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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5401 |
5401
Long Corridor Asset Management
Hong Kong
| $245M | -$32.5M | -12% | 11.8% | 73.6% | 25 | 40% | 0.8 |
|
| 5402 |
5402
Caerus Investment Advisors
West Lake Hills,
Texas
| $245M | +$140M | +133% | 9.97% | 85% | 270 | 87.78% | 0.3 |
|
| 5403 |
5403
Beacon Investment Advisors
Gaithersburg,
Maryland
| $244M | +$12.6M | +5% | 4.78% | 96.4% | 167 | 5.39% | 2.1 |
|
| 5404 |
AC
5404
AMS Capital
Sao Paulo,
Brazil
| $244M | -$20.3M | -8% | 3.43% | 63.1% | 18 | 38.89% | 1.4 |
|
| 5405 |
5405
Towerpoint Wealth
Sacramento,
California
| $244M | +$18.8M | +8% | 7.08% | 67.7% | 94 | 9.57% | 4.2 |
|
| 5406 |
5406
AJ Advisors
Nashville,
Tennessee
| $244M | +$19.6M | +9% | 5.87% | 64.6% | 38 | 7.89% | 2 |
|
| 5407 |
5407
Holistic Financial Partners
Indianapolis,
Indiana
| $244M | +$15.8M | +7% | 5.75% | 95.7% | 140 | 9.29% | 3.4 |
|
| 5408 |
5408
1 North Wealth Services
Annapolis,
Maryland
| $244M | -$7.87M | -3% | 5.84% | – | 271 | 6.27% | 1.4 |
|
| 5409 |
5409
Brightline Capital Management
Miami,
Florida
| $244M | +$11.8M | +5% | 45.6% | 810% | 16 | 43.75% | 0.9 |
|
| 5410 |
5410
Strathmore Capital Advisors
Charlotte,
North Carolina
| $244M | +$17.7M | +8% | 6.84% | – | 108 | 7.41% | 0.4 |
|
| 5411 |
5411
Wills Financial Group
Richmond,
Virginia
| $244M | +$13.4M | +6% | 7.05% | 57.5% | 71 | 8.45% | 5.4 |
|
| 5412 |
5412
Parker Financial
Silverdale,
Washington
| $244M | +$12.3M | +5% | 5.54% | 45% | 37 | 8.11% | 2.4 |
|
| 5413 |
5413
Curio Wealth
Annapolis,
Maryland
| $244M | +$15.5M | +7% | 5.47% | – | 404 | 42.08% | 0.6 |
|
| 5414 |
5414
Prairie Wealth Advisors
Omaha,
Nebraska
| $244M | +$9.6M | +4% | 7.83% | – | 166 | 14.46% | 1.2 |
|
| 5415 |
5415
Autumn Glory Partners
Dallas,
Texas
| $244M | +$29.7M | +14% | 7.08% | 76% | 205 | 14.63% | 2 |
|
| 5416 |
5416
Altus Wealth Group
Colorado Springs,
Colorado
| $244M | +$17.5M | +8% | 7.48% | 76.7% | 149 | 11.41% | 2.7 |
|
| 5417 |
5417
Nine Masts Capital
Central,
Hong Kong
| $244M | -$30.5M | -11% | 13.6% | 88.1% | 117 | 55.56% | 0.5 |
|
| 5418 |
5418
Mount Lucas Management
Newtown,
Pennsylvania
| $243M | +$8.91M | +4% | 8.27% | 109% | 168 | 8.93% | 1.1 |
|
| 5419 |
5419
Corundum Group
Colorado Springs,
Colorado
| $243M | +$17.2M | +8% | 8.02% | 89.5% | 106 | 5.66% | 5.2 |
|
| 5420 |
5420
Lewis Asset Management
Lafayette,
California
| $243M | +$30.7M | +14% | 9.17% | 142% | 193 | 12.44% | 1.1 |
|
| 5421 |
5421
Lifeyrissjodur Verzlunarmanna
Reykjavik,
| $243M | +$33.8M | +16% | 16.8% | – | 1 | 0% | 0.5 |
|
| 5422 |
5422
Vesey Street Capital Partners
New York
| $243M | +$96.7M | +66% | 66% | 47.8% | 1 | 0% | 3.8 |
|
| 5423 |
5423
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| $243M | +$16.3M | +7% | 6.78% | 64.8% | 85 | 7.06% | 4 |
|
| 5424 |
PL
5424
Polianta Ltd
St Helier,
Jersey
| $243M | +$10.7M | +5% | 4.81% | 31.6% | 108 | 63.89% | 0.6 |
|
| 5425 |
5425
Wealth Watch Advisors
Englewood,
Colorado
| $243M | +$69.9M | +40% | 9.3% | – | 933 | 90.03% | 0.1 |
|