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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%
10
50
100
250
500
1,000
2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 5476 |
FEM
5476
Fulcrum Equity Management
Plano,
Texas
| $118M | -$5.83M | -5% | 3.36% | 110% | 92 | 51.09% |
|
| 5477 |
WF
5477
Williams Financial
North Bennington,
Vermont
| $118M | -$4.81M | -4% | 5.17% | 28.5% | 35 | 62.86% |
|
| 5478 |
GAA
5478
Green Alpha Advisors
Niwot,
Colorado
| $118M | -$317M | -73% | 2.42% | 267% | 154 | 11.69% |
|
| 5479 |
AC
5479
Avory & Company
Miami,
Florida
| $118M | +$126K | +0.1% | 0.47% | 61.6% | 27 | 11.11% |
|
| 5480 |
NPT
5480
Nixon Peabody Trust
Boston,
Massachusetts
| $118M | -$103M | -47% | 4.63% | 85.3% | 74 | 18.92% |
|
| 5481 |
MLIM
5481
Mountain Lake Investment Management
Boca Raton,
Florida
| $118M | +$669K | +0.6% | 3.79% | 64% | 35 | 34.29% |
|
| 5482 |
MAG
5482
MRA Advisory Group
Parsippany,
New Jersey
| $117M | +$3.08M | +3% | 4.23% | 84.5% | 113 | 17.7% |
|
| 5483 |
BF
5483
Brooklyn FI
New York
| $117M | +$16.3M | +16% | 7.04% | 54.7% | 45 | 17.78% |
|
| 5484 |
FCM
5484
Fortis Capital Management
Bellevue,
Washington
| $117M | +$15.4M | +15% | 6.09% | 82% | 90 | 21.11% |
|
| 5485 |
HWM
5485
HighMark Wealth Management
St. Paul,
Minnesota
| $117M | -$7.22M | -6% | 5.83% | 110% | 578 | 10.21% |
|
| 5486 |
SA
5486
Syntax Advisors
New York
| $117M | -$2.02M | -2% | 4.42% | – | 227 | 10.57% |
|
| 5487 |
CTFG
5487
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| $117M | -$15.5M | -12% | 5.02% | – | 103 | 9.71% |
|
| 5488 |
AWM
5488
Altus Wealth Management
Ft Mitchell,
Kentucky
| $117M | -$11.8M | -9% | 4.43% | 68.8% | 36 | 11.11% |
|
| 5489 |
T2I
5489
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| $117M | +$1.46M | +1% | 2.27% | 62.1% | 116 | 38.79% |
|
| 5490 |
SC
5490
Sagil Capital
London,
United Kingdom
| $117M | -$7.05M | -6% | 5.26% | 104% | 20 | 25% |
|
| 5491 |
ACM
5491
Aubrey Capital Management
Edinburgh,
United Kingdom
| $117M | -$7.53M | -6% | 1.17% | 296% | 56 | 17.86% |
|
| 5492 |
CC
5492
Codex Capital
New York
| $117M | -$46.9M | -29% | 5.68% | 84.4% | 40 | 15% |
|
| 5493 |
MC
5493
Muzinich & Co
New York
| $117M | -$25.5M | -18% | 9.79% | 9.67% | 57 | 33.33% |
|
| 5494 |
IOOF
5494
Independent Order of Foresters
Toronto,
Ontario, Canada
| $117M | -$6.45M | -5% | 5.2% | 66.3% | 13 | 0% |
|
| 5495 |
FDC
5495
Flight Deck Capital
San Francisco,
California
| $117M | -$16.4M | -12% | 9.08% | 379% | 21 | 23.81% |
|
| 5496 |
OFG
5496
OTA Financial Group
Purchase,
New York
| $117M | -$92.3M | -44% | 3.12% | 320% | 155 | 72.26% |
|
| 5497 |
SFG
5497
Socha Financial Group
Corning,
New York
| $116M | +$18.8M | +19% | 5.12% | 81.5% | 19 | 31.58% |
|
| 5498 |
EWG
5498
Executive Wealth Group
Kirkland,
Washington
| $116M | -$12.8M | -10% | 7.25% | 14.9% | 44 | 2.27% |
|
| 5499 |
CIA
5499
Cascade Investment Advisors
Oregon City,
Oregon
| $116M | -$11M | -9% | 4.2% | 71.4% | 243 | 58.85% |
|
| 5500 |
AFO
5500
Allie Family Office
Miami,
Florida
| $116M | -$7.07M | -6% | 7.62% | 59% | 77 | 7.79% |
|