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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5626 |
5626
Mayport LLC
Newton,
Massachusetts
| $145M | +$10.3M | +8% | 5.08% | 57% | 67 | 17.91% | 0.2 |
|
| 5627 |
5627
Purus Wealth Management
Newport Beach,
California
| $145M | -$14.9M | -9% | 6.48% | 174% | 128 | 21.88% | 0.9 |
|
| 5628 |
5628
Vaughan & Co Securities
Ridgewood,
New Jersey
| $145M | -$2.78M | -2% | 3.58% | 70.7% | 60 | 11.67% | 1.6 |
|
| 5629 |
5629
Rho Capital Partners
New York
| $145M | -$9.5M | -6% | 4.7% | – | 5 | 0% | 3.7 |
|
| 5630 |
5630
Tandem Capital Management
Woodcliff Lake,
New Jersey
| $145M | -$28.9M | -17% | 5.66% | 128% | 104 | 22.12% | 1.5 |
|
| 5631 |
5631
Blue Barn Wealth
Orem,
Utah
| $144M | -$3.55M | -2% | 4.77% | 46.4% | 134 | 15.67% | 0.6 |
|
| 5632 |
5632
Ramiah Investment Group
Brookfield,
Wisconsin
| $144M | -$3.81M | -3% | 3.1% | 62.2% | 78 | 15.38% | 1.4 |
|
| 5633 |
5633
MKP Capital Management
New York
| $144M | -$1.61B | -92% | 24.7% | 69.8% | 35 | 97.14% | 0.1 |
|
| 5634 |
5634
Pinion Investment Advisors
Wichita,
Kansas
| $144M | -$4.1M | -3% | 2.8% | 75.4% | 178 | 20.79% | 2 |
|
| 5635 |
ASBI
5635
American State Bank (Iowa)
Sioux Center,
Iowa
| $144M | -$146K | -0.1% | 3.08% | 138% | 299 | 1.67% | 1.2 |
|
| 5636 |
5636
Consolidated Planning Corp
Atlanta,
Georgia
| $144M | -$10.9M | -7% | 5.13% | 84.6% | 65 | 9.23% | 1.6 |
|
| 5637 |
5637
Castellan Group
Louisville,
Kentucky
| $144M | -$171K | -0.1% | 4.04% | 184% | 76 | 26.32% | 0.8 |
|
| 5638 |
RCM
5638
Ratan Capital Management
Miami Beach,
Florida
| $144M | -$511M | -78% | 8.93% | 616% | 81 | 54.32% | 1.7 |
|
| 5639 |
5639
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
| $144M | +$12.5M | +9% | 3.1% | 41.2% | 65 | 16.92% | 0.2 |
|
| 5640 |
5640
MV Management XI
Menlo Park,
California
| $144M | -$87.4M | -38% | 35.8% | – | 4 | 0% | 0.3 |
|
| 5641 |
5641
Ravenstone Capital Management
Toronto,
| $144M | -$15.6M | -10% | 9.2% | 63% | 71 | 45.07% | 0.6 |
|
| 5642 |
5642
Evolutionary Tree Capital Management
Alexandria,
Virginia
| $144M | -$64.4M | -31% | 20.7% | 139% | 46 | 28.26% | 0.9 |
|
| 5643 |
5643
Heirloom Wealth Management
Greenwood Village,
Colorado
| $144M | +$27.2M | +23% | 1.19% | 81.8% | 39 | 41.03% | 0.2 |
|
| 5644 |
LI
5644
Latigo Investments
Fort Lauderdale,
Florida
| $144M | -$6.07M | -4% | 3.64% | 56.6% | 16 | 0% | 0.3 |
|
| 5645 |
5645
XXEC Inc
Tulsa,
Oklahoma
| $144M | +$26.6M | +23% | 9.84% | 19.3% | 25 | 8% | 1.2 |
|
| 5646 |
5646
David J. Yvars Group
University Park,
Florida
| $144M | -$18.2M | -11% | 5.8% | 143% | 97 | 34.02% | 0.9 |
|
| 5647 |
5647
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| $144M | -$12.2M | -8% | 0.45% | 78% | 533 | 72.98% | 0.2 |
|
| 5648 |
5648
Corepath Wealth Partners
Scottsdale,
Arizona
| $144M | +$3.98M | +3% | 4.58% | 62.1% | 40 | 10% | 1.2 |
|
| 5649 |
5649
Powers Advisory Group
Highland,
Illinois
| $144M | +$1.84M | +1% | 2.99% | 49.8% | 93 | 4.3% | 0.2 |
|
| 5650 |
5650
Burns Matteson Capital Management
Corning,
New York
| $144M | -$3.56M | -2% | 3.37% | 137% | 157 | 43.95% | 0.7 |
|