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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5726 |
5726
Adalta Capital Management
New York
| $188M | -$3.73M | -2% | 1.15% | 80.4% | 107 | 13.08% | 3.9 |
|
| 5727 |
5727
Trust Company of Kansas
Wichita,
Kansas
| $188M | -$20.5M | -10% | 4.33% | 100% | 60 | 15% | 3 |
|
| 5728 |
FA
5728
FAI Advisors
Farmington Hills,
Michigan
| $188M | -$35.2M | -16% | 1.46% | – | 179 | 16.2% | 0.2 |
|
| 5729 |
5729
Sunpointe
St. Louis,
Missouri
| $188M | -$11.3M | -6% | 2.32% | 122% | 202 | 11.88% | 0.9 |
|
| 5730 |
LI
5730
Latigo Investments
Fort Lauderdale,
Florida
| $188M | -$9.01M | -5% | 0.15% | 62.6% | 18 | 5.56% | 2.9 |
|
| 5731 |
5731
Proactive Wealth Strategies
Marietta,
Georgia
| $188M | -$4.4M | -2% | 3.75% | – | 133 | 6.02% | 0.5 |
|
| 5732 |
5732
DCM Advisors
New York
| $187M | -$25.7M | -12% | 1.24% | 99.3% | 39 | 10.26% | 3.4 |
|
| 5733 |
5733
New Perspectives Inc
Ridgeland,
Mississippi
| $187M | +$826K | +0.4% | 2.53% | – | 41 | 21.95% | 2 |
|
| 5734 |
5734
MRA Advisory Group
Parsippany,
New Jersey
| $187M | -$1.35M | -0.7% | 2.19% | 86.8% | 153 | 34.64% | 1.9 |
|
| 5735 |
5735
Wildcat Capital Management
New York
| $187M | -$65.3M | -26% | 29.3% | 77.7% | 10 | 40% | 2.9 |
|
| 5736 |
5736
Greykasell Wealth Strategies
Danville,
California
| $187M | +$7.3M | +4% | 1.69% | – | 344 | 65.41% | 0.1 |
|
| 5737 |
5737
Masso Torrence Wealth Management
Marlton,
New Jersey
| $187M | -$3.04M | -2% | 6.11% | 130% | 113 | 24.78% | 1.8 |
|
| 5738 |
5738
Avaii Wealth Management
Appleton,
Wisconsin
| $187M | -$15.9M | -8% | 3.16% | 100% | 140 | 20% | 1.7 |
|
| 5739 |
5739
Capricorn Fund Managers
London,
United Kingdom
| $187M | -$37.6M | -17% | 3.42% | 173% | 72 | 41.67% | 1 |
|
| 5740 |
5740
Tower Wealth Partners
Lewisburg,
Pennsylvania
| $187M | -$4.08M | -2% | 2.2% | 53.7% | 82 | 13.41% | 2.2 |
|
| 5741 |
5741
Clarus Wealth Advisors
Peoria,
Arizona
| $187M | -$13.8M | -7% | 3.95% | 89.7% | 138 | 50% | 2.5 |
|
| 5742 |
5742
Motive Wealth Advisors
Birmingham,
Michigan
| $187M | +$754K | +0.4% | 1.04% | 73.4% | 79 | 15.19% | 2.3 |
|
| 5743 |
5743
Blue Door Asset Management
Stamford,
Connecticut
| $187M | -$83.2M | -31% | 8.75% | 127% | 24 | 50% | 1.1 |
|
| 5744 |
5744
Emprise Bank
Wichita,
Kansas
| $187M | +$9.8M | +6% | 0.74% | – | 107 | 14.02% | 0.9 |
|
| 5745 |
5745
Nvest Financial
Portsmouth,
New Hampshire
| $187M | -$10.2M | -5% | 0.29% | 92.8% | 113 | 17.7% | 1.7 |
|
| 5746 |
5746
Stash Investments
New York
| $187M | +$9.6M | +5% | 0.06% | 40.7% | 5 | 0% | 1.3 |
|
| 5747 |
5747
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| $187M | +$5.39M | +3% | 0.92% | 75.2% | 24 | 50% | 0.9 |
|
| 5748 |
5748
New Vernon Capital Holdings II
Morristown,
New Jersey
| $187M | +$41.3M | +28% | 0.08% | 114% | 87 | 48.28% | 1.3 |
|
| 5749 |
5749
5T Wealth
Napa,
California
| $187M | +$3.73M | +2% | 0.1% | – | 103 | 10.68% | 0.2 |
|
| 5750 |
5750
Threadgill Financial
Spring,
Texas
| $187M | -$1.47M | -0.8% | 4.99% | 49.3% | 51 | 21.57% | 1.6 |
|