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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5751 |
5751
Peak XV Partners Operations
Trianon,
Mauritius
| $204M | -$2.27M | -1% | 5.67% | – | 3 | 66.67% | 1.5 |
|
| 5752 |
5752
Evolution Advisers
Richmond,
Virginia
| $204M | +$14M | +7% | 7.34% | 40.8% | 161 | 4.35% | 2.9 |
|
| 5753 |
5753
MYeCFO
La Jolla,
California
| $204M | +$14.9M | +8% | 7.69% | 58.5% | 61 | 8.2% | 2 |
|
| 5754 |
VCM
5754
Viewpoint Capital Management
Seattle,
Washington
| $204M | +$18M | +10% | 14.2% | 127% | 145 | 9.66% | 2.9 |
|
| 5755 |
5755
Centerline Wealth Advisors
Louisville,
Kentucky
| $204M | +$36.1M | +22% | 8.23% | – | 44 | 22.73% | 0.4 |
|
| 5756 |
5756
Breach Inlet Capital Management
Mt. Pleasant,
South Carolina
| $204M | +$28.6M | +16% | 13.2% | – | 11 | 27.27% | 1.2 |
|
| 5757 |
PA
5757
PSI Advisors
Tampa,
Florida
| $204M | -$104M | -34% | 6.62% | 58.2% | 774 | 87.34% | 3.5 |
|
| 5758 |
5758
Significant Wealth Partners
Cary,
Illinois
| $204M | +$8.43M | +4% | 2.16% | – | 103 | 17.48% | 0.8 |
|
| 5759 |
TFG
5759
Team Financial Group
Temecula,
California
| $203M | +$30.1M | +17% | 5.23% | 42.4% | 252 | 84.92% | 0.2 |
|
| 5760 |
5760
Aletheian Wealth Advisors
Bellevue,
Washington
| $203M | +$25.4M | +14% | 9.56% | – | 104 | 12.5% | 2.1 |
|
| 5761 |
FAI
5761
FAI Advisors, Inc.
Farmington Hills,
Michigan
| $203M | +$15.5M | +8% | 11.2% | – | 167 | 10.18% | 0.5 |
|
| 5762 |
5762
Elite Financial
Lewiston,
Idaho
| $203M | +$14.1M | +7% | 7.02% | – | 113 | 53.98% | 0.5 |
|
| 5763 |
5763
Tribune Investment Group
New York
| $203M | -$29.8M | -13% | 20.5% | – | 46 | 80.43% | 0.1 |
|
| 5764 |
5764
Cooper/Haims Advisors
Victor,
New York
| $203M | +$18.5M | +10% | 6.87% | 53.1% | 89 | 15.73% | 4.1 |
|
| 5765 |
5765
Advantage Trust Company
Salina,
Kansas
| $203M | +$38M | +23% | 11.4% | 77.6% | 208 | 27.88% | 1 |
|
| 5766 |
5766
Point72 Italy
Milan,
Italy
| $203M | +$101M | +100% | 29.9% | – | 39 | 64.1% | 0.3 |
|
| 5767 |
5767
JW Asset Management
Miami Beach,
Florida
| $203M | +$26.3M | +15% | 16.6% | 251% | 21 | 23.81% | 1.3 |
|
| 5768 |
5768
Wheelhouse Advisory Group
St. Louis,
Missouri
| $203M | +$27.8M | +16% | 9.27% | 67.9% | 41 | 4.88% | 1.3 |
|
| 5769 |
5769
Aspect Partners
Fairfax,
Virginia
| $203M | +$28.2M | +16% | 7.62% | 66.7% | 675 | 19.7% | 1.2 |
|
| 5770 |
5770
Battery Global Advisors
Boston,
Massachusetts
| $203M | +$23.6M | +13% | 11.6% | – | 143 | 3.5% | 0.8 |
|
| 5771 |
5771
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| $203M | +$8.96M | +5% | 8.51% | 114% | 15 | 13.33% | 3.6 |
|
| 5772 |
5772
Worth Asset Management
Dallas,
Texas
| $203M | +$19.7M | +11% | 9.81% | 115% | 179 | 42.46% | 1.1 |
|
| 5773 |
5773
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| $203M | +$17.3M | +9% | 4.88% | 62% | 312 | 22.44% | 2.3 |
|
| 5774 |
5774
KM Capital Management
Austin,
Texas
| $203M | +$17.1M | +9% | 10.2% | 60.8% | 60 | 16.67% | 1.3 |
|
| 5775 |
JCFM
5775
JBR Co Financial Management
Ardmore,
Oklahoma
| $203M | +$31.6M | +19% | 14.9% | 126% | 122 | 13.11% | 1.2 |
|