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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5776 |
LA
5776
Latitude Advisors
Vero Beach,
Florida
| $109M | -$335M | -75% | 10.3% | 72% | 337 | 59.94% | 1.2 |
|
| 5777 |
5777
Triatomic Management
Palo Alto,
California
| $109M | -$14.3M | -12% | 25.1% | – | 54 | 46.3% | 0.3 |
|
| 5778 |
MFG
5778
Monumental Financial Group
Rockville,
Maryland
| $109M | -$12.1M | -10% | 12.3% | 18.2% | 71 | 66.2% | 0.7 |
|
| 5779 |
5779
Hunting Hill Global Capital
New York
| $109M | -$12.5M | -10% | 4.03% | 132% | 133 | 63.91% | 0.4 |
|
| 5780 |
FA
5780
Financial Advantage
Columbia,
Maryland
| $109M | -$14.8M | -12% | 12.2% | 24.3% | 147 | 19.05% | 3.3 |
|
| 5781 |
5781
Northland Capital Management
Virginia,
Minnesota
| $109M | +$8.16M | +8% | 11% | 37.5% | 23 | 39.13% | 0.3 |
|
| 5782 |
5782
AtonRa Partners
Geneva,
Switzerland
| $109M | -$75.3M | -41% | 25.9% | 49% | 141 | 35.46% | 0.9 |
|
| 5783 |
CAM
5783
Crown Advisors Management
Larkspur,
California
| $109M | -$33.2M | -23% | 12.5% | 284% | 53 | 33.96% | 1.6 |
|
| 5784 |
5784
Warner Financial
Bethesda,
Maryland
| $109M | -$14.7M | -12% | 14.3% | 62.1% | 85 | 12.94% | 0.5 |
|
| 5785 |
5785
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| $109M | -$12.9M | -11% | 12.3% | 57.3% | 66 | 7.58% | 1.4 |
|
| 5786 |
5786
Aspire Wealth Management
Waltham,
Massachusetts
| $109M | -$17.8M | -14% | 14.7% | 26% | 184 | 7.07% | 0.5 |
|
| 5787 |
AAM
5787
Artha Asset Management
Hoboken,
New Jersey
| $109M | +$14M | +15% | 7.76% | – | 32 | 62.5% | 0.2 |
|
| 5788 |
5788
VELT Partners Investimentos
Sao Paolo,
Brazil
| $108M | -$12.8M | -11% | 37.4% | 19.4% | 5 | 0% | 1.5 |
|
| 5789 |
5789
Piershale Financial Group
Barrington,
Illinois
| $108M | -$1.69M | -2% | 0.18% | 82% | 11 | 9.09% | 3.3 |
|
| 5790 |
5790
SCP Investment
Orinda,
California
| $108M | -$129M | -54% | 41.7% | 32.8% | 44 | 47.73% | 1 |
|
| 5791 |
5791
Capital Impact Advisors
Boston,
Massachusetts
| $108M | -$29.3M | -21% | 18.3% | – | 231 | 21.21% | 0.9 |
|
| 5792 |
5792
Orca Investment Management
Roseburg,
Oregon
| $108M | -$14.4M | -12% | 11.8% | 122% | 60 | 5% | 5 |
|
| 5793 |
5793
Karani Asset Management
New York
| $108M | -$76.7M | -42% | 21.4% | – | 36 | 11.11% | 1.7 |
|
| 5794 |
5794
Bull Oak Capital
San Diego,
California
| $108M | -$13.8M | -11% | 12.2% | 62.1% | 33 | 66.67% | 0.2 |
|
| 5795 |
5795
Woodward Financial Advisors
Chapel Hill,
North Carolina
| $108M | +$10.4M | +11% | 11.9% | 55% | 50 | 28% | 0.4 |
|
| 5796 |
5796
Silverhawk Asset Management
Scottsdale,
Arizona
| $108M | -$16.8M | -13% | 12.5% | – | 30 | 6.67% | 0.4 |
|
| 5797 |
5797
Vert Asset Management
Sausalito,
California
| $108M | -$16.1M | -13% | 16.6% | 43.6% | 42 | 2.38% | 0.5 |
|
| 5798 |
5798
Robinson Value Management
San Antonio,
Texas
| $108M | -$20.9M | -16% | 9.53% | 79.3% | 77 | 14.29% | 2.6 |
|
| 5799 |
5799
Center For Asset Management
Palm Beach Gardens,
Florida
| $108M | -$21.6M | -17% | 8.2% | 66.6% | 156 | 48.08% | 0.8 |
|
| 5800 |
5800
EDBI Pte Ltd
Singapore
| $108M | -$42.3M | -28% | 30% | 6.21% | 25 | 12% | 0.4 |
|