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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
5601
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| $135M | +$71.4M | +112% | 3.23% | 26.9% | 12 | 16.67% | 2.3 |
|
| 5602 |
5602
Southern Capital Advisors
Jackson,
Tennessee
| $135M | +$5.85M | +5% | 6.15% | 66.8% | 87 | 31.03% | 0.9 |
|
| 5603 |
5603
Renaissance Capital
Stamford,
Connecticut
| $135M | +$6.88M | +5% | 24% | 392% | 93 | 11.83% | 1.2 |
|
| 5604 |
5604
PATRIZIA Pty Ltd
Barton,
Australia
| $135M | +$898K | +0.7% | 3.41% | – | 16 | 0% | 4.1 |
|
| 5605 |
5605
Geo Capital Gestora de Recursos
S?o Paulo,
Brazil
| $135M | +$9.8M | +8% | 10.7% | 30.7% | 40 | 2.5% | 2.2 |
|
| 5606 |
5606
Windle Wealth
Oklahoma City,
Oklahoma
| $135M | +$6.77M | +5% | 5.16% | 73% | 29 | 3.45% | 0.2 |
|
| 5607 |
5607
Claris Advisors
St. Louis,
Missouri
| $135M | +$29.4M | +28% | 4.11% | 65.7% | 53 | 32.08% | 0.9 |
|
| 5608 |
5608
Concentrum Wealth Management
San Jose,
California
| $135M | +$23M | +21% | 36.7% | 174% | 63 | 14.29% | 2.2 |
|
| 5609 |
5609
Vaughan & Co Securities
Ridgewood,
New Jersey
| $135M | +$9.28M | +7% | 5.34% | 70.7% | 56 | 10.71% | 2.2 |
|
| 5610 |
5610
Rooted Wealth Advisors
Bourbonnais,
Illinois
| $135M | +$15.6M | +13% | 4.97% | 57.3% | 91 | 29.67% | 0.2 |
|
| 5611 |
5611
Prentiss Smith & Co
Brattleboro,
Vermont
| $135M | +$24.4M | +22% | 3.12% | 67.4% | 70 | 20% | 5.4 |
|
| 5612 |
5612
Revolution Growth Management Company
Washington,
District of Columbia
| $135M | +$10.5M | +8% | 9.76% | 23.5% | 3 | 0% | 1.5 |
|
| 5613 |
5613
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| $135M | +$79.9M | +146% | 25.6% | 961% | 57 | 78.95% | 0.2 |
|
| 5614 |
5614
Tactive Advisors
Jacksonville,
Florida
| $135M | -$18.4M | -12% | 13.2% | – | 74 | 71.62% | 0.1 |
|
| 5615 |
5615
EWA LLC
Pittsbugh,
Pennsylvania
| $135M | – | – | 5.02% | 102% | 84 | – | 0 |
|
| 5616 |
5616
Planning Directions
Glen Mills,
Pennsylvania
| $135M | +$3.5M | +3% | 3.06% | 46.3% | 77 | 14.29% | 2.5 |
|
| 5617 |
5617
Cora Capital Advisors
Marlton,
New Jersey
| $134M | -$11.1M | -8% | 6.31% | 80.3% | 95 | 23.16% | 0.2 |
|
| 5618 |
5618
Hook Mill Capital Partners
New York
| $134M | +$16M | +14% | 14.8% | 149% | 37 | 43.24% | 0.2 |
|
| 5619 |
5619
Metavasi Capital
Larchmont,
New York
| $134M | +$43.6M | +48% | 22.1% | 840% | 39 | 56.41% | 0.4 |
|
| 5620 |
5620
Old Well Partners
Charlotte,
North Carolina
| $134M | +$18.6M | +16% | 17% | 97.8% | 38 | 26.32% | 1.4 |
|
| 5621 |
AWM
5621
Aberdeen Wealth Management
Lake Bluff,
Illinois
| $134M | +$1.53M | +1% | 3.64% | 73.1% | 173 | 5.78% | 2.4 |
|
| 5622 |
5622
Twin Lakes Capital Management
Redwood Shores,
California
| $134M | +$4.28M | +3% | 5.71% | 131% | 249 | 2.41% | 1.1 |
|
| 5623 |
5623
Element Wealth
Ridgeland,
Mississippi
| $134M | +$11.7M | +10% | 3.78% | 59.6% | 217 | 15.21% | 2.1 |
|
| 5624 |
CAM
5624
Crown Advisors Management
Larkspur,
California
| $134M | +$24.1M | +22% | 16.5% | 284% | 51 | 21.57% | 1.8 |
|
| 5625 |
5625
Financial Designs
Claremont,
California
| $134M | +$1.16M | +0.9% | 3.46% | 49% | 15 | 6.67% | 0.3 |
|