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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
5501
HighMark Wealth Management
St. Paul,
Minnesota
| $124M | -$25.2M | -17% | 14.9% | 110% | 561 | 9.8% | 1.7 |
|
| 5502 |
5502
Coulter & Justus Financial Services
Knoxville,
Tennessee
| $124M | -$160M | -56% | 12.5% | – | 59 | 98.31% | 0 |
|
| 5503 |
5503
Gould Capital
Tacoma,
Washington
| $124M | -$14.9M | -11% | 10.9% | 60.1% | 237 | 14.35% | 0.4 |
|
| 5504 |
5504
Mudita Advisors
London,
United Kingdom
| $124M | -$25.2M | -17% | 13.2% | 143% | 18 | 0% | 0.5 |
|
| 5505 |
5505
Norris Financial Group
Greenville,
South Carolina
| $124M | -$41.4M | -25% | 12.2% | 142% | 94 | 40.43% | 1 |
|
| 5506 |
5506
Aubrey Capital Management
Edinburgh,
United Kingdom
| $124M | -$50.9M | -29% | 12.9% | 319% | 75 | 45.33% | 1 |
|
| 5507 |
5507
DGS Capital Management
Jersey City,
New Jersey
| $124M | -$38.9M | -24% | 15.5% | 177% | 236 | 32.2% | 0.4 |
|
| 5508 |
VFG
5508
V2 Financial group
Naperville,
Illinois
| $124M | -$7.43M | -6% | 15.1% | 63.3% | 67 | 19.4% | 1.2 |
|
| 5509 |
5509
Cherry Creek Investment Advisors
Englewood,
Colorado
| $124M | -$27.8M | -18% | 13.4% | 151% | 108 | 24.07% | 0.8 |
|
| 5510 |
5510
Fulcrum Equity Management
Plano,
Texas
| $124M | -$44.9M | -27% | 10.4% | 116% | 125 | 57.6% | 1 |
|
| 5511 |
AFC
5511
AFT Forsyth & Company
West Palm Beach,
Florida
| $124M | -$33.1M | -21% | 16.5% | 135% | 150 | 9.33% | 5.5 |
|
| 5512 |
5512
New Vernon Capital Holdings II
Morristown,
New Jersey
| $124M | -$8.92M | -7% | 14.3% | 114% | 64 | 82.81% | 0.4 |
|
| 5513 |
5513
Econ Financial Services
Harrisburg,
Pennsylvania
| $124M | -$11.1M | -8% | 13.7% | 16.9% | 163 | 61.96% | 0.7 |
|
| 5514 |
5514
Sagil Capital
London,
United Kingdom
| $124M | -$4.74M | -4% | 15.6% | 104% | 27 | 70.37% | 0.4 |
|
| 5515 |
XXIP
5515
Xiamen Xinweidachuang Investment Partnership
Xiamen,
China
| $124M | -$33.4M | -21% | 48.4% | 66.6% | 1 | 0% | 0.5 |
|
| 5516 |
PAM
5516
Premier Asset Management
Chicago,
Illinois
| $124M | -$197M | -61% | 15.3% | 104% | 107 | 21.5% | 2.8 |
|
| 5517 |
5517
St. Clair Advisors
Mayfield Hts,
Ohio
| $124M | -$23.5M | -16% | 14.7% | 77.5% | 44 | 11.36% | 1.3 |
|
| 5518 |
5518
Ravenstone Capital Management
Toronto,
| $124M | -$20.5M | -14% | 15.3% | 63% | 40 | 2.5% | 0.9 |
|
| 5519 |
5519
Octahedron Capital Management
Burlingame,
California
| $123M | -$68.2M | -36% | 29.9% | 234% | 45 | 33.33% | 0.3 |
|
| 5520 |
NF
5520
NTB Financial
Centennial,
Colorado
| $123M | -$16.5M | -12% | 11.7% | – | 159 | 14.47% | 0.5 |
|
| 5521 |
5521
Choice Wealth Advisors
Waterville,
Maine
| $123M | -$2.62M | -2% | 14.1% | 60.3% | 54 | 94.44% | 0.1 |
|
| 5522 |
5522
Consilio Wealth Advisors
Bellevue,
Washington
| $123M | -$3.62M | -3% | 14.1% | 66.4% | 37 | 5.41% | 0.4 |
|
| 5523 |
5523
Milestone Advisory Partners
Southern Pines,
North Carolina
| $123M | -$62M | -33% | 10.9% | 19.7% | 85 | 20% | 2.2 |
|
| 5524 |
5524
Cruiser Capital Advisors
Stamford,
Connecticut
| $123M | +$5.35M | +5% | 0.46% | 192% | 77 | 11.69% | 1.1 |
|
| 5525 |
5525
Allie Family Office
Miami,
Florida
| $123M | -$7.12M | -5% | 14.6% | 59% | 79 | 29.11% | 0.3 |
|