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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
FCG Investment Company
Germantown,
Tennessee
| $214M | +$21.9M | +11% | 16.3% | – | 98 | 16.33% | 0.9 |
|
| 5827 |
5827
Forge Financial Services
Edmond,
Oklahoma
| $213M | +$80.2M | +60% | 5.66% | – | 22 | 9.09% | 0.7 |
|
| 5828 |
5828
Southern Capital Advisors
Jackson,
Tennessee
| $213M | +$17.9M | +9% | 7.11% | 66.8% | 84 | 5.95% | 2.4 |
|
| 5829 |
5829
Napa Wealth Management
Napa,
California
| $213M | +$4.3M | +2% | 10.4% | – | 181 | 45.3% | 0.7 |
|
| 5830 |
AFT
5830
Alpha Family Trust
Los Angeles,
California
| $213M | +$11.3M | +6% | 12.6% | 198% | 205 | 14.63% | 1.7 |
|
| 5831 |
5831
Leslie Global Wealth
Itasca,
Illinois
| $213M | +$26.1M | +14% | 7.79% | – | 81 | 19.75% | 0.9 |
|
| 5832 |
5832
Rings Capital Management
Chicago,
Illinois
| $213M | +$6.27M | +3% | 6.9% | 40.9% | 7 | 0% | 3.2 |
|
| 5833 |
5833
Inlight Wealth Management
Atlanta,
Georgia
| $213M | +$19.8M | +10% | 9.21% | – | 257 | 7.78% | 0.5 |
|
| 5834 |
5834
Battery Global Advisors
Boston,
Massachusetts
| $213M | +$9.9M | +5% | 3.65% | – | 152 | 9.21% | 1 |
|
| 5835 |
5835
StepStone Group
La Jolla,
California
| $213M | +$162M | +322% | 11.5% | 107% | 21 | 57.14% | 1.6 |
|
| 5836 |
5836
Steinberganna Wealth Management
Huntington,
New York
| $213M | – | – | 10.3% | – | 133 | – | 0 |
|
| 5837 |
5837
Hiley Hunt Wealth Management
Omaha,
Nebraska
| $213M | +$14.6M | +7% | 5.28% | 48.4% | 46 | 6.52% | 1.4 |
|
| 5838 |
5838
First Affirmative Financial Network
Colorado Springs,
Colorado
| $213M | +$18M | +9% | 6.95% | – | 311 | 15.11% | 2.1 |
|
| 5839 |
5839
Lloyd Advisory Services
Suwanee,
Georgia
| $212M | +$5.54M | +3% | 5.45% | 51.1% | 122 | 37.7% | 0.9 |
|
| 5840 |
5840
Versant Venture Management
San Francisco,
California
| $212M | +$130M | +159% | 55.8% | 409% | 9 | 11.11% | 2.2 |
|
| 5841 |
5841
Kapstone Financial Advisors
Lebanon,
Ohio
| $212M | +$11.8M | +6% | 6.95% | 131% | 126 | 7.94% | 2 |
|
| 5842 |
5842
PACK Private Wealth
Wayzata,
Minnesota
| $212M | +$23.6M | +12% | 7.81% | 52.8% | 55 | 12.73% | 2.4 |
|
| 5843 |
5843
22NW LP
Seattle,
Washington
| $212M | +$53.5M | +34% | 43.2% | 138% | 23 | 17.39% | 1.9 |
|
| 5844 |
5844
Summit Place Financial Advisors
Summit,
New Jersey
| $212M | +$13.5M | +7% | 9.16% | 111% | 105 | 17.14% | 3 |
|
| 5845 |
CWM
5845
CCG Wealth Management
San Diego,
California
| $212M | +$22.4M | +12% | 9.4% | 82.6% | 88 | 12.5% | 3.2 |
|
| 5846 |
5846
Kilter Group
Rhinebeck,
New York
| $212M | -$7.8M | -4% | 8.02% | – | 1,330 | 21.43% | 0.2 |
|
| 5847 |
5847
Bernzott Capital Advisors
Camarillo,
California
| $212M | +$16M | +8% | 11.9% | 46.2% | 34 | 8.82% | 3.1 |
|
| 5848 |
5848
Seamount Financial Group
Colorado Springs,
Colorado
| $212M | +$17.3M | +9% | 7.11% | 79.7% | 142 | 14.79% | 1.2 |
|
| 5849 |
5849
Jupiter Wealth Management
Glendale,
Colorado
| $212M | +$13.6M | +7% | 12.1% | 99.2% | 96 | 9.38% | 2.7 |
|
| 5850 |
5850
Lindenwold Advisors
Reading,
Pennsylvania
| $212M | +$19.1M | +10% | 7.4% | 75% | 120 | 19.17% | 2.4 |
|