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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 |
5776
nVerses Capital
Wellington,
Florida
| $167M | +$126M | +302% | 0.65% | – | 1,254 | 73.76% | 0.1 |
|
| 5777 |
FAG
5777
Fortitude Advisory Group
Gig Harbor,
Washington
| $167M | -$9.7M | -5% | 6.95% | 142% | 226 | 15.04% | 1.9 |
|
| 5778 |
5778
Security National Bank of So Dak
Sioux City,
Iowa
| $167M | +$1.06M | +0.6% | 1.99% | 67.7% | 99 | 6.06% | 6.1 |
|
| 5779 |
CH
5779
Cromwell Holdings
Jackson,
Wyoming
| $167M | – | – | 4.79% | – | 611 | – | 0 |
|
| 5780 |
5780
Crystal Rock Capital Management
Bannockburn,
Illinois
| $167M | -$4.62M | -3% | 2.66% | 172% | 28 | 7.14% | 5.1 |
|
| 5781 |
5781
FourWorld Capital Management
New York
| $167M | +$10.3M | +7% | 3.79% | 132% | 41 | 41.46% | 0.7 |
|
| 5782 |
EL
5782
EQ LLC
Bellevue,
Washington
| $167M | +$4.7M | +3% | 2.01% | 72.9% | 55 | 10.91% | 2.3 |
|
| 5783 |
5783
Onyx Financial Advisors
Idaho Falls,
Idaho
| $167M | +$5.27M | +3% | 0.68% | 57.8% | 15 | 13.33% | 1 |
|
| 5784 |
5784
Values First Advisors
Gray,
Tennessee
| $167M | -$3.71M | -2% | 4.72% | 87.6% | 184 | 17.39% | 2.5 |
|
| 5785 |
5785
Fairfield, Bush & Co
Darien,
Connecticut
| $167M | -$1.8M | -1% | 5.43% | 112% | 120 | 10.83% | 6.3 |
|
| 5786 |
5786
VeriStar Capital Management
New York
| $167M | -$23.6M | -12% | 4.21% | 41% | 12 | 16.67% | 1.3 |
|
| 5787 |
FFA
5787
Florida Financial Advisors
Tampa,
Florida
| $167M | +$30.7M | +23% | 4.68% | – | 154 | 24.03% | 0.4 |
|
| 5788 |
5788
Birchbrook
Bangor,
Maine
| $167M | -$1.46M | -0.9% | 0.11% | 49.1% | 293 | 14.33% | 0.5 |
|
| 5789 |
5789
ICA Group Wealth Management
Denver,
Colorado
| $167M | -$332M | -67% | 2.6% | – | 1,376 | 44.11% | 0.9 |
|
| 5790 |
5790
AllSquare Wealth Management
Albany,
New York
| $167M | -$4.04M | -2% | 1.33% | 62.4% | 548 | 4.2% | 5.2 |
|
| 5791 |
TCM
5791
TAM Capital Management
Stamford,
Connecticut
| $167M | +$46.3M | +39% | 1.16% | 4.15% | 10 | 20% | 1.5 |
|
| 5792 |
5792
Motive Wealth Advisors
Birmingham,
Michigan
| $166M | +$1.34M | +0.8% | 2.65% | 66% | 71 | 8.45% | 1.8 |
|
| 5793 |
5793
Pelham Capital
London,
United Kingdom
| $166M | +$78.4K | +0% | 3.02% | 135% | 12 | 50% | 1 |
|
| 5794 |
5794
Lakeridge Wealth Management
Mentor,
Ohio
| $166M | +$12.1M | +8% | 1.81% | – | 148 | 10.81% | 0.4 |
|
| 5795 |
5795
Mader & Shannon Wealth Management
Kansas City,
Missouri
| $166M | -$12M | -7% | 0.13% | 53.1% | 12 | 8.33% | 3.6 |
|
| 5796 |
5796
Allie Family Office
Miami,
Florida
| $166M | -$3.52M | -2% | 1.77% | 59% | 88 | 11.36% | 1.7 |
|
| 5797 |
5797
Phase 2 Partners
San Francisco,
California
| $166M | -$25.1M | -13% | 4.59% | 25.1% | 39 | 61.54% | 0.3 |
|
| 5798 |
5798
Yarger Wealth Strategies
Westerville,
Ohio
| $166M | +$19.4M | +13% | 1.8% | 55.1% | 87 | 13.79% | 1.4 |
|
| 5799 |
5799
HighMark Wealth Management
St. Paul,
Minnesota
| $166M | +$4.72M | +3% | 0.4% | 110% | 622 | 15.59% | 2.7 |
|
| 5800 |
5800
Ridgecrest Wealth Partners
Mill Valley,
California
| $166M | -$1.85M | -1% | 6.1% | 103% | 115 | 13.04% | 2.5 |
|