Run Management
Greenwich,
Connecticut
| $180M | +$9.9M | +6% | 5.88% | 64% | 784 | 83.16% | 0.1 |
|
| 5066 |
5066
Beirne Wealth Consulting Services
Shelton,
Connecticut
| $179M | -$3.34M | -2% | 1.13% | 81.9% | 111 | 17.12% | 2 |
|
| 5067 |
5067
Merk Investments
Menlo Park,
California
| $179M | +$33.1M | +23% | 21% | 303% | 14 | 0% | 1.8 |
|
| 5068 |
5068
Marshall & Sullivan
Seattle,
Washington
| $179M | -$28M | -14% | 7.05% | 82% | 42 | 14.29% | 6 |
|
| 5069 |
5069
American Securities
New York
| $179M | +$30.3M | +20% | 20.3% | – | 1 | 0% | 5.3 |
|
| 5070 |
T
5070
TRUADVICE
Sarasota,
Florida
| $179M | +$72.8M | +68% | 1.32% | 21.6% | 140 | 27.86% | 1 |
|
| 5071 |
IAS
5071
Investment Advisory Services
The Woodlands,
Texas
| $179M | -$3.92M | -2% | 2.21% | 74.9% | 101 | 12.87% | 1.7 |
|
| 5072 |
5072
Stone Asset Management
Austin,
Texas
| $179M | +$9.47M | +6% | 6.33% | – | 50 | 24% | 0.2 |
|
| 5073 |
5073
Grant Street Asset Management
Canonsburg,
Pennsylvania
| $179M | -$10M | -5% | 3.72% | 47.2% | 65 | 36.92% | 1.1 |
|
| 5074 |
5074
Madison Wealth Partners
Madison,
Wisconsin
| $179M | -$20.1M | -10% | 5.14% | 66.9% | 84 | 14.29% | 1 |
|
| 5075 |
5075
Fure Financial Corporation
Bloomington,
Minnesota
| $179M | +$34.6M | +24% | 0.18% | 59.5% | 86 | 55.81% | 0.4 |
|