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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
5076
Amiral Gestion
Paris,
France
| $275M | +$43.3M | +19% | 1.21% | – | 29 | 34.48% | 0.5 |
|
| 5077 |
5077
Osprey Private Wealth
New York
| $275M | +$91.5M | +50% | 8.32% | – | 66 | 25.76% | 0.7 |
|
| 5078 |
5078
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
| $275M | +$16.2M | +6% | 6.62% | – | 90 | 24.44% | 0.6 |
|
| 5079 |
5079
Sittner & Nelson
Eugene,
Oregon
| $275M | +$26.5M | +11% | 9.42% | 88.1% | 515 | 7.57% | 3.5 |
|
| 5080 |
5080
Buckhead Capital Management
Atlanta,
Georgia
| $275M | +$16.5M | +6% | 6.9% | 76.1% | 136 | 12.5% | 5.2 |
|
| 5081 |
5081
Gallatin Point Capital
Greenwich,
Connecticut
| $275M | -$171M | -38% | 25.3% | – | 2 | 0% | 0.8 |
|
| 5082 |
5082
Sonoma Allocations
Santa Rosa,
California
| $275M | – | – | 6.94% | – | 137 | – | 0 |
|
| 5083 |
5083
Invenio Wealth Partners
Coral Gables,
Florida
| $275M | +$23.3M | +9% | 5.94% | 55.5% | 98 | 7.14% | 1.5 |
|
| 5084 |
5084
Power Wealth Management
Alpharetta,
Georgia
| $275M | +$14.5M | +6% | 5.01% | 41.8% | 96 | 13.54% | 1.4 |
|
| 5085 |
5085
Fortress Private Ledger
Raleigh,
North Carolina
| $274M | +$54.1M | +25% | 17.9% | – | 205 | 11.22% | 0.6 |
|
| 5086 |
5086
Multicoin Capital Management
Austin,
Texas
| $274M | +$150M | +120% | 178% | – | 3 | 33.33% | 0.8 |
|
| 5087 |
5087
Arkfeld Wealth Strategies
Omaha,
Nebraska
| $274M | +$20.9M | +8% | 9.33% | 90.8% | 115 | 8.7% | 2.9 |
|
| 5088 |
5088
Lowe Wealth Advisors
Columbia,
Maryland
| $274M | +$17.8M | +7% | 6.52% | 63.3% | 404 | 11.88% | 4.9 |
|
| 5089 |
5089
TRV GP IV
Boston,
Massachusetts
| $274M | +$111M | +68% | 91.2% | 1,102% | 3 | 33.33% | 2.3 |
|
| 5090 |
5090
Norris Financial Group
Greenville,
South Carolina
| $274M | +$29.8M | +12% | 13.3% | 142% | 108 | 33.33% | 1.5 |
|
| 5091 |
5091
Empower Annuity Insurance Company
Hartford,
Connecticut
| $274M | +$4.57M | +2% | 1.7% | 0.86% | 1 | 0% | 2.8 |
|
| 5092 |
5092
Geneva Partners
Lake Geneva,
Wisconsin
| $274M | +$21.6M | +9% | 13.1% | 417% | 80 | 25% | 2.4 |
|
| 5093 |
5093
Prosperity Financial Group
San Ramon,
California
| $273M | +$38M | +16% | 10.6% | 121% | 191 | 17.28% | 1.4 |
|
| 5094 |
5094
FSA Wealth Management
Needham,
Massachusetts
| $273M | +$17.1M | +7% | 8% | – | 593 | 11.13% | 1.6 |
|
| 5095 |
5095
Square Wave Capital
Brooklyn,
New York
| $273M | +$169M | +162% | 10% | – | 8 | 12.5% | 0.7 |
|
| 5096 |
5096
California First Leasing Corp
Newport Beach,
California
| $273M | +$32.6M | +14% | 12.4% | 377% | 45 | 8.89% | 2.3 |
|
| 5097 |
5097
InvesTrust
Oklahoma City,
Oklahoma
| $273M | +$13.9M | +5% | 5.24% | – | 95 | 1.05% | 0.7 |
|
| 5098 |
5098
5AM Venture Management
San Francisco,
California
| $273M | +$12.9M | +5% | 38.4% | 546% | 29 | 13.79% | 1.9 |
|
| 5099 |
5099
Boothe Investment Group
Dover,
Delaware
| $273M | +$10.6M | +4% | 8.17% | 75.6% | 39 | 5.13% | 1.9 |
|
| 5100 |
5100
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
| $273M | +$22.9M | +9% | 6.97% | 72.1% | 80 | 5% | 2.2 |
|