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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5851 |
5851
Sharp Capital Gestora de Recursos
Rio De Janeiro,
Brazil
| $123M | +$5.66M | +5% | 7.64% | 61.4% | 9 | 44.44% | 1.1 |
|
| 5852 |
5852
Wolff Wiese Magana
Carslbad,
California
| $123M | +$6.56M | +6% | 8.12% | 149% | 837 | 15.89% | 1.6 |
|
| 5853 |
FSI
5853
Flow State Investments
Chicago,
Illinois
| $123M | +$8.41M | +7% | 8.29% | – | 245 | 49.8% | 0.2 |
|
| 5854 |
5854
Aspire Wealth Management
Waltham,
Massachusetts
| $123M | +$8.38M | +7% | 6.4% | 26% | 203 | 12.32% | 1 |
|
| 5855 |
5855
DRH Investments
Thousand Oaks,
California
| $123M | +$2.25M | +2% | 4.96% | 81.2% | 16 | 43.75% | 1.2 |
|
| 5856 |
5856
Fee-Only Financial Planning
Okatie,
South Carolina
| $123M | +$3.78M | +3% | 5.81% | 72.6% | 42 | 4.76% | 0.2 |
|
| 5857 |
5857
Resource Planning Group
Atlanta,
Georgia
| $123M | -$1.77M | -1% | 4.51% | 1.9% | 67 | 14.93% | 3 |
|
| 5858 |
5858
Mork Capital Management
Healdsburg,
California
| $123M | -$7.36M | -6% | 6.4% | 61.9% | 128 | 13.28% | 2.4 |
|
| 5859 |
5859
Mosaic Advisors
Houston,
Texas
| $123M | +$5.04M | +4% | 3.44% | 50.9% | 15 | 0% | 1.6 |
|
| 5860 |
5860
Destiny Capital
Golden,
Colorado
| $123M | +$1.28M | +1% | 4.76% | 60.5% | 48 | 8.33% | 0.2 |
|
| 5861 |
5861
Ergawealth Advisors
Oak Brook,
Illinois
| $123M | +$12.4M | +11% | 2.59% | 50% | 57 | 29.82% | 0.2 |
|
| 5862 |
5862
HighVista Strategies
Boston,
Massachusetts
| $123M | -$45.7M | -27% | 5.82% | 622% | 142 | 50% | 0.7 |
|
| 5863 |
5863
Agincourt Capital Management
Richmond,
Virginia
| $123M | +$7.2M | +6% | 5.01% | 0.36% | 4 | 0% | 1.3 |
|
| 5864 |
CL
5864
COWA LLC
Tulsa,
Oklahoma
| $123M | -$38.1M | -24% | 2.19% | 67.7% | 128 | 14.06% | 1.6 |
|
| 5865 |
5865
Financial Council
Towson,
Maryland
| $123M | -$37M | -23% | 8.94% | 88.6% | 77 | 16.88% | 1 |
|
| 5866 |
5866
Continuum Wealth Advisors
Saratoga Springs,
New York
| $123M | +$21.9M | +22% | 3.38% | 69% | 50 | 26% | 0.2 |
|
| 5867 |
CI
5867
Carroll Investors
Mt Pleasant,
South Carolina
| $123M | +$28.2M | +30% | 25.2% | 241% | 46 | 28.26% | 0.8 |
|
| 5868 |
5868
Tilson Financial Group
New Providence,
New Jersey
| $122M | +$5M | +4% | 4.46% | 39.3% | 59 | 0% | 0.3 |
|
| 5869 |
5869
Silverhawk Asset Management
Scottsdale,
Arizona
| $122M | +$9.1M | +8% | 4.92% | – | 35 | 5.71% | 0.9 |
|
| 5870 |
5870
Hazlett, Burt & Watson
Wheeling,
West Virginia
| $122M | +$8.49M | +7% | 6% | 108% | 709 | 19.61% | 0.8 |
|
| 5871 |
5871
26North Partners
New York
| $122M | +$11.5M | +10% | 7.2% | 77.8% | 3 | 0% | 0.3 |
|
| 5872 |
CP
5872
CPV Partners
Stamford,
Connecticut
| $122M | +$2.46M | +2% | 5.07% | 105% | 6 | 0% | 2.3 |
|
| 5873 |
5873
Diamant Asset Management
Ridgefield,
Connecticut
| $122M | +$10.6M | +10% | 9.62% | 66.9% | 68 | 8.82% | 4.2 |
|
| 5874 |
5874
Eagle Bluffs Wealth Management
Columbia,
Missouri
| $122M | +$26.6M | +28% | 9.04% | 95.5% | 69 | 15.94% | 1 |
|
| 5875 |
5875
Naman Capital
Sao Paulo,
Brazil
| $122M | +$9.5M | +8% | 8.3% | 89.9% | 11 | 0% | 3 |
|