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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 |
5826
Fortress Wealth Management
Culver City,
California
| $106M | -$24.2M | -19% | 13.1% | 52.1% | 68 | 39.71% | 0.4 |
|
| 5827 |
5827
Morgens Waterfall Vintiadis & Co
New York
| $106M | -$52.5M | -33% | 19.4% | 594% | 39 | 61.54% | 1.6 |
|
| 5828 |
5828
Crestwood Capital Management
New York
| $106M | -$59.7M | -36% | 17.3% | 203% | 19 | 31.58% | 2.6 |
|
| 5829 |
5829
Peterson Financial Group
Des Moines,
Iowa
| $106M | -$14.5M | -12% | 14.4% | 32.4% | 78 | 5.13% | 0.5 |
|
| 5830 |
5830
IMPACTfolio
Denver,
Colorado
| $106M | -$28.2M | -21% | 13.1% | 51.2% | 51 | 11.76% | 0.4 |
|
| 5831 |
5831
Verdad Advisers
Boston,
Massachusetts
| $106M | -$16M | -13% | 7.75% | – | 40 | 45% | 0.7 |
|
| 5832 |
5832
Act Two Investors
Santa Cruz,
California
| $106M | -$20.1M | -16% | 15.5% | 53% | 29 | 27.59% | 2.5 |
|
| 5833 |
5833
Holistic Financial Partners
Indianapolis,
Indiana
| $106M | -$51.3M | -33% | 7.93% | 95.7% | 124 | 32.26% | 2.4 |
|
| 5834 |
BWIA
5834
Bryant Woods Investment Advisors
Getzville,
New York
| $106M | -$18M | -14% | 15.4% | 66.3% | 38 | 7.89% | 0.5 |
|
| 5835 |
5835
Trilantic Capital Management
New York
| $106M | -$114M | -52% | 39.1% | – | 12 | 33.33% | 0.4 |
|
| 5836 |
CC
5836
Corton Capital
Carrying Place,
Ontario, Canada
| $106M | -$125M | -54% | 15.9% | 225% | 573 | 69.81% | 0.2 |
|
| 5837 |
5837
WealthTrust Asset Management
Destin,
Florida
| $106M | -$34.5M | -25% | 11.9% | 102% | 94 | 39.36% | 0.7 |
|
| 5838 |
HAM
5838
Hedges Asset Management
Reno,
Nevada
| $106M | -$23.2M | -18% | 13.3% | – | 112 | 9.82% | 0.5 |
|
| 5839 |
5839
Echo45 Advisors
Walnut Creek,
California
| $106M | -$21.7M | -17% | 10.2% | 53.6% | 75 | 30.67% | 0.5 |
|
| 5840 |
5840
Brown Advisory Securities
Baltimore,
Maryland
| $106M | -$65.1M | -38% | 13.2% | 51% | 174 | 21.26% | 6.2 |
|
| 5841 |
5841
Andrews Lucia Wealth Management
Danville,
California
| $106M | -$5.89M | -5% | 14.6% | 59.7% | 20 | 15% | 0.5 |
|
| 5842 |
WPEP
5842
Walnut Private Equity Partners
Omaha,
Nebraska
| $106M | -$18.9M | -15% | 14.5% | 48% | 15 | 0% | 5.9 |
|
| 5843 |
5843
First Bancorp
Damariscotta,
Maine
| $106M | -$3.55M | -3% | 10.8% | 73.8% | 117 | 20.51% | 1.1 |
|
| 5844 |
5844
CV Advisors
Aventura,
Florida
| $106M | -$35.7M | -25% | 18.8% | 112% | 30 | 26.67% | 0.5 |
|
| 5845 |
5845
Ivy Lane Capital Management
Winter Park,
Florida
| $106M | -$23.3M | -18% | 20.8% | 101% | 12 | 41.67% | 0.9 |
|
| 5846 |
5846
Palmer Knight Company
Jacksonville,
Florida
| $105M | -$21.1M | -17% | 15.4% | 78.9% | 27 | 0% | 2.8 |
|
| 5847 |
5847
Crystal Rock Capital Management
Bannockburn,
Illinois
| $105M | -$45.4M | -30% | 17.9% | 172% | 33 | 24.24% | 3.9 |
|
| 5848 |
5848
Taylor & Morgan Wealth Management
Flint,
Michigan
| $105M | -$16.8M | -14% | 16.5% | 85.9% | 69 | 13.04% | 0.4 |
|
| 5849 |
ABP
5849
Arthur B. Page
| $105M | -$22.9M | -18% | 12.7% | 40.4% | 57 | 10.53% | 5.9 |
|
| 5850 |
5850
Gouws Capital LLC
Charlotte,
North Carolina
| $105M | -$17.7M | -14% | 12.6% | 114% | 51 | 9.8% | 0.5 |
|