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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5701 |
LPARFS
5701
Leverage Partners Absolute Return Fund SPC
Cayman Islands Ky1-11111,
Cayman Islands
| $140M | -$34.5M | -20% | 2.89% | – | 121 | 67.77% | 0.5 |
|
| 5702 |
MJB
5702
Mark J. Bradley
| $140M | -$12.6M | -8% | 5.24% | – | 49 | 4.08% | 1.2 |
|
| 5703 |
5703
Wealth Management Partners
Tucson,
Arizona
| $140M | -$5.32M | -4% | 4.14% | 194% | 122 | 22.13% | 1 |
|
| 5704 |
5704
Capital Square
Chattanooga,
Tennessee
| $140M | -$4.56M | -3% | 3.82% | 62.5% | 172 | 18.02% | 1.4 |
|
| 5705 |
NF
5705
NTB Financial
Centennial,
Colorado
| $140M | -$3.46M | -2% | 1.04% | – | 159 | 11.95% | 0.2 |
|
| 5706 |
5706
OneAscent Financial Services
Birmingham,
Alabama
| $140M | +$87.5M | +167% | 5.47% | 63.8% | 191 | 52.36% | 0.5 |
|
| 5707 |
5707
Vanguard Capital Wealth Advisors
Denver,
Colorado
| $140M | +$720K | +0.5% | 1.74% | 234% | 171 | 26.9% | 1.9 |
|
| 5708 |
5708
Lynch Asset Management
Yardley,
Pennsylvania
| $140M | -$4.09M | -3% | 3.99% | 190% | 53 | 11.32% | 0.2 |
|
| 5709 |
5709
Strategic Investment Management
Arlington,
Virginia
| $140M | -$28.2M | -17% | 4.3% | 53.4% | 11 | 18.18% | 5.1 |
|
| 5710 |
ECM
5710
EMC Capital Management
Houston,
Texas
| $140M | -$46M | -25% | 5.89% | – | 358 | 77.37% | 0.2 |
|
| 5711 |
5711
Somerset Group
Wayzata,
Minnesota
| $140M | -$8.71M | -6% | 2.83% | 84.6% | 79 | 7.59% | 4.5 |
|
| 5712 |
5712
Consilium Wealth Advisory
Richardson,
Texas
| $140M | -$14.7M | -10% | 2.93% | 126% | 92 | 15.22% | 0.2 |
|
| 5713 |
KLC
5713
Knowledge Leaders Capital
Denver,
Colorado
| $139M | +$3.1M | +2% | 4.51% | 51.6% | 135 | 27.41% | 1 |
|
| 5714 |
HPCM
5714
High Pointe Capital Management
Chicago,
Illinois
| $139M | -$10.7M | -7% | 8.73% | 92.4% | 95 | 23.16% | 2.3 |
|
| 5715 |
5715
Gould Capital
Tacoma,
Washington
| $139M | -$3.71M | -3% | 4.34% | 60.1% | 222 | 13.06% | 0.2 |
|
| 5716 |
5716
Colorado Capital Management
Boulder,
Colorado
| $139M | -$9.9M | -7% | 5.28% | 60.4% | 79 | 1.27% | 4.7 |
|
| 5717 |
5717
New Millennium Group
Sandy,
Utah
| $139M | +$7.58M | +6% | 3.09% | 176% | 62 | 32.26% | 0.2 |
|
| 5718 |
5718
Resource Planning Group
Atlanta,
Georgia
| $139M | -$9.9M | -7% | 5.03% | 1.9% | 72 | 6.94% | 2.4 |
|
| 5719 |
5719
Lake Hills Wealth Management
Austin,
Texas
| $139M | -$2.4M | -2% | 2.15% | 83.7% | 67 | 58.21% | 0.2 |
|
| 5720 |
5720
Innova Wealth Partners
Newtown,
Pennsylvania
| $139M | -$2.31M | -2% | 1.17% | 72.5% | 80 | 18.75% | 1 |
|
| 5721 |
5721
Alcosta Capital Management
San Ramon,
California
| $139M | -$27.3M | -16% | 8.36% | 175% | 32 | 25% | 0.9 |
|
| 5722 |
5722
Bay Rivers Group
Williamsburg,
Virginia
| $139M | -$24.6M | -15% | 7.25% | 166% | 74 | 10.81% | 1.7 |
|
| 5723 |
CGIM
5723
Cannon Global Investment Management
Davie,
Florida
| $139M | +$75.6M | +119% | 1.47% | 136% | 118 | 83.9% | 0.1 |
|
| 5724 |
5724
Birchview Capital
Burlington,
Vermont
| $139M | -$16.2M | -10% | 0.86% | 327% | 68 | 8.82% | 2.5 |
|
| 5725 |
5725
AH Equity Partners LSV II
Menlo Park,
California
| $139M | -$45.6M | -25% | 26.3% | – | 4 | 0% | 0.3 |
|