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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 |
5701
Revolution Growth Management Company
Washington,
District of Columbia
| $124M | -$78.8M | -39% | 10.5% | 23.5% | 4 | 25% | 1.3 |
|
| 5702 |
5702
Waypoint Wealth Counsel
Atlanta,
Georgia
| $124M | – | – | 6.57% | 111% | 94 | – | 0 |
|
| 5703 |
5703
Sandy Cove Advisors
Hingham,
Massachusetts
| $124M | +$12.9M | +12% | 8.48% | 78% | 85 | 16.47% | 0.8 |
|
| 5704 |
5704
Sturgeon Ventures
London,
United Kingdom
| $124M | -$6.34M | -5% | 7.11% | 85.9% | 44 | 29.55% | 1.6 |
|
| 5705 |
5705
New Vernon Capital Holdings II
Morristown,
New Jersey
| $124M | +$28.3M | +30% | 8.79% | 114% | 81 | 18.52% | 0.6 |
|
| 5706 |
5706
GoalFusion Wealth Management
Austin,
Texas
| $124M | +$18.3M | +17% | 5.67% | 47.6% | 22 | 22.73% | 0.7 |
|
| 5707 |
5707
Lodestone Wealth Management
Spokane,
Washington
| $124M | – | – | 10.8% | 87.1% | 119 | – | 0 |
|
| 5708 |
MFG
5708
Monumental Financial Group
Rockville,
Maryland
| $124M | +$18.3M | +17% | 6.33% | 18.2% | 57 | 57.89% | 0.7 |
|
| 5709 |
SM
5709
Scoggin Management
New York
| $124M | -$17.3M | -12% | 2.66% | 889% | 69 | 69.57% | 0.8 |
|
| 5710 |
5710
Morris Financial Concepts
Mount Pleasant,
South Carolina
| $124M | +$27.2M | +28% | 8.42% | 56.5% | 148 | 20.95% | 0.7 |
|
| 5711 |
5711
Lakewood Asset Management
Naperville,
Illinois
| $124M | – | – | 9.88% | 69.3% | 315 | – | 0 |
|
| 5712 |
5712
Herbst Group
Westport,
Connecticut
| $124M | +$1.8M | +1% | 8.59% | 142% | 76 | 10.53% | 0.9 |
|
| 5713 |
5713
Praetorian Capital Management
Coral Gables,
Florida
| $124M | – | – | 22.7% | – | 18 | – | 0 |
|
| 5714 |
5714
Omnia Family Wealth
Aventura,
Florida
| $124M | +$1.9M | +2% | 8.58% | 80.6% | 73 | 20.55% | 3.9 |
|
| 5715 |
5715
Briaud Financial Planning
College Station,
Texas
| $124M | +$11.1M | +10% | 9.72% | 113% | 28 | 14.29% | 1.8 |
|
| 5716 |
5716
Alpine Peaks Capital
New York
| $124M | +$12.1M | +11% | 7.81% | 24.3% | 25 | 8% | 0.9 |
|
| 5717 |
5717
Roubaix Capital
Denver,
Colorado
| $124M | +$11.2M | +10% | 9.27% | 174% | 64 | 65.63% | 0.5 |
|
| 5718 |
5718
TLW Wealth Management
Indian Rocks Beach,
Florida
| $124M | +$8.86M | +8% | 13.3% | 98.3% | 20 | 10% | 2.5 |
|
| 5719 |
5719
Bancreek Capital Management
Santa Monica,
California
| $123M | +$7.36M | +6% | 8.66% | 33.6% | 27 | 14.81% | 0.9 |
|
| 5720 |
5720
Nixon Peabody Trust
Boston,
Massachusetts
| $123M | +$5.35M | +5% | 8.83% | 101% | 70 | 11.43% | 4.3 |
|
| 5721 |
5721
True Capital Management
San Francisco,
California
| $123M | – | – | 2.32% | – | 121 | – | 0 |
|
| 5722 |
5722
Catalyst Private Wealth
San Mateo,
California
| $123M | -$9.4M | -7% | 8.58% | 120% | 78 | 20.51% | 1.6 |
|
| 5723 |
5723
Little Harbor Advisors
Marblehead,
Massachusetts
| $123M | +$1.02M | +0.8% | 6.33% | 59% | 4 | 50% | 0.5 |
|
| 5724 |
5724
Financial Guidance Group
Palm Harbor,
Florida
| $123M | -$1.85M | -1% | 8.23% | 58.7% | 53 | 13.21% | 0.6 |
|
| 5725 |
5725
Horizon Wealth Management
La Grange,
Illinois
| $123M | -$13.7M | -10% | 4.08% | 97.2% | 74 | 10.81% | 0.9 |
|