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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
5101
Olympus Wealth Management
Cottonwood Heights,
Utah
| $195M | +$20.2M | +12% | 9.11% | 43.1% | 23 | 52.17% | 1 |
|
| 5102 |
5102
7G Capital Management
New York
| $195M | +$14.2M | +8% | 8.75% | 137% | 10 | 40% | 1.6 |
|
| 5103 |
5103
Red Spruce Capital
Berwyn,
Pennsylvania
| $195M | +$18.6M | +11% | 12% | 98.4% | 88 | 5.68% | 3.2 |
|
| 5104 |
5104
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $195M | +$11.8M | +6% | 8.47% | 40.3% | 114 | 4.39% | 2.5 |
|
| 5105 |
5105
Strategic Value Partners
Greenwich,
Connecticut
| $195M | -$2.96M | -1% | 11.9% | – | 4 | 50% | 2.7 |
|
| 5106 |
5106
Old West Investment Management
Los Angeles,
California
| $195M | -$3.6M | -2% | 14.4% | 242% | 45 | 20% | 3.6 |
|
| 5107 |
5107
Weinberger Asset Management
Los Angeles,
California
| $194M | +$19M | +11% | 11.4% | 89.6% | 80 | 6.25% | 1.5 |
|
| 5108 |
5108
May Barnhard Investments
Bethesda,
Maryland
| $194M | – | – | 12.3% | 65.4% | 82 | – | 0 |
|
| 5109 |
5109
NWK Group
San Francisco,
California
| $194M | +$31.4M | +19% | 18.7% | 268% | 70 | 24.29% | 2.5 |
|
| 5110 |
GIS
5110
Grayhawk Investment Strategies
Calgary,
Alberta, Canada
| $194M | +$45.2M | +30% | 10.8% | 20.3% | 242 | 41.74% | 0.8 |
|
| 5111 |
5111
Vigilare Wealth Management
Scottsdale,
Arizona
| $194M | +$37.5M | +24% | 6.24% | 59.5% | 100 | 19% | 2.4 |
|
| 5112 |
5112
25 LLC
St. Louis,
Missouri
| $194M | +$30.1M | +18% | 9.55% | 48.7% | 46 | 21.74% | 0.6 |
|
| 5113 |
5113
Thames Capital Management
Roseland,
New Jersey
| $194M | +$19.1M | +11% | 19.2% | 1,177% | 30 | 36.67% | 2 |
|
| 5114 |
5114
Access Financial Services
Minneapolis,
Minnesota
| $194M | +$27.1M | +16% | 8.53% | 44.8% | 93 | 15.05% | 3.5 |
|
| 5115 |
5115
First Dallas Securities
Dallas,
Texas
| $194M | -$243M | -56% | 10.3% | 163% | 188 | 63.83% | 2.1 |
|
| 5116 |
5116
TL Private Wealth
Southlake,
Texas
| $194M | +$19.3M | +11% | 8.66% | 50.6% | 47 | 19.15% | 2.7 |
|
| 5117 |
5117
CVS Health
Woonsocket,
Rhode Island
| $194M | +$6.73M | +4% | 9.4% | 50% | 9 | 33.33% | 1.8 |
|
| 5118 |
5118
MY.Alpha Management HK Advisors
Hong Kong
| $193M | -$27.2M | -12% | 15% | 423% | 17 | 64.71% | 0.6 |
|
| 5119 |
5119
Sharper & Granite
El Segundo,
California
| $193M | +$21M | +12% | 7.97% | 50.8% | 101 | 7.92% | 0.9 |
|
| 5120 |
5120
Lunt Capital Management
Holladay,
Utah
| $193M | +$3.51M | +2% | 3.98% | 36.9% | 90 | 21.11% | 0.4 |
|
| 5121 |
5121
Wilshire Advisors
Santa Monica,
California
| $193M | +$13M | +7% | 8.8% | 118% | 11 | 9.09% | 2.5 |
|
| 5122 |
5122
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| $193M | +$15.9M | +9% | 12.7% | 62% | 273 | 11.72% | 2.6 |
|
| 5123 |
5123
Kure Advisory
Plymouth,
Minnesota
| $193M | +$16.3M | +9% | 7.84% | – | 119 | 21.85% | 0.2 |
|
| 5124 |
5124
Union Heritage Capital
Bloomfield Hills,
Michigan
| $193M | +$16.5M | +9% | 10% | 82.1% | 53 | 3.77% | 2.6 |
|
| 5125 |
5125
Radcliff Management
New York
| $193M | +$14.9M | +8% | 8.61% | 47.6% | 2 | 0% | 2 |
|