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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
Strategic Investment Management
Arlington,
Virginia
| $291M | +$51.1M | +21% | 7.79% | 53.4% | 17 | 23.53% | 4.8 |
|
| 5402 |
5402
LifePlan Investment Advisors
Raleigh,
North Carolina
| $291M | +$36M | +14% | 16.9% | 60.9% | 133 | 9.77% | 1.9 |
|
| 5403 |
5403
Visualize Group
New York
| $291M | +$47.6M | +20% | 11.3% | – | 13 | 38.46% | 0.4 |
|
| 5404 |
NC
5404
Nokomis Capital
Dallas,
Texas
| $290M | -$58.3M | -17% | 1.34% | 145% | 61 | 19.67% | 1.5 |
|
| 5405 |
5405
Bayberry Capital Partners
New York
| $290M | -$33M | -10% | 15.6% | 99.7% | 37 | 45.95% | 0.8 |
|
| 5406 |
5406
NerdWallet Wealth Partners
New York
| $290M | +$61M | +27% | 10.9% | – | 70 | 17.14% | 0.5 |
|
| 5407 |
5407
Foresite Capital Management IV
Larkspur,
California
| $290M | +$53.1M | +22% | 28.2% | 151% | 9 | 44.44% | 1.5 |
|
| 5408 |
5408
Kite Lake Capital Management (UK)
London,
United Kingdom
| $290M | +$165M | +133% | 19.8% | 337% | 11 | 18.18% | 0.6 |
|
| 5409 |
5409
SGL Investment Advisors
Missoula,
Montana
| $290M | +$23.4M | +9% | 17.8% | – | 143 | 20.28% | 1.3 |
|
| 5410 |
5410
McCarter Private Wealth Services
Boston,
Massachusetts
| $290M | +$59.8M | +26% | 14.7% | – | 206 | 30.1% | 1 |
|
| 5411 |
RC
5411
Resolute Capital
Greenville,
South Carolina
| $290M | +$42.9M | +17% | 9.84% | – | 74 | 25.68% | 0.4 |
|
| 5412 |
5412
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| $290M | +$73.8M | +34% | 4.67% | 38.4% | 135 | 34.07% | 0.6 |
|
| 5413 |
5413
Bourne Lent Asset Management
Pawling,
New York
| $289M | +$17.3M | +6% | 13.3% | 76.1% | 66 | 6.06% | 7.7 |
|
| 5414 |
5414
Ironwood Investment Management
Boston,
Massachusetts
| $289M | +$49.4M | +21% | 28.6% | 164% | 186 | 8.6% | 6.5 |
|
| 5415 |
5415
FCG Investment Company
Germantown,
Tennessee
| $289M | +$61.1M | +27% | 31.1% | – | 142 | 46.48% | 0.9 |
|
| 5416 |
5416
Towerpoint Wealth
Sacramento,
California
| $289M | +$41.3M | +17% | 14.5% | 67.7% | 117 | 22.22% | 3.6 |
|
| 5417 |
5417
First Financial Corp
Terre Haute,
Indiana
| $289M | +$34.5M | +14% | 17.2% | 95.3% | 305 | 3.93% | 8.8 |
|
| 5418 |
5418
Dravo Bay
Rehoboth Beach,
Delaware
| $289M | +$42.8M | +17% | 10.2% | 45.2% | 55 | 9.09% | 3.1 |
|
| 5419 |
CCAM
5419
Codex Capital Asset Management
Dallas,
Texas
| $289M | +$30.3M | +12% | 16.2% | – | 34 | 11.76% | 1.5 |
|
| 5420 |
WIA
5420
Wetzel Investment Advisors
Indianapolis,
Indiana
| $289M | +$37.1M | +15% | 13.1% | 72.2% | 147 | 16.33% | 1.8 |
|
| 5421 |
5421
Stableford Capital II
Scottsdale,
Arizona
| $289M | +$19.5M | +7% | 12.9% | 66.9% | 162 | 20.37% | 2 |
|
| 5422 |
5422
Crux Wealth Advisors
Long Beach,
California
| $289M | +$27.9M | +11% | 11.5% | – | 200 | 13.5% | 1.1 |
|
| 5423 |
5423
FWG Holdings
Winter Park,
Florida
| $288M | +$23.4M | +9% | 20.4% | 91.6% | 145 | 26.21% | 2.3 |
|
| 5424 |
5424
Retirement Capital Strategies
San Jose,
California
| $288M | +$23.4M | +9% | 11.3% | 59% | 71 | 16.9% | 3.2 |
|
| 5425 |
5425
5AM Venture Management
San Francisco,
California
| $288M | -$72.3M | -20% | 23% | 546% | 20 | 20% | 2.2 |
|