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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6026 |
6026
Rubicon Founders
Nashville,
Tennessee
| $199M | -$13.3M | -6% | 1.97% | – | 3 | 0% | 0.9 |
|
| 6027 |
6027
Axa
Paris,
France
| $199M | -$34.6B | -99% | 8.53% | 101% | 1,077 | 94.34% | 10.1 |
|
| 6028 |
6028
Unconventional Investor
Portsmouth,
New Hampshire
| $199M | +$18.5M | +10% | 6.84% | 62.7% | 46 | 15.22% | 2.4 |
|
| 6029 |
6029
Gate City Capital Management
Chicago,
Illinois
| $199M | +$31.4M | +19% | 15% | – | 17 | 17.65% | 1.1 |
|
| 6030 |
6030
Security National Bank of So Dak
Sioux City,
Iowa
| $199M | +$15.4M | +8% | 10.6% | 67.7% | 115 | 8.7% | 6 |
|
| 6031 |
6031
Lauterbach Financial Advisors
El Paso,
Texas
| $199M | +$17.1M | +9% | 7.89% | 76.5% | 84 | 5.95% | 2.5 |
|
| 6032 |
6032
MOKAN Wealth Management
Overland Park,
Kansas
| $199M | +$19.9M | +11% | 6.69% | – | 103 | 24.27% | 0.5 |
|
| 6033 |
6033
McDonough Capital Management
Orlando,
Florida
| $199M | +$20.3M | +11% | 12.4% | 98.1% | 54 | 9.26% | 2.8 |
|
| 6034 |
6034
Beaumont Asset Management
Beaumont,
Texas
| $199M | +$12.5M | +7% | 7.17% | 73.1% | 73 | 17.81% | 2.8 |
|
| 6035 |
6035
Maripau Wealth Management
Fort Wayne,
Indiana
| $199M | +$170K | +0.1% | 6.19% | 55.6% | 166 | 21.08% | 1.2 |
|
| 6036 |
6036
Ciovacco Capital Management
Atlanta,
Georgia
| $199M | +$14.8M | +8% | 9.12% | 88.5% | 31 | 29.03% | 1.4 |
|
| 6037 |
6037
Pacific Wealth Management
San Diego,
California
| $199M | -$3.94M | -2% | 7.35% | 72.8% | 26 | 26.92% | 1.5 |
|
| 6038 |
LI
6038
Latigo Investments
Fort Lauderdale,
Florida
| $198M | +$4.23M | +2% | 7.05% | 62.6% | 15 | 6.67% | 3.4 |
|
| 6039 |
6039
GGM Financials
Columbus,
Ohio
| $198M | +$26.1M | +15% | 6.27% | – | 229 | 73.8% | 0.3 |
|
| 6040 |
6040
Gray Private Wealth
Canton,
Massachusetts
| $198M | +$12.3M | +7% | 7.75% | – | 48 | 8.33% | 1.2 |
|
| 6041 |
6041
Littlejohn & Co
Greenwich,
Connecticut
| $198M | -$12.2M | -6% | 16.5% | 56.2% | 22 | 13.64% | 3.1 |
|
| 6042 |
6042
Decagon Asset Management
London,
United Kingdom
| $198M | +$44.7M | +29% | 14.1% | – | 84 | 63.1% | 0.3 |
|
| 6043 |
6043
Kiker Wealth Management
Jasper,
Georgia
| $198M | +$20.6M | +12% | 11.7% | – | 678 | 74.63% | 0.5 |
|
| 6044 |
KLP
6044
Kent Lake PR
Anasco,
Puerto Rico
| $198M | -$28.8M | -13% | 2.61% | – | 58 | 60.34% | 0.4 |
|
| 6045 |
6045
Aster Capital Management
Dubai,
United Arab Emirates
| $198M | -$243M | -55% | 4.69% | – | 1,452 | 68.87% | 0.3 |
|
| 6046 |
6046
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
| $198M | +$17.3M | +10% | 7.3% | 65.6% | 57 | 14.04% | 1.2 |
|
| 6047 |
6047
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| $198M | -$4.38M | -2% | 4.98% | – | 60 | 6.67% | 3.3 |
|
| 6048 |
6048
ADE LLC
Baltimore,
Maryland
| $198M | +$9.9M | +5% | 6.4% | 59.8% | 88 | 14.77% | 3.3 |
|
| 6049 |
6049
4Thought Financial Group
Syosset,
New York
| $198M | +$9.6M | +5% | 5.38% | 40.8% | 89 | 1.12% | 3.9 |
|
| 6050 |
6050
Paul R. Ried Financial Group
Bellevue,
Washington
| $198M | +$32.4M | +20% | 14.6% | – | 35 | 5.71% | 0.6 |
|