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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
Candelo Capital Management
New York
| $179M | +$30.5M | +20% | 16.4% | – | 45 | 62.22% | 0.3 |
|
| 5777 |
VCM
5777
Viewpoint Capital Management
Seattle,
Washington
| $179M | +$15.5M | +9% | 8.31% | 127% | 145 | 7.59% | 2.2 |
|
| 5778 |
5778
Econ Financial Services
Harrisburg,
Pennsylvania
| $179M | +$17.4M | +11% | 3.98% | 16.9% | 111 | 53.15% | 0.8 |
|
| 5779 |
CWM
5779
CCG Wealth Management
San Diego,
California
| $179M | +$1.38M | +0.8% | 6.28% | 82.6% | 76 | 13.16% | 2.9 |
|
| 5780 |
5780
Prosperity Financial Group
San Ramon,
California
| $179M | +$20.1M | +13% | 5.57% | 121% | 166 | 19.88% | 1.1 |
|
| 5781 |
5781
Old North State Wealth Management
Wilmington,
North Carolina
| $179M | +$26.7M | +18% | 11% | 91.5% | 115 | 20.87% | 1.5 |
|
| 5782 |
5782
Krensavage Asset Management
New York
| $178M | -$39.3M | -18% | 6.37% | 124% | 14 | 14.29% | 3.3 |
|
| 5783 |
5783
Peak XV Partners Operations
Trianon,
Mauritius
| $178M | -$16.5M | -8% | 8.18% | – | 3 | 0% | 0.7 |
|
| 5784 |
5784
Spectrum Wealth Advisory Group
Granite Bay,
California
| $178M | +$84.8M | +91% | 5.12% | 76.1% | 47 | 27.66% | 2.5 |
|
| 5785 |
5785
Burns Matteson Capital Management
Corning,
New York
| $178M | +$19.2M | +12% | 9.16% | 137% | 203 | 44.83% | 1.3 |
|
| 5786 |
5786
Granite Bay Wealth Management
Portsmouth,
New Hampshire
| $178M | -$8.41M | -5% | 4.65% | – | 75 | 53.33% | 1.4 |
|
| 5787 |
5787
Pharo Management
New York
| $178M | +$144M | +420% | 5.74% | – | 2 | 50% | 0.4 |
|
| 5788 |
5788
Chaney Capital Management
Lynnwood,
Washington
| $178M | +$27.3M | +18% | 4.73% | – | 38 | 10.53% | 0.6 |
|
| 5789 |
5789
Lanham O'Dell & Company
Hurricane,
West Virginia
| $178M | +$82.1K | +0% | 10.9% | 81% | 29 | 31.03% | 1.7 |
|
| 5790 |
5790
Aspect Partners
Fairfax,
Virginia
| $178M | +$10.2M | +6% | 7.59% | 66.7% | 594 | 10.77% | 0.7 |
|
| 5791 |
5791
Sound Stewardship
Overland Park,
Kansas
| $178M | +$13.6M | +8% | 5.69% | 45.9% | 61 | 9.84% | 1.4 |
|
| 5792 |
WCM
5792
Westerly Capital Management
San Francisco,
California
| $178M | -$22.9M | -11% | 5.79% | 116% | 52 | 42.31% | 1.3 |
|
| 5793 |
5793
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $178M | +$14M | +9% | 5.9% | 45.1% | 34 | 2.94% | 6.1 |
|
| 5794 |
5794
Carl Stuart Investment Advisor
Austin,
Texas
| $178M | +$17.9M | +11% | 7.1% | 84.4% | 17 | 17.65% | 1.6 |
|
| 5795 |
5795
Southern Capital Advisors
Jackson,
Tennessee
| $178M | +$15.2M | +9% | 6.79% | 66.8% | 82 | 17.07% | 1.7 |
|
| 5796 |
5796
Cincinnati Casualty Company
Fairfield,
Ohio
| $177M | -$5.09M | -3% | 8.58% | 56% | 26 | 7.69% | 8.5 |
|
| 5797 |
5797
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| $177M | +$12.9M | +8% | 7.37% | 2.24% | 254 | 13.78% | 2.1 |
|
| 5798 |
5798
Seldon Capital
San Francisco,
California
| $177M | -$5.74M | -3% | 7.78% | 604% | 70 | 20% | 1.6 |
|
| 5799 |
5799
Family CFO
Los Altos,
California
| $177M | +$14.9M | +9% | 6.61% | 84% | 74 | 14.86% | 2.1 |
|
| 5800 |
5800
Grand Wealth Management
Grand Rapids,
Michigan
| $177M | +$8.8M | +5% | 6.13% | 54.1% | 66 | 12.12% | 1.8 |
|