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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6001 |
6001
Bull Oak Capital
San Diego,
California
| $122M | +$11.6M | +11% | 1% | 62.1% | 29 | 48.28% | 0.2 |
|
| 6002 |
6002
Flagship Private Wealth
Woburn,
Massachusetts
| $122M | -$14.9M | -11% | 5.31% | 62.7% | 81 | 14.81% | 1.1 |
|
| 6003 |
6003
Socha Financial Group
Corning,
New York
| $122M | -$9.8M | -7% | 4.95% | 81.5% | 17 | 5.88% | 0.3 |
|
| 6004 |
6004
Vigilare Wealth Management
Scottsdale,
Arizona
| $122M | -$47.4M | -28% | 4.92% | 56.9% | 184 | 29.89% | 1.4 |
|
| 6005 |
6005
Nvest Financial
Portsmouth,
New Hampshire
| $122M | – | – | 1.87% | 92.8% | 70 | – | 0 |
|
| 6006 |
ICMP
6006
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| $122M | -$6.04M | -5% | 1.98% | 39.7% | 72 | 18.06% | 1.5 |
|
| 6007 |
GG
6007
Golden Green
Seneca,
South Carolina
| $122M | -$2.74M | -2% | 2.96% | 92.4% | 138 | 55.8% | 0.7 |
|
| 6008 |
6008
Fairfield University
Fairfield,
Connecticut
| $122M | -$7.07M | -5% | 5.77% | 61.9% | 4 | 0% | 4.9 |
|
| 6009 |
6009
Broadmark Asset Management
San Francisco,
California
| $122M | -$41.8M | -26% | 4.48% | 39.6% | 3 | 66.67% | 0.6 |
|
| 6010 |
6010
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| $122M | -$3.16M | -3% | 4.28% | 57.3% | 67 | 4.48% | 1.2 |
|
| 6011 |
6011
Emso Asset Management
London,
United Kingdom
| $122M | +$121M | +47,584% | 10.1% | 65% | 3 | 66.67% | 0.2 |
|
| 6012 |
6012
Hunting Hill Global Capital
New York
| $121M | -$279M | -70% | 0.11% | 132% | 116 | 39.66% | 0.4 |
|
| 6013 |
6013
VELT Partners Investimentos
Sao Paolo,
Brazil
| $121M | +$9.5M | +9% | 6.83% | 19.4% | 6 | 33.33% | 1.2 |
|
| 6014 |
6014
Reverence Capital Partners
New York
| $121M | -$233K | -0.2% | 0.19% | 5.38% | 1 | 0% | 0.3 |
|
| 6015 |
6015
Washington Capital Management
Seattle,
Washington
| $121M | -$2.25M | -2% | 0.61% | 81.8% | 118 | 24.58% | 2.3 |
|
| 6016 |
6016
PACK Private Wealth
Wayzata,
Minnesota
| $121M | -$4.68M | -4% | 4.6% | 52.8% | 39 | 5.13% | 0.2 |
|
| 6017 |
PGF
6017
Pelham Global Financials
London,
United Kingdom
| $121M | -$105M | -46% | 2.76% | 24.5% | 13 | 46.15% | 1.1 |
|
| 6018 |
6018
Natural Investments
Windsor,
California
| $121M | -$114M | -49% | 3.83% | – | 2 | 50% | 2 |
|
| 6019 |
6019
Draper Asset Management
Smithtown,
New York
| $121M | -$1.59M | -1% | 3.57% | 187% | 60 | 36.67% | 0.8 |
|
| 6020 |
MFG
6020
Monumental Financial Group
Rockville,
Maryland
| $121M | -$18.7M | -13% | 5.89% | 18.2% | 59 | 64.41% | 0.4 |
|
| 6021 |
6021
CPR Investments
Rochester,
Michigan
| $121M | -$18.7M | -13% | 8.24% | 84% | 83 | 18.07% | 0.2 |
|
| 6022 |
6022
Peterson Financial Group
Des Moines,
Iowa
| $121M | -$1.82M | -1% | 4.38% | 32.4% | 79 | 1.27% | 0.3 |
|
| 6023 |
MCM
6023
Magnolia Capital Management
Cold Spring,
New York
| $121M | -$6.25M | -5% | 4.12% | 85.9% | 126 | 10.32% | 0.9 |
|
| 6024 |
6024
Northwestern University
Evanston,
Illinois
| $121M | +$11.3M | +10% | 11.6% | 28.2% | 5 | 0% | 2.7 |
|
| 6025 |
6025
Monetta Financial Services
Wheaton,
Illinois
| $121M | -$8.71M | -7% | 2.4% | 275% | 70 | 54.29% | 1.8 |
|