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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5951 |
5951
Vert Asset Management
Sausalito,
California
| $124M | +$2.64M | +2% | 4.84% | 43.6% | 46 | 8.7% | 0.3 |
|
| 5952 |
5952
Element Wealth
Ridgeland,
Mississippi
| $124M | -$8.38M | -6% | 4.26% | 59.6% | 209 | 9.57% | 1.6 |
|
| 5953 |
5953
Ascension Capital Advisors
Houston,
Texas
| $124M | -$28.5M | -19% | 5.71% | 59.3% | 38 | 26.32% | 1.6 |
|
| 5954 |
5954
Diker Management
New York
| $124M | -$22M | -15% | 9.84% | 210% | 49 | 57.14% | 1.9 |
|
| 5955 |
5955
F/M Investments
Washington,
District of Columbia
| $124M | -$12.6M | -9% | 4.55% | 101% | 87 | 33.33% | 0.6 |
|
| 5956 |
5956
LCM Capital Management
Chicago,
Illinois
| $124M | -$5.18M | -4% | 4.85% | 128% | 99 | 8.08% | 1.1 |
|
| 5957 |
5957
Millennium Capital Advisors
Little Rock,
Arkansas
| $124M | -$4.45M | -3% | 1.82% | 134% | 110 | 12.73% | 0.2 |
|
| 5958 |
5958
Banta Asset Management
Newport Beach,
California
| $124M | -$9.7M | -7% | 10.3% | – | 23 | 17.39% | 1.7 |
|
| 5959 |
BWIA
5959
Bryant Woods Investment Advisors
Getzville,
New York
| $124M | -$4.21M | -3% | 4.61% | 74.4% | 37 | 13.51% | 0.2 |
|
| 5960 |
LR
5960
Library Research
Hong Kong
| $124M | -$32.2M | -21% | 19.2% | 22.4% | 6 | 16.67% | 1 |
|
| 5961 |
5961
Next Level Private
Harrison,
New York
| $124M | +$4.54M | +4% | 1.22% | 95.9% | 93 | 12.9% | 0.2 |
|
| 5962 |
5962
Asset Management Resources
Hyannis,
Massachusetts
| $124M | +$9.39M | +8% | 5.85% | – | 69 | 30.43% | 0.2 |
|
| 5963 |
FA
5963
Financial Advantage
Columbia,
Maryland
| $124M | +$2.5M | +2% | 2.05% | 24.3% | 157 | 24.2% | 2.8 |
|
| 5964 |
ASI
5964
Advisory Services & Investments
Bend,
Oregon
| $124M | -$32.8M | -21% | 2.59% | 19.9% | 41 | 14.63% | 0.7 |
|
| 5965 |
5965
Cladis Investment Advisory
Billings,
Montana
| $123M | -$1.21M | -1% | 2.65% | 131% | 162 | 18.52% | 0.2 |
|
| 5966 |
5966
Maven Ventures Partners II
Palo Alto,
California
| $123M | -$58.6M | -32% | 32.2% | – | 2 | 0% | 0.3 |
|
| 5967 |
5967
Warner Financial
Bethesda,
Maryland
| $123M | +$3.58M | +3% | 4.34% | 62.1% | 87 | 10.34% | 0.2 |
|
| 5968 |
5968
Pinnacle Financial Group
Western Springs,
Illinois
| $123M | -$5.96M | -5% | 2.19% | 54.3% | 69 | 10.14% | 0.2 |
|
| 5969 |
5969
Granite Bay Wealth Management
Portsmouth,
New Hampshire
| $123M | +$22.2M | +22% | 6.17% | – | 65 | 13.85% | 0.2 |
|
| 5970 |
5970
Charter Research & Investment Group
Southport,
Connecticut
| $123M | -$3.73M | -3% | 0.69% | 82.3% | 87 | 6.9% | 5.2 |
|
| 5971 |
5971
Custos Family Office
Austin,
Texas
| $123M | +$11.5M | +10% | 5.84% | 57.4% | 38 | 44.74% | 0.2 |
|
| 5972 |
5972
Spring Capital Management
Amarillo,
Texas
| $123M | -$2.83M | -2% | 0.7% | 73.6% | 32 | 6.25% | 0.3 |
|
| 5973 |
5973
Triatomic Management
Palo Alto,
California
| $123M | -$40M | -25% | 19.7% | – | 57 | 57.89% | 0.2 |
|
| 5974 |
5974
HST Ventures
Park City,
Utah
| $123M | +$15.5M | +14% | 15.1% | 8.24% | 28 | 46.43% | 0.2 |
|
| 5975 |
5975
Arboretum Ventures
Ann Arbor,
Michigan
| $123M | -$50.5M | -29% | 27.1% | – | 3 | 0% | 0.3 |
|