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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5201 |
5201
GFG Capital
Miami,
Florida
| $281M | -$8.87M | -3% | 0.07% | 152% | 66 | 9.09% | 3.7 |
|
| 5202 |
5202
Strengthening Families & Communities LLC
Boston,
Massachusetts
| $281M | -$170M | -38% | 4.82% | 116% | 804 | 60.95% | 1.8 |
|
| 5203 |
5203
Colonial River Investments
Midlothian,
Virginia
| $281M | +$9.43M | +3% | 2.21% | 156% | 253 | 16.6% | 1.9 |
|
| 5204 |
5204
MMA Asset Management
Conshohocken,
Pennsylvania
| $281M | -$19.1M | -6% | 2.09% | 61.2% | 316 | 47.15% | 1.9 |
|
| 5205 |
5205
Nutshell Asset Management
Sevenoaks,
United Kingdom
| $281M | +$70.9M | +34% | 0.95% | – | 41 | 53.66% | 0.4 |
|
| 5206 |
5206
Mathes Company
New York
| $280M | +$1.84M | +0.7% | 4.77% | 121% | 134 | 12.69% | 6.6 |
|
| 5207 |
5207
Rise Advisors
Rochester,
New York
| $280M | +$1.52M | +0.5% | 1.75% | 62.8% | 1,527 | 93.65% | 3.6 |
|
| 5208 |
5208
Tekne Capital Management
New York
| $280M | -$74M | -21% | 3.88% | 516% | 7 | 71.43% | 1.6 |
|
| 5209 |
5209
Great Hill Partners
Boston,
Massachusetts
| $280M | +$30.9M | +12% | 12.4% | 24% | 1 | 0% | 3.5 |
|
| 5210 |
5210
New Insight Wealth Advisors
San Ramon,
California
| $280M | +$14.1M | +5% | 1.95% | – | 114 | 9.65% | 1.5 |
|
| 5211 |
LFP
5211
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| $280M | +$10.4M | +4% | 2.14% | 65.4% | 90 | 12.22% | 1.7 |
|
| 5212 |
5212
Hendley & Co
Zanesville,
Ohio
| $280M | -$22M | -7% | 2.53% | 64.9% | 50 | 16% | 6.3 |
|
| 5213 |
5213
Flynn Zito Capital Management
Garden City,
New York
| $280M | +$8.78M | +3% | 3.96% | 109% | 144 | 10.42% | 2 |
|
| 5214 |
5214
Seven Post Investment Office
San Francisco,
California
| $280M | +$2.06M | +0.7% | 2.39% | 44.4% | 38 | 15.79% | 4.1 |
|
| 5215 |
5215
Vantage Point Financial
Lisle,
Illinois
| $280M | +$21.5M | +8% | 2.76% | – | 177 | 16.95% | 0.8 |
|
| 5216 |
5216
Boothe Investment Group
Dover,
Delaware
| $279M | +$6.47M | +2% | 2.48% | 75.6% | 38 | 7.89% | 2.1 |
|
| 5217 |
5217
Red Lighthouse Investment Management
New York
| $279M | -$6.79M | -2% | 2.88% | 71.1% | 115 | 22.61% | 2.5 |
|
| 5218 |
5218
Heights Capital Management
San Francisco,
California
| $279M | -$72.2M | -21% | 3.5% | – | 256 | 54.3% | 0.4 |
|
| 5219 |
5219
Buckhead Capital Management
Atlanta,
Georgia
| $279M | +$3.61M | +1% | 0.34% | 76.1% | 141 | 12.06% | 5 |
|
| 5220 |
5220
Highlander Partners
Dallas,
Texas
| $279M | -$8.02M | -3% | 0.64% | 241% | 69 | 31.88% | 1.5 |
|
| 5221 |
5221
Arcus Capital Partners
Atlanta,
Georgia
| $279M | +$50M | +22% | 0.68% | 69.2% | 158 | 34.18% | 2.5 |
|
| 5222 |
5222
Panview Capital
Hong Kong
| $278M | +$43.4M | +18% | 2.66% | – | 11 | 36.36% | 0.5 |
|
| 5223 |
5223
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| $278M | +$7.8M | +3% | 2.13% | 72.4% | 113 | 17.7% | 2.2 |
|
| 5224 |
5224
Saiph Capital
Wyckoff,
New Jersey
| $278M | +$541K | +0.2% | 1.33% | 52.4% | 75 | 12% | 1.9 |
|
| 5225 |
EFM
5225
Eley Financial Management
South Burlington,
Vermont
| $278M | +$717K | +0.3% | 2.46% | 74.9% | 68 | 1.47% | 2.7 |
|