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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5976 |
5976
Littlejohn & Co
Greenwich,
Connecticut
| $143M | +$25.4M | +22% | 36.1% | 56.2% | 46 | 26.09% | 1.6 |
|
| 5977 |
VCM
5977
Viewpoint Capital Management
Seattle,
Washington
| $143M | +$17.9M | +14% | 13.8% | 127% | 131 | 4.58% | 1.7 |
|
| 5978 |
5978
Rise Advisors
Rochester,
New York
| $143M | +$16.9M | +13% | 9.46% | 62.8% | 677 | 12.7% | 1.7 |
|
| 5979 |
5979
Summa Corp
Tomball,
Texas
| $143M | – | – | 11.2% | 348% | 60 | – | 0 |
|
| 5980 |
IFS
5980
Intelligent Financial Strategies
Excelsior,
Minnesota
| $143M | +$8.07M | +6% | 7.09% | 63.5% | 90 | 15.56% | 1.8 |
|
| 5981 |
5981
Blantyre Capital
London,
United Kingdom
| $143M | – | – | 7.18% | – | 3 | – | 0 |
|
| 5982 |
5982
Kanen Wealth Management
Coconut Creek,
Florida
| $143M | +$13M | +10% | 4.27% | 328% | 22 | 31.82% | 1.3 |
|
| 5983 |
5983
Avory & Company
Miami,
Florida
| $143M | +$25.1M | +21% | 25.8% | 74.9% | 31 | 22.58% | 1.5 |
|
| 5984 |
5984
Wealthspan Partners
Davenport,
Iowa
| $143M | +$16.3M | +13% | 9.98% | 65% | 82 | 7.32% | 1.5 |
|
| 5985 |
5985
Axis Capital Holdings
Pembroke,
| $143M | -$523K | -0.4% | 11.1% | 76% | 3 | 0% | 7.1 |
|
| 5986 |
5986
Castleview Partners
Dallas,
Texas
| $143M | +$34.5M | +32% | 8.84% | 61.3% | 906 | 31.02% | 1.5 |
|
| 5987 |
5987
Roubaix Capital
Denver,
Colorado
| $143M | +$7.06M | +5% | 10.5% | 174% | 62 | 61.29% | 0.6 |
|
| 5988 |
BWA
5988
BlueChip Wealth Advisors
Milton,
Georgia
| $143M | – | – | 9.8% | 62.2% | 115 | – | 0 |
|
| 5989 |
5989
Windle Wealth
Oklahoma City,
Oklahoma
| $143M | +$8.49M | +6% | 7.89% | 73% | 28 | 0% | 1 |
|
| 5990 |
5990
Clarity Capital Partners
Newport Beach,
California
| $143M | – | – | 18% | – | 122 | – | 0 |
|
| 5991 |
5991
Elmwood Wealth Management
Berkeley,
California
| $143M | -$64.8M | -31% | 7.89% | 42.1% | 123 | 20.33% | 3.5 |
|
| 5992 |
YC
5992
Yunqi Capital
Hong Kong
| $143M | +$12.5M | +10% | 0.48% | 71.4% | 8 | 25% | 0.7 |
|
| 5993 |
LA
5993
Latitude Advisors
Vero Beach,
Florida
| $142M | +$2.78M | +2% | 8.34% | 79.6% | 192 | 22.4% | 1.8 |
|
| 5994 |
GCM
5994
Garland Capital Management
Bellevue,
Washington
| $142M | +$602K | +0.4% | 8.95% | 55.7% | 34 | 2.94% | 5.5 |
|
| 5995 |
5995
Burns Matteson Capital Management
Corning,
New York
| $142M | -$14.5M | -9% | 9.58% | 137% | 178 | 47.75% | 1.2 |
|
| 5996 |
5996
Catawba River Capital
Lake Wylie,
South Carolina
| $142M | +$12.5M | +10% | 12.2% | 89.5% | 20 | 15% | 2.5 |
|
| 5997 |
5997
Econ Financial Services
Harrisburg,
Pennsylvania
| $142M | +$4.99M | +4% | 8.16% | 16.9% | 80 | 28.75% | 0.7 |
|
| 5998 |
5998
Hara Capital
Bellevue,
Washington
| $142M | – | – | 0.05% | 65.4% | 132 | – | 0 |
|
| 5999 |
5999
Heritage Wealth Management (Texas)
Houston,
Texas
| $142M | +$31.8M | +29% | 10.1% | 55.9% | 36 | 30.56% | 0.6 |
|
| 6000 |
6000
Beaumont Asset Management
Beaumont,
Texas
| $142M | +$20.1M | +17% | 12.1% | 73.1% | 65 | 6.15% | 2.4 |
|