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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5826 |
CWMG
5826
Compass Wealth Management (Georgia)
Atlanta,
Georgia
| $251M | +$16.8M | +7% | 12.5% | – | 76 | 7.89% | 0.8 |
|
| 5827 |
5827
LTS One Management
New York
| $251M | +$12.2M | +5% | 20.9% | 67.9% | 23 | 30.43% | 0.8 |
|
| 5828 |
5828
Abound Financial
Granite Bay,
California
| $251M | +$21.9M | +10% | 12.1% | – | 309 | 12.3% | 0.7 |
|
| 5829 |
LA
5829
Latitude Advisors
Vero Beach,
Florida
| $251M | +$32.5M | +15% | 13.9% | 79.6% | 249 | 18.47% | 2.6 |
|
| 5830 |
5830
Ballast Asset Management
Dallas,
Texas
| $251M | +$26M | +12% | 18% | 126% | 55 | 9.09% | 2 |
|
| 5831 |
5831
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
| $251M | +$26.6M | +12% | 9.52% | – | 78 | 14.1% | 1.8 |
|
| 5832 |
5832
Sherborne Investors Management
New York
| $251M | +$9.7M | +4% | 4.03% | 54.2% | 1 | 0% | 3.5 |
|
| 5833 |
PK
5833
Pflug Koory
Omaha,
Nebraska
| $250M | +$32.1M | +15% | 22.7% | – | 429 | 3.03% | 6.5 |
|
| 5834 |
DCM
5834
Dudley Capital Management
Middleburg,
Virginia
| $250M | +$23.6M | +10% | 14.2% | 129% | 157 | 16.56% | 2.3 |
|
| 5835 |
5835
MW Advisory
Atlanta,
Georgia
| $250M | – | – | 18.4% | – | 139 | – | 0 |
|
| 5836 |
5836
Quadratic Capital Management
Greenwich,
Connecticut
| $250M | -$133M | -35% | 0.4% | 0.6% | 2 | 0% | 5.1 |
|
| 5837 |
5837
Jupiter Wealth Management
Glendale,
Colorado
| $250M | -$3.03M | -1% | 15.1% | 99.2% | 97 | 11.34% | 3.2 |
|
| 5838 |
5838
Bernzott Capital Advisors
Camarillo,
California
| $250M | +$41.2M | +20% | 17.6% | 46.2% | 40 | 17.5% | 2.9 |
|
| 5839 |
5839
Matisse Capital
Portland,
Oregon
| $250M | +$15.3M | +7% | 15.8% | 73.3% | 179 | 20.11% | 2.5 |
|
| 5840 |
5840
Level Wealth Management
Greensboro,
North Carolina
| $250M | +$36.2M | +17% | 9.28% | – | 73 | 12.33% | 1.1 |
|
| 5841 |
5841
Brogan Financial
Knoxville,
Tennessee
| $250M | +$22.2M | +10% | 9.3% | 46.4% | 64 | 12.5% | 2.4 |
|
| 5842 |
5842
Fox Hill Wealth Management
Dedham,
Massachusetts
| $249M | +$41.5M | +20% | 33.3% | – | 131 | 19.08% | 1.7 |
|
| 5843 |
5843
Mirabaud & Cie
Geneva,
Switzerland
| $249M | +$3.5M | +1% | 30.8% | 151% | 60 | 21.67% | 1.7 |
|
| 5844 |
5844
Rockingstone Advisors
Great Barrington,
Massachusetts
| $249M | +$31.1M | +14% | 16.1% | 114% | 119 | 8.4% | 2.6 |
|
| 5845 |
VM
5845
VPR Management
Houston,
Texas
| $249M | -$1.21M | -0.5% | 0.73% | 54.5% | 66 | 1.52% | 3.7 |
|
| 5846 |
RSC
5846
Rising Stella Capital
Singapore,
| $249M | +$35.4M | +17% | 17.9% | – | 3 | 0% | 0.5 |
|
| 5847 |
5847
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
| $249M | +$55.2M | +29% | 33.1% | 105% | 157 | 10.83% | 2.8 |
|
| 5848 |
SC
5848
Schulhoff & Co
Cincinnati,
Ohio
| $249M | +$5.53M | +2% | 8.49% | 51.8% | 136 | 3.68% | 8.5 |
|
| 5849 |
5849
Independent Family Office
Albany,
New York
| $249M | +$5.94M | +2% | 6% | 68.4% | 97 | 19.59% | 3.6 |
|
| 5850 |
5850
Union Savings Bank
Litchfield,
Connecticut
| $249M | +$20.8M | +9% | 13% | – | 328 | 4.27% | 2.4 |
|