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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5376 |
TL
5376
TowerView LLC
New York
| $150M | -$2.87M | -2% | 2.39% | 17.9% | 28 | 25% | 3.6 |
|
| 5377 |
5377
H&F Corporate Investors IX
San Francisco,
California
| $150M | +$109K | +0.1% | 0.07% | 62.7% | 1 | 0% | 0.8 |
|
| 5378 |
5378
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $150M | +$3.63M | +2% | 3.11% | 58.8% | 193 | 16.06% | 3 |
|
| 5379 |
MFG
5379
Monumental Financial Group
Rockville,
Maryland
| $150M | +$1.62M | +1% | 3.14% | 18.2% | 46 | 13.04% | 1.3 |
|
| 5380 |
5380
TKG Advisors
Valparaiso,
Indiana
| $150M | -$3.7M | -2% | 1.91% | 104% | 107 | 17.76% | 0.8 |
|
| 5381 |
5381
High Ground Investment Management
London,
United Kingdom
| $150M | +$23.2M | +18% | 6.3% | 25.9% | 7 | 0% | 0.6 |
|
| 5382 |
5382
FWG Holdings
Winter Park,
Florida
| $150M | -$8.16M | -5% | 2.01% | 91.6% | 101 | 8.91% | 1.3 |
|
| 5383 |
5383
TRB Advisors
New York
| $150M | -$291M | -66% | 8.02% | 64% | 5 | 20% | 5.6 |
|
| 5384 |
5384
Sterneck Capital Management
Kansas City,
Missouri
| $150M | -$13.5M | -8% | 3.86% | 61.5% | 101 | 12.87% | 4.8 |
|
| 5385 |
5385
Financial Avengers
Oakland,
California
| $150M | -$1.59M | -1% | 3.95% | 108% | 189 | 21.69% | 2 |
|
| 5386 |
5386
IVC Wealth Advisors
Silverdale,
Pennsylvania
| $150M | -$8.35M | -5% | 4.14% | 81.9% | 166 | 10.84% | 2.1 |
|
| 5387 |
5387
Hiddenite Capital Partners
New York
| $149M | +$39.8M | +36% | 6.11% | 523% | 60 | 68.33% | 0.4 |
|
| 5388 |
5388
APEIRON Capital Ltd
Hong Kong
| $149M | -$16.1M | -10% | 3.26% | 487% | 17 | 52.94% | 0.9 |
|
| 5389 |
5389
Montis Financial
Waltham,
Massachusetts
| $149M | -$2.36M | -2% | 4.4% | 46% | 75 | 28% | 1.8 |
|
| 5390 |
5390
Red Tortoise LLC
Atlanta,
Georgia
| $149M | -$10M | -6% | 4.03% | 43.7% | 597 | 16.42% | 0.8 |
|
| 5391 |
5391
Acuta Capital Partners
Redwood City,
California
| $149M | +$1.61M | +1% | 30.9% | 7,269% | 54 | 50% | 0.8 |
|
| 5392 |
5392
Vantage Consulting Group
Virginia Beach,
Virginia
| $149M | -$24.7M | -14% | 6.07% | 261% | 223 | 13.45% | 2.2 |
|
| 5393 |
5393
Palmer Knight Company
Jacksonville,
Florida
| $149M | -$17.6M | -11% | 5.26% | 78.9% | 31 | 0% | 3.1 |
|
| 5394 |
5394
Cora Capital Advisors
Marlton,
New Jersey
| $149M | -$1.44M | -1% | 2.78% | 70.5% | 96 | 10.42% | 0.6 |
|
| 5395 |
5395
Axiom Financial Strategies
New Albany,
Indiana
| $149M | -$25.3M | -15% | 3.92% | 54.5% | 36 | 16.67% | 2.7 |
|
| 5396 |
5396
Quad-Cities Investment Group
Davenport,
Iowa
| $149M | -$4.23M | -3% | 3.18% | 67.3% | 185 | 9.73% | 3.2 |
|
| 5397 |
5397
Act Wealth Management
Plano,
Texas
| $149M | -$28.7M | -16% | 2.74% | 70% | 47 | 21.28% | 2 |
|
| 5398 |
GIS
5398
Grayhawk Investment Strategies
Calgary,
Alberta, Canada
| $149M | -$4.73M | -3% | 4.27% | 20.3% | 146 | 2.74% | 1.1 |
|
| 5399 |
FIM
5399
FWL Investment Management
Dallas,
Texas
| $149M | +$2.44M | +2% | 2.61% | 165% | 195 | 74.36% | 0.4 |
|
| 5400 |
5400
Sound Stewardship
Overland Park,
Kansas
| $149M | -$2.97M | -2% | 2.95% | 45.9% | 65 | 7.69% | 0.7 |
|