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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5651 |
MC
5651
Mount Capital
London,
United Kingdom
| $265M | +$16.8M | +7% | 9.05% | 34.4% | 18 | 5.56% | 4 |
|
| 5652 |
M
5652
MYeCFO
La Jolla,
California
| $265M | +$26M | +11% | 10.7% | 53.3% | 73 | 9.59% | 2.4 |
|
| 5653 |
GL
5653
GHE LLC
Memphis,
Tennessee
| $265M | +$24.2M | +10% | 12% | 188% | 58 | 6.9% | 2.5 |
|
| 5654 |
RP
5654
Raelipskie Partnership
Waterloo,
Ontario, Canada
| $265M | +$28.6M | +12% | 16.1% | – | 131 | 14.5% | 1.8 |
|
| 5655 |
WU
5655
Washington University
St Louis,
Missouri
| $265M | +$105M | +65% | 16.6% | 44% | 4 | 75% | 1.3 |
|
| 5656 |
KGP
5656
Keystone Global Partners
Denver,
Colorado
| $265M | +$39.2M | +17% | 15.5% | – | 60 | 15% | 1 |
|
| 5657 |
SJIM
5657
St. Johns Investment Management
Jacksonville,
Florida
| $264M | +$26.7M | +11% | 15.4% | 80.9% | 204 | 6.86% | 6.6 |
|
| 5658 |
KW
5658
Keyvantage Wealth
Bethlehem,
Pennsylvania
| $264M | +$37.3M | +16% | 14.8% | – | 107 | 24.3% | 1.2 |
|
| 5659 |
VAM
5659
Verity Asset Management
Durham,
North Carolina
| $264M | +$26M | +11% | 11.3% | 79.7% | 248 | 24.19% | 2.9 |
|
| 5660 |
BWM
5660
Boyd Wealth Management
Sacramento,
California
| $264M | +$27.7M | +12% | 11.7% | 51.1% | 51 | 13.73% | 3.3 |
|
| 5661 |
CPL
5661
Corecam Pte Ltd
Singapore,
| $264M | +$33.4M | +14% | 3.94% | – | 90 | 36.67% | 0.6 |
|
| 5662 |
WF
5662
Wayfinding Financial
Lynnwood,
Washington
| $264M | +$33.7M | +15% | 14.1% | 68.3% | 179 | 16.76% | 1.4 |
|
| 5663 |
WDOM
5663
Wasserstein Debt Opportunities Management
New York
| $264M | +$75.2M | +40% | 33.1% | – | 9 | 66.67% | 0.4 |
|
| 5664 |
AGM
5664
Aragon Global Management
Miami,
Florida
| $264M | +$121M | +84% | 69.4% | – | 26 | 42.31% | 0.7 |
|
| 5665 |
AZ
5665
Alpha Zero
Boca Raton,
Florida
| $264M | +$66.2M | +34% | 12.4% | – | 109 | 29.36% | 0.8 |
|
| 5666 |
BWA
5666
BlueChip Wealth Advisors
Milton,
Georgia
| $264M | +$36M | +16% | 10.3% | – | 180 | 22.78% | 1.4 |
|
| 5667 |
PWS
5667
Physician Wealth Solutions
North Las Vegas,
Nevada
| $264M | +$22.2M | +9% | 9.36% | 43.6% | 45 | 0% | 2.3 |
|
| 5668 |
NWA
5668
Navis Wealth Advisors
Rye Brook,
New York
| $264M | +$67.7M | +35% | 17.1% | 107% | 210 | 33.33% | 2.1 |
|
| 5669 |
GF
5669
GGM Financials
Columbus,
Ohio
| $264M | +$46.4M | +21% | 12% | – | 271 | 15.13% | 0.8 |
|
| 5670 |
GSB
5670
Greenfield Savings Bank
Greenfield,
Massachusetts
| $264M | +$29.2M | +12% | 19.4% | 108% | 150 | 6% | 3.2 |
|
| 5671 |
GC
5671
GatePass Capital
Independence,
Ohio
| $263M | +$49.1M | +23% | 21.3% | – | 211 | 28.44% | 0.8 |
|
| 5672 |
VC
5672
VarCov Co
Darien,
Connecticut
| $263M | -$4.85M | -2% | 19.4% | – | 599 | 80.63% | 0.1 |
|
| 5673 |
IAG
5673
Investmark Advisory Group
Shelton,
Connecticut
| $263M | +$29.7M | +13% | 12.5% | 65.1% | 154 | 11.69% | 2.8 |
|
| 5674 |
HWMC
5674
Heritage Wealth Management (California)
San Diego,
California
| $263M | +$81.9M | +45% | 13.5% | – | 104 | 13.46% | 1.8 |
|
| 5675 |
KAM
5675
Krensavage Asset Management
New York
| $263M | +$7.53M | +3% | 7.69% | 124% | 20 | 10% | 2.4 |
|